The Lake Avenue Group at Morgan Stanley

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The Lake Avenue Group at Morgan Stanley

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NMLS #: 1282886, NMLS #: 1282399, NMLS #: 1285180,

09/04/2026

Labor Day is typically the moment the calendar starts to feel real again.

Not because anything dramatic changes overnight, but because routines return — school schedules, travel slows down, and the "we'll deal with it later" list starts asking for attention.

But for this long weekend, enjoy a well-deserved day to enjoy the waning summer weather with good company and something delicious on the grill! If you are interested in planning ahead for the end of the year after the holiday, please feel welcome to visit our website and contact our team: https://advisor.morganstanley.com/the-lake-avenue-group

Wishing all a lovely holiday weekend!

08/14/2026

It was great to be at the Morgan Stanley AIM Where Annuities, Insurance and Modern Wealth Intersect conference with Cutcliff, CFP®, CPWA®, CDFA®, and to connect with Morgan Stanley Wealth Management Insurance Leadership Joe Toledano and Carmine Mazzeo, to learn about valuable insurance solutions that help clients achieve their goals.

05/28/2026

Honored to have our very own Laura Raulinaitis representing The Lake Avenue Group at Morgan Stanley on the panel at the 2026 Annual Forum for the Portfolio Management Institute.

A great discussion on portfolio construction, risk management, and delivering outcomes that matter for clients.

05/22/2026

Wishing everyone a meaningful and peaceful Memorial Day. We extend our deepest gratitude to those who served and made the ultimate sacrifice, and to the families who supported them—your sacrifice and strength are deeply appreciated. The courage of our nation's heroes has helped secure the freedoms we enjoy today.

This Memorial Day, we hope you're able to take a quiet moment to reflect and remember— with good company, something tasty on the grill, and a well-earned breath of fresh air.

05/08/2026

Happy Mother's Day weekend on behalf of The Lake Avenue Group at Morgan Stanley! This weekend, we recognize the many women who make a lasting difference through care, guidance, and steady support—whether you're raising children, helping to shape the next generation through mentorship, or leading with empathy and generosity in your family and community. Wishing you a meaningful day filled with love, appreciation, and joy!

04/22/2026

In recognition of Administrative Professionals Day, we are pleased to acknowledge Michael Shelley and Kseniya Tsipis, our Registered Client Service Associates, for their outstanding commitment to service excellence.

Michael's operational leadership and attention to detail help ensure our practice runs efficiently and that client needs are anticipated and addressed. Kseniya brings deep industry experience and a strong client-service foundation supporting high-net-worth relationships; her professionalism and precision strengthen the experience we deliver.

Thank you, Michael and Kseniya, for your dedication and partnership!

03/26/2026

This Women's History Month, The Lake Avenue Group is proud to celebrate the talented women on our team whose leadership, experience, and drive help move our clients and community forward every day.

We also honor the achievements of women around the globe: past and present trailblazers who have advanced opportunity, broken barriers, and shaped progress across every industry. Here's to recognizing their impact—and continuing to build a future where every woman can thrive.

Happy Women's History Month!

02/04/2026

More than one in three women is living with some form of cardiovascular disease. This February, join Morgan Stanley in our support of the American Heart Association's Go Red for Women movement to raise awareness. Educate yourself about heart disease in women and help save lives. https://livesocial.seismic.com/aevN4S

Address

2829 Townsgate Road Suite 200
Westlake Village, CA
91362

Website

https://advisor.morganstanley.com/the-lake-avenue-group

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