The Mergner Group at Morgan Stanley

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The Mergner Group

OUR MISSION STATEMENT

Helping Guide You to Your Goals and the Future You Envision

Our Story and Services

Welcome

The strength of The Mergner Group at Morgan Stanley comes from our cohesive team approach leveraged by experience. Collectively, the three Financial Advisors in our group – Thomas Mergner, Scott Mergner and Micheal Lipshultz – have more than 50 years of combined industry experience. Our roots first manifested themselves in 1957, when now-retired Financial Advisor John G. Mergner, Sr. began guiding families and businesses toward their financial futures.

John’s son, Tom, became a Financial Advisor in 1991, and his grandson, Scott, followed suit in 2015, making them the second and third generations of the Mergner family to devote themselves to guiding you through your accumulation, preservation and transfer of wealth. Mike and Tom began working together over twenty years ago, laying the groundwork for the team that exists today.

We help you achieve your goals by always holding your best interest paramount.
We look forward to working with you and your family.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Life Insurance
  • Retirement Planning


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

Working With You

Working With You

You’ve worked hard to put down roots and build a strong financial foundation for the future. The Mergner Group at Morgan Stanley works just as hard on your behalf, helping you grow and preserve your wealth so you can create the future you want for yourself and your family.

We have developed and refined a process that is centered around multi-generational wealth accumulation and preservation. In addition to providing access to the full range of financial services offered at Morgan Stanley, we create a comprehensive financial plan that helps put the pieces of your puzzle into place so that as your life unfolds, the plan evolves. We also serve as a hub, coordinating with your other professional advisors to integrate all aspects of your financial life into a cohesive whole.

The cornerstones of our strong heritage in the financial services industry are our goal-based approach to wealth management and our commitment to getting to know our clients on a deep personal level. It is only by understanding your needs, goals and values that we are able to make recommendations and offer ideas that we believe can bring you closer to achieving what matters to you most.

Location

Location

  • 7500 Old Georgetown Rd, 10th Fl
  • Bethesda, MD 20814


    Meet The Mergner Group

    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

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    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

    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 Mergner Group today.

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