Adam M Groff, Series 7 Licensed, Series 66 Licensed
Senior Registered Client Service Associate
Phone:
(828) 696-0404(828) 696-0404
Lisa Green, CFP®
Vice President,
Financial Advisor
Direct:
(828) 250-8746(828) 250-8746
Toll-Free:
(800) 851-1331(800) 851-1331
My Mission Statement
Smart money decisions aligned with your goals & values.
Helping make women even smarter about their money.
Helping make women even smarter about their money.
Certified Financial Planner™
My work with clients combines rigorous financial planning with my deep knowledge of sustainable investing. My practice is focused on serving clients who expect their assets to provide solid returns while striving to solve greater global issues.
I have a strong commitment to helping clients, especially women, become even smarter with their financial and investment planning. Identifying blind spots is a key way to improve client outcomes. It makes for a better life.
My refreshingly different background couples two decades in the investment industry with my work in the field of microfinance and poverty alleviation for seven years in Honduras. It is this range of experience and insight that informs my holistic approach to financial planning, client care, and portfolio management.
Warren Buffet once said, “Price is what you pay, value is what you get.” My team and I seek to provide an extra measure of value to our clients.
I have a strong commitment to helping clients, especially women, become even smarter with their financial and investment planning. Identifying blind spots is a key way to improve client outcomes. It makes for a better life.
My refreshingly different background couples two decades in the investment industry with my work in the field of microfinance and poverty alleviation for seven years in Honduras. It is this range of experience and insight that informs my holistic approach to financial planning, client care, and portfolio management.
Warren Buffet once said, “Price is what you pay, value is what you get.” My team and I seek to provide an extra measure of value to our clients.
Securities Agent: CA, WV, RI, NM, NH, KY, VT, TN, OH, NJ, ME, MD, IL, NY, NC, MA, IN, DC, MO, ID, HI, DE, AZ, WI, WA, VA, SC, PA, NV, AL, FL, GA, CT, TX, OR, MI, CO, MT, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2469541
NMLS#: 2469541
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working Together
As you browse through my website, I encourage you to ask, "What separates Lisa from other financial advisors?"
My answer: I work with an exclusive group of high-net-worth clients with a propensity for philanthropic giving. If this sounds like you, I encourage you to continue to explore this page, detailing my step-by-step approach to servicing my clients.
My answer: I work with an exclusive group of high-net-worth clients with a propensity for philanthropic giving. If this sounds like you, I encourage you to continue to explore this page, detailing my step-by-step approach to servicing my clients.
Discovery Process
I take the time to fully understand you and your family during this stage. Whether you're planning for retirement, purchasing a home, or living out your golden years, I consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as my compass, I create a risk-balanced strategy which maps a clear path to help achieve your success.
Implementing Your Plan
I apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift and decisive action in all market scenarios.
Measuring Your Success
I check in with you periodically to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and wellbeing.
Invest in Positive Change
An increasing number of clients want to invest for positive environmental and social impact while also achieving their financial goals. If you care about the future of our planet, I will help you in making decisions that will drive positive impacts on our environment and society.
The Morgan Stanley Minute "The Power of Sustainable Investing"
“Sustainable companies tend to think about their growth agenda in a robust way and in a responsible way. And it’s coming out in the numbers.” – Lisa Shalett, Chief Investment Officer of Wealth Management.
The Morgan Stanley Minute
10 Ways Investors Can Drive Positive Change
For decades now, investors have seen how powerfully their decisions can drive impactful outcomes for people and the planet. Here are 10 ways to continue making an impact with your investment dollars.
10 Ways Investors Can Drive Positive Change
Audrey Choi – How to make a profit while making a difference
"We have more opportunity today than ever before to make choices. So, change your perspective. Invest in the change you want to see in the world." – Audrey Choi.
Audrey Choi – How to make a profit while making a difference
How to Tackle Climate Change in Your Portfolio
As the world increasingly transitions to a low-carbon economy, explore how you can pursue your climate action goals alongside your financial objectives.
How to Tackle Climate Change in Your Portfolio
Investing with Impact Framework
The three I’s of “Impact” represent the range of customizable approaches investors can pursue across asset classes to maximize positive impact. The 3 I’s of impact (Intentionality, Influence, and Inclusion).
Investing with Impact Framework
Profile Builder
Do your investments align with the causes that matter to you most? Explore Morgan Stanley’s Impact Quotient™ Profile Builder to learn about the many impact themes offered through our Investing with Impact platform.
Profile BuilderWomen Without Limits
I am a female Financial Advisor who loves to empower women who find themselves in decision making roles. Whether that includes raising a family, caring for aging parents, or starting up or selling your business, I want to assist you in education, resources, and planning to help you navigate all things financial.
Women's Playbook
There’s no doubt about it—women face a unique set of financial challenges. Yet, most of us feel ill-equipped to navigate these circumstances on our own. At Morgan Stanley, we have witnessed the power of education and trusted guidance to transform a woman’s relationship with money. We believe educated women create a ripple effect, inspiring generations of men and women to come. That is why we are committed to empowering you with the knowledge and tools needed to achieve your goals: whether you’re buying a home, starting a family, navigating a divorce, or giving back to a cause you care about.
Women's Playbook
Women and Wealth
Wealth is about more than just your money, it's also about your life and the things you value most. Defined goals, a clear and complete financial picture and knowledgeable, objective advice are common to successful wealth plans. First, explore the things that really matter to you.
Women and Wealth
Planning to Thrive- A Financial Roadmap for Women
Women are a growing financial force. Learn steps you can take to help invest and plan towards your goals and prepare for whatever the future may hold. Click the link to learn more.
Learn More
FamilyAssist: Addressing Immediate Concerns
Designed to help guide you and your family with the decisions to be made following a major life event. I can help you adapt FamilyAssist to your specific needs. I am able to provide you with the advice and guidance necessary to set priorities and make informed decisions.
Where to BeginINDIVIDUAL PLANS FOR INDIVIDUALS LIKE YOU
Goals you set today will evolve over time. My process is designed to evolve with them -- 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.
Morgan Stanley's comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies our clients are using.
Morgan Stanley's comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies our clients are using.
Certified Financial Planner (CFP®)
Certified Financial Planner™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. With this designation, my skillsets help my clients navigate the complicated financial factors in their life.
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Access the LifeView Questionnaire
Spending & Budgeting Tool
Track your spending patterns, categorize expenses, create budgets, and manage your cash flow across all of your Morgan Stanley accounts, as well as those held at outside financial institutions.
Learn More About the ToolsAladdin Portfolio Risk Platform
The Portfolio Risk Platform (PRP) is a state-of-the-art wealth management platform with daily refreshing analytics that enable us to identify and better understand risks in your portfolio. The Portfolio Risk Platform leverages a 3,000 factor risk model to build out an analytics suite focused on risk, historical and hypothetical scenario analysis, and proposal generation.
Learn More About PRP
Total Wealth View
Add your external 401K, checking/savings, brokerage accounts and more to Morgan Stanley Online to see your finances all in one place with Total Wealth View. By linking your external accounts, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewGoals-Based Wealth Management
Uncover your needs, manage risk, and build a customized plan to help you reach your financial goals. At Morgan Stanley, Goals-Based Wealth Management means that we aim to understand what is important to you and work together to map out a plan that can help you achieve your financial goals.
Learn More About GPS HereLocation
500 College St
Asheville, NC 28801
US
Direct:
(828) 250-8746(828) 250-8746
Toll-Free:
(800) 851-1331(800) 851-1331
Fax:
(828) 254-0302(828) 254-0302
Meet My Team
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
Kristina Shifflett
Private Banker
About Kristina Shifflett
Kristina Shifflett is a Private Banker serving Morgan Stanley Wealth Management offices in North Carolina.
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.
Kristina began her career in financial services in 1995 and joined Morgan Stanley in 2005 as a Client Service Associate. Prior to joining the firm, she was an Operations Manager at Wachovia Securities.
Kristina lives in Raleigh, North Carolina with her dog Rosco. Outside of the office, she enjoys traveling, spending time with her children, puzzles, baking, gardening, reading, and crafting.
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.
Kristina began her career in financial services in 1995 and joined Morgan Stanley in 2005 as a Client Service Associate. Prior to joining the firm, she was an Operations Manager at Wachovia Securities.
Kristina lives in Raleigh, North Carolina with her dog Rosco. Outside of the office, she enjoys traveling, spending time with her children, puzzles, baking, gardening, reading, and crafting.
NMLS#: 1709833
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
A Simple Six-Step Retirement Checkup
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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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
529 Plans: A Powerful Tool to Save for Education
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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
Article Image
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
Ready to start a conversation? Contact Lisa Green today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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
1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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
CRC 6491812 (04/2024), 3582895 (6/2024)
