The Perrone Lewis Group at Morgan Stanley

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The Perrone Lewis Group


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.


The Perrone Lewis Group



Privacy Protection Strategies

Join Morgan Stanley's Executive Director and Branch Manager, Sheree Blazejewski for a special event where we welcome guest speaker Christina Cuffari, Prudential's Sales Technology Director.  Ms. Cuffari will provide you with tools and resources to aid in guarding your information-ultimately protecting what you've worked so hard to build.   Sign up now while limited spots remain!

Click the link below to view the full invitation.

Privacy Protection Strategies Invite_2018.pdf

When: June 13th, 2018
Time: 3:00 pm - 5:00 pm
Location: 2900 West Road, Suite 300, East Lansing, MI 48823
RSVP: required by June 6th, 2018 to Samantha Hughes or Sarah Perrone
Phone or Email: 517-324-8008 or or

CRC2113128 5/18

Shred Day 2018!

Morgan Stanley invites you to 'Shred It Day' where we will have Iron Mountain's on-site mobile shredding unit available to all client to recycle all documents you no longer need. Gather all your old bills, taxes, financial statements, annual reports, receipts and other sensitive documents and stop by to shred them. There is no cost to attend and dispose of your documents. If you are not sure if you need to keep them, ask a team member we are happy to assist. Refreshments will be included! No need to RSVP and friends and family are welcome.

Please click here for our invitation!

Where: 2900 West Road Suite 300 East Lansing, MI 48823
Tuesday, April 17th

CRC: 2035223

Cybersecurity, Covered

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

CRC: 2007355

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 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


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


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


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


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: Any profiles and associated content are for U.S. residents only

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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.

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* 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.

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