The Livingston Group at Morgan Stanley

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The Livingston Group


Simplifying the complex task of connecting financial strategies with your family legacy.

Our Story and Services

The Livingston Group at Morgan Stanley

With over 75 years  of combined experience, and together as a team since 1998, The Livingston Group at Morgan Stanley has provided families like yours with advice that has made a substantive difference in their lives; Advice that extends far beyond investing and goes beyond your finances into every aspect of your life.  Our clients have always been at the heart of everything we do and we serve them with ingenuity, integrity and the highest standards of excellence. 

The Livingston Group firmly believes that when creating a financial plan, you don’t start with your money and build a financial plan; rather you start with your life and then build a plan for your money.  For example, you might have a cause that you care deeply about.  At the same time, you might have children or other family members that you wish to provide for.  And then there is YOU and the rewards that you have been working for and anticipating for years.  You might think of all of these things as distinct from one another.  Any resources you devote to one seem to be at the expense of another.  Your charity, your family, and your goals are all seemingly at odds.  However, sometimes the things that seem separate show themselves to be connected to one another--part of one big picture.  From a higher vantage point, your values, your family, your interests, your home life and your money are all intertwined.  Whether by design or by accident, they are all interconnected parts of one portfolio—Your Life.  The Livingston Group advises that you live your life by design, not by accident.  Employ a process that we call “Life Planning”.

We look forward to working with you to develop a personalized strategy that will help provide you with the secure financial future you need and deserve.  Let us show you the benefits of a small family office, but with the deep reach of Morgan Stanley.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.


  • Retirement Planning
  • Trust Services*
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Corporate Trust Services
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Qualified Retirement Plans
  • Divorce Financial Analysis
  • Professional Portfolio Management



  • 31099 Chagrin Blvd., 3rd Fl
  • Pepper Pike, OH 44124

    Meet The Livingston Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Livingston Group today.

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