The Lev Rourk Group at Morgan Stanley
Top: Diana Brown, Client Service Associate; Pamela Heffner-Lecher, Registered Client Service Associate;
Corey D. Lev; Ronald L Rourk; Bottom: Andrea Fox, Registered Client Service Associate; Judith Wilkens Lev
Helping you protect
your wealth. It all starts
with one meeting.
Life is filled with one important meeting after
another. But this one is about your future,
and what you can do to prepare for it.
The Lev Rourk Group at Morgan Stanley can
help you sort out your financial goals, and
create a wealth plan to help you manage your
assets. Call today to schedule an appointment,
and let's get your future started.
The Lev Rourk Group
at Morgan Stanley
Judy Lev
Senior Vice President | Financial Advisor
NMLS# 1252284
Corey D. Lev, CFP®, CRPC®
First Vice President | Financial Advisor
NMLS# 1261752
corey.d.lev@morganstanley.com
Ronald Rourk
First Vice President | Financial Advisor
NMLS# 125573
55 Franklin Avenue
Garden City, NY 11530
516-227-2930
advisor.morganstanley.com/
the-lev-rourk-group
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.
© 2020 Morgan Stanley Smith Barney LLC. Member SIPC. FAS010 CRC2902356 02/20
#1IN SALES & LISTINGS AT
NORTH SHORE TOWERS
THE SOURCE FOR THE LARGEST
SELECTION OF LISTINGS AT NST!
Annette Kroll
718.631.8867
ON-SITE RESIDENT
MAGIC
OF GREAT NECK REALTY
516.487.6300
www.AnnetteKroll.com
RONALD FATOULLAH & ASSOCIATES
Elder Law and Estate Planning
MAKING A MOVE & RIGHT-SIZING
A VIRTUAL SEMINAR FOR OLDER ADULTS & THEIR FAMILIES
SATURDAY, NOVEMBER 21ST
10:00AM - 11:30AM
Are you an older adult or a family member of
an older adult who is considering a move?
Are you overwhelmed with the many aspects
of selling your home and moving?
This informative seminar will address the many
challenges for both seniors and their families
when downsizing from the family home.
EXPERTS WILL ADDRESS A
VARIETY OF TOPICS INCLUDING:
• Today’s market conditions and preparing your home for sale
• Legal considerations, including tax and financial planning
• Understanding your future living options, including assisted living
• Dealing with the emotional aspects of moving
• How to get motivated, declutter and prioritize
• Legal and financial concerns of selling your home
JOIN US FROM YOUR
HOME VIA ZOOM
Register by November 9th to receive a care package in the mail.
Kindly RSVP by Monday, November 9th to Julie Wexler to receive log-in instructions:
email jwexler@thebristal.com or call 631-926-8864
Where Legal Advice is an Art
www.fatoullahlaw.com
28 NORTH SHORE TOWERS COURIER ¢ November 2020
/advisor.morganstanley.com
/www.AnnetteKroll.com
link
/www.fatoullahlaw.com
link
/www.AnnetteKroll.com
/www.fatoullahlaw.com
link
link
