Lawrence Liebman Financial Advisor at Morgan Stanley

05/04/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/aJ8TDW

04/03/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/aldJfi

03/31/2026

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their confidence has been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://lnkd.in/efUCXfR4 ]

08/13/2025

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simple six steps can help: https://livesocial.seismic.com/a1B92F

12/27/2023

Wishing everyone a happy and healthy New Year!

12/05/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

11/13/2023

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, Morgan Stanley’s Global Head of Government Relations. https://bit.ly/3svtX2c

11/03/2023

I'm truly honored to celebrate my 37th anniversary at Morgan Stanley! It's been an incredible journey, filled with invaluable experiences, milestones, and amazing clients who've trusted me through out these years. Here's to many more prosperous years helping clients achieve their financial goals.

10/30/2023

With the end of 2023 in sight, how are you tracking toward your financial goals? These fall money moves can help set you up for success. https://mgstn.ly/46VAD8P

10/02/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.