Mary Lisicky

CFP, Associate Vice President, Wealth Management, Financial Advisor

Contact Me
Mary Lisicky


Goals Based Financial Management - Your Story, Our Experience

My Story and Services

My Story

Mary Lisicky is a CERTIFIED FINANCIAL PLANNER, Financial Advisor and Associate Vice President for Morgan Stanley in Allentown, PA.  She has over 12 years of experience in the financial planning industry. Mary has extensive knowledge in assisting families, individuals, and business owners in developing customized financial plans.  She strives to make a meaningful difference in the lives of her clients by providing sound financial guidance through the execution of a client-centric wealth management process.  She works closely with clients to understand their entire financial picture, getting to know them personally and making their goals, her goals.  

Mary received her undergraduate degree in Finance from the McDonough School of Business at Georgetown University where she was also a member of the varsity women’s basketball team and two-year captain. In 2012, she earned her designation as a CERTIFIED FINANCIAL PLANNER from the College for Financial Planning.

Mary is very active in her community serving on several boards of non-profit organizations. She is the Chair of the Via Foundation Board, a member of the Executive Committee of the Greater Lehigh Valley Chamber of Commerce and a former Past Chair of the LGBT Business Council. She was recently recognized for her efforts in the local LGBT community when she received the 2016 Community Leadership Award from the Bradbury-Sullivan LGBT Community Center. She and her wife, Amber, live in Philadelphia, Pennsylvania where they enjoy frequenting all the great restaurants and sites the city has to offer. In her spare time, Mary enjoys watching and playing sports especially golf and basketball, cooking, and spending time with family and friends.

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Services Include

  • Financial Planning
  • LGBT Planning Services
  • 401(k) Rollovers
  • Life Insurance
  • Alternative Investments
  • 529 Plans
  • Retirement Planning
  • Structured Products
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Lending Products

Securities Agent: AZ, DC, FL, MA, MO, NC, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1377877

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Working With You

Working With You

Customized Advice; World Class Services:

- Personalized investment advice for each and every client
- Decisions tailored to your unique circumstances and needs
- Delivered to you using a comprehensive financial planning process

Community Involvement

Community Involvement

  • Greater Lehigh Valley Chamber of Commerce
    • Executive Committee
    • Board of Governors
    • Former Past Chair and current board member of the LGBT Business Council
  • Via of the Lehigh Valley
    • Via Foundation, Chair
    • Via Board of Directors, Member
  • Georgetown University Alumni Admissions Program
    • Member
  • Whitehall High School 
    • Volunteer Coach, Varsity Girls' Basketball
  • Zephyr Pride Foundation
    • Board Member



  • 515 West Hamilton St
  • 7th Fl
  • Allentown, PA 18101


    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 Mary Lisicky today.

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