Lorry Rosado
Private Banker
Marc Bianchi, CFP®
Associate Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist,
CERTIFIED FINANCIAL PLANNER®
Direct:
(215) 572-4504(215) 572-4504
Toll-Free:
(800) 473-3430(800) 473-3430
My Mission Statement
With over 20 years of experience at Morgan Stanley and as an attorney for 15 years prior to that, I bring to the table extensive experience and a great desire to help my clients, their families and their businesses navigate the financial and economic landscape.
Since receiving my law degree from Villanova Law School, and entering the world of giving professional advice for a living, I have been committed to providing my clients with thoughtful and well reasoned guidance along the way. I take my responsibilities to my clients and their families seriously and it is always my honor when clients refer their loved ones and colleagues. This is how I have built my business and how I intend to continue doing so.
Since receiving my law degree from Villanova Law School, and entering the world of giving professional advice for a living, I have been committed to providing my clients with thoughtful and well reasoned guidance along the way. I take my responsibilities to my clients and their families seriously and it is always my honor when clients refer their loved ones and colleagues. This is how I have built my business and how I intend to continue doing so.
My Story and Services
Marc Bianchi is a financial advisor with Morgan Stanley. He is experienced in advising wealthy individuals, business owners, professionals, trustees and retirement plan sponsors concerning investment strategy, wealth management and Financial Planning. Although no longer actively practicing law, for over 15 years as an attorney licensed in Pennsylvania and New Jersey, he advocated on behalf of his clients in business as well as personal matters, representing them throughout the course of the litigation process. He also counseled and advised clients on a multitude of legal matters, enabling him to develop and maintain many long-standing relationships. Although he does not currently give legal advice, his background as a practicing attorney may add value to his clients’ experience. Marc has been with Morgan Stanley since 2002 where he has again, developed and earned many loyal and long standing client relationships.
Marc is a Certified Financial Planner™ professional. He holds a bachelor’s degree from The George Washington University and a Juris Doctorate from Villanova University School of Law. In addition he has served on a variety of civic boards and is a past member of the Boards of The Anti-Defamation League as well as Federation Day Care. For five years Marc volunteered and read news and other features to the blind over the Audiovision network, a service of the New Jersey Library for Braille and the Blind. He has narrated and recorded books and plays over that network as well for the benefit of visually impaired listeners.
Marc is a Certified Financial Planner™ professional. He holds a bachelor’s degree from The George Washington University and a Juris Doctorate from Villanova University School of Law. In addition he has served on a variety of civic boards and is a past member of the Boards of The Anti-Defamation League as well as Federation Day Care. For five years Marc volunteered and read news and other features to the blind over the Audiovision network, a service of the New Jersey Library for Braille and the Blind. He has narrated and recorded books and plays over that network as well for the benefit of visually impaired listeners.
Securities Agent: GA, DC, DE, PA, MI, IA, NJ, NC, CT, VA, FL, SC, NY, CA, MA, MD, UT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1443444
NMLS#: 1443444
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1787 Sentry Pky W
Bldg 18 Ste 440
Blue Bell, PA 19422
US
Direct:
(215) 572-4504(215) 572-4504
Toll-Free:
(800) 473-3430(800) 473-3430
Fax:
(215) 540-0788(215) 540-0788
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
Fabienne Sarnecki
Private Banker
Jim Kaiser
Planning Associate
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 Fabienne Sarnecki
Fabienne Sarnecki is a Private Banker serving Morgan Stanley Wealth Management offices in 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.
Fabienne began her career in financial services in 2009, and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, she was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.
Fabienne is a graduate of New York University where she received a Bachelor of Arts in Economics. She lives in Wayne, Pennsylvania with her family. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling 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.
Fabienne began her career in financial services in 2009, and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, she was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.
Fabienne is a graduate of New York University where she received a Bachelor of Arts in Economics. She lives in Wayne, Pennsylvania with her family. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.
NMLS#: 1879930
About Jim Kaiser
Jim Kaiser is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Jim provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from The King’s College and received the Financial Planning Specialist® designation from the College for Financial Planning. Jim is originally from St. Louis, MO and currently resides in New York City.
He earned his undergraduate degree from The King’s College and received the Financial Planning Specialist® designation from the College for Financial Planning. Jim is originally from St. Louis, MO and currently resides in New York City.
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
Global Investment Office
Portfolio Insights
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?
Article Image
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
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
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 Marc Bianchi 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.
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
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)
