Morgan Stanley

Lisa Garey, Senior Vice President – Wealth Management Financial Advisor

609 Deep Valley Drive, Suite 400 in Rolling Hills Estates | 310-544-3606 | fa.smithbarney.com/lisa.garey | [email protected]

Morgan Stanley Smith Barney LLC. Member SIPC.

Lisa Garey is a South Bay native who lives in Redondo Beach and works as a Financial Advisor at Morgan Stanley. An expert in the field of wealth management for nearly 17 years, she manages portfolios for high net worth individuals and affluent families. Before Morgan Stanley recruited Lisa this year, she spent most of her career with Bear Stearns & Co./J.P. Morgan in Century City.

What would you like potential clients to know about you?

“I am straightforward and honest with my clients and prospects. In the face of negative press about the financial industry, my business has been, and always will be, built on trust, transparency and long-term relationships.”

What is the biggest benefit your clients gain from working with you?

“I frequently hear from my clients that they feel a sense of calm, understanding and care from working with me. Another benefit is the power of Morgan Stanley and the wide breadth of products and services we have to offer. I have complete freedom to offer the best products available to suit my clients’ needs—not proprietary products that benefit the firm.”

“I take my role as a financial advisor to my clients and their families to heart.”

What’s one trend that is defining the financial industry today?

“Women taking greater control and understanding of their financial lives. There are more women business owners and executives than ever before. Also, more women are becoming more involved in family financial decisions. Being a veteran female financial advisor, I am particularly aware of the needs of women investing for their futures and their families. I believe my female clients feel a level of comfort with me that they haven’t felt with their other advisors.”

How do you give back to your community?

“Every Saturday I volunteer with my oldest dog, Bailey, at Little Company of Mary Hospital in Torrance. We joined Love on 4 Paws, an animal-assisted therapy program that provides trained volunteer handler teams to local hospitals and schools. I’m also heavily involved with the Cancer Support Community of Redondo Beach, which provides support to cancer patients, survivors and their families. I will soon be joining their board of directors.”

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