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Michael H
Series 66
Chicago, IL
Morgan Stanley
Michael Hurt is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL. He has one year of industry experience and previously served in the U.S. Army since 2021. His prior work history includes roles at Martin County Tax Collector and Regal Entertainment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual 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 a structured financial planning process supported by firm-approved tools and methodologies.
Michael L
Series 63, Series 65
Chicago, IL
Morgan Stanley
Michael Laidlaw is a financial advisor at Morgan Stanley based in Chicago, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and a Global Investment Committee, managing approximately $2.74 trillion in client assets.
Charles Y
Series 66
Chicago, IL
Morgan Stanley
Charles Young is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Wabeek Country Club and employment during his studies at Michigan State University. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, combining structured financial planning with access to extensive investment resources and services.
Kaylie S
Series 63, Series 66
Chicago, IL
Morgan Stanley
Kaylie Schur is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior work includes roles at TD Ameritrade and Ballpark Village, as well as earlier positions outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.
Sofia D
Series 66
Chicago, IL
Morgan Stanley
Sofia Diaz is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at the Center for Literacy at UIC, Vintage Lounge, Gap Inc, and Cristo Rey Altamira High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing advanced modeling tools and offers both direct and corporate financial planning solutions.
Nicole K
Series 63, Series 66
Chicago, IL
Morgan Stanley
Nicole Kuhn is a financial advisor at Morgan Stanley in Chicago, IL, with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. 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 planning strategies, managing approximately $2.74 trillion in client assets.
Michael D
Series 66
Chicago, IL
Morgan Stanley
Michael Duffy III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities, JPMorgan Chase Bank, BPU Investment Management, Bank of America, and Merrill. He is currently based in Chicago, IL. 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 supported by structured discovery processes and firm-approved planning tools.
Paul M
Series 63, Series 65
Chicago, IL
Morgan Stanley
Paul Manghera is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of proprietary tools and modeling techniques.
Leslie D
Series 63, Series 65
Chicago, IL
Morgan Stanley
Leslie Degroot IV is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by a structured discovery process and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without giving individual security recommendations as part of standalone plans.
Lipi G
Series 66
Chicago, IL
Morgan Stanley
Lipi Gowda is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. Gowda joined the firm in 2025 and has no prior industry experience outside of their time as a student from 2015 to 2025. 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 supported by structured discovery processes and advanced planning tools.
James P
Series 66
Chicago, IL
Morgan Stanley
James Porte is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process with firm-approved tools and offers a broad range of investment programs.
Gregory S
Series 63, Series 66
Chicago, IL
Morgan Stanley
Gregory Stanwood is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley Private Bank since 2015, alongside his tenure at Morgan Stanley Smith Barney starting in 2009 and Citigroup Global Markets beginning in 1997. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and analyses.
Nancy P
Series 63, Series 66
Chicago, IL
Morgan Stanley
Nancy Paul is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following a long tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Gianna B
Series 66
Chicago, IL
Morgan Stanley
Gianna Bugno is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with six years at Morgan Stanley and a total of five years in the industry. She previously worked at the University of Missouri for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.
Margaret K
Series 66
Chicago, IL
Morgan Stanley
Margaret Krummel is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and five years of industry experience. She has been with Morgan Stanley since 2020 and previously held various roles at Valparaiso University. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad selection of investment programs.
James S
Series 66
Chicago, IL
Morgan Stanley
James Svigos is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management (MSWM) serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.
Michael G
Series 63, Series 65
Chicago, IL
Morgan Stanley
Michael Gallagher Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He also serves as a trustee and co-trustee for multiple trusts in Chicago. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.
Linda E
Series 63, Series 66
Chicago, IL
Morgan Stanley
Linda Edral is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in an investment-related business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both retail and institutional investment needs.
Therese D
Series 66
Chicago, IL
Morgan Stanley
Therese Dolezal is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Based in Chicago, IL, her roles have been focused within Morgan Stanley’s wealth management operations. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial goals.
Sabina S
Series 66
Chicago, IL
Morgan Stanley
Sabina Sewillo is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and a broad range of retail and institutional investment offerings.
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