Welcome

As seasoned wealth management professionals, we understand what it takes to achieve personal and professional goals. We know the hardships you must face and the decisions you must make. However, our professional team is determined to take advantage of opportunities in order to substantially grow your wealth.  We’ve built our practice over the past 33 years around customized financial solutions for people just like you.

Our clients believe, as we do, in the importance of building a long-term relationship with their financial advisors. They have grown to appreciate our ability to truly listen to them, so that we may clearly articulate their goals and create a customized roadmap that helps ensure financial success, often over multiple generations. Above all, they rely on our personal style, which is both respectful and communicative as we work together to develop expectations about risk and reward in today’s complex marketplace.

Our mission is to empower you to be confident in your financial decisions through education and understanding. We are committed to helping you grow and protect your assets, while inspiring a level of confidence that enables you to spend less time worrying about your finances and more time enjoying your life and your family. We know how hard you are working to achieve your goals, and we will do whatever it takes to help ensure your wealth will lead to continued prosperity.

Our holistic approach focuses on helping you achieve life’s greatest goals. Providing meaningful guidance on financial matters to meet the needs of your parents and/ or your children; enabling you to enjoy a comfortable and secure retirement and helping you leave a lasting legacy for your loved ones and causes that you care most about. 
Services Include
  • Financial Planning1
  • Wealth Management2
  • Asset Management3
  • Retirement Planning4
  • Business Succession Planning5
  • Endowments and Foundations6
  • Executive Benefit Services7
  • Life Insurance8
  • Philanthropic Services
  • Planning for Education Funding9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

    Our Commitment to You

    The best relationships are built on trust, understanding and shared values. We strongly believe that a disciplined philosophy and process are critical to achieving your investment goals. To that end, we are committed to providing each of our clients with the following:
    • An Articulated Financial Path
      Money is merely a tool that can help you live the life you desire. We work with each of our clients to define and articulate their goals, then create a comprehensive financial plan that can help reach them.
    • A Proven, Disciplined Approach to investing
      Markets are irrational and unpredictable. Chasing short-term gains can often result in bad decisions. We focus on proven concepts and avoid recommendations based on fear or greed.
    • Access to top Professionals
      We believe you are entitled to the best advise possible. As a result, we often collaborate with colleagues as well as other professionals within the industry who are considered experts in their fields.
    • Simplified Financial Management
      Our clients count on us to invest their assets with diligence and care. They also expect us to keep things simple and easy to understand.
    • Highly Personalized service
      We believe we can earn your trust not only through the quality of investment solutions we present to you, but also through the excellence with which we deliver them. We are committed to provide you with regular, proactive, communication, resulting in personalized service that is delivered in an unparalleled manner.
    • A Clear Understanding that I work for you
      We value our relationship with Morgan Stanley as a top purveyor of global financial services for nearly 80 years, but we value our relationship with you even more. When we work together, we view you as the “CEO,” while we serve as your personal “CFO.” You have the ability to drive and shape our relationship so that it provides special value and meaning to you and your family. When you succeed, we all succeed.

    Location

    1 Harbour Place
    Ste 125
    Portsmouth, NH 03801
    US
    Direct:
    (603) 422-8909(603) 422-8909
    Toll-Free:
    (888) 274-4944(888) 274-4944

    Meet The Market Square Group

    About Me

    Richard W. Lyons is First Vice President and Portfolio Management Director with Morgan Stanley’s Wealth Management division. For more than 33 years, he has earned the reputation of providing highly customized advice, investment solutions, and wealth management services to high net worth individuals, business owners, foundations and endowments. He listens carefully to his clients’ goals, values and concerns, and works tirelessly to make a difference in their lives by providing holistic wealth planning services with passion and integrity.

     

    Over the course of his long and rewarding career, Richard has had the unique opportunity to work for three global financial services firms: Kidder Peabody, UBS Financial and Morgan Stanley. This collective experience has provided him with a diverse set of skills and experience. In 2003, Richard joined Smith Barney as the Resident Manager of the Portsmouth, NH office. After the merger of Smith Barney and Morgan Stanley, Richard was selected as the Branch Manager of the Portsmouth, NH office. In this role, he is responsible for cultivating a growing team of financial advisors whose products, solutions, and global insights deliver a differentiating service experience to their clients.

    A graduate of Colby College with a degree in Economics, Richard has continued to invest in his education throughout his career. In 2008, Richard was recognized as a Senior Portfolio Manager at Morgan Stanley and in 2012 he was again recognized as a Portfolio Management Director.  He is now among a select few of financial advisors within Morgan Stanley who are qualified to manage client assets on a discretionary basis in the Portfolio Management program. This is an important benefit for clients, as it avoids delays in making timely financial management decisions.

     

    Richard is a current resident of Portsmouth with his wife, Joan, and their children, Daniel and Christina.  A dedicated professional who spends long hours at work, he is also devoted to serving his community through his involvement in Rotary and the Holocaust and Human Rights Center of Maine.  When Richard is not assisting clients or helping his local community, he enjoys golfing, skiing and spending time with family and friends.
    Securities Agent: NH, WV, WI, WA, VT, VA, TX, SC, RI, PA, OH, NY, NV, NJ, ND, MT, MN, MI, ME, MD, MA, IL, ID, GA, FL, CT, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 174636

    About Me

    Yvonne Legge is a Financial Advisor with Morgan Stanley’s Wealth Management division. With over 14 years’ experience in the financial services industry she has become an important team member in the Market Square Group at Morgan Stanley.

    Yvonne focuses on financial and estate planning issues faced by clients, and Portfolio Management. Through her CFA® designation she is able to help develop model portfolios for the team. Yvonne exhibits a seasoned understanding in helping meet the needs of high net worth individuals, business owners and successful professionals. She speaks of her work with sincerity and conviction; “Our mission is to assist our clients with 3 key financial goals: wealth accumulation during their careers, security and independence in retirement, and provide estate planning strategies in an effort to minimize estate taxes when the accumulated wealth is passed onto beneficiaries. Yvonne holds FINRA series 7, 66, 9 and 10 registrations.

    Yvonne grew up in Warsaw, Poland and moved to the United States upon graduation. She began working at Morgan Stanley in 2001 and has held various positions over the years, including Financial Advisor and more recently, Compliance Specialist. Yvonne draws on her experience from these various positions on a daily basis to identify potential process improvements for the team.

    To continue to further her education and experience, Yvonne obtained her Chartered Financial Analyst® (CFA®) designation in 2010. In her leisure time, she and her husband Matt enjoy competing in local 5ks and marathons, as well as hiking, skiing and being outdoors. Yvonne completed 2015 and 2016 New York City Marathons with our Morgan Stanley team who were raising funds for American Cancer Society.
    Securities Agent: NH, WV, WI, WA, VT, TX, SC, RI, PA, OH, NY, NV, NJ, ND, MT, MI, ME, MD, MA, IL, ID, GA, FL, DC, CT, CA, AZ; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1528201

    About Me

    I seek to add value and enrich the lives of those who surround me both personally and professionally by leading a life of integrity, service, and loyalty. My professional interests stem directly from my close-knit family and personal interests. Growing up, I developed a fascination for the global financial markets from my father; humane instincts drawing me to help others and participate in artistic and charitable causes from my mother, and a deep love for the natural world and ocean from both.

    I am pleased to join The Market Square Group at Morgan Stanley as a Financial Advisor and work alongside my father and our team to help our clients connect with what they value most. Our clients are individuals and families who find value in working a group of advisors who are there to collaborate and help secure their evolving needs and aspirations. We strive to understand our clients’ beliefs and goals so we can align their investments to their values.
    Securities Agent: NH, WV, WI, WA, VT, VA, TX, SC, RI, PA, OH, NY, NV, NJ, ND, MT, MI, ME, MD, MA, IL, ID, FL, CT, CA, AZ; General Securities Representative; Investment Advisor Representative

    About Me

    Drawing on more than 12 years of experience in the financial services industry, Meredith provides a wide range of services for our clients to ensure a more streamlined, effective, and easy experience. She is always available to answer account questions or solve a complex operational issue. Meredith is responsible for the day-to-day operational and administrative activities of the practice.

    Highly adept at handling a broad range of responsibilities quickly and efficiently, Meredith enjoys providing what we call white glove service to every client. Working with investors since 2005, she not only knows how to help meet their specific needs, she knows how to anticipate them as well. She holds FINRA series 7 and 66 registrations.

    She, along with her daughter Marissa, is a resident of Dover. In her leisure time, she enjoys traveling and cooking.

    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

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    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
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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    Ready to start a conversation? Contact The Market Square Group today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    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 (“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.

    5Morgan 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.

    6Morgan 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.

    7Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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    9Morgan 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.

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    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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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