John J. Lerose Iii, Cfp®, Cima® Email & Phone Number

Whether your focus is leaving a legacy, tax-efficient strategies, portfolio management, wealth preservation, business exit planning, long term care needs, retirement, employee education, financial wellness programs, executive financial services, preserving assets, charitable planning, cash management and lending solutions, sustainable investing, financial planning, estate planning strategies; I strive to give advice that will add value on many levels. Think of me as your personal Advisor, supporting your family and business. Our financial planning process is geared toward what is most important to you and is centered around three main priorities:1. Help preserve your assets2. Align investments with your goals3. Organize and simplify your financesI am passionate about keeping you well informed and poised for success by providing exceptional ideas, personal service, and in-depth analysis of markets on a timely basis. I host a monthly conference call for all clients that addresses such topics as: Social Security, market history, and sustainable investing. Those calls are one component of the customized service plan we maintain to ensure we stay connected. You may benefit from a disciplined investment process and custom-tailored financial strategies that leverage my training as a Portfolio Management Director, Insurance Planning Director, Executive Financial Services Director, and a broad lineup of investment choices, including the Investing with Impact program. The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.For important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/john.lerose. The designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.