Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(315) 787-3024(315) 787-3024
The Green Heron Group at Morgan Stanley
Direct:
(315) 787-3024(315) 787-3024
Our Mission Statement
We are committed to putting our clients at the heart of our business and maintaining long-standing relationships based on trust and disciplined investing.
The Green Heron Group
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Advice Matters
Working With You
- To understand your situation and goals
- To create and implement a comprehensive wealth plan
- To secure your financial future
Digital Tools
Morgan Stanley Online & Mobile App
Morgan Stanley Online allows you to conveniently and securely manage your account online or on your mobile device.
Total Wealth View
As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App.
Premier CashPlus Account
Because you manage your investments with Morgan Stanley, you now have a better way of managing your cash needs with a Premier CashPlus Brokerage Account!
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork.
Core Portfolios
Morgan Stanley has joined with E*TRADE to present Core Portfolios, an automated, digital investing platform—also known as a robo-advisor. Core Portfolios offers a personalized, convenient and low-cost way to start making progress toward your goals.
Safe and Secure Data Access
Our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
Life-View Portal
Morgan Stanley's LifeView® Financial Planning tool's client portal, LifeView® Portal, provides your Financial Advisor with more robust financial planning capabilities, while giving you an easier and more intuitive user experience
Goals-Based Planning System
As a Morgan Stanley client, you can now access our Goals Planning System (GPS) directly through Morgan Stanley Online (MSO) to digitally review, update and track your retirement goal plan with your Financial Advisor.
Location
821 Preemption Road
Building 400
Geneva, NY 14456
US
Direct:
(315) 787-3024(315) 787-3024
300 Linden Oaks
#200
Rochester, NY 14625
US
Direct:
(315) 787-3024(315) 787-3024
Meet The Green Heron Group
Phone:
(315) 787-3001(315) 787-3001
About Michelle Raymond
Michelle began her career at Morgan Stanley in 2005 in the New York City Office. Her experience in Sales and Trading at Morgan Stanley Headquarters gives her a unique background that has shaped her practice. She returned to Geneva, NY, in 2014, where it all started with her college internship in the Smith Barney Geneva Office. Michelle’s passion is bringing excitement to long-term investment planning and guiding families to align their strategy with their goals. The team’s strategy is to implement actively managed strategies that optimize tax efficiency and mitigate risk.
Michelle holds a Bachelor’s degree in Economics and Mathematics from William Smith College. Michelle volunteered to teach English at the Linhai Foreign Languages School in the Zhejiang province of China. During her time in New York City, she also earned a Master’s Degree in Business Administration (MBA) at New York’s Pace University.
A native of Auburn, NY, she resides in Geneva with her husband and three children. Michelle is a member of Hwa Rang Kwan New York, where she practices Taekwondo with her children. She began competing in tournaments to be a good role model, and her competitive nature has led her to a new goal of earning the crown of a Grand Master Champion. Her favorite weekend activities include: making crafts, going to Mr. Twistees for ice cream, meeting her parents at Doug’s Fish Fry, and cheering on the Hobart Lacrosse Team.
Michelle holds a Bachelor’s degree in Economics and Mathematics from William Smith College. Michelle volunteered to teach English at the Linhai Foreign Languages School in the Zhejiang province of China. During her time in New York City, she also earned a Master’s Degree in Business Administration (MBA) at New York’s Pace University.
A native of Auburn, NY, she resides in Geneva with her husband and three children. Michelle is a member of Hwa Rang Kwan New York, where she practices Taekwondo with her children. She began competing in tournaments to be a good role model, and her competitive nature has led her to a new goal of earning the crown of a Grand Master Champion. Her favorite weekend activities include: making crafts, going to Mr. Twistees for ice cream, meeting her parents at Doug’s Fish Fry, and cheering on the Hobart Lacrosse Team.
Securities Agent: WA, NM, MN, MI, ME, AL, WY, TX, NJ, NC, WI, VA, SD, NV, NH, HI, UT, TN, IN, IA, AK, MA, DE, DC, CT, RI, MT, KY, CO, CA, VT, KS, ID, GA, PA, OK, NY, LA, OR, OH, MD, IL, WV, SC, MO, FL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1404027
NMLS#: 1404027
About Leigh Anne Blackiston
Leigh is committed to exceptional service and fostering long-term relationships. Her true passion is pushing those around her to set goals and align their actions for success. She has experience working directly with families to develop personalized strategies for asset management, retirement, and financial planning. Her team focuses on actively managed strategies that optimize tax efficiency and mitigate risk.
Leigh holds a Bachelor’s degree in Economics from William Smith College. Through playing for the William Smith Field Hockey Team, she was connected with a fellow alumni and Heron Lacrosse player, Michelle Raymond, who would later become her business partner. She spent a semester in Ecuador and Peru in college, visiting the Galapagos Islands, Machu Picchu, and Lake Titicaca.
A native of the Eastern Shore of Maryland, she now resides in Geneva, NY. In her free time, she enjoys hosting dinner parties and landscaping. In 2022, she began pursuing becoming an Adirondack 46er, and she looks forward to hiking as many High Peaks as she can on weekends.
Leigh holds a Bachelor’s degree in Economics from William Smith College. Through playing for the William Smith Field Hockey Team, she was connected with a fellow alumni and Heron Lacrosse player, Michelle Raymond, who would later become her business partner. She spent a semester in Ecuador and Peru in college, visiting the Galapagos Islands, Machu Picchu, and Lake Titicaca.
A native of the Eastern Shore of Maryland, she now resides in Geneva, NY. In her free time, she enjoys hosting dinner parties and landscaping. In 2022, she began pursuing becoming an Adirondack 46er, and she looks forward to hiking as many High Peaks as she can on weekends.
Securities Agent: NM, NC, MT, MD, AL, WV, MN, CO, HI, GA, WI, VT, OH, MO, DE, AK, WA, SD, SC, NH, ME, KY, CA, NV, MI, LA, FL, OK, NJ, MA, IL, IA, WY, PA, VA, TN, NY, IN, ID, DC, UT, TX, KS, CT, AZ, RI, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2143974
NMLS#: 2143974
Contact Michelle Raymond
Contact Leigh Anne Blackiston
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
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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Ready to start a conversation? Contact The Green Heron Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Morgan 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Morgan 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)
