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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
- Board Member -Ocean & Monmouth American Cancer Society
- Board Member-Ocean County Foundation for Vocation Technical Education
- Board Member - Georgian Court Planned Giving Council
- Member - Senior Resource Alliance
- Board Member - Ocean County Caregivers
Services
- Financial Planning
- Municipal Bonds
- Estate Planning
- Fixed Income
- Retirement Planning
- Long Term Care Insurance
- 529 Plans
- Business Planning
- Qualified Plans
- Lending Services
- Alternative Investments
- Asset Management
- Cash Management
- Foreign Exchange
- Futures
- Philanthropic Services
- Wealth Management
Education and Licensing
- Financial Planning Specialist Designation
- Chartered Retirement Planning Counselor, 2009
- Series 7 - Securities License, 2000
- Series 66 - Investment Advisory License, 2000
- Series 31 - Managed Futures & Commodities
- Life Insurance and Annuity License, 2001
- Health Insurance and Long-Term Care License, 2001
Honors and Recognition
- Century Council - 2004, 2006, 2007, 2008, 2009
- Blue Chip Council - 2001 - 2005
- President's Council - 2003
- Triple Crown Award - 2001
Business Experience
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Bulletin Board
Risk management strategies for individuals, couples and domestic partners...time for a review?
Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please call or email us.
To learn more about us, our process, business and investment philosophy, please click on Working Together.
Laurie Flynn is licensed in the following state(s):
CA, CT, DE, FL, GA, HI, MA, NC, NJ, NY, OH, PA, SC, TN, VA
This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
