Robert F Lynch, CIMA®, CPWA®
Senior Vice President, Financial Advisor, Senior Investment Management Consultant
Phone:
(239) 393-2907(239) 393-2907
The Lynch Triolo Bushman Group at Morgan Stanley
Marco Island:
(239) 393-2907(239) 393-2907
Latham:
(518) 386-2945(518) 386-2945
Our Mission Statement
To help clients understand and address the complexities that accompany substantial wealth.
Our Purpose
At The Lynch Triolo Bushman Group, we focus on multi-generational families who seek to pass on their values, as well as their assets to the next generation. Our clients also include corporate executives who understand that too much of their wealth is tied up in the stock of their employer but aren’t sure what to do about it. In addition, we often provide guidance to business owners and professionals who are seeking to design an effective retirement plan, or perhaps are contemplating an exit strategy that may involve selling their firm/practice or transferring ownership to family members.
For all these clients, we serve as their primary source of financial advice – the professionals they turn to whenever they need advice about investing, risk management, financing major acquisitions, or even educating their children about the responsibilities that come with the wealth they may inherit someday. We take pride in the fact that many of our clients have trusted their finances with us over the last four decades, and many of them have passed our services to their children and grandchildren as a valued legacy.
For all these clients, we serve as their primary source of financial advice – the professionals they turn to whenever they need advice about investing, risk management, financing major acquisitions, or even educating their children about the responsibilities that come with the wealth they may inherit someday. We take pride in the fact that many of our clients have trusted their finances with us over the last four decades, and many of them have passed our services to their children and grandchildren as a valued legacy.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process: Focused on You
Our clients are different from those of many Financial Advisors. Rather than seeking assurance that they can retire on time, our clients look for answers to complex questions such as:
“How much of my wealth do I want my heirs to inherit? Are my heirs prepared intellectually and emotionally to manage that level of wealth?”
“What are the best ways to reduce estate tax for myself and my family, while also benefitting my favorite charities?”
“Are my charitable donations having the impact I want them to have?”
Our clients are all unique and have amassed their wealth in different ways, but some group descriptions four our client base include:
Generational Wealth Families
High and Ultra -High Net Worth Individuals
Corporate Executives
Corporations and Partnerships
Non-for-Profit Organizations
Family Trusts
Donor Funds
We believe the more knowledge and understanding you have, the more likely you are to make sound investment decisions, maintaining flexibility to adapt to an ever changing world.
“How much of my wealth do I want my heirs to inherit? Are my heirs prepared intellectually and emotionally to manage that level of wealth?”
“What are the best ways to reduce estate tax for myself and my family, while also benefitting my favorite charities?”
“Are my charitable donations having the impact I want them to have?”
Our clients are all unique and have amassed their wealth in different ways, but some group descriptions four our client base include:
Generational Wealth Families
High and Ultra -High Net Worth Individuals
Corporate Executives
Corporations and Partnerships
Non-for-Profit Organizations
Family Trusts
Donor Funds
We believe the more knowledge and understanding you have, the more likely you are to make sound investment decisions, maintaining flexibility to adapt to an ever changing world.
Introductory Meeting
We begin with an informal conversation to understand how we may help add value to your situation. This is our opportunity to learn about you and your opportunity to learn about us so that, collectively, we can determine whether we are a good fit for each other. If we all agree to move forward, we will then schedule a more in-depth discussion.
In-Depth Discovery
We continue the dialogue to learning about the values that shape your decisions, the concerns and any unique family circumstances relevant to the goals you’ve set for yourself and your family. We explore a myriad of qualitative and quantitative questions and request important supporting documents so we have a complete understanding of your current situation and vision for the future.
Analysis and Strategy
We collaborate internally as a team to review and analyze your current and future financial situation. Utilizing proprietary planning tools and our investment guidelines, we develop your personalized and detailed financial plan with recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future financial decisions.
Implementation
With your approval, we will implement the plan. This often encompasses a broad range of strategies – from investments and insurance to lending and estate planning. If necessary, we will introduce you to additional professionals, such as a CPA or estate attorney, to help implement our recommendations.
Ongoing Oversight
We expect to make changes and revise goals because life does not happen neatly on a spreadsheet. We meet annually to help ensure your plan remains current and to review your progress towards achieving your goals. Between our annual meetings, we have created a “Decisive Action” process to address any questions or concerns you have quickly and efficiently.
A financial plan made for you
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs.
LifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions.
Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Complete Questionnaire HereLifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions.
Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results
We are backed by sophisticated technology that enables us to look across multiple accounts and products to determine the right combination of securities and positions to sell for client needs.
The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
View Tax-Aware Strategies HereWe are backed by sophisticated technology that enables us to look across multiple accounts and products to determine the right combination of securities and positions to sell for client needs.
The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley’s Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Start Using the Tool Today
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Aladdin - Intelligent Risk Management
There's a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More HerePortfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Valuable Tools and Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access the Online Security Center
Addressing Cybersecurity
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Retirement Planning
It’s important to determine how much money you may need to save for a comfortable retirement. Here are three strategies that can help you optimize your 401(k) plan.
Explore potential options
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Digital Vault
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn more about Total Wealth View
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn more about MSOMonthly Outlook & Updates
Here at the Lynch-Triolo Group, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Thoughts on the Market with Andrew Sheets
Each week, Chief Cross-Asset Strategist Andrew Sheets, or a member of his team, shares podcasts offering perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes. Click the link below to listen to the latest edition.
Podcast: "Thoughts on the Market"
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Read: "GIC on the Markets"
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income. Click the link below to read the full report.
Read: "GIC Weekly"Location
928 North Collier Blvd
Marco Island, FL 34145
US
Direct:
(239) 393-2907(239) 393-2907
1212 Troy-Schenectady Rd
Latham, NY 12110
US
Direct:
(518) 386-2945(518) 386-2945
Meet The Lynch Triolo Bushman Group
Michael Triolo, CIMA®
Vice President, Financial Advisor, Alternative Investments Director, Financial Planning Specialist
Phone:
(518) 386-2980(518) 386-2980
Phone:
(518) 386-2936(518) 386-2936
Rachelle Davis, QPFC
Financial Advisor, Financial Planning Specialist
Phone:
(239) 598-7686(239) 598-7686
Maria Mahon
Senior Registered Associate
Phone:
(518) 386-2972(518) 386-2972
Edward W. Lynch
Wealth Management Associate
Phone:
(239) 944-0558(239) 944-0558
Wendy Mitchell
Registered Client Service Associate
Phone:
(518) 386-2943(518) 386-2943
About Robert F Lynch
Drawing from over 30 years of experience in investment and wealth management, Rob leads a dedicated team that provides highly customized and disciplined wealth strategies for a select group of successful entrepreneurs, executives, their families, businesses, and foundations. By focusing exclusively on a limited number of relationships, Rob and his team develop a deep understanding of each client’s unique needs and strive to deliver exceptional personal service.
For affluent families and individuals, Rob focuses on addressing complex planning needs, including asset allocation, portfolio risk management, cash flow modeling, and estate planning strategy. Fiduciary investors, such as corporate and not-for-profit institutions, benefit from his skilled focus in investment portfolio consulting, retirement plans, and cash management. By combining the team’s extensive experience and training with the global resources of Morgan Stanley, Rob delivers comprehensive, tailored solutions designed to achieve precise financial objectives.
Rob holds a Bachelor of Science in Finance from Siena College, Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business, the Investments and Wealth Institute’s Certified Private Wealth Advisor (CPWA®), and the Family Wealth Advisor designation through Morgan Stanley. He has been recognized by Forbes as one of the Best-In-State Wealth Advisors in 2022, 2023 and 2024. His team was also named to Forbes Best-In-State Wealth Management Teams for 2023, 2024, 2025.
Rob is committed to civic and charitable work, having served organizations such as Siena College’s Board of Associate Trustees, The Order of Malta, Catholic Charities, Guilderland Soccer Club, the New York State Museum, and Senior Services of Albany.
Outside of work, Rob enjoys spending time with his wife, children, and grandchildren. A retired soccer player and coach, he remains active in outdoor activities and considers himself an enthusiastic, though “mediocre,” golfer.
Best-In-State Wealth Management Teams 2023 | 2024 | 2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023|2024|2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Awards Disclosures
Best-In-State Wealth Advisors 2022 | 2023 | 2024
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (2022|2023|2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
For affluent families and individuals, Rob focuses on addressing complex planning needs, including asset allocation, portfolio risk management, cash flow modeling, and estate planning strategy. Fiduciary investors, such as corporate and not-for-profit institutions, benefit from his skilled focus in investment portfolio consulting, retirement plans, and cash management. By combining the team’s extensive experience and training with the global resources of Morgan Stanley, Rob delivers comprehensive, tailored solutions designed to achieve precise financial objectives.
Rob holds a Bachelor of Science in Finance from Siena College, Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business, the Investments and Wealth Institute’s Certified Private Wealth Advisor (CPWA®), and the Family Wealth Advisor designation through Morgan Stanley. He has been recognized by Forbes as one of the Best-In-State Wealth Advisors in 2022, 2023 and 2024. His team was also named to Forbes Best-In-State Wealth Management Teams for 2023, 2024, 2025.
Rob is committed to civic and charitable work, having served organizations such as Siena College’s Board of Associate Trustees, The Order of Malta, Catholic Charities, Guilderland Soccer Club, the New York State Museum, and Senior Services of Albany.
Outside of work, Rob enjoys spending time with his wife, children, and grandchildren. A retired soccer player and coach, he remains active in outdoor activities and considers himself an enthusiastic, though “mediocre,” golfer.
Best-In-State Wealth Management Teams 2023 | 2024 | 2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023|2024|2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Awards Disclosures
Best-In-State Wealth Advisors 2022 | 2023 | 2024
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (2022|2023|2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MD, FL, AL, IL, VT, RI, DC, MI, MA, GA, VA, TN, HI, TX, MT, ME, IN, CA, AZ, WA, OH, NJ, CT, PA, OK, MO, CO, NY, NV, SC, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1855500
NMLS#: 1855500
About Michael Triolo
Mike has over 15 years experience in the financial services industry beginning with Citi at their Investment Banking headquarters in Manhattan. As the Business Unit Manager of a multi-billion global proprietary trading business, he coordinated deal structurings, closings, and asset monitoring for a wide range of products.
In 2009, Mike and several other members of the Citi team left and launched a credit focused hedge fund called Archview. As the Director of Operations he built the operational infrastructure and led all due diligence meetings with current and prospective investors. Mike was also a member of both the risk and valuation committees.
At Morgan Stanley Mike’s focus is working with business owners and professionals to help organize and manage their financial lives through a comprehensive goals-based wealth management process. He focuses much of his efforts on portfolio construction and asset allocation while leveraging his vast product knowledge and understanding of risk. Mike offers unbiased investment advice and a range of sophisticated services to high net worth and institutional clients.
Mike graduated magna cum laude from Siena College with a B.S. Degree in Finance and also earned a Certificate in Accounting from New York University. Mike and his wife live in Loudonville with their two growing children.
In 2009, Mike and several other members of the Citi team left and launched a credit focused hedge fund called Archview. As the Director of Operations he built the operational infrastructure and led all due diligence meetings with current and prospective investors. Mike was also a member of both the risk and valuation committees.
At Morgan Stanley Mike’s focus is working with business owners and professionals to help organize and manage their financial lives through a comprehensive goals-based wealth management process. He focuses much of his efforts on portfolio construction and asset allocation while leveraging his vast product knowledge and understanding of risk. Mike offers unbiased investment advice and a range of sophisticated services to high net worth and institutional clients.
Mike graduated magna cum laude from Siena College with a B.S. Degree in Finance and also earned a Certificate in Accounting from New York University. Mike and his wife live in Loudonville with their two growing children.
Securities Agent: NH, CA, IN, IL, AZ, DE, AL, NY, NV, GA, DC, WA, VA, OK, NC, MT, FL, CO, VT, TX, TN, SC, NJ, HI, CT, MI, MA, RI, MD, KS, MO, PA, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1771346
NMLS#: 1771346
About David Bushman
Securities Agent: PA, GA, MO, ME, IN, IL, CO, SC, KS, HI, AL, VT, TN, MI, MD, FL, NC, DC, RI, NJ, NH, CT, TX, NY, NV, OK, MA, CA, AZ, WA, VA, MT, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2150323
NMLS#: 2150323
About Rachelle Davis
Rachelle has been in the finance industry for over a decade, working in portfolio management, risk analysis, tax planning and insurance planning. Rachelle uses her experience to help clients achieve their financial goals in an ever-changing market environment.
A graduate of Miami University, Farmer School of Business, Rachelle began her career working in international locations, such as Hong Kong and the Netherlands. She later joined Beech-Nut Corporation as a Brand Manager. She first entered the finance industry as Director of Business Development for an independent insurance and investment planning firm. Prior to joining Morgan Stanley, she served as a Wealth Manager for EA Buck Financial Services.
Rachelle works directly with a diverse range of high-net-worth families and business owners throughout the United States. Along with her team, she provides customized solutions to assist her clients in achieving their financial and personal goals. Rachelle believes providing clients with clear guidance and the highest level of service possible is core to building strong client relationships that last through generations of wealth.
Throughout her career and life, Rachelle has maintained a passion for sports, dogs and giving back to the community. In her spare time, Rachelle enjoys spending time with her Golden Retrievers, hitting the course/court/field with friends, and spending time with her family.
A graduate of Miami University, Farmer School of Business, Rachelle began her career working in international locations, such as Hong Kong and the Netherlands. She later joined Beech-Nut Corporation as a Brand Manager. She first entered the finance industry as Director of Business Development for an independent insurance and investment planning firm. Prior to joining Morgan Stanley, she served as a Wealth Manager for EA Buck Financial Services.
Rachelle works directly with a diverse range of high-net-worth families and business owners throughout the United States. Along with her team, she provides customized solutions to assist her clients in achieving their financial and personal goals. Rachelle believes providing clients with clear guidance and the highest level of service possible is core to building strong client relationships that last through generations of wealth.
Throughout her career and life, Rachelle has maintained a passion for sports, dogs and giving back to the community. In her spare time, Rachelle enjoys spending time with her Golden Retrievers, hitting the course/court/field with friends, and spending time with her family.
Securities Agent: WV, WI, WA, VT, VA, TX, SC, RI, PA, OR, OH, NY, NV, NJ, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2435060
NMLS#: 2435060
About Maria Mahon
Maria brings over 30 years of experience in the financial services industry focusing on client relationship management working with high net worth and institutional investors.
Maria utilizes her experience, knowledge and personal professional commitment to coordinating the team’s overall client service operations and compliance to deliver exceptional service and solutions for our clients along with Morgan Stanley’s broad resources.
Her diverse investment and operational experience include stock option exercise, corporate executive equity services including Rule 144 transactions, cash management, and digital services.
She holds the Series 7 and Series 66 securities licenses.
Maria utilizes her experience, knowledge and personal professional commitment to coordinating the team’s overall client service operations and compliance to deliver exceptional service and solutions for our clients along with Morgan Stanley’s broad resources.
Her diverse investment and operational experience include stock option exercise, corporate executive equity services including Rule 144 transactions, cash management, and digital services.
She holds the Series 7 and Series 66 securities licenses.
About Edward W. Lynch
After several years of experience in the operations sector of a competing financial firm in the Charlotte NC area, Eddie joined The Lynch Triolo Group in the Southwest Florida region. His background includes fielding inbound client service calls and progressing to a supervisory role within a financial services call center. Holding his B.A in Business Management from Belmont Abbey College, Eddie is also licensed with Series 7, 66 and 99 securities licenses. Now residing in Tampa, he enjoys the many attractions of the city, including live shows and Tampa Bay Lightning hockey.
About Wendy Mitchell
As a Registered Client Service Associate with
Morgan Stanley, I assist clients
with operational procedures related
to their accounts. I am primarily
responsible for assisting David's
clients on a day-to-day basis to
deliver world class service.
Earlier in my career, I worked
as a branch manager with First
Niagara Bank in Albany, NY. With a
multitude of responsibilities, I strive
to help each one of our clients work
with our team to complete their
banking transactions.
Away from the office, I also enjoy
walking, camping and horseback
riding. I live in the Albany county
area with my daughter and our four
horses.
Morgan Stanley, I assist clients
with operational procedures related
to their accounts. I am primarily
responsible for assisting David's
clients on a day-to-day basis to
deliver world class service.
Earlier in my career, I worked
as a branch manager with First
Niagara Bank in Albany, NY. With a
multitude of responsibilities, I strive
to help each one of our clients work
with our team to complete their
banking transactions.
Away from the office, I also enjoy
walking, camping and horseback
riding. I live in the Albany county
area with my daughter and our four
horses.
Contact Robert F Lynch
Contact Michael Triolo
Contact David Bushman
Contact Rachelle Davis
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
Stacey Herring
Private Banker
Elizabeth Menteur
Private Banker
About Stacey Herring
Stacey Herring is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
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.
Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.
Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education
Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy,dedication, and commitment to children’s causes.
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.
Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.
Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education
Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy,dedication, and commitment to children’s causes.
NMLS#: 434321
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
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.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
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.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
NMLS#: 2329114
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
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
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?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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1Morgan 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.
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.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan 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 and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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.
6When 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.
7Morgan 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
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
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.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan 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 and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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.
6When 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.
7Morgan 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
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)
