Lori R. Sackler - Morgan Stanley Smith Barney Financial Advisor - Paramus, NJ
Morgan Stanley Smith Barney
Lori R. Sackler, CFP, CIMA
Senior Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
CERTIFIED FINANCIAL PLANNER
140 E. Ridgewood Ave.
5th Floor, North Tower
Paramus, NJ 07652
tel: (201) 967-6267
toll-free: (800) 631-1607 
fax: (201) 967-8328
Email Me

Every person deals with change – retirement, passing of a loved one or sale of a business. Transitions like these are the linchpins of successful wealth management.  As a Wealth Management specialist with Morgan Stanley Smith Barney, I provide my clients – high net worth individuals, business owners and families –creative, comprehensive and highly customized advice about their financial world.  I counsel them on financial security, lifestyle and legacy, helping them with careful planning, wise investing, and an extensive array of services. Our open architecture investment philosophy allows us to concentrate on you and your needs, rather than any “off-the-rack” solutions. Plus, we are backed by a global team of specialists at Morgan Stanley.

Associations
  • Creator and Host of New Radio Show, " The M Word" : Money, Family and Communication each Saturday night on WOR 710 AM
  • Institute of Certified Financial Planner
    Member
  • Institute of Investment Management Consulting
    Member
  • New Jersey Society of CPA's
    Member
  • Estate Planning Council of Bergen County
  • Texas Society of CPA's
    Member
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Philanthropic Services
  • Retirement Planning
Education and Licensing
  • Bachelor of Arts in Music, Graduate with Distinction
    University of Michigan
    Ann Arbor, MI
  • Master of Music
    University of Texas
    Austin, TX
  • Master of Science in Business
    University of Texas
    Dallas, TX
  • CPA Certification
    Texas
  • Certified Financial Planner
  • CIMA
    Wharton School
    University of Pennsylvania
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney

    First Vice President
    Senior Investment Management Consultant
    Paramus, NJ
  • 2000 - 2007: Merrill Lynch

    Vice President
    Wealth Management Advisor
    Paramus, NJ
  • 1987 - 2000: Sackler & Associates

    President
    New York, NY
  • 1984 - 1987: Capital Plan

    Senior Vice President
    Dallas, Texas

Bulletin Board

  • “THE M WORD: Money, Family and Solutions”. WOR Radio Presents a Weekly Discussion on Families and Money Hosted by Lori Sackler, Sunday Nights 9:30 to 10:00 PM on WOR AM 710. See In The Press for complete details.

  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

Lori R. Sackler is licensed in the following state(s): CA, CO, CT, DC, FL, HI, IL, IN, MA, MD, MI, MN, MO, NJ, NV, NY, PA, TX, 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 .
FEATURED REPORTS

Prepare for Your Retirement - Flipbook

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Women and Wealth - Flipbook

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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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