Martin Moll
Senior Vice President, Financial Advisor
Phone:
(585) 987-6074(585) 987-6074
The Moll/LaCrosse Group at Morgan Stanley
Direct:
(585) 385-5100(585) 385-5100
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Our Story and Services
At the Moll/LaCrosse Group, we are a multi-generational team. Our team brings 40 years of experience and has been through many different market cycles. With this experience we combine our talents to best service our clients. Our approach is customized to each individual client and their goals. We are committed to helping you grow and preserve your assets, we will work diligently to earn your trust, so our clients become like family over time.
As clients get older, we know their goals constantly change. We make sure to stay in regular contact with our clients to update any goals they have. If you would like to hear more about what we have to offer contact us at any time.
As clients get older, we know their goals constantly change. We make sure to stay in regular contact with our clients to update any goals they have. If you would like to hear more about what we have to offer contact us at any time.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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1250 Pitts-Vic Rd, Ste350,Bldg200
Pittsford, NY 14534
US
Direct:
(585) 385-5100(585) 385-5100
Meet The Moll/LaCrosse Group
Phone:
(585) 264-5833(585) 264-5833
Kari Pestorius
Portfolio Associate
Phone:
(585) 987-6184(585) 987-6184
Barbara Schirmer
Senior Registered Client Service Associate
Phone:
(585) 987-6092(585) 987-6092
About Martin Moll
Martin Moll is a Senior Vice President and a Financial Advisor within The Moll/LaCrosse Group at Morgan Stanley’s Pittsford, New York office. Marty primarily works with high-net-worth individuals, households, estates, and corporate accounts. Marty has been in the industry for 40 years and has spent all 40 years with Morgan Stanley.
Marty grew up in Rochester, NY and attended St. John Fisher University. Marty has been very involved in the Rochester community since his time at Morgan Stanley. He has been involved in many foundations and on multiple boards.
In Marty’s spare time he enjoys spending time with his family, friends and on Canandaigua Lake.
Marty grew up in Rochester, NY and attended St. John Fisher University. Marty has been very involved in the Rochester community since his time at Morgan Stanley. He has been involved in many foundations and on multiple boards.
In Marty’s spare time he enjoys spending time with his family, friends and on Canandaigua Lake.
Securities Agent: AZ, MA, CT, UT, WY, NY, NJ, GA, FL, CO, VT, TX, IL, OH, NM, IN, NH, CA, AL, WI, VA, NC, MI, MD, MT, RI, OR, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Tom LaCrosse
Tom LaCrosse is a Financial Advisor and Financial Planning Specialist within The Moll/LaCrosse Group at Morgan Stanley’s Pittsford, New York office. Tom primarily works with high-net-worth individuals, households, estates, and corporate accounts.
Tom attended Penn State University with his degree in Commercial Recreation and Tourism Management. Tom played Division 1 lacrosse for four years at Penn State and in his senior year he was one of the team captains. Before joining Morgan Stanley, Tom was in the transportation and logistics industry for almost ten years, working primarily as a national sales representative. Tom has a tremendous amount of experience dealing with a variety of people and guiding them to solutions to their unique situations. Tom’s passion for helping others and his interest in the financial markets have led him to Morgan Stanley.
Tom grew up in Canandaigua, New York and still lives there today loving the small-town community with its proximity to Rochester. Outside of work, Tom enjoys spending as much time as possible with his wife Megan, their new son Steven, and their dog Remi. He also loves to play golf, ski, and spend as much time as possible on the water. Tom serves on the Board of Directors of the Canandaigua Country Club. Tom continues to give back to Penn State by serving as a mentor to a current student athlete through the Teammates for Life program. Losing his dad unexpectedly in 2021 reinforced for Tom how important it is to work with people you can trust to do what is in your best interest.
Tom attended Penn State University with his degree in Commercial Recreation and Tourism Management. Tom played Division 1 lacrosse for four years at Penn State and in his senior year he was one of the team captains. Before joining Morgan Stanley, Tom was in the transportation and logistics industry for almost ten years, working primarily as a national sales representative. Tom has a tremendous amount of experience dealing with a variety of people and guiding them to solutions to their unique situations. Tom’s passion for helping others and his interest in the financial markets have led him to Morgan Stanley.
Tom grew up in Canandaigua, New York and still lives there today loving the small-town community with its proximity to Rochester. Outside of work, Tom enjoys spending as much time as possible with his wife Megan, their new son Steven, and their dog Remi. He also loves to play golf, ski, and spend as much time as possible on the water. Tom serves on the Board of Directors of the Canandaigua Country Club. Tom continues to give back to Penn State by serving as a mentor to a current student athlete through the Teammates for Life program. Losing his dad unexpectedly in 2021 reinforced for Tom how important it is to work with people you can trust to do what is in your best interest.
Securities Agent: AL, WY, UT, VT, WV, WI, WA, VA, TX, IN, SC, RI, NY, ME, NM, NC, MO, NJ, NH, MD, MA, KY, PA, SD, IL, TN, ID, IA, HI, GA, DE, CA, FL, CT, CO, OH, MI, MN, DC, MT, AZ, AK, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2460330
NMLS#: 2460330
About Kari Pestorius
Kari is a Portfolio Associate for the Moll/LaCrosse Group. She is responsible for overseeing and facilitating team operations with an emphasis on ensuring the best possible experience for our clients. Kari assists the team with all phases of financial service while promoting client satisfaction. While acting as liaison for the clients between the financial advisors and the firm, making sure clients’ needs are satisfied with the utmost care and attention to detail is her top priority.
Kari has 28 years industry experience, 24 of them with Morgan Stanley and legacy firms. She earned her Bachelor’s degree from St John Fisher College and is FINRA Series 7, 63 and 66 as well as NYS Insurance licensed.
Kari has 28 years industry experience, 24 of them with Morgan Stanley and legacy firms. She earned her Bachelor’s degree from St John Fisher College and is FINRA Series 7, 63 and 66 as well as NYS Insurance licensed.
Contact Martin Moll
Contact Tom LaCrosse
Wealth Management
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1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
2When 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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Morgan 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.
7Morgan 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.
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
2When 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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Morgan 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.
7Morgan 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.
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)