Susie Lui
Portfolio Associate
Phone:
(781) 431-6737(781) 431-6737
Marcie D'Aleo
Senior Vice President,
Financial Advisor,
Portfolio Manager
Direct:
(781) 431-6731(781) 431-6731
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Biography
Having spent 38 years as an advisor in the financial services industry, most recently as a Senior Vice President and Focus Broker at RBC Wealth Management, my main goal is to provide a secure path to financial security for my clients. During these 38 years, I have also served as a Financial Advisor at Prudential Securities, A.G. Edwards & Sons, and Legg Mason. While at Boston University, I received my Bachelor of Arts degree and later pursed classes in business administration and art. In 2009, 2010 and 2011 I was named to RBC Wealth Management Internal President’s Council and have been named as a Boston Magazine Five Star Wealth Manager for 5 years. I have lectured to members of the Massachusetts Bar Association on financial matters surrounding divorce and retirement and have worked closely with companies offering early retirement packages. I live in the Boston area with my husband, Vincent and have two grown children, Michael and Juliana and two German Shepherds named Harlow and Diego. I love the fall season and I am an avid traveler, reader and animal lover with a passion for meeting new people.
2012, 2013, 2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012, 2013, 2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 05/18/2011 - 11/6/2011
2013 Award - 05/18/2012 - 11/6/2012
2023 Award - 05/23/22 - 01/06/23
2012, 2013, 2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012, 2013, 2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 05/18/2011 - 11/6/2011
2013 Award - 05/18/2012 - 11/6/2012
2023 Award - 05/23/22 - 01/06/23
Securities Agent: SD, OR, NH, ID, HI, AZ, WI, SC, CA, GA, DC, LA, CT, WY, PA, NE, CO, VT, TX, TN, RI, NY, MT, ME, IL, NV, NJ, MD, VA, UT, OH, FL, AK, NM, MN, MA, KY, DE, AL, WA, MO, NC, MI, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1752108
NMLS#: 1752108
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 431-6731(781) 431-6731
Meet My Team
About Susie Lui
In her role as a portfolio associate, Susie is focused on providing superior service to clients. Susie began her career in the financial services industry in 1990 and brings vast experience and knowledge to the group. Susie’s experience, dedication, organization, and passion for helping people helps clients to enjoy an extraordinary experience working with the team.
Susie grew up in Brookline and attended Boston University. Susie lives in Natick, MA with her husband Patrick and puppy. She has two sons who are both Doctors in Pharmacy. She enjoys reading and traveling with family and friends.
Susie grew up in Brookline and attended Boston University. Susie lives in Natick, MA with her husband Patrick and puppy. She has two sons who are both Doctors in Pharmacy. She enjoys reading and traveling with family and friends.
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
Iran Conflict: Seven Takeaways for Investors
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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
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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 Marcie D'Aleo today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
