Lawrence Pusateri

Senior Vice President, Financial Advisor, Senior Portfolio Manager

Contact Me
Lawrence Pusateri

MY MISSION STATEMENT

Helping you achieve and preserve financial independence through goals-based planning and dedicated personal service tailored to meet your needs.

My Story and Services

Welcome

Lawrence works personally with each client by helping them to meet or exceed their financial objectives, whether they may be short-term or long-term. His strategy is to develop a comprehensive plan that includes all of life’s “what if” events while taking into account all of your life stages, your risk tolerance, and your own personal financial goals.

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Services Include

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Planning for Education Funding
  • 401(k) Rollovers
  • Corporate Retirement Plans
  • Alternative Investments
  • Annuities
  • Fixed Income

BM/Supervisor; Securities Agent: CA, CO, FL, GA, ID, IL, IN, KY, MD, MO, NC, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures


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

About Me

Beginning his career with Morgan Stanley predecessor firm, Dean Witter in 1991, Lawrence has over 25 years of experience in wealth management working to understand his clients' financial needs and aspirations., He was born in St. Louis, Missouri, but shortly after birth, he and his family moved to Louisville, Kentucky. Before earning his Bachelor's of Science in Business Administration degree from the University of Louisville with High Honors, Lawrence attended St. Albert the Great School and Trinity High School.

Lawrence is an avid golfer and enjoys playing with family and friends. He also enjoys traveling and attending University of Louisville sporting events. Lawrence is an active member of the University of Athletic Fund, Church of Epiphany, the Churchill Downs Turf Club, Lake Forest Country Club, and the University of Louisville Golf Club.


Client Service Team

Client Service Team

Pamela J. Young


Senior Client Service Associate
Pam has been a Senior Client Service Associate at Morgan Stanley for over 10 years and has been in the financial industry for over 20 years. In her role as Senior Client Service Associate, Pam works with clients to help build their relationship with the firm and offer assistance with their service needs. 

Pam and her husband Gary have been married for over 38 years and have three children, Jessica, Michele and Gary.  Pam enjoys playing the piano, assisting with the music ministry at her church, gardening and traveling with her husband.

 

 

Brandon L. Luttrell


Wealth Advisory Associate
Brandon’s professional career began in 2013 as an intern at Morgan Stanley, while working third-shift at UPS in order to fully fund his full-time student tuition costs at the University of Louisville, where he received his Bachelors of Science in Business Administration in Finance. After graduation, he accepted a full time position as a licensed Wealth Advisory Associate, giving him hands-on investment and financial planning experience. In this role, Brandon has had the luxury to work side-by-side with Financial Advisors throughout the Kentucky, West Virginia, and Tennessee Complex, all the while gaining the necessary experience to prepare and deliver financial plans tailored to the client’s unique financial needs.

Brandon was born and raised in Louisville, KY. Before college, he attended Eastern High School where he ran Varsity Track & Field, and Cross Country. Since the age of 15, Brandon worked at a local golf course, washing golf clubs until he was of age to accept a work-paid position. Brandon is passionate about spending time with family and friends, University of Louisville athletics, and his grandmother’s pasta.

Location

Location

  • 400 West Market St Ste 2500
  • Louisville, KY 40202


    Investing

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

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

    Family

    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

    Retirement

    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

    Philanthropy

    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 Lawrence Pusateri today.

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