About Lori Sackler

LORI R. SACKLER is a financial advisor and Senior Vice President at Morgan Stanley Wealth Management, where she leads the Sackler Group. Her team is dedicated to successfully guiding individuals and families through life's transitions. Sackler is a Certified Financial Planner, Certified Investment Management Analyst, and nonpracticing Certified Public Accountant. She is also the creator and former host of the radio show The M Word on WOR in New York City.

TODDI GUTNER is a veteran business journalist who has worked for Forbes, BusinessWeek, and the Wall Street Journal.

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