A seasoned professional with more than 30 years of experience, Gerry is a founding partner of The LGB Group at Morgan Stanley. He enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined wealth management approach. Gerry’s extensive financial services background enables him to help his clients understand the intricate details of their personal wealth. He focuses on what is most important to each family, so he can develop a customized plan designed to build, preserve and transition their wealth. Gerry is dedicated to helping his clients achieve their personal and professional financial goals, which often include:• Maintaining their current lifestyle now and in retirement• Managing a major life transition with confidence• Serving future generations and leaving a lasting legacyOver the years, Gerry has developed a strong understanding of economics and is well versed in the equity and fixed income markets. His practice focuses on retirement planning with an emphasis on asset allocation strategies using growth and income vehicles to help accomplish his clients’ goals and objectives. For his dedication to excellence, Gerry has been named a Five-Star Wealth Manager by Philadelphia Magazine every year since 2013. Gerry earned his M.B.A. and B.S. degree in Business Administration from Drexel University and in 1990 received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining Morgan Stanley, Gerry was a Certified Public Accountant and held several important positions in accounting, investor relations, information systems and financial planning with two public corporations in the Philadelphia area.Focus: Strategic financial planning, wealth management, professional portfolio management, alternative investments, retirement planning, long-term care and life insurance, annuities, trust and estate planning strategies, 401(k) rollovers, Cash Management and Lending Solutions, NMLS#: 12531352013-2022 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2013-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.https://www.morganstanley.com/disclosures/awards-disclosure.html