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Christopher C

Series 63, Series 66

Chicago, IL

Morgan Stanley

Christopher Clark is a financial advisor based in Chicago, IL, with Morgan Stanley. He holds Series 63 and Series 66 designations and has 14 years of industry experience. Clark has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 financial planning process that includes firm-approved tools and modeling techniques.

General estate planning guidance
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Bradley C

Series 63, Series 65

Chicago, IL

Morgan Stanley

Bradley Clarke is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to his tenure at Morgan Stanley Smith Barney starting in 2009. Based in Chicago, IL, he has a long-standing career within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning tools and proprietary research to support its services.

General estate planning guidance
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Lillian R

Series 66

Chicago, IL

Morgan Stanley

Lillian Rohrbach is a financial advisor with Morgan Stanley in Chicago, holding the Series 66 designation and beginning her advisory career in 2025. Before joining Morgan Stanley, she gained experience in various roles including work with Flex HR, Hawthorn Surgery Center, and State Farm Insurance. She was also involved with the Panhellenic Council and the Kappa Kappa Gamma sorority during her time at Southern Methodist University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, delivering financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

General estate planning guidance
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Robert S

Series 63, Series 65, Series 66

Chicago, IL

Morgan Stanley

Robert Sullivan is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, PNC Financial Services, and Northern Trust Securities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies, including scenario modeling and strategic asset allocation insights.

General estate planning guidance
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Luke S

Series 66

Chicago, IL

Morgan Stanley

Luke Sutphin is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

General estate planning guidance
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Jonathan D

Series 66

Chicago, IL

Morgan Stanley

Jonathan Defreytas is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009, including eleven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves on the finance committee of the ABF Fund, a cultural organization based in Helena, Montana. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and a broad offering of investment services.

General estate planning guidance
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Jacob R

Series 66

Chicago, IL

Morgan Stanley

Jacob Rindler is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Based in Chicago, IL, he joined Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Kylie P

Series 63, Series 66

Chicago, IL

Morgan Stanley

Kylie Pearson is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley and its Smith Barney predecessor since 2007, and at Citigroup Global Markets over the same period. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a variety of investment programs supported by structured planning tools and a broad range of products.

General estate planning guidance
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Mary D

Series 66

Chicago, IL

Morgan Stanley

Mary Dichristofano is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 16 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. In addition to her advisory role, she serves as a trustee or co-trustee for a trust in Niles, Illinois. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including customized financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning programs.

General estate planning guidance
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Oscar A

Series 66

Chicago, IL

Morgan Stanley

Oscar Aguinaga is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017, following a year at Merrill. Outside of his advisory role, he serves on the advisory board of Casa Central, a social and recreational organization in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, 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 market data.

General estate planning guidance
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Michael C

Series 63, Series 65

Chicago, IL

Morgan Stanley

Michael Ciesemier is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the advisory board of Kendall Ciesemier Media LLC, a publishing company. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning and estate strategies.

General estate planning guidance
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Kristen S

Series 63

Chicago, IL

Morgan Stanley

Kristen Sanchez is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds a Series 63 designation. 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 that utilize structured discovery and firm-approved tools to model financial outcomes.

General estate planning guidance
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Andrew M

Series 63, Series 65

Chicago, IL

Morgan Stanley

Andrew Marko is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 licenses. 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Jill Z

Series 63, Series 65

Chicago, IL

Morgan Stanley

Jill Zahara is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley since 2015 and has been associated with Dale S. Raines Md And Associates since 1992. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and resources.

General estate planning guidance
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Joshua L

Series 63, Series 66

Chicago, IL

Morgan Stanley

Joshua Logan is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he operates an Etsy storefront focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured financial planning process.

General estate planning guidance
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William M

Series 63, Series 65

Chicago, IL

Morgan Stanley

William Menke II is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of Morgan Stanley, Menke is the sole proprietor of StandFirm LLC, a business involved in real estate development. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm uses structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jake D

Series 66

Chicago, IL

Morgan Stanley

Jake Demos is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation. He has been with Morgan Stanley since 2024. Prior to this, he worked in various roles including at Camp Winadu and Indiana University Athletics Ticket Office. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and commodity pool operations.

General estate planning guidance
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Scott A

Series 63, Series 65

Chicago, IL

Morgan Stanley

Scott Altemose is a financial advisor at Morgan Stanley with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2013. Based in Chicago, he has worked in both the Private Bank and Smith Barney divisions of the firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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Miguel Antonio T

Series 66

Chicago, IL

Morgan Stanley

Miguel Antonio Tolentino is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he worked in various roles including positions at Goddess and the Baker, River City Staffing, and Loyola University Chicago. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

General estate planning guidance
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Felicia D

Series 63, Series 65

Chicago, IL

Morgan Stanley

Felicia Di Silvestro is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. 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 a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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