LuAnn G Maner
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(919) 877-2562(919) 877-2562
The Maner Group at Morgan Stanley
Direct:
(919) 877-2562(919) 877-2562
Our Mission Statement
Prioritizing service and client relationships with an overall goal of helping clients build and preserve wealth.
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With a combined experience of over 40 years in investment management, we bring a technical and personal approach to working with you to reach your financial goals. By holding each other accountable we are able reach a level of service that we would expect for ourselves.
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We will work together using a process that focuses on you and your goals, integrating investment decisions with pressing financial needs and desired aspirations. Moreover, we will support you and your strategy with the resources and perspective of one of the world’s largest financial firms.
Charting a prudent course to financial independence requires a well-conceived personalized financial plan with defined long-term goals. Our consultative wealth advisory process was developed to help generate that plan. Its key steps are designed to result in a broad, cohesive plan for your financial future.
Charting a prudent course to financial independence requires a well-conceived personalized financial plan with defined long-term goals. Our consultative wealth advisory process was developed to help generate that plan. Its key steps are designed to result in a broad, cohesive plan for your financial future.
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3800 Glenwood Ave
Ste 500
Raleigh, NC 27612
US
Direct:
(919) 877-2562(919) 877-2562
Meet The Maner Group
Clayton Maner
Financial Advisor
Phone:
(919) 788-1122(919) 788-1122
Becky Gentry
Senior Registered Associate
Phone:
(336) 271-4317(336) 271-4317
About LuAnn G Maner
LuAnn G. Maner is a Senior Vice President, Certified Financial Manager, and co-founder of The Maner Group, a wealth management team located in Raleigh, NC. LuAnn focuses on financial and wealth management strategies designed to help meet individual client needs. Retirement planning and wealth transfer planning are specific focuses of her business.
A graduate of UNC Chapel Hill, she earned her B.S. in mathematical sciences in 1986. She began her financial advising career in 1987 in Atlanta, and has worked at Morgan Stanley (formerly Smith Barney) since 2004. She has also held several financial roles within her community; she has served as the treasurer of three area schools and as the head of stewardship at her church.
Outside of the office, LuAnn enjoys exercising, playing pickleball, playing the piano, and reading. She and her husband, Barry, also like to travel to Ocean Isle Beach with other family members and friends. Her son, Clay, is one of her partners at Morgan Stanley and her daughter, Abby, is an attorney in Raleigh.
A graduate of UNC Chapel Hill, she earned her B.S. in mathematical sciences in 1986. She began her financial advising career in 1987 in Atlanta, and has worked at Morgan Stanley (formerly Smith Barney) since 2004. She has also held several financial roles within her community; she has served as the treasurer of three area schools and as the head of stewardship at her church.
Outside of the office, LuAnn enjoys exercising, playing pickleball, playing the piano, and reading. She and her husband, Barry, also like to travel to Ocean Isle Beach with other family members and friends. Her son, Clay, is one of her partners at Morgan Stanley and her daughter, Abby, is an attorney in Raleigh.
Securities Agent: AK, TN, NH, NC, MO, MD, IL, NY, VA, CA, AZ, WI, NJ, MA, GA, AL, WA, TX, OR, CT, WV, PA, MT, IN, FL, RI, SC, MS, MI, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2606318
NMLS#: 2606318
About Clayton Maner
Clayton C. Maner is a Financial Advisor and co-founder of The Maner Group, a wealth management team located in Raleigh, NC. Clay focuses on education planning, retirement planning, and individual portfolio management.
Clay graduated from The University of Tennessee in 2018 with a B.S. in mechanical engineering. Before joining Morgan Stanley in 2019, Clay worked briefly as a research scientist with Oak Ridge National Lab. Currently he is active in many of the young professional organizations throughout Greensboro and enjoys playing a role in helping other young professionals get started in their careers.
When Clay is not working he can be found boxing, spending time with his friends, family, and wife Lara, or working on cars and motorcycles with his father. Clay also enjoys volunteering within his church and community.
Clay graduated from The University of Tennessee in 2018 with a B.S. in mechanical engineering. Before joining Morgan Stanley in 2019, Clay worked briefly as a research scientist with Oak Ridge National Lab. Currently he is active in many of the young professional organizations throughout Greensboro and enjoys playing a role in helping other young professionals get started in their careers.
When Clay is not working he can be found boxing, spending time with his friends, family, and wife Lara, or working on cars and motorcycles with his father. Clay also enjoys volunteering within his church and community.
Securities Agent: MS, CA, RI, NJ, AK, WA, NC, MT, MO, MA, GA, CO, IL, WI, CT, PA, NY, FL, VA, MI, AL, WV, TN, OR, AZ, TX, SC, NH, MD, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2606319
NMLS#: 2606319
About Becky Gentry
Becky Gentry joined Morgan Stanley in January of 2018 after 21 years at Wells Fargo Advisors as a Senior Registered Client Associate. She is most passionate about caring for and nurturing our clients by assisting them in addressing and resolving their needs, especially during times of stress or loss. Becky's current responsibilities on the team include day-to-day operational support, digital engagement and account documentation procedures, execution of investment trades, and assisting with preparation for client meetings.
Becky attended Alvernia University, where she received a B.S. in Accounting and MBA in business administration. She and her husband, Ed, live in Thomasville, NC with their four rescue beagles. Her hobbies include running, hiking, and volunteering for Whole Lotta Love Doggy Transport.
Becky attended Alvernia University, where she received a B.S. in Accounting and MBA in business administration. She and her husband, Ed, live in Thomasville, NC with their four rescue beagles. Her hobbies include running, hiking, and volunteering for Whole Lotta Love Doggy Transport.
Contact LuAnn G Maner
Contact Clayton Maner
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
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving
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1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
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)
