Kari Pestorius
Portfolio Associate
Phone:
(585) 987-6184(585) 987-6184
Tom LaCrosse
Financial Advisor
Direct:
(585) 264-5833(585) 264-5833
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
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
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Features Available To You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
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Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Atlas planning Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
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Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
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Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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Cloud Computing
As companies accelerate the move toward cloud computing, cybersecurity challenges have unequivocally intensified. Learn how two key software markets are poised to converge to mitigate new threats.
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Cybersecurity for College Students
College students may not be too concerned about being a target for hackers. Find out why cybercriminals may prey on students and how they can protect themselves.
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Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
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Protecting your Digital Footprint
Worried about how much of your personal information is available online? See how you can manage your digital footprint.
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Phone Security
You likely spend more time each day on your smartphone than on your computer, but do you pay as much attention to protecting the security of your phone as your computer? Find out why you should.
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At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
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With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
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The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
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How to Handle Volatility
Markets have gotten much more volatile recently. Here’s why investors should keep their focus on the long game.
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Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
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Our Investing with Impact platform has designed a proprietary process to identify your impact priorities and match them with one of our 360+ investment strategies or customizable portfolio solutions across asset classes, to tailor your portfolio and monitor both financial and impact results over time.
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A selection of about 600 professionally managed portfolios to align with your goals and risk tolerance, with access to institutional pricing and zero-fee index SMAs.
Location
1250 Pitts-Vic Rd, Ste350,Bldg200
Pittsford, NY 14534
US
Direct:
(585) 264-5833(585) 264-5833
Meet My Team
Barbara Schirmer
Senior Registered Client Service Associate
Phone:
(585) 987-6092(585) 987-6092
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 31 years industry experience, 27 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 31 years industry experience, 27 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.
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
- Retirement income strategies
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A 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
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- Traditional Investments
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- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
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- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Tom LaCrosse today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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:
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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.
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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.
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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)
