Lorry Rosado
Private Banker
Kevin Birkner
Senior Vice President,
Financial Advisor
Direct:
(732) 389-8625(732) 389-8625
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
For the past 13 years, I have been dedicated to building strong relationships while delivering beneficial advice to my clients. I pride myself in two key areas; honesty and availability.
I believe people need someone who is willing to work around their schedule, while giving them an honest assessment of their financial life. As a seasoned professional, I understand education is paramount to delivering an excellent client experience. From start to finish, my team and I tailor a plan specific to your financial goals.
I've been working within the financial services industry for 13 years. I am a Chartered Retirement Planning Counselor (CRPC®) and have my Series 7, 24, 63, 65 licenses.
Awards & Honors
- Best-In-State Wealth Advisor in New Jersey.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
- Next-Gen Wealth Advisor in New Jersey.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
View my Forbes Profile Here:
https://www.forbes.com/profile/kevin-j-birkner/?sh=700aa3907bad
I believe people need someone who is willing to work around their schedule, while giving them an honest assessment of their financial life. As a seasoned professional, I understand education is paramount to delivering an excellent client experience. From start to finish, my team and I tailor a plan specific to your financial goals.
I've been working within the financial services industry for 13 years. I am a Chartered Retirement Planning Counselor (CRPC®) and have my Series 7, 24, 63, 65 licenses.
Awards & Honors
- Best-In-State Wealth Advisor in New Jersey.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
- Next-Gen Wealth Advisor in New Jersey.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
View my Forbes Profile Here:
https://www.forbes.com/profile/kevin-j-birkner/?sh=700aa3907bad
Securities Agent: TN, CA, NJ, NH, OR, NM, MD, ID, WA, VA, TX, MO, MI, LA, CT, CO, UT, NV, MN, MA, AZ, SD, MT, IA, MS, DE, AL, WY, SC, NC, WV, PA, ME, GA, WI, NY, IN, IL, OH, KY, FL, DC; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2016129
NMLS#: 2016129
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our wealth management approach focuses on you, your family and your career - where you are today and where you want to go.
Our goal is to deliver a plan that will help you achieve your financial goals.
We build you a personalized plan based on who you are; your values, your sources of wealth, your passions and your pleasures. We clearly articulate how each financial decision impacts financial security We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.
Helping Families Navigate Significant Wealth
We begin by asking what matters to the families we serve, and we never stop asking that question. We have extensive experience advising clients before, during, and after life’s transitions:
• Such as births, weddings, deaths, or divorces
• Purchase, sale, merger, or transfer of a business
• Executive decisions, such as retirement, deferred compensation, or taxes in consultation with your tax professionals
• Such as births, weddings, deaths, or divorces
• Purchase, sale, merger, or transfer of a business
• Executive decisions, such as retirement, deferred compensation, or taxes in consultation with your tax professionals
Coordination with your outside advisors.
We work under a format of open architecture, which means that we actively coordinate with your preferred outside advisors. This approach seeks to provide seamless integration of the vast services of Morgan Stanley, leveraging the resources we have in many areas, along with those of our client’s outside advisors.
Building Lasting Relationships
We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced. We are celebrating with you with life events and when goals have been accomplished.
COMPREHENSIVE FINANCIAL PLANNING
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement. or somewhere in between - as your Financial Advisors, The Hudson Legacy Group can help you achieve your financial goals.
Retirement Planning
Leading up to and through retirement, The Hudson Legacy Group helps you identity the most appropriate ways to get the income you need and helps ensure you are on track to achieve for financial goals.
Preparing for Retirement Checklist
Investment Management
The Hudson Legacy Group takes care of your retirement
accounts and other investments based on your comfort
level with risk and your current tax circumstances.
tailoring your financial strategy to your unique situation.
needs. and goals.
View timely market commentaryaccounts and other investments based on your comfort
level with risk and your current tax circumstances.
tailoring your financial strategy to your unique situation.
needs. and goals.
Estate & Trust Planning
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. Our team regularly reviews your finances with you and coordinates with your estate attorney to help ensure that we meet your wishes in the most efficient and cost-effective way possible.
Preparing for Your Meeting with an Estate Planning Attorney
Cash Management and Lending Services
The driving force behind any business is cash. Whether
it's access to capital or managing accounts receivable
and accounts payable, we can help you review the strategies you have in place and where appropriate, provide you with alternatives to consider.
Learn More about Cash Management & Lending Servicesit's access to capital or managing accounts receivable
and accounts payable, we can help you review the strategies you have in place and where appropriate, provide you with alternatives to consider.
Education Planning
There are many options and considerations for each stage of education expense planning. We will cover the basics to help inform you of the various strategies for your situation and create a plan best suited for your loved ones.
Learn More about Educational Planning
Generational Wealth Planning
Being empowered with the knowledge to make smart financial decisions during every stage of life is key to preserving wealth through the next generations.. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Literacy for Any Stage of Your LifeUtilizing the Powerful Morgan Stanley at Work platform, we at The Hudson Legacy Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
At Work Solutions
Innovative workplace offerings for companies and employees which include Shareworks by Morgan Stanley, our global equity plan management solution, Financial Wellness and Retirement Solutions.
Learn more about At Work SolutionsCorporate Retirement Solutions
Comprehensive solutions to effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.
Learn more about Corporate Retirement Solutions
Business Planning
We focus on those things that make a difference to your business - from your perspective of ownership, control and liquidity, to the major challenges and opportunities you may face.
Learn more Business PlanningSuccession and Exit-Planning
Planning is key as you approach the next chapter of your company's story. Whether it's selling a business- all or part of it - or passing it on, The Hudson Legacy Group can help develop various exit strategies.
Learn more about Succession and Exit-Planning
Financial Wellness
At The Hudson Legacy Group, we understand that when employees thrive, companies thrice. We are proud to offer a customizable solution for organizations to empower their employees by making their finances a source of wellness- and not a source of stress.
Learn more about Financial Wellness401K Plan
Retirement is more than a date in the future – it’s a milestone that takes time, hard work and the right tools to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Learn more about 401k plansLocation
1030 Broad Street 3rd
Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 389-8625(732) 389-8625
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Anthony Viskovic
Private Banker
About Lorry Rosado
Lorry Rosado is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey and Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lorry began her career in financial services in 1984, and joined Morgan Stanley in 2017. Prior to joining the firm, she served as a Banking Advisor at Merrill Lynch, and a Senior Premier Client Manager at Bank of America.
She currently resides in East Brunswick, NJ with her family.
Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lorry began her career in financial services in 1984, and joined Morgan Stanley in 2017. Prior to joining the firm, she served as a Banking Advisor at Merrill Lynch, and a Senior Premier Client Manager at Bank of America.
She currently resides in East Brunswick, NJ with her family.
Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with her family.
NMLS#: 644450
About Anthony Viskovic
Anthony Viskovic is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
NMLS#: 1427370
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kevin Birkner today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
