The Falcon View Group at Morgan Stanley

Lynn is a Senior Vice President, Financial Advisor in Wealth Management and a Senior Investment Management Consultant. During her 46 years at Morgan Stanley, she has built a successful practice guiding clients to adapt to ever-changing conditions in the marketplace. Lynn tailors her investment recommendations to serve her client’s needs by thorough discussion of risk tolerance, investment objectives and financial planning.

Lynn has served on the Morgan Stanley Women’s Advisory Council since its inception as well as the Morgan Stanley Regional Financial Advisory Council. She is also a member of the Morgan Stanley Association for Professional Investment Consultants.

Lynn was included in Forbes' 2023 America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State for Texas. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

Annually Lynn sponsors a student from the underserved community at Cristo Rey Jesuit College Preparatory School of Houston. She is also a member of The Joy School Endowment Fund Board. Lynn was honored as Volunteer of the Year for 2018 St Dominic Village, Senior Care Community at the Texas Medical Center.

Lynn and her husband are long-time residents of Houston where they raised their daughters and spend their free time in Houston, Galveston and Pagosa Springs, CO.

Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.

Securities Agent: AK, AR, CA, CO, CT, FL, KS, LA, MA, MS, NC, NH, NY, OR, TX, WI

Futures/Commodities; General Securities Representative; Investment Advisor Representative

Insurance Licensed: Life, Annuity and Long Term Care

NMLS #1262243

Adriana Santoni is a Senior Vice President and International Client Advisor for Morgan Stanley Wealth Management. Adriana joined Morgan Stanley in 2016, leveraging her experience and knowledge in international and U.S.-based wealth management to align each client’s wealth with their purpose in life, helping them gain confidence and provide for their families through the powerful resources of Morgan Stanley.

Adriana works with her clients as a trusted advisor helping develop customized roadmaps to financial goal attainment, including establishing trusts that help to guarantee clear and transparent succession to loved ones. Tenacious and precise, she leads her team and organization to deliver superior client services, hand-pick the appropriate options for client goals, and review portfolios with clients to assess performance and guide decisions.

A distinguished career in wealth management instilled within Adriana an enthusiasm for mentoring others on the process of investing alongside a commitment to treating clients as human beings with multifaceted, individualized needs. Her background spans decades of cumulative experience with Morgan Stanley, UBS Financial Services, Bank of America, and Merrill Lynch.

Born in Rome, Adriana later lived in Mexico City for over twenty years, where she completed her studies before relocating to the Houston area. This provides her with an inclusive and global viewpoint that can help benefit her clients both domestically and internationally. Family is one of her most important values and with three grown, successful children of her own (Daniela, Luis, and Lorena), she possesses a firsthand understanding of the essential needs of personal finance: Education, Retirement, and Succession.

Adriana is a world traveler and voracious reader who enjoys gathering together with family and friends. Her favorite destinations are Cappadocia, Ephesus, and Istanbul Turkey, due to their rich histories and cultures influenced by civilizations such as the Byzantine, Ottoman, and Roman empires. Adriana is also an avid supporter of Smile Train and RaiseUp Families, organizations devoted to improving the quality of life for children through medical care and educational support.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.

Richard Markey is a Senior Vice President and Financial Advisor with The Falcon View Group at Morgan Stanley, delivering skills and knowledge earned through more than four decades navigating clients successfully through market changes and evolution. Serving as a valued consultant and guide, he develops tailored strategies that help to enable domestic and international individuals, families, and businesses to reach their financial aspirations.

Richard believes 90 percent of client success can be attributed to two factors: correct asset allocation and manager selection. Many of Richard’s client relationships span more than 30 years and include multigenerational family interactions and connections. His ability to distill complex information into practical recommendations helps to allow his clients to make well-informed decisions, remain on the correct path, and avoid costly mistakes along the way.

A second-generation financial advisor, Richard possesses a genuine interest listening to clients, understanding their needs, and designing plans that strive to achieve the best possible outcomes. Prior to joining Morgan Stanley, Richard was a Senior Vice President of Wealth Management with UBS for more than 30 years. The creation of The Falcon View Group allows a collaborative approach incorporating a robust selection of skills and backgrounds that work to produce superior client experiences.

Richard earned a Bachelor of Science in Business Administration concentrated in Finance and Marketing from Bryant University in Rhode Island. He is also a graduate of the Donald T. Regan School of Advanced Financial Management. Richard earned the designation of Wealth Advisor, completed the Certified Portfolio Management Program offered by the Investment Institute, and was a charter member of the Investment Management Consultants Association.

As a food and wine enthusiast who enjoys travel, outdoor activities, and spending time with his family, Richard understands the need to design financial strategies that align with long-term aspirations and lifestyle goals. He has been a Briar Club member since 1988, as well as a longstanding volunteer for organizations including Search Homeless Services, American Diabetes Association, and Juvenile Diabetes Foundation.

As a Financial Advisor and Financial Planning Specialist, Lorena believes in helping clients confidently pursue their short-and-long-term financial goals using a tailored holistic approach. In 2017, she joined Morgan Stanley alongside her mother, Financial Advisor Adriana Santoni, and partner, Financial Advisor Richard Markey, to form The Falcon View Group at Morgan Stanley. Together the team brings over 60 years of wealth management experience.

As she watched her mother work in the financial services industry, she received first-hand experience in how Financial Advisors play a pivotal role in helping individuals and families achieve financial freedom. Her objective is to help people enhance their financial literacy and provide a personalized financial planning service while leveraging Morgan Stanley’s vast resources to guide clients through their financial journey.

Prior to joining Morgan Stanley, Lorena had a diverse career over the past 10 years, which has helped mold her into the Financial Advisor she is today. She began her career in the industrial distribution industry followed by becoming a Sales Executive selling pricing intelligence for the oil, gas, & petrochemical industry. Following her invaluable work experience, she felt ready to pursue her dream in becoming a Financial Advisor and joined the family practice. With her vast experience and skillset, Lorena brings a unique perspective when working with families, professionals, executives, and entrepreneurs from different sectors.

Lorena speaks English and Spanish fluently. She received her Bachelor’s degree from the University of St. Thomas double majoring in Finance and Marketing and minoring in Economics. She and her husband, Michael, are parents to two adorable Siberian Huskies named, Murphy and Ghost. During their spare time, Lorena and her husband enjoy running, traveling, and experiencing new adventures together.

Molly Schriber-Cushing is a Financial Advisor with Morgan Stanley Wealth Management in Greenwood Village, Colorado. Molly is a member of the Schriber Group working with clients across the country. She facilitates the financial planning process to support the Group’s clients in developing a clear picture of their financial goals and resulting financial roadmap. Molly is a resource for clients seeking values-based investment selection and desiring a trusted advisor to assist in solving complex financial problems, so clients can focus on the other priorities in their lives.

Molly earned her Master’s degree from the University of Texas at Austin in a program titled Human Dimensions of Organizations. At UT, she learned the key interconnected components of organizations – people – and how they behave and why they work the way they do. Her career began working in family business and non-profits specializing in environmental education and small-scale farming in Texas and Québec. Molly graduated as a 2010 Udall Scholar from Elon University in 2011 with a BA in Environmental Studies and International Studies. As a result of her background, Molly is committed to demonstrating the long-term value of ESG and Impact Investing to career driven Gen X, Y and Z investors.

Molly serves on the board of Colorado Mountain Mushers, a dogsledding club bringing dog powered sports to urban and rural communities. With the guidance of her husband, Kirk, a fellow musher and dog behaviorist, she actively trains her small sled dog team for recreation and racing. One day, she hopes to pack the CDT by horseback and mush our country’s finest winter trails. Molly is active in the Junior League of Denver, whose mission is to promote childhood literacy and develop the potential of women. In her spare time, she cultivates her year-round backyard vegetable garden and flock of chickens.