Maria LaViola, Financial Advisor at Morgan Stanley

Maria LaViola, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley Maria LaViola is a Financial Advisor in the New Haven office at Morgan Stanley. NMLS #: 1369294

Maria focuses on developing comprehensive financial plans that include goal-specific analysis of retirement planning, education assistance, asset preservation strategies, and other client financial needs. Leveraging her experience, clients are able to model complex topics in their financial plans such as social security maximization, stock options, estate planning strategies, and insurance needs.

Maria graduated from Albertus Magnus College with a BS in Business Management. She also holds an MAT (Master of Arts in Teaching) from Quinnipiac University. Maria is a member of the New Haven Chamber of Commerce. Additionally, she has volunteered at New Haven Reads and the Connecticut Food Bank. Maria resides in Orange, CT with her husband and two children.

© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), 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 Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Wishing everyone a very happy & healthy Easter!
03/30/2024

Wishing everyone a very happy & healthy Easter!

Spring into financial wellness this season! As of today, spring is officially here and with it comes the opportunity to ...
03/19/2024

Spring into financial wellness this season! As of today, spring is officially here and with it comes the opportunity to clean up your finances.

Here are five tips to help you with your financial spring cleaning.

www.morganstanley.com

As Japan thaws from a deep freeze of prolonged low inflation, its economic future looks positive. Find out more in On th...
03/12/2024

As Japan thaws from a deep freeze of prolonged low inflation, its economic future looks positive. Find out more in On the Markets.

mgstn.ly

You still have time to max out your IRA contributions for the 2023 tax year (if eligible). Invest in your future retirem...
03/04/2024

You still have time to max out your IRA contributions for the 2023 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2024 tax deadline. Learn more.

www.morganstanley.com

02/09/2024

Watching the Big Game on Sunday? Get ready to get in the game with E*TRADE from Morgan Stanley.

01/08/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/13/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

Need holiday gift inspiration? Check out the Gifts for Good guide which features socially conscious organizations that g...
12/11/2023

Need holiday gift inspiration? Check out the Gifts for Good guide which features socially conscious organizations that give back. https://bit.ly/4atAPyv

The following are some important changes to note for 2024:• 2024 Retirement Plan Contribution Limits. See details on the...
12/01/2023

The following are some important changes to note for 2024:

• 2024 Retirement Plan Contribution Limits. See details on the IRS website: https://bit.ly/412FXVM

• Tax inflation adjustments for 2024. See details on the IRS website: https://bit.ly/49Zf0Xb

• Social Security COLA Increase. See details here: https://bit.ly/3T69sEk

Disclaimer: Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.
11/28/2023

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

Wishing you a very Happy Thanksgiving from all of us at The Harbor Pilot Group at Morgan Stanley.
11/22/2023

Wishing you a very Happy Thanksgiving from all of us at The Harbor Pilot Group at Morgan Stanley.

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your...
11/17/2023

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further.

If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.

Address

545 Long Wharf Drive, 7th Floor
New Haven, CT
06511

Website

Alerts

Be the first to know and let us send you an email when Maria LaViola, Financial Advisor at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Maria LaViola, Financial Advisor at Morgan Stanley:

Shortcuts

Share

Category