Rebecca E. Lilly, QPFC
Vice President, Wealth Management,
Financial Advisor,
Government Entity Specialist,
Investing with Impact Director,
Family Wealth Director
Direct:
(203) 625-4809(203) 625-4809
My Mission Statement
Our goal is to help preserve and grow wealth to support your goals and mission.
Welcome
Becky is a member of the Centre Harbour Group at Morgan Stanley which services both private clients, foundations, endowments, pensions and defined contribution plans. Becky previously worked in the Private Wealth Management division of Morgan Stanley for her first 5+ years at the firm where she focused on ultra high net worth private clients. For endowments and foundations, Becky works to provide investment consultant services to help align the risk / return objectives and broader operations / mission of these organizations. For individuals and families, Becky works to develop and implement financial and investment management strategies to help meet their short term needs and long term goals in coordination with their values, business concerns, philanthropy and outside estate / tax advisors.
Becky has a background in high net worth client investment management derived from experiences in the art market at Sotheby’s as well as investment analysis from being a management consultant in the healthcare industry and director of PR & advertising for an international private family-owned company. She received an MBA from the Yale School of Management and her undergraduate degree from Tufts University with majors in Economics & Art History. During a voluntary career break, Becky founded a non-profit, coached competitive youth soccer teams, competed in triathlons and open-water swims as well as volunteered extensively in her community of Rye New York. Becky returned to work through the Goldman Sachs ‘Returnship’ program in January 2014.
Becky has experience and knowledge in sustainable investing including ESG / SRI strategies as well as family wealth planning and multigenerational wealth dynamics including financial tutoring which all promote thoughtful financial management.
Designations:
Investing with Impact Director
Family Wealth Director
Government Entity Specialist
Education & Organizations:
MBA, Yale School of Management, 1998
BA, Economics & Art History, Tufts University, 1992
Advisory Board, Yale International Center for Finance, Yale School of Management
Board of Visitors, IUPUI Lilly Family School of Philanthropy, Indianapolis IN
Board of Trustees, Heritage Museum & Gardens, Sandwich MA
Becky has a background in high net worth client investment management derived from experiences in the art market at Sotheby’s as well as investment analysis from being a management consultant in the healthcare industry and director of PR & advertising for an international private family-owned company. She received an MBA from the Yale School of Management and her undergraduate degree from Tufts University with majors in Economics & Art History. During a voluntary career break, Becky founded a non-profit, coached competitive youth soccer teams, competed in triathlons and open-water swims as well as volunteered extensively in her community of Rye New York. Becky returned to work through the Goldman Sachs ‘Returnship’ program in January 2014.
Becky has experience and knowledge in sustainable investing including ESG / SRI strategies as well as family wealth planning and multigenerational wealth dynamics including financial tutoring which all promote thoughtful financial management.
Designations:
Investing with Impact Director
Family Wealth Director
Government Entity Specialist
Education & Organizations:
MBA, Yale School of Management, 1998
BA, Economics & Art History, Tufts University, 1992
Advisory Board, Yale International Center for Finance, Yale School of Management
Board of Visitors, IUPUI Lilly Family School of Philanthropy, Indianapolis IN
Board of Trustees, Heritage Museum & Gardens, Sandwich MA
Services Include
- Investment Management
- Comprehensive Wealth Planning
- Sustainable & Responsible InvestingFootnote1
- Family Governance & Wealth Education
- Philanthropy Management
- Tax, Trust & Estate AdvisoryFootnote2
- Retirement & Pension Plans
- Corporate Services
- Pre-Liquidity Planning
- 10b5-(1) Programs
- Risk Management
- Consolidated Reporting
Securities Agent: SC, TX, UT, VA, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, TN, WA, VT, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1487173
NMLS#: 1487173
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Family Wealth Director
Family Wealth Capabilities
The Family Wealth Director (FWD) designation is earned by fewer than 4% of Morgan Stanley Financial Advisors as of January 2022. This designation is given to advisors who have undergone distinctive training to complement extensive experience working with ultra-high net worth families.
Family Governance and Wealth Education
The Family Governance and Wealth Education group helps ultra-high net worth families maximize the value of their human capital by addressing sensitive family issues, facilitating communication and managing your family dynamic to achieve a shared sense of common direction in coordination with your outside advisors.
Legacy & Estate Planning Strategies
We provide a fully-integrated, comprehensive analysis of your balance sheet, estate plan and investment strategy through a collaborative process. At your request, we will coordinate with your estate planning and tax advisors as well.
Philanthropy Management
We provide a smart way to give to the causes that you care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful, and tax-advantageous way to support your favorite charities.
Working with those living socially responsible lives
Why Sustainable Investing?
Futurist paint striking and sometimes divergent pictures of the world in 2050. On the one hand, technology will empower us to harness scarce resources more efficiently than ever; transform health care delivery, and list millions out of poverty. On the other hand, a population of nearly 10 billion people may intensify competition for natural resources and food, overcrowd urban infrastructure, accelerate climate change and increase economic disparities.
The prognostications may sound remote, but they depict a world that is less than 30 years away - a time frame short enough to affect anyone who is raising young children, planning for retirement, or just beginning a career.
I believe that the global challenges we face in the decades ahead pose critically important questions not only for society at large, but also for each of us as individuals, citizens, parents, leaders and policymakers. And for my clients, these challenges are likely to present significant implications for their financial goals and investment decisions.
Futurist paint striking and sometimes divergent pictures of the world in 2050. On the one hand, technology will empower us to harness scarce resources more efficiently than ever; transform health care delivery, and list millions out of poverty. On the other hand, a population of nearly 10 billion people may intensify competition for natural resources and food, overcrowd urban infrastructure, accelerate climate change and increase economic disparities.
The prognostications may sound remote, but they depict a world that is less than 30 years away - a time frame short enough to affect anyone who is raising young children, planning for retirement, or just beginning a career.
I believe that the global challenges we face in the decades ahead pose critically important questions not only for society at large, but also for each of us as individuals, citizens, parents, leaders and policymakers. And for my clients, these challenges are likely to present significant implications for their financial goals and investment decisions.
Broad-Based Sustainability
Exposure to companies from all sectors and industry groups that reflect the best environmental practices relative to industry peers, invest in companies with sustainable practices, including efficient natural resource use and efforts to reduce greenhouse gas emissions.
Climate Action
Investments in companies with products and services targeting key sustainability goals and climate solutions. Focus on investable themes that seek to improve climate change mitigation and/or adaption solutions.
First and foremost, I care about our client's lives and needs. Second is attention to a sound investment management and portfolio construction through evolving market trends and economic cycles.
In a world where financial products, services and advisors blend together and often can overwhelm, my approach is tailored to each unique client with one-on-one personal attention. I adapt our team's capabilities through strong relationships within the Morgan Stanley franchise and with senior advisors who can add value through leadership in their field. This approach provides some of the best in class service and solutions to situations both complex and simple.
I look forward to learning more about you and discussing the resources we can place at your disposal.
In a world where financial products, services and advisors blend together and often can overwhelm, my approach is tailored to each unique client with one-on-one personal attention. I adapt our team's capabilities through strong relationships within the Morgan Stanley franchise and with senior advisors who can add value through leadership in their field. This approach provides some of the best in class service and solutions to situations both complex and simple.
I look forward to learning more about you and discussing the resources we can place at your disposal.
Location
One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4809(203) 625-4809
Wealth Management
Global Investment Office
Portfolio Insights
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
Rational Investing in an Age of Uncertainty
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Ready to start a conversation? Contact Rebecca E. Lilly today.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
