OUR MISSION STATEMENT
Helping Guide You to Your Goals and the Future You Envision
Helping Guide You to Your Goals and the Future You Envision
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.
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.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Ayaz joined the Mergner Group in January 2017, focusing on helping the Portfolio Manager with portfolio construction & analysis that is customized and specific to clients’ goals, aspirations and legacy. In addition, as a fully licensed staff member, he helps in the execution of client trades and provides timely market research on topics of interest to our clients.
Ayaz attended Wilde Lake H.S. and graduated from Towson University with a B.S. in Business Administration with a concentration in finance. From there, he began his career at Citi Smith Barney as a Consulting Group Analyst for an institutional consulting team that worked with educational endowments and family foundations. He holds his Series 7 & 66 licenses. In 2018 Ayaz earned the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ and taught in conjunction with Yale School of Management. He is a member of the Investments & Wealth Institute.
A local product of Maryland, he grew up and still lives in Columbia. During his free time Ayaz enjoys bowling, playing basketball, spoiling his 3 nephews, and giving back to the local community through volunteer work.
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 closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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 eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Send and Receive Money In Minutes Using The Morgan Stanley Mobile App – Introducing Send Money with Zelle®.
Now you view your accounts from other financial institutions on Morgan Stanley Online and the Morgan Stanley Mobile App.
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
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