John J. Lerose
Executive Financial Services Director | Family Wealth Director | Portfolio Management Director | Financial Advisor at Morgan Stanley
- Role
- Executive Financial Services Director Family Wealth Director Portfolio Management Director at Morgan Stanley
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About John J. Lerose
Whether your focus is leaving a legacy, tax-efficient strategies, portfolio management…
Experience
Executive Financial Services Director Family Wealth Director Portfolio Management Director
Jan 2014 — Present · Milwaukee, WI, US
As a Certified Investment Management Analyst (CIMA®) and Portfolio Management Director, I leverage the vast resources of Morgan Stanley to help manage my clients’ investment needs. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I take a holistic view of my clients’ finances that goes beyond investments to help form a comprehensive plan for their individual financial goals. As a Morgan Stanley Executive Financial Services Director and Family Wealth Director, I strive to provide guidance during complex situations distinct to corporate executives, business owners and high-net-worth families, and help develop estate planning strategies that seek to transition their wealth to future generations. © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services NMLS#: 12•••65CA Insurance License #: 0M24097
Education
Yale School of Management
Investment Management Theory & Practice
2020 — 2020
University of Wisconsin-Madison
Economics
2005 — 2009
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ CFP® Certification Program
2018 — 2019
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