OUR MISSION STATEMENT
Working with you to help preserve and grow wealth for your long-term goals
Working with you to help preserve and grow wealth for your long-term goals
We as a team, concentrate our efforts on developing long-term relationships with our clients through a commitment of high quality and pro-active client service. The Perrone Lewis Group takes a client centric approach to comprehensive wealth planning by providing solutions for every step of our clients life; such as helping build, preserve, and transfer wealth. We do this by working in unison with our clients other professional advisors to provide a well-executed plan. Wealth doesn’t just happen it is a planned event, we would like to help you plan for your future events.
Our Commitment - The 60 Things The Perrone Lewis Group Does For You
Special Agent Jeff Lanza of the FBI will be presenting on cybersecurity, what threats exist and how you can protect yourself and your family from possible dangers.
Please click here for our invitation.
Date: March 8, 2018
Time: 6:00pm-7:00pm- Appetizers & Wine
7:00pm-8:00pm- Cybersecurity Presentation
Where: The Sandhill Crane Vineyard
4724 Walz Road, Jackson, MI 49201
RSVP by: March 5, 2018
RSVP to: Anna, Jenn or Sydney at (517) 324-8008 or e-mail email@example.com
Joseph Perrone, First Vice President, has been a Wealth Advisor with Morgan Stanley for 31 years. As one of the founding members of The Perrone Lewis Group at Morgan Stanley he focuses on client relationship management. Joseph Perrone is a native of Lansing, MI. A graduate of Western Michigan University, he holds a degree in Business Administration and is active in such charitable organizations as EVE (End Violence Encounters), Rainbow Homes and numerous other charitable organizations.
Securities Agent: AL, AZ, CA, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NY, OH, OR, PA, SC, TX, UT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Scott Lewis has been a Financial Advisor with Morgan Stanley for 16 years. He is a CFP® practitioner and First Vice President with The Perrone Lewis Group. As one of the founding members of The Perrone Lewis Group at Morgan Stanley he focuses on holistic comprehensive wealth planning. Scott Lewis is a native of Grand Ledge, MI. He currently lives in Dimondale with his wife Jaime and two kids Bella and Lincoln. He is the head coach for The Grand Ledge Boys Varsity Basketball Team. A graduate of Saginaw Valley State University, he holds a degree in Business Finance and is active in The American Cancer Society, Blessing in a back pack and various other charitable organizations.
Securities Agent: AL, AZ, CA, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NY, OH, OR, PA, SC, TX, UT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Stephen Perrone is a Financial Advisor with The Perrone Lewis Group. A proud Bronco (WMU grad), he’s just entered into his 10th year with Morgan Stanley. As one of the founding members of The Perrone Lewis Group he focuses on client relationship management and new client acquisition. In his free time Stephen enjoys playing basketball, supporting his beloved Detroit Lions, as well as giving back through multiple charitable organizations. Stephen currently resides in East Lansing with his lovely wife Tara and their four-legged son, CJ.
Securities Agent: AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Anna Perrone is an Associate Vice President & Financial Advisor with The Perrone Lewis Group. As one of the founding members of The Perrone Lewis Group at Morgan Stanley she focuses on client relationship management and group coordination. She recently celebrated her 12th anniversary with Morgan Stanley. In her spare time Anna enjoys kayaking, and hosting gatherings for family and friends, as well as giving back to the community by participating in Habitat for Humanity, and other charitable organizations. A graduate of Michigan State University, she holds a degree in Business Marketing. Anna currently resides on the west side of Lansing with her significant other Eduardo Orta.
Securities Agent: AL, AZ, CA, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NY, OH, OR, PA, SC, TN, TX, UT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Jennifer Edwards, a Portfolio Associate with Morgan Stanley for 15 years, earned the 2008 and 2009 ACE award for her volunteer work. As a native of Eaton Rapids, MI., she is active with The American Cancer Society’s Relay for Life and other charitable organizations.
Tel: (517) 324–8008
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
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.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
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