Mary Lisicky

About Mary Lisicky

MY PROFESSIONAL EXPERIENCE: I have worked with Morgan Stanley for over 15 years as an advisor and CFP®. My primary goal is to help my clients pursue their financial goals with the resources they have available. I work primarily with families, professionals, and business owners, overseeing their comprehensive financial picture to help them prepare a plan for the next phase of their lives. Our first step is to develop communication and trust. I want to know your goals and your financial fears. I then develop a customized financial plan on how to approach your finances. No one\'s life is without change, so I like to keep in touch and review your plan on a regular basis. This helps me provide you with personalized, value-driven advice regarding investments and other financial decisions for you and your family. GETTING TO KNOW ME: When I\'m not working at the job I love, I am at home with my lovely wife, Amber, and our two daughters, Edith and Eleanor. I am also a big fan of sports. I especially love watching and playing basketball and golf. I wholeheartedly believe in giving back to the community in which you live. I am very active on numerous boards and non-profits of which I am proud to serve. I am also a proud graduate of Whitehall High School and Georgetown University. I WOULD WELCOME A CONNECTION IF: You are in need of customized, comprehensive financial advice and guidance for you and your family You are interested in an informed second opinion on your financial situation. You are a CPA or attorney interested in providing a resource for your clients You would like to be connected to anyone in my network Phone: 61••••••25 Email: m••••••••@morganstanley.com

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   May 2005 — Present · Allentown, PA

   Named to the 2019 Forbes Next Gen Best-in-State Wealth Advisors List©2025 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-wcl-group. The information or content is for US residents only and subject to the following disclosures: - ​Forbes Top Next-Gen Wealth AdvisorsSource: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19. Award Disclosures: 13•••77

Education

• Georgetown University

  Bachelor of Science

  2001 — 2005