Michael Lysenko

Background

About Michael Lysenko

I assist in evaluating all financial situations by delivering comprehensive wealth management strategies tailored to each client relationship. I focus on private wealth planning & risk management solutions for high-net-worth individuals, family offices, business owners, retirees & corporate executives. Throughout my years of experience, it allows me to understand the complexities of employee compensation offerings & how to help enhance their benefits within a holistic financial plan. I began my career at Smith Barney in 2006, which was later acquired by Morgan Stanley. I am accredited as a CERTIFIED FINANCIAL PLANNER™ through the Kaplan School of Business. I also received the accreditation of Chartered Retirement Planning Specialist® from the College for Financial Planning. I currently hold a series 7 & 66 licenses as well as a life/health insurance license. Within Morgan Stanley, I hold the internal designations of Senior Vice President, Financial Planning Specialist, Workplace Advisor-Equity Compensation, & Portfolio Manager. I have been previously recognized to the prestigious 2016 Pacesetter & 2024 Century clubs at Morgan Stanley and a 2023 Forbes Next Gen Best in State Wealth Advisor. I earned my Bachelor of Science degree in Finance with a minor in Entrepreneurship from Quinnipiac University. During my free time, I enjoy spending it with my wife Erin, son Michael, & daughter Mia where we reside in Yorktown Heights, NY. I enjoy coaching various sports, exercising, playing golf, & training as a Ninja Warrior. During the World Ninja League Season IX Championships, I qualified as a finalist in the adult division. Originally from New Jersey, I'm an avid Philadelphia Eagles fan. I also volunteer my time as an interior firefighter for the Yorktown Heights Engine Co.#1. As a first responder, I spend a lot of time training and responding to multiple alarms each year helping members of the community. Areas of focus: Comprehensive Financial Plans, Alternative Investments, Equity Trading, Fixed Income Trading, Cash Management & Lending Solutions, Custom Asset Allocations, ETF Strategies, Mutual Fund Strategies, Long Term Care Strategies, Life Insurance Strategies, Annuities, Stock Options, Corporate Retirement Plans 2023 Forbes Top NextGen Wealth Advisors Best in State Source: Forbes.com(Awarded Aug 2023)Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23 Awards Disclosures: For more info on the designation(s), go to https://advisor.morganstanley.com/the-lenox-group