"Ms. Sackler tries to answer one of the most complicated personal-finance questions of all: How do you talk to your family about money?... The writing is straightforward, and makes a compelling argument for having the money talk." —The New York Times

Lori Sackler

Lori R. Sackler, CFP®, CIMA®

Senior Investment Management Consultant

Sr. Vice President

Financial Advisor



LORI R. SACKLER is a financial advisor, Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Wealth Management, where she leads the Sackler Group. Sackler, with her team, advises a select group of individuals and families on financial security, lifestyle and legacy concerns. Sackler is a Certified Financial Planner, Certified Investment Management Analyst, and non-practicing Certified Public Accountant. She is also the creator and former host of the radio show The M Word on WOR in New York City and author of The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future (McGraw-Hill Education 2013, updated 2016) and The M Word Journal (Koehler Books, 2016).

 

Disclaimer: Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial 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.

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.

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