Morgan Stanley

As a Morgan Stanley Wealth Advisor, Lori Villegas designs custom strategies with her clients to manage, preserve, and transition their wealth. Villegas, with more than 25 years of experience, focuses on first-generational wealth, working with business owners and executives to help them preserve their wealth and create individual plans that address their distinct needs. “Being a woman in a male-dominated field gives me a distinct perspective,” says Villegas, who is on the United Way Board and was recently appointed to the National Diversity and Inclusion Council for Morgan Stanley. Villegas is passionate about giving back to the community and believes that one person can truly make a difference. She accomplishes this by mentoring other businesswomen, participating in Giving Circles, and working with various charitable organizations. “I hope that my small impact will help Baltimore be a better city,” she says.

Lori Villegas is a Financial Advisor in Morgan Stanley’s Baltimore office. Although Lori Villegas has compensated The Baltimore Magazine to have this advertisement featured in its publications, this is not a solicitation nor intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors. You should consult your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC. Member SIPC.
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