Lawrence Liebman - Morgan Stanley Smith Barney Financial Advisor - Mount Laurel, NJ
Morgan Stanley Smith Barney
Lawrence Liebman
First Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Planning Specialist
330 Fellowship Road
Suite 400
Mount Laurel, NJ 08054
tel: (856) 222-4503
toll-free: (800) 932-0037 
fax: (856) 273-6407
Email Me

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Haddonfield Running Club
  • Marathons Run
  • Boston Marathon
  • Chicago Marathon
  • Ocean Drive Marathon
  • Philadelphia Marathon
  • Jersey Shore Marathon
  • Atlantic City Marathon
Services
  • Financial Planning
  • Asset Management
  • Wealth Management
  • Retirement Planning
  • Long Term Care Insurance
  • Lending Services
  • Municipal Bonds
  • Fixed Income
  • Qualified Plans
Education and Licensing
  • B.A., 1980
    Syracuse University
    Syracuse, NY
  • NASD Series 7, License, 1984
  • Series 65 - Investment Advisory Agent
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1986 - Present: Morgan Stanley Smith Barney

    Financial Advisor
    Mount Laurel, NJ
  • 1984 - 1986: Dean Witter

    Financial Advisor
    Marlton, NJ

Bulletin Board

  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.

  • See Market Insights for the latest edition of the Global Investment Committee Newsletter: On the Markets.

  • Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.

Lawrence Liebman is licensed in the following state(s): AL, CA, CO, CT, DE, FL, GA, ID, MA, MD, NC, NJ, NM, NY, PA, SC, TX, UT, VA, WA
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 Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB 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
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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 Smith Barney.
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 Analyst (with graph element)®, and Certified Investment Management Analyst .

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FEATURED REPORTS

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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