Susan Gescheidle is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Outside of finance, she writes quarterly art reviews for Chicago Gallery News. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Anne Egan is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley, she worked at Abbott for six years and PricewaterhouseCoopers LLP for two years. Outside of her advisory role, she serves on the advisory board of Midtown-Metro Achievement Centers and coaches golf clinics at Willows Academy Club Golf. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and using firm-approved planning tools to support its financial advisors.

Lily Jesanis is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with approximately one year of industry experience. Her prior roles include positions at UBS Financial Services, William Blair, and Morgan Stanley, along with earlier work in other sectors including the Goodhue Boat Co and Joy Bar. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models to support client decision-making.

Jake Fleming is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Fidelity Investments and the University of Wisconsin-Madison. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Boyd Dose III is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and J.P. Morgan Chase Bank and Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its services.

Petya Kaloferova is a financial advisor at Morgan Stanley in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2020. Prior to her financial services career, she had roles at Trifecta Grill and Northeastern Illinois University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm emphasizes structured planning processes and provides a wide range of investment and estate planning services.

Andrew Feichter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at William Blair & Company for 13 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by proprietary tools and offers access to a broad set of investment and financial products.

Stephen Dziengeleski is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Rachel Killeen is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and the Pennsylvania Lottery. Outside of her advisory role, she manages several rental property investments as a landlord. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Rose McBride is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. McBride serves as a trustee and successor trustee for several personal and family trusts. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Goran Lazarevic is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, and previously at B.C. Ziegler and Company from 2014 to 2017. Lazarevic holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Heather Kenney is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a decade at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and market analysis.

Jessica Dunda is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. She has worked at Morgan Stanley Smith Barney LLC since 2026, following five years at UBS Financial Services and nine years at Citigroup. Based in Chicago, IL, she holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Maureen Carney is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Her prior roles include positions at Deloitte Corporate Finance and Raymond James. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm-approved tools and analysis to support client goals.

Patricia Brewer is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has worked at Citigroup Global Markets since 1984 and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

William Kramer is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Matthew Conway is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling techniques.

Frank Mahoney is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank since 2014. Outside of his advisory role, he serves as a board director and head of the finance committee for the charity Pilot Light Chefs in Chicago. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process, serving clients through both direct and corporate financial planning arrangements.

Tamara Trittschuh is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Michael Neuses is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he is an officer of the Kappa Beta Phi charitable foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and a structured discovery process.