Lawrence J. Messina
Managing Partner, Director of Investment Strategy
As Director of Investment Strategy, I help clients bring clarity and intention to the way they grow, protect, and live their wealth. With more than 30 years of navigating an ever-changing financial landscape, I’ve learned that lasting success comes from strategies that go beyond markets and models—combining insight, experience, and purpose to align wealth with the life each client envisions.
My career began at Morgan Stanley, where I led a team that developed retirement planning programs for Fortune 500 companies nationwide. That experience shaped my belief that exceptional advice starts with understanding people first.
I hold a degree in Finance from Loyola Marymount University, completed executive studies at The Wharton School of Business, and maintain the AWMA®, CRPC®, and CDFA® designations.