The Liberty Group at Morgan Stanley

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The Liberty Group

OUR MISSION STATEMENT

We help you grow what you need, protect what you have and simplify your financial life

Our Story and Services

Welcome

We are a team of dedicated Financial Advisors and CERTIFIED FINANCIAL PLANNERS™ established on the principles of trust and integrity, committed to helping you achieve your financial goals.  To accomplish this we apply a set of rigorously tested principles combined with our core beliefs and values.  Our vision is to try and be a GPS for your financial life. By helping you Grow, Protect, and Simplify your financial plan we can help you get where you need to go. This allows you to spend more of your time enjoying those things in your life that matter the most to you.   We seek to build a long-term relationship with you based upon shared values of understanding, trust, communication and sound decision making as we strive to provide you with successful outcomes.

Services Include

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


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

Global Franchise

Global Franchise


Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:

  • Morgan Stanley Wealth Management 
  • Institutional Securities Group
  • Investment Management


Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.  

Morgan Stanley Franchise Power

  • $2.1tn in client assets under management1
  • Morgan Stanley reported revenues of $9Bn1
  • Nearly  56,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 19%1
  • $202Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2


1-Unaudited. As of December 31, 2016, Morgan Stanley Quarterly Financial Supplement 4Q 2016
2-MorganStanley.com/InvestorRelations

Morgan Stanley Smith Barney LLC. Member SIPC.

Maureen Novak, Financial Advisor
Cole Henderson, Financial Advisor

CRC # 2211106 08/18

Welcome to The Liberty Group



Location

Location

  • 250 So. Clinton St, Ste 500
  • Syracuse, NY 13202


    Meet The Liberty Group

    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 The Liberty Group today.

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    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

    Awards Disclosures