About Us

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.
Services Include
  • Wealth Management1
  • Asset Management2
  • Business Succession Planning3
  • Cash Management4
  • Exchange Traded Funds5
  • Philanthropic Services
  • Professional Portfolio Management6
  • Retirement Planning7
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Process

Together we will help you:

1. Develop Understanding 
Develop a thorough understanding of your financial goals and objectives.

2. Conduct Analysis 
Analysis and review your current financial situation.

3. Tailor Solutions
Identify and tailor solutions to help meet your financial needs and goals.

4. Implement and Deliver 
Customize and implement your strategy.  

5. Ongoing Commitment
Maintain an ongoing commitment and periodically review and update your strategy.

    Location

    6532 East Quaker St
    Orchard Park, NY 14127
    US
    Direct:
    (716) 667-5006(716) 667-5006
    Toll-Free:
    (888) 727-4203(888) 727-4203

    Meet The Hansgen Mary Group

    About Me

    Jeff Hansgen started his career in the financial services industry over 35 years ago. He is a Vice President and holds the prestigious designation of Certified Financial Planner. As a financial advisor with the Hansgen Mary group, Jeff focuses on providing comprehensive financial guidance to help grow, preserve, and transfer wealth in a tax efficient manner.

    Jeff lives in Orchard Park with his family where he is active in his local community.

    Jeff enjoys playing golf, biking, and spending time with family and friends.
    Securities Agent: TX, CT, WV, WA, VT, VA, SC, PA, OR, OH, NY, NV, NC, MO, MI, MD, KS, IN, IL, GA, FL, DE, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1262145

    About Me

    Paul Mary graduated from the University of Buffalo in 1984 and has worked for Morgan Stanley for over 29 years.

    He has dedicated his career to providing customized advice to financially successful individuals, multi-generational families and retirees.

    Paul is a member of the Western New York Baseball Hall of Fame. He enjoys running, playing golf and traveling.
    Securities Agent: WV, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NJ, NC, MO, MI, ME, MD, KS, GA, FL, DE, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative
    NMLS#: 1262104

    About Me

    Lisy Pena joined the Morgan Stanley family in 2014. In her role as Registered Associate, Lisy is focused on servicing the clients they work with by building deep client relationships in order to effectively assist with their needs. Her extensive client service and operational knowledge are an essential contribution to the Hansgen-Mary Group and clients they serve each day.

    Prior to Morgan Stanley, Lisy began her career in the financial industry in 2006 at Mercantil Commercebank, Miami-Florida. She has a Bachelor Degree in Economics as well as a Master Business Administration in Finance from Florida International University (FIU). Lisy successfully completed her Series 3, Series 7, Series 66, and is currently studying to obtain the New York Life & Health insurance license. She is bilingual, fluent in Spanish and English.

    Lisy was born and raised in Cuba. She came to United States in 2006, and immediately started working at a financial institution. Lisy became a US citizen in 2012 and graduated from the FIU in 2013. In 2017 she left Miami’s warm weather and transferred to the Morgan Stanley Orchard Park’s Branch in upstate New York, where she can experience all four seasons.

    Outside of work, she enjoys traveling, dancing and to learn about different cultures as well as trying different cuisines.
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

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    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
    Five Smart Strategies to Use a Bonus or Raise

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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
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Sign Up for eDelivery

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Hansgen Mary Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    2Morgan 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.

    3Morgan 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.

    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

    5An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    7Morgan 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.

    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 suitable 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”) 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.


    CRC 2019752 10/2018