Liucija is an Associate Vice President and Financial Advisor on the SteelCrest Wealth Management Group at Morgan Stanley.

COMPANY: Morgan Stanley

LOCATION: 3500 Colonnade Parkway, Suite 200, Birmingham, AL 35243

GRADUATION: From the University of Montevallo in 2015 and MBA in 2022

DEGREE: Bachelor of Business Administration with a concentration in Finance and minors in MIS and Pre-Law

PHONE: 205-968-6910 (Office)
205-839-2974 (Text)

EMAIL: Liucija.smaizyte@morganstanley.com

WEBSITE: https://advisor.morganstanley.com/steelcrest-wealth-management-group

A CERTIFIED FINANCIAL PLANNER™ professional, she focuses on creating and presenting personalized wealth planning solutions by building long-term relationships with clients to help them achieve their financial goals. She loves people and loves working with clients to help them paint a picture of their financial opportunities and expectations. She first interned with Morgan Stanley in 2014 and returned in 2016 as a Wealth Advisor Associate. She joined the team in August 2018. In 2019, she earned her CFP® designation after successfully completing comprehensive financial planning coursework and having met experience and ethical requirements.

Originally from Lithuania, Liucija came to the United States on a full athletic scholarship to play tennis at the University of Texas at Arlington. She transferred to University of Montevallo in 2013, where she helped the tennis team reach Peach Belt Conference championship for the first time in the school’s history. Liucija graduated magna cum laude, and first in her class, at the University of Montevallo earning Bachelor of Business Administration with a concentration in Finance, and minors in MIS and Pre-Law. While at Montevallo, she earned the Academic Achievement Award, was on the President’s List, a Gold Scholar, and one of twelve students selected as a Montevallo Master two years in a row. In 2022, she earned MBA degree.

When she was 14 years old, she represented the Lithuanian tennis team at the Junior Olympics, and at age 16, she was ranked the number one tennis player in Lithuania. However, having grown up in a family that struggled financially, she had to work very hard to achieve her goals. Thus, she is very passionate about helping her clients to achieve their personal goals and dreams and be financially independent. She focuses on helping clients with financial planning to help them live successful and happier lives by working to increase their comfort level, and helping to preserve things that they treasure in life.

Liucija is on the boards of multiple organizations including Alabama Women in Business, Alabama Economics Club and GirlSpring. She is multilingual, fluent in English, Russian, and Lithuanian. She and her husband, Steven, live in Vestavia Hills with their adopted dog Cooper.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S.

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