Phone:
(585) 264-4502(585) 264-4502
The Leonard Marulli Group at Morgan Stanley
Direct:
(585) 264-4504(585) 264-4504
Toll-Free:
(800) 877-4697(800) 877-4697
Our Mission Statement
We help educate and guide each client through the retirement process by creating a unique investment plan based on their specific retirement goals.
The Leonard Marulli Group
For us, retirement planning means more than providing clients with investment advice. It means helping you maintain the financial independence you've worked your entire life to achieve.
Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked, answer any financial questions you may have, and get to know you as an individual. As the discussion brings out your unique lifestyle and situation, we will then be able to determine how we may adjust your investment strategy to accommodate for changing conditions, meet any unforeseen expenses and varying income demands that may arise during retirement.
Working with The Leonard Marulli Group means working with a dedicated team of seven individuals to achieve your retirement plan.
Additionally, we have a diverse client service team who are committed to assisting you achieve your goals. You earned your current assets, now we are here to help you grow them even further.
Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked, answer any financial questions you may have, and get to know you as an individual. As the discussion brings out your unique lifestyle and situation, we will then be able to determine how we may adjust your investment strategy to accommodate for changing conditions, meet any unforeseen expenses and varying income demands that may arise during retirement.
Working with The Leonard Marulli Group means working with a dedicated team of seven individuals to achieve your retirement plan.
Additionally, we have a diverse client service team who are committed to assisting you achieve your goals. You earned your current assets, now we are here to help you grow them even further.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach
When you are looking for a Financial Advisor or otherwise known as a Financial Planner near Rochester NY, we know it can be a tough decision. There are many moving parts in the retirement planning process that we hope to put at ease. Often times clients are concerned that they don't know what is going on with their money and that they will lose control.
Working with us means we strive to make sure that you are educated and know how your money is being put to work. Our mission is to educate the client and adopt a strategy that most effectively fits their risk tolerance and life style. As Financial Planners, we strive to ensure that we understand all facets of your life when establishing a plan and then we devise that plan with you. Depending on your situation, we use money managers as well as our own strategies.
Additionally, we offer interactive workshops, educational seminars, and monthly market updates to ensure that we continue to educate our clients on what the market is doing. Often times, potential clients have a concern that their financial advisor won't meet with them enough; The Leonard Marulli Group is available when you need us beyond your scheduled reviews.
Working with us means we strive to make sure that you are educated and know how your money is being put to work. Our mission is to educate the client and adopt a strategy that most effectively fits their risk tolerance and life style. As Financial Planners, we strive to ensure that we understand all facets of your life when establishing a plan and then we devise that plan with you. Depending on your situation, we use money managers as well as our own strategies.
Additionally, we offer interactive workshops, educational seminars, and monthly market updates to ensure that we continue to educate our clients on what the market is doing. Often times, potential clients have a concern that their financial advisor won't meet with them enough; The Leonard Marulli Group is available when you need us beyond your scheduled reviews.
Morgan Stanley Mobile App:
Access your account wherever, whenever using the Morgan Stanley Mobile App. The Mobile App also offers features to help simplify your everyday finances including mobile check deposit and Send Money with Zelle®, the new and convenient way to send and receive money.
Mobile App:
Morgan Stanley Online:
Allows you to conveniently and securely manage your account online or on your mobile device. Click here to register a new account.
MS Online:
E-Authorization:
With E-Authorization, you no longer need to sign a paper Letter of Authorizations (LOA) to authorize a wire transfer request.
E-Authorization:
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.
Data Security
Total Wealth View:
As a Morgan Stanley client, you can now view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, you and your Financial Advisor can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future using cutting-edge technology.
Total Wealth
E-Sign:
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork.
There is no registration process for you to begin using E-Sign — all you need is a valid email address and phone number.
E-SignThere is no registration process for you to begin using E-Sign — all you need is a valid email address and phone number.
Location
300 Linden Oaks
Suite 200
Rochester, NY 14625
US
Direct:
(585) 264-4504(585) 264-4504
Toll-Free:
(800) 877-4697(800) 877-4697
Meet The Leonard Marulli Group
David Marulli
Financial Advisor
Phone:
(585) 264-4501(585) 264-4501
Jason Milner
Consulting Group Analyst
Phone:
(585) 264-4599(585) 264-4599
Heather Lucas
Wealth Management Associate
Phone:
(585) 264-4504(585) 264-4504
Shannon DeLorme
Phone:
(585) 264-4524(585) 264-4524
About Daniel Leonard
Daniel began his career in the financial industry more than 20 years ago when he completed an internship his senior year in college with Morgan Stanley.
Daniel is FINRA registered and holds Series 7, 31, and 66 licenses. He is licensed in 30 states. Daniel is a Certified Financial Planner (CFP®). He focuses on retirement planning, retirement income and rollovers.
Daniel grew up in Boston, MA before moving to Rochester to attend college. He attended Roberts Wesleyan College where he earned a Bachelor of Science in Business Administration.
Daniel and his wife Kimberly have 3 children -- Kaitlin, Michael, and Jacob. They also have 2 dogs, 2 cats, 4 fish and 2 hamsters!
In his free time, Daniel enjoys spending time with his family, working in his yard and coaching soccer.
Daniel is active in his church and volunteers for several charities.
Daniel is FINRA registered and holds Series 7, 31, and 66 licenses. He is licensed in 30 states. Daniel is a Certified Financial Planner (CFP®). He focuses on retirement planning, retirement income and rollovers.
Daniel grew up in Boston, MA before moving to Rochester to attend college. He attended Roberts Wesleyan College where he earned a Bachelor of Science in Business Administration.
Daniel and his wife Kimberly have 3 children -- Kaitlin, Michael, and Jacob. They also have 2 dogs, 2 cats, 4 fish and 2 hamsters!
In his free time, Daniel enjoys spending time with his family, working in his yard and coaching soccer.
Daniel is active in his church and volunteers for several charities.
Securities Agent: AR, TN, SC, PA, NJ, NY, MN, GA, VA, MA, AZ, CA, OH, FL, VT, UT, RI, OK, KS, CT, OR, ME, ID, WI, NM, MI, KY, CO, TX, NV, NC, IL, WV, NH, MD, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297746
NMLS#: 1297746
About David Marulli
Dave Marulli is a Financial Advisor and fully licensed investment professional with over a decade of experience in helping individuals and families meet their retirement and financial goals. Dave is licensed to offer advice and solutions related to investments, Life Insurance, Long Term Care Insurance, Annuities and many other items designed to meet the needs of his clients.
Prior to joining Morgan Stanley, Dave worked as a Project Manager for Kodak’s Information Technology team, helping to implement Global IT solutions, including Electronic Software Distribution, IT Service Call tracking and multiple business unit level operating processes. Dave applies the same level of detail required to implement IT solutions to his financial services practice. Dave recognizes that similar to a corporate business unit, each individual has a specific set of goals and a specific pool of resources. Dave is dedicated to working with his clients to meld those goals and resources in a successful manner.
Dave served in the US Coast Guard as a Journeyman Electronics Technician at various USCG navigation stations, including Sylt, Germany and Port Clarence, AK. After spending 2 years overseas, Dave returned to Governors Island, NY as an instructor at the USCG Electronics Technician training facility.
As a graduate of the Rochester Institute of Technology, Dave holds a B.S. in Electrical Engineering.
Dave has been involved in various community activities, including spending many years as a Girls Softball coach and helping to bring multiple Soap Box Derby World Championships back to Rochester, NY. As the father of 4 wonderful children, Dave understands that an individual’s goals often include legacy planning and works with his clients to help them achieve these goals.
Prior to joining Morgan Stanley, Dave worked as a Project Manager for Kodak’s Information Technology team, helping to implement Global IT solutions, including Electronic Software Distribution, IT Service Call tracking and multiple business unit level operating processes. Dave applies the same level of detail required to implement IT solutions to his financial services practice. Dave recognizes that similar to a corporate business unit, each individual has a specific set of goals and a specific pool of resources. Dave is dedicated to working with his clients to meld those goals and resources in a successful manner.
Dave served in the US Coast Guard as a Journeyman Electronics Technician at various USCG navigation stations, including Sylt, Germany and Port Clarence, AK. After spending 2 years overseas, Dave returned to Governors Island, NY as an instructor at the USCG Electronics Technician training facility.
As a graduate of the Rochester Institute of Technology, Dave holds a B.S. in Electrical Engineering.
Dave has been involved in various community activities, including spending many years as a Girls Softball coach and helping to bring multiple Soap Box Derby World Championships back to Rochester, NY. As the father of 4 wonderful children, Dave understands that an individual’s goals often include legacy planning and works with his clients to help them achieve these goals.
Securities Agent: ID, ME, GA, CT, NY, KY, WI, VA, NV, WV, PA, OR, OH, MN, IL, OK, NJ, MI, RI, NH, UT, TX, NM, MA, FL, CA, AZ, AR, VT, NC, MD, CO, TN, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2155039
NMLS#: 2155039
About Jason Milner
Jason Milner is a Consulting Group Analyst with over 10 years of experience at Morgan Stanley. Jason assists the team with the day to day investment operations. He is responsible for preparing performance measurements for clients, analyzing investment portfolio holdings, generating investment performance monitors as well as due diligence on individual investments. Jason regularly assists in communication with clients and coordination of reviews and meetings.
Prior to joining Morgan Stanley, Jason spent several years in the mortgage banking industry. Jason earned his Bachelor of Science in Health Sciences from The State University of New York at Brockport. He is FINRA Licensed 7, 66, 31.
Jason and his wife Colleen reside in Greece with their children Alexis, Taylor, Gabriella, Zachary and Blake. Jason is active in the Greece and Hilton Communities donating much of his time coaching youth football, baseball, and hockey.
Prior to joining Morgan Stanley, Jason spent several years in the mortgage banking industry. Jason earned his Bachelor of Science in Health Sciences from The State University of New York at Brockport. He is FINRA Licensed 7, 66, 31.
Jason and his wife Colleen reside in Greece with their children Alexis, Taylor, Gabriella, Zachary and Blake. Jason is active in the Greece and Hilton Communities donating much of his time coaching youth football, baseball, and hockey.
About Heather Lucas
Heather Lucas is a Wealth Management Associate with over 20 years of experience at Morgan Stanley. Heather has a wealth of experience in the financial services industry. She joined Morgan Stanley in 2000 following eleven years in Trust Operations and Administration at Canandaigua National Bank & Trust Co.
Heather holds a senior service associate designation as a Portfolio Associate at Morgan Stanley: she assists the team with all phases of financial service while promoting client satisfaction. She acts as a liaison between the clients and the financial advisors within the team and is responsible for the day-to-day operational and service support.
Heather received her bachelor's degree in Finance from S.U.N.Y. Empire State College. She is FINRA Licensed 7, 66 and 31 and she holds her NYS Life, Accident and Health Insurance License.
Heather resides in Canandaigua, NY with her children Grace and Matthew.
Heather holds a senior service associate designation as a Portfolio Associate at Morgan Stanley: she assists the team with all phases of financial service while promoting client satisfaction. She acts as a liaison between the clients and the financial advisors within the team and is responsible for the day-to-day operational and service support.
Heather received her bachelor's degree in Finance from S.U.N.Y. Empire State College. She is FINRA Licensed 7, 66 and 31 and she holds her NYS Life, Accident and Health Insurance License.
Heather resides in Canandaigua, NY with her children Grace and Matthew.
Contact Daniel Leonard
Contact David Marulli
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Leonard Marulli Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
