Welcome

Lawrence works personally with each client by helping them to meet or exceed their financial objectives, whether they may be short-term or long-term. His strategy is to develop a comprehensive plan that includes all of life’s “what if” events while taking into account all of your life stages, your risk tolerance, and your own personal financial goals.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Professional Portfolio Management4
  • Planning for Education Funding5
  • 401(k) Rollovers
  • Corporate Retirement Plans6
  • Alternative Investments7
  • Annuities8
  • Fixed Income9
Securities Agent: TX, KY, VT, VA, TN, SC, PA, OK, OH, NY, NV, NC, MO, MD, IN, IL, ID, GA, FL, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About Me

Beginning his career with Morgan Stanley predecessor firm, Dean Witter in 1991, Lawrence has over 25 years of experience in wealth management working to understand his clients' financial needs and aspirations., He was born in St. Louis, Missouri, but shortly after birth, he and his family moved to Louisville, Kentucky. Before earning his Bachelor's of Science in Business Administration degree from the University of Louisville with High Honors, Lawrence attended St. Albert the Great School and Trinity High School.

Lawrence is an avid golfer and enjoys playing with family and friends. He also enjoys traveling and attending University of Louisville sporting events. Lawrence is an active member of the University of Athletic Fund, Church of Epiphany, the Churchill Downs Turf Club, Lake Forest Country Club, and the University of Louisville Golf Club.

    Client Service Team

    • Pamela J. Young
      Senior Client Service Associate
      Pam has been a Senior Client Service Associate at Morgan Stanley for over 10 years and has been in the financial industry for over 20 years. In her role as Senior Client Service Associate, Pam works with clients to help build their relationship with the firm and offer assistance with their service needs. 

      Pam and her husband Gary have been married for over 38 years and have three children, Jessica, Michele and Gary.  Pam enjoys playing the piano, assisting with the music ministry at her church, gardening and traveling with her husband.

       

       
    • Brandon L. Luttrell
      Wealth Advisory Associate
      Brandon’s professional career began in 2013 as an intern at Morgan Stanley, while working third-shift at UPS in order to fully fund his full-time student tuition costs at the University of Louisville, where he received his Bachelors of Science in Business Administration in Finance. After graduation, he accepted a full time position as a licensed Wealth Advisory Associate, giving him hands-on investment and financial planning experience. In this role, Brandon has had the luxury to work side-by-side with Financial Advisors throughout the Kentucky, West Virginia, and Tennessee Complex, all the while gaining the necessary experience to prepare and deliver financial plans tailored to the client’s unique financial needs.

      Brandon was born and raised in Louisville, KY. Before college, he attended Eastern High School where he ran Varsity Track & Field, and Cross Country. Since the age of 15, Brandon worked at a local golf course, washing golf clubs until he was of age to accept a work-paid position. Brandon is passionate about spending time with family and friends, University of Louisville athletics, and his grandmother’s pasta.
      Securities Agent: CO, FL, IN, KY, NC, NV, OH, TX, VA, VT; Investment Advisor Representative; General Sercurities Representative

    Location

    400 West Market St
    Ste 2500
    Louisville, KY 40202
    US
    Direct:
    (502) 562-5129(502) 562-5129
    Toll-Free:
    (800) 488-4880(800) 488-4880
    Fax:
    (502) 562-5159(502) 562-5159

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    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
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

    Consolidate Your Cash at a Competitive Rate

    Consolidate Your Cash at a Competitive Rate

    2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
    Learn more about Consolidate Your Cash at a Competitive Rate
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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    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.
    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
    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
    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 Lawrence Pusateri today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    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.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    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 suitable 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”) 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.


    CRC 2019752 10/2018