My Story

LaShell's career began in 1996 as a sophomore at Edgewood College and grew into full time employment as a Financial Advisor when she completed her Bachelors of Science Degree in 1999.
My Biography
  • My Experience: LaShell Lentz, CFP®, joined Morgan Stanley in 2013 as a Financial Advisor and Vice President. LaShell has more than 21 years of experience developing comprehensive retirement and income planning strategies for affluent individuals and families. As a CERTIFIED FINANCIAL PLANNER™, LaShell has coached many clients through the sometimes overwhelming and difficult transition into retirement.
  • My Community Involvement: LaShell joined The Salvation Army of Dane County Advisory Board in 2015. She serves as Chair on The Salvation Army's Community Relations and Development Committee, Co-Chair of The Red Kettle Reception, and serves on the Strategic Planning team. Since 2010, LaShell has worked on the finance committee for the Girl Scouts of Wisconsin—Badgerland Council. In the fall of 2018 LaShell became a Troop Co-Leader for her daughter's Daisy Girl Scout Troop.
  • My Personal Life: LaShell and her husband Jason live in rural Dane county and are the proud parents of daughters Avery & Kylie.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • Planning for Education Funding4
  • Professional Portfolio Management5
  • 401(k) Rollovers
  • Sustainable Investing6
  • Cash Management and Lending Products7
  • Corporate Retirement Plans8
  • Long Term Care Insurance9
  • Life Insurance10
Securities Agent: WI, TN, SC, NC, MT, MN, MI, MA, IL, GA, FL, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1295641
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

  • 2013 In Business Magazine 40 Under 40 Young Executive
  • 2012 ATHENA Young Professional Award Winner
  • 2012 Recipient of the Girl Scouts Thanks Badge--This award is given only once in a lifetime to recognize exceptional service that benefits the total council or the entire Girl Scout movement.
  • 2011 Southwest Region Financial Advisor of the Year for M&I Financial Advisors, A Part of BMO Financial Group
  • Edgewood College: Magna cum Laude 1999

Education

  • University of Wisconsin-Madison - School of Business MBA, Strategic Management 2007-2010
  • Edgewood College BS, Economics and Business Finance 1995- 1999
  • Certified Financial Planner TM 2007

Experience

2013 - Present: Morgan Stanley
Vice President, Financial Advisor, CFP®

2009 - 2013: BMO Harris Financial Advisors, Inc.
Assistant Vice President, Senior Financial Advisor, CFP®

1996 - 2009: UBS Financial Services, Inc.
Account Vice President, Financial Advisor, CFP®
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    Location

    1241 John Q Hammons Dr
    Madison, WI 53717
    US
    Direct:
    (608) 829-4343(608) 829-4343
    Toll-Free:
    (800) 776-7797(800) 776-7797
    Fax:
    (608) 829-2911(608) 829-2911
    From My Desk

    Michael Wilson: Monthly Investment Perspectives Webcast


    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

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    Morgan Stanley and Justin Rose: A Winning Team

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    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact LaShell Lentz today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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