Lori Monaco
Senior Vice President, Financial Advisor @Morgan Stanley
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WORK HISTORY
Senior Vice President, Financial Advisor @Morgan Stanley
Miami, FL, US
2022 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: does not guarantee a profit or protect against a loss. Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market. Investments and services are offered through Morgan Stanley Smith Barney LLC, Member SIPC
EDUCATION
Stony Brook University
BS, Economics
SKILLS
ABOUT LORI MONACO
I focus on High Net Worth clients. I design portfolios that are designed for diversification, and my clients specific needs for growth, and income distributions. My goal is to teach my clients about investment products so they can make educated decisions.Areas of focus: Fluent in Spanish, French and Portuguese. Certified Financial Analyst charter holder.
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