The Perrone Lewis Group at Morgan Stanley

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The Perrone Lewis Group

OUR MISSION STATEMENT

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.

Our Story and Services

About Our Team

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

Services Include

  • Business Succession Planning
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Planning for Education Funding
  • Retirement Planning
  • Wealth Management


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

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The Perrone Lewis Group

Events

Events

Morgan Stanley Online Workshop - February


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!


When: February 19th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
           2900 West Road, Suite 400
           East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - March


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!


When: March 19th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
           2900 West Road, Suite 400
           East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - April


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!


When: April 23rd at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
           2900 West Road, Suite 400
           East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - May


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!


When: May 21st 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
           East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - June


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!
Space is Limited - Reserve your spot today!

When: June 18th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
           East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - July


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!

When: July 20th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
             East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - August


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!

When: August 20th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
             East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - September


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!

When: September 24th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
             East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - October


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!

When: October 22nd at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
             East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - November


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!

When: November 12th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
             2900 West Road, Suite 400
             East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Morgan Stanley Online Workshop - December


Please Join us for an event which will highlight the digital capabilities of Morgan Stanley.

We will include a step-by-step tutorial on the Morgan Stanley Online Suite, assisting you in customizing your digital features such as Money Transfers, Bill Pay, Mobile Check Deposit and more!

Our Experienced staff of professionals will work one-on-one to help add online access to your phone, laptops, and tablets!

Space is Limited - Reserve your spot today!

When: December 10th at 10:00 AM
Where: CMU - East Lansing Campus Computer Lab (Across the hall from the branch)
           2900 West Road, Suite 400
           East Lansing, MI 48823
RSVP to Samantha Hughes (Branch Administrator)
PH: 517.203.2866  EMAIL: Samantha.hughes@morganstanley.com
(Please mention your Financial Advisor and the devices you're bringing)

CRC# 2351749 12/2018

Social Security Retirement Planning Webinar



Vonda Van Til and the Social Security Administration will be hosting two retirement planning workshops in the coming weeks. These webinars will provide details not only on the retirement program but will cover the not so common filing strategy options when it comes to spous' and divorced spouses benefits, key factors to consider when determining the right time to file, how you can work and collect benefits at the same time and how and when to file the application. In addition, find out how your decision on when to file for retirement benefits can affect widow(er)s benefits and learn about Medicare - when you must have it and when you don't need it.

Click Here to Register for the free online workshop.


When: Tuesday, February 12th, 2019
Time: 12:00 PM - 2:00 PM


CRC: add CRC number

Cybersecurity Seminar

At Morgan Stanley, Safeguarding the assets and personal information that you entrust to us is among our highest priorities. Cyberattacks are increasing in volume and frequency, and cybercriminals are getting more creative.

Learn from Vice-President of Technology and Information Nate Vanderheyden how to: Safeguard your information, Avoid Cyberattacks, and Develop actions to boost your cybersecurity awareness.  

Date:
Tuesday, January 29th 2019
Time: 5:30- 6:15PM - Appetizers & Wine  6:15- 7:15 - Cybersecurity Presentation
Where: Hawk Hollow - Eagle's Nest Room, 15101 Chandler Road, Bath Township, MI 48808
RSVP by: January 25th
RSVP to: Samantha Hughes at (517) 203-2866 or at Samantha.hughes@morganstanley.com

CRC: 2353962

Client Education

Morgan Stanley Financially Fit


Morgan Stanley Financially Fit is a new program for you and your family, available from your Morgan Stanley Financial Advisor. Whether you're teaching your children to make a budget today or helping them develop skills to manage wealth in the future, we know how difficult it can be to educate and inspire the youth of a new generation to become financially responsible adults. Through an innovative online financial education program - designed for children in grade four all the way into adulthood - this program introduces important financial concepts. The program can prompt financial-specific conversations within the privacy of your family, allowing you to have meaningful dialogue with individual family members about their financial future.

The Morgan Stanley Financially Fit program has four core training modules for grade school children, high school and college students, and adults. To learn more about Morgan Stanley Financially Fit and the different levels click the link below:

Morgan Stanley Financially Fit



LifeView with Morgan Stanley


LifeView Advisor is a financial planning tool that creates an advisory relationship between you and your client. It includes all the features of LifeView Goal Analysis along with strategies for goal protection (life, disability and long-term care insurance) and estate planning.

Below are a few documents that help you understand what LifeView is and how it works:

LifeView Overview Brochure
Plan for Your Future Brochure

Below is the client profile that you will fill out before meeting with The Perrone Lewis Group. If you have any questions while going through it please call 517-324-8008 and someone on our team will walk you through it.

LifeView Personal Wealth Advisor Client Profile



Morgan Stanley Premier Cash Management


Morgan Stanley Premier Protection is a complimentary benefit available to clients as part of the Premier Cash Management program which recognizes and rewards you for consistently using the firm’s cash management solutions such as direct deposit, check writing, debit cards, online bill payment and more.

Premier Protection Fact Sheet

To enjoy Premier Protection, clients will need to self enroll1 after they qualify for the Premier Cash Management program, as enrollment is not automatic. To enroll, visit www.morganstanley.com/premierprotection or log in to Morgan Stanley Online. The following information will be required in order to enroll: Social Security Number (SSN), date of birth, address and email address. You will also be required to answer a few authentication questions from your credit report.


Meet The Perrone Lewis 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 Perrone Lewis 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

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