Lori R. Sackler
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Advisor
Lori has over 20 years experience working with high net worth individuals, business owners and their families. In tandem with the skilled professionals on her team at Morgan Stanley*, she focuses on clients in transition, providing financial, investment, and estate strategies to help her clients succeed.
Lori’s rich background includes serving as VP/Wealth Manager at another financial institution, where she was honored as Planner of the Year, and earned an award for Estate Planning. Prior to that, she ran her own investment advisory firm in New York City with a focus on insurance and estate planning solutions. Lori also spent time with a nationally-known accounting firm, rounding out an impressive background of financial knowledge and experience.
Lori has both the CFP and CIMA designations. Her diverse affiliations include membership in the NJ Society of CPAs, the Institute of Certified Financial Planners, the Investment Management Consulting Association, and the Estate Planning Council of Bergen County. She is also the creator and host of “The M Word: Money, Family and Communication,” airing on WOR 710 AM in New York, a radio show on which she and her distinguished guests discuss money issues and communicating about them in times of transition.
Lori earned her BA with Distinction from the University of Michigan and also holds an MS in Marketing and Finance from the University of Texas.
Nancy Hecker
Client Service Associate
Nancy works with our clients on a daily basis, and also assists with client reviews, literature research and marketing projects. She has over 15 years experience in the financial services industry, including trading commercial paper with Kidder, Peabody & Co., and working on the institutional fixed income sales desk at TD Securities. Nancy is a graduate of Barnard College, where she earned a BA in Political Science.
Gretchen Savino
Client Service Associate
Gretchen brings a background in retail to her role at the Sackler Group, where she assists with regular client interactions, including check and wire requests, administrative account changes, IRA distributions and account transfers. She served as a marketing professional for a major toy company, working with large retail accounts. Gretchen has a degree in Business and Marketing from the Fashion Institute of Technology in NY.
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Biography
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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 .
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