
Lori Pierre-Louis
Morgan Stanley and I began our partnership in 2011 when I joined the firm as a Financial Advisor. Prior to my current role as a Vice President in Wealth Management, I worked for 18 years at another firm helping private clients reach their goals and managing business succession plans.
I believe that wealth management is about proper planning, determining willingness of risk and adaptability. In the vast landscape of wealth management offerings, I feel what sets my work apart is my dedicated approach to service and guidance in critical life decisions. I bring a unique perspective to my role as an advisor, as previous business owner in the restaurant industry. I know from prior experience the emotional labor of balancing financial planning for your family and business. My talents have been and continue to be focused in helping families manage their estates, plan retirement and aid business owners in their succession plans.
As someone who has gone through a succession planning for my own business, I know how it feels to transition your work away and move on to a new venture. I moved into the wealth advisory field to help those that were in a similar situation as me and it has instilled a passion to help others become informed, comfortable and have a clear path forward.
I want to see my clients motivated to achieve financial security, educated on the various options towards achieving their goals and retain financial peace of mind for themselves and their families. Getting started is easy, it begins with a conversation. I look forward to speaking with you soon.
My Clients:
• High Net Worth Families
• Private Clients
• Business Owners
• Executives
Education and Licensing:
• B.A. Economics/Finance
• Villanova University '93
• Chartered Financial Consultant
• American College
October 6th, 2025 | Cybersecurity and Social Media Habits
Protecting your personal information online is more important than ever. Join our next Wealth Education for the Next Generation virtual event on Monday, October 6th to discover essential cybersecurity practices and develop responsible social media habits that will help safeguard your digital presence in today's interconnected world.
September 2025 | American Exceptionalism
Join Morgan Stanley Wealth Management's Chief Investment Officer Lisa Shalett in a conversation with Morgan Stanley Investment Management's Head of Consilient Research for Counterpoint Global Michael Mauboussin as they explore whether the period of American Exceptionalism is coming to an end and discuss key considerations for investors, including:
September 2025 | Housing Insights for the Next Decade
Join us on Tuesday, September 2, at 4:15 p.m. ET, for our AlphaCurrents Macro Expert Webcast to gain a deeper understanding of how housing trends may impact your financial planning and investment portfolios.
Hosted by Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing, this webcast will feature a panel of experts who will explore the key trends shaping the future of the US housing market, including:
August 2025 | Estate Planning Overview: Caregiver Considerations
This session is specifically designed for the "Sandwich Generation". As individuals balancing the dual responsibilities of caring for aging parents and supporting their own children, effective estate planning is crucial. This webcast will provide valuable strategies to manage these unique challenges, ensuring financial security and peace of mind for you and your loved ones.
July 2025 | Exclusive Event: Global Tensions & Washington Moves
Join Morgan Stanley Wealth Management's Chief Economic Strategist Ellen Zentner in a conversation with Morgan Stanley Wealth Management's Head of U.S. Policy Monica Guerra & Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:
July 2025 | Health is Wealth: Cultivating Healthy Habits for Longevity and Prosperity
Dr. Kim Henderson, Head of Wealth Management Health & Wellness Education, will provide valuable insights into managing healthcare effectively, emphasizing the importance of investing in preventative care and cultivating healthy habits.
June 2025 | The Rise of the Humanoid Economy
Join Wealth Management's Global Head of Thematic & Macro Investing Ellen Zentner for a fireside chat with Morgan Stanley's Head of Global Autos and Shared Mobility Research Adam Jonas for a conversation on the rapid transition of artificial intelligence into the physical world.