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Lawrence Liebman
Lawrence Liebman
First Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Financial Advisor
330 Fellowship Road
Suite 400
Mount Laurel, NJ 08054
tel: 856-222-4503
toll free: 800-932-0037
fax: 856-273-6407
Email Me
Welcome Education Services Associations Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • B.A., 1980
    Syracuse University
    Syracuse, NY
  • NASD Series 7, License, 1984
  • Series 65 - Investment Advisory Agent
Services
  • Lending Services
  • Asset Management
  • Municipal Bonds
  • Retirement Planning
  • Financial Planning
  • Fixed Income
  • Wealth Management
  • Qualified Plans
  • Long Term Care Insurance
Associations
  • Haddonfield Running Club
  • Marathons Run
  • Boston Marathon
  • Chicago Marathon
  • Ocean Drive Marathon
  • Philadelphia Marathon
  • Jersey Shore Marathon
  • Atlantic City Marathon
Business Experience
  • 1986 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Mount Laurel, NJ
  • 1984 - 1986: Dean Witter
    Financial Advisor
    Marlton, NJ
Bulletin Board
  • To have a free Retirement Analysis constructed on your behalf, complete the Confidential Questionnaire available in Our Practice and return to our attention.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • In our continuing effort to bring you the best thinking and analysis on investing, join us Tuesday, Nov. 17 at 4:00 p.m. ET, when Chief Investment Officer Jeff Applegate will host a client call with Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, will share with us his outlook for the global economy and the markets in what is sure to be a lively discussion.

    Participant Toll-Free Dial-In Number: (866) 502-2427
    Conference ID Number: 40144573
Lawrence Liebman is licensed in the following state(s): AL, CA, CO, CT, DE, FL, GA, ID, MA, MD, NC, NJ, NM, NY, PA, SC, TX, UT, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Nine Signposts for 2009 (pdf)

(pdf)

IRA Distribution Manual (pdf)
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