The Lenroc Team - Morgan Stanley

(on east seneca)
Financial and Investment Services in Ithaca, NY
Financial and Investment Services

Location

130 East Seneca St
Ithaca, NY
14850

Photos

The Lenroc Team - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

“60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology.” Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions. MORGANSTANLEY.COM Curbing Carbon Using Technologies | Morgan Stanley
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
The seasons changing are always a good time to reflect. Happy Fall!
This year is the 85th anniversary of our firm, and we're celebrating with a 5-part documentary on the history of Morgan Stanley, in which we uncover the people, ideas and decisions that shaped our firm. OURHISTORY.MORGANSTANLEY.COM Our History — Morgan Stanley
When it comes to planning for a loved one’s education, there is no “one size fits all” approach. Learn how you can identify the right education funding strategy for you. MORGANSTANLEY.COM 529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley
Morgan Stanley Financial Advisor Betsy Pakenas shares this advice with anyone starting out: “Confidence is key.” Read more: MORGANSTANLEY.COM Learning to be Your Authentic Self | Morgan Stanley
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
Just another way we’re helping our Morgan Stanley clients stay protected: our Morgan Stanley CashPlus brokerage accounts come with complimentary Identity and Credit Protection from Experian®. MORGANSTANLEY.COM CashPlus: A Modern Alternative to Banking | Morgan Stanley
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
MS & Co. CIO Mike Wilson believes we're in a new cyclical bull market in the context of a long-term secular bull market. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives November 2020 - 1397886
On Veteran’s Day, and every day, I’m grateful to those who have served.
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Children everywhere could face significant trauma to their mental health during the COVID-19 pandemic. Here's what we're doing to help. MORGANSTANLEY.COM Children’s mental health and Covid-19 | Morgan Stanley
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here. MORGANSTANLEY.COM Planning for the Rising Cost of Education | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
The holidays might look different this year, but one thing that won't change is our desire to give to the people and causes we care about. Here are some modern ways to do it. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
MS & Co. CIO Mike Wilson believes we should remain bullish long term due to improving economic data and positive earnings revisions, which support his expectations for a V-Shaped recovery. Learn more. MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives December 2020 - 1410657
"Hard work and determination are keys to a successful career, but successful leadership often calls for a set of more personal qualities," says Lisa Golia, Head of Field Strategic Services. YOUTUBE.COM Morgan Stanley Women Without Limits: Lisa Golia
Wishing everyone a happy and healthy New Year!
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Navigating the professional playing field as an entry-level employee is tough, especially while many are still working virtually. Learn what my Morgan Stanley colleagues had to share with a group of students recently around taking steps from college to career. MORGANSTANLEY.COM 7 Pieces of Career Advice for Students | Morgan Stanley
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Financial security can bring peace of mind, but a sound plan requires more than just luck. Our goals-based advice combines both investments and protection solutions.
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives January 2021 - 1419805
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley

Information

Company name
The Lenroc Team - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for The Lenroc Team - Morgan Stanley in Ithaca NY?
    You can reach them at: 607-274-8532. It’s best to call The Lenroc Team - Morgan Stanley during business hours.
  • What is the address for The Lenroc Team - Morgan Stanley on east seneca in Ithaca?
    The Lenroc Team - Morgan Stanley is located at this address: 130 East Seneca St Ithaca, NY 14850.