Lawrence Berlin
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lawrence Berlin
I have been in the financial services industry for 30 years. I have the knowledge and the resources that allow me to provide solid answers and advice to help meet the most complex needs of my clients.
Experience
Financial Advisor
May 2013 — Present · Little Falls, NJ, US
My approach integrates my clients\' objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match my clients\' objectives with customized solutions.© 2023 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:
Education
The State University of NY, Cortland, NY
BA Economics,
New Jersey City University
MA Special Education
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