Laura Sullivan
My Mission Statement
INSIGHTS GROUNDED IN EXPERIENCE
Over the course of decades-long client/advisor relationships, through years of saving, growing assets, and weathering uncertain times, Laura finds the most rewarding moment is seeing clients achieve the reality of their goals. Being a dedicated financial advisor and friend to clients is an incredibly fulfilling experience for her, and helping individuals reach their personal goals by bringing financial confidence into their lives is what Laura values most in her work.
Laura lives with her husband and dogs, near family and good friends. She is very close with her son who she raised as a single parent before getting married four years ago. She loves to travel and see new places with her family, as well as experience different cultures and food.
WORKING WITH YOU
My clients are much more than a portfolio of assets – they are families with active lives, who seek an experienced advisor who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When you work with me, you will be treated with respect, care, confidentiality, and given an unwavering commitment to you and your family.
While my clients each have unique personal and professional circumstances, they all have one thing in common, achieving a financial goal to secure their family's financial future and pursue their personal ambitions.
Over the years, I've developed a disciplined consulting process to reveal your most significant goals, so I may design and implement appropriate solutions to help plan for your future.
I will begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve. Next, I'll review your current future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls or the impact of unexpected life events.
Here, I'll prepare a comprehensive wealth management plan that can address your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.
With my guidance, you'll have access to a comprehensive array of strategies, services, and programs that work in tandem to help grow, preserve and transfer your wealth, while remaining aligned with your personal goals and aspirations.
I'll check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and well-being.
INDIVIDUAL PLANS FOR INDIVIDUALS LIKE YOU
Goals you set today will evolve over time. My process is designed to evolve with your goals and with the changing circumstances of your life. Holistic in its approach, my planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals and priorities.
LifeView is a suite of planning tools that includes goal-specific analysis that I can use with my clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
With a CashPlus brokerage account, you can manage your cash and get more value, more protection, and a seamless digital experience. Contact me to discuss or click here. Terms apply.
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as financial statements, authorizations, tax filings, and other relevant files.
This tool allows you to set budget goals for each spending category and will send you alerts when you are at risk of exceeding the amount, or when you have met your monthly budget goals. It even tracks your non-Morgan Stanley accounts, helps you to set goals to improve your financial picture, and can be shared with your Financial Advisor as part of their review of your complete financial picture.
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have a resource of MSO on the go.
VALUABLE TOOLS AND RESEARCH
It has never been more important to have a financial plan in place to get you to where you want to be. To help stay up to date on the broader economy as well as with personal finance best practices, I have provided some resources below to help you to get started.
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer, and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Incisive market insights, the latest macroeconomic trends, unparalleled expertise - have all of this delivered straight to your inbox weekly.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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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.
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