Lori R. Sackler - Morgan Stanley Financial Advisor

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Welcome Experience Education Services Associations

Every person deals with change – retirement, passing of a loved one or sale of a business. Transitions like these are the linchpins of successful wealth management. As a Wealth Management specialist with Morgan Stanley*, I provide my clients – high net worth individuals, business owners and families –creative, comprehensive and highly customized advice about their financial world. I counsel them on financial security, lifestyle and legacy, helping them with careful planning, wise investing, and an extensive array of services. Our open architecture investment philosophy allows us to concentrate on you and your needs, rather than any “off-the-rack” solutions. Plus, we are backed by a global team of specialists at Morgan Stanley.

Associations

Creator and Former Host of the Radio Show, " The M Word" : Money, Family and Communication which aired on Saturday nights on WOR 710 AM
Institute of Certified Financial Planner
Member
Institute of Investment Management Consulting
Member
New Jersey Society of CPA's
Member
Estate Planning Council of Bergen County
Texas Society of CPA's
Member

Services

Asset Management
Estate Planning
Wealth Management
Alternative Investments
Financial Planning
Philanthropic Services
Retirement Planning

Education and Licensing

Bachelor of Arts in Music, Graduate with Distinction
University of Michigan
Ann Arbor, MI
Master of Music
University of Texas
Austin, TX
Master of Science in Business
University of Texas
Dallas, TX
CPA Certification
Texas
Certified Financial Planner
CIMA
Wharton School
University of Pennsylvania

Business Experience

2007 - Present: Morgan Stanley*

First Vice President
Senior Investment Management Consultant
Paramus, NJ
2000 - 2007: Merrill Lynch

Vice President
Wealth Management Advisor
Paramus, NJ
1987 - 2000: Sackler & Associates

President
New York, NY
1984 - 1987: Capital Plan

Senior Vice President
Dallas, Texas

Bulletin Board

I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.

• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.

• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.

Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
Get to know our team better. Read our Team Brochure. Just click on the Newsletters & Brochures link on the left-hand side to access it. We hope you will enjoy getting to know us better.

Lori R. Sackler is licensed in the following state(s): AK, CA, CT, FL, IL, IN, MA, MD, MI, NJ, NY, OK, PA, TX, WA

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

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