Mary Lisicky

Background

About Mary Lisicky

MY PROFESSIONAL EXPERIENCE: I have worked with Morgan Stanley for over 15 years as an advisor and CFP®. My primary goal is to help my clients pursue their financial goals with the resources they have available. I work primarily with families, professionals, and business owners, overseeing their comprehensive financial picture to help them prepare a plan for the next phase of their lives. Our first step is to develop communication and trust. I want to know your goals and your financial fears. I then develop a customized financial plan on how to approach your finances. No one's life is without change, so I like to keep in touch and review your plan on a regular basis. This helps me provide you with personalized, value-driven advice regarding investments and other financial decisions for you and your family. GETTING TO KNOW ME: When I'm not working at the job I love, I am at home with my lovely wife, Amber, and our two daughters, Edith and Eleanor. I am also a big fan of sports. I especially love watching and playing basketball and golf. I wholeheartedly believe in giving back to the community in which you live. I am very active on numerous boards and non-profits of which I am proud to serve. I am also a proud graduate of Whitehall High School and Georgetown University. I WOULD WELCOME A CONNECTION IF: You are in need of customized, comprehensive financial advice and guidance for you and your family You are interested in an informed second opinion on your financial situation. You are a CPA or attorney interested in providing a resource for your clients You would like to be connected to anyone in my network Phone: 610-398-6525 Email: mary.lisicky@morganstanley.com