Lori R. Sackler, CFP®, CIMA®
Family Wealth Director
Senior Investment Management Consultant
Sr. Vice President
Financial Advisor
LORI R. SACKLER is a financial advisor, senior vice president and family wealth director at Morgan Stanley where she leads Evergreen Lane Wealth Management Group. Her team is dedicated to helping individuals and families keep up with change, satisfying their financial security, addressing lifestyle and legacy concerns, and successfully guiding them through life’s transitions. Sackler is a certified investment management analyst, a certified financial planner and non-practicing certified public accountant. She is the author of The M Word: The Money Talk Every Family Needs to Have about Wealth and Their Financial Future – 1st Edition, published in 2013 by McGraw Hill and The M Word Journal: How to Have the Money Talk released in 2016. She is the creator and former host of the radio show “The M Word” on WOR in New York City.
Disclaimer: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.