OUR MISSION STATEMENT
Working to help you align your wealth with your values.
Working to help you align your wealth with your values.
The Pacarro Group is a Hawaii-based, multi-generational wealth management team serving a select number of professionals, families, businesses, and non-profits. Our goal is simple: to serve as your trusted advisor, through every stage of life so that you can look to the future with anticipation rather than apprehension.
Our goal is to be an essential advisor to our clients by bringing our experience and a vast array of resources to the table. While each relationship is unique, our style is reflective of three core principles:
Collaborative Approach: We rely on an interactive wealth planning process that begins with listening. With a complete understanding of your current picture and future goals, together, we can agree on a concise plan of action.
Comprehensive Solutions: Our approach to investing is based on a clear philosophy, and is tied to your stated goals and plan. Working with your CPA and Attorney allows us to do our best work.
Personal Attention: An approach to service that demands the highest standards of accessibility, availability, and responsiveness.
Our Global Effort
“For us at Morgan Stanley, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we’ve established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.”
- James P. Gorman, Chairman and CEO, Morgan Stanley
What is Impact Investing?
Click here to watch a brief video explanation.
This article Sustainable Signals, shares new data from the individual investor about Impact Investing. Read it to learn more about today's awareness, interest, and perceptions around sustainable investing.
Why Impact? Why Now?
Click Here to view Noel's recently published article discussing the development of Impact Investing, and why investors are considering it now.
Take a Listen
This Morgan Stanley Ideas Podcast helps answer the question: does prioritizing social and environmental impact along with profit actually work? Listen Here
Love Letter: How Every Family Can Prepare
October 24th 2018
11:30 AM Lunch & Presentation
The Pig & The Lady
83 N King St, Honolulu, HI 96817
Validated parking provided at our office (10 min walk)
RSVP required to Lindsay Mist
email@example.com or 808-525-6922
About our Presentation:
The saying goes that only two things in life are certain; death and taxes, yet so many of us delay or avoid planning for life after we pass. Helping clients with all stages of life means that we have stood by our clients and their heirs through this process many times. With this experience comes the knowledge that having a plan in place makes the logisitcal burden easier to bear, leaving more space for the heart to heal.
Participants will learn about:
• Simple actions today that will help your heir(s) & executor(s)
• Checklists for peace of mind
• How they can share more than just numbers and passwords
Senior Vice President
The Pacarro Group at Morgan Stanley
Gwen Pacarro, Noel Brown, Michael Laconsay, Lindsay Mist
The guest speaker(s) is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. This seminar is for educational purposes and there will be no discussion about specific products. Investments and services offered through Morgan Stanley smith Barney LLC. Member SIPC. CRC 2229727 / CNCC 2229735
Noel Pacarro Brown joined Morgan Stanley in 2007 as a Financial Advisor, and the managing member of The Pacarro Group at Morgan Stanley. Her passion for wealth management is rooted in her desire to help people experience success at every stage of life. At Morgan Stanley, Noel contributes to the advancement of wealth management as co-chair of the advisory councils for the Academy of Family Wealth Management and Impact Investing.
Noel grew up on Oahu and graduated from Punahou School. She attended Wellesley College before graduating with Honors from Brown University, and her Masters in Teaching from Pacific University. Out of the office, Noel spends her free time with her husband Cameron and their two children. She is the Vice-President of the Outrigger Duke Kahanamoku Foundation, as well as a board member for the Merwin Conservancy. Most recently, she was appointed as a board director for the Investment & Wealth Institute® (formerly IMCA®); a global professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.
Securities Agent: AZ, CA, CO, DE, FL, HI, IL, MI, NY, OR, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Gwen has been with Morgan Stanley and its predecessor firms for over 30 years. As a Family Wealth Director, she provides comprehensive wealth management to families, executives, professionals, foundation and endowments. Her honors in 2006 include national recognition in the top 100 Barron’s Women Advisors, as well Hawaii Business’s top female advisor in the State of Hawaii. From 2007-2012 she managed the Hawaii and Guam offices of Morgan Stanley, seeing through its merger with Smith Barney. This experience provided a keen sense of best practice and the appreciation of her team’s professionalism and support.
Gwen is a graduate of Punahou School and Lewis and Clark College, and received her CIMA® designation and Senior Institutional accreditation from The Wharton School.
She currently serves as Vice Chair of the Board of Goodwill Industries Hawaii, and has served on the boards of The Metropolitan Rotary of Honolulu, Women’s Fund of Hawaii, American Red Cross, Hawaii Community Foundation, and The Children’s Alliance.
BM/Supervisor; Securities Agent: AZ, CA, CO, DE, FL, HI, NY, OR, TX, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Michael Laconsay joined Morgan Stanley in 1998 as a Financial Advisor for The Pacarro Group, and has been in the financial service industry for over 20 years. Michael is a Chartered Retirement Planning Counselor and enjoys developing retirement income strategies for our clients. He provides equity research including both technical and fundamental analysis, and provides strategic guidance on the groups risk management strategies. Michael also has a focus on special needs trusts and structured settlements.
Michael attended San Francisco State University. In his free time Michael cherishes his time with his wife Kyle, and two children Croix and Kaisha. He is also involved with the Lions Club of Honolulu and the National Federation of the Blind of Hawaii.
Securities Agent: AZ, CA, CO, DE, FL, HI, NV, NY, OR, TX, VA, WA; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
Lindsay Norcross Mist joined The Pacarro Group in 2008. She worked as the team’s Client Service Associate before becoming a Financial Advisor in 2012. She is analytical by nature, so enjoys her focus on financial planning and analysis. She also coordinates the team’s client communication, and educational outreach efforts. Lindsay earned the esteemed Certified Financial Planner™ designation in 2013.
Lindsay grew up on Oahu, and is a graduate of Iolani School, followed by UC Irvine. Outside of the office she can be found coaching for Iolani School, or spending time with her husband, daughter, and dog. She is involved with the Hawaiian Mission Houses Historic Site and Archives, and volunteers with various community groups.
Securities Agent: AZ, CA, CO, DE, FL, HI, NY, OR, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Creating customized financial strategies for the challenges that today's families face.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15