Rick Lybarger C-Suite Network Advisor Since December 2020
Wisdom1 is about conscious living and discovering the place within yourself that helps you to break free from outside influence and go within to find peace and balance to live your best life. It was born out of my own search for happiness, peace, and the things I needed to do to release my own shame and fear. Everyone one has a story about the successes, triumphs, and failures. They are some of the things that shape our livers. If you took away your money and your titles who are you really? Would you be happy and at peace with life? Do you know the simple joys of a sunrise or the feelings of a good laugh or cry? Are you always chasing something so you don’t have to slow down and be at peace with yourself? These are the questions I found myself asking. They lead me on a journey within. A search for peace, health, joy and love for myself. Wisdom1 is build around the modern tools and ancient teachings that can help you rediscover or discover for the first time the amazing person within.
First Vice President—Wealth Management
Family Wealth Advisor
Financial Planning Specialist
Rick provides clients with comprehensive financial planning services that encompass both sides of their personal balance sheets and virtually every aspect of their financial lives. The strategies he creates contain tangible recommendations that may include diverse disciplines such as cash flow management, insurance and lending. As a Family Wealth Advisor, Rick has demonstrated his ability to work closely with families to understand their circumstances, which extend beyond their finances and involve their individual and collective goals. His client relationships have started to move into the next generation, as he is now working with the children and families of his long-standing clients, and he takes pride in guiding them through each evolution in their lives.
Rick’s financial services career officially began in 1993, but its roots date back years before, when he worked as a runner at the Philadelphia Stock Exchange while still in high school. In 1997, he joined a predecessor firm of Morgan Stanley as a financial advisor and came to the
Sound Shore team in 2019. Rick has earned the CERTIFIED FINANCIAL PLANNERTM designation from the College for Financial Planning, as well as the Morgan Stanley credentials of Financial Planning Specialist and Family Wealth Advisor, which affirm his ability to help clients pursue their most challenging financial objectives. A graduate of Shippensburg University, Rick earned a B.S. in public administration.
Rick lives in Selinsgrove, Pennsylvania, with his three children. Active in his community, Rick serves on the board of directors of the Susquehanna Valley Estate Planning Council and ENACTUS Susquehanna University, a nonprofit organization that supports entrepreneurial initiatives for small businesses and helps to improve quality of life for people in need. In his free time, Rick enjoys paddle-boarding, yoga, meditation and hiking.
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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3251822 9/2020