Shawn Reed is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in rental property ownership. Morgan Stanley Wealth Management provides advisory and brokerage services 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 that incorporates firm-approved tools and market models to support client decision-making.

Kara Tichawa is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process utilizes structured discovery conversations and firm-approved tools, with services focused on advisory support rather than individual security recommendations.

Daniel Tanaka is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has one year of industry experience and has previously worked at Randolph Street Realty Capital, Richland Country Club, CapTrust, Kuehne + Nagel, Butler University, and Wilmette School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and uses structured planning tools and models to support financial planning services.

Gregory Meyer is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 structured planning processes supported by tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Amir Makarem is a financial advisor at Morgan Stanley with 14 years of industry experience. He has previously worked at CitiGroup and Fifth Third Bank. 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 manages approximately $2.74 trillion in client assets.

Daniel Gockman is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with five years of industry experience. His prior work experience includes roles at Under Armour, One Main Financial, Jets Pizza, and DePaul University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Lance Eaton is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliates since 2017, following five years at E*Trade Securities and E*TRADE Capital Management. Outside of his advisory role, Eaton is a sole proprietor involved in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by proprietary tools and methodologies.

Linda Suraci is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63, 65, and 66 designations and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, and Charles Schwab. She is based in Chicago, IL. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Zachary Egli is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley since 2014 and has been affiliated with Morgan Stanley Private Bank, N.A. since 2021. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Craig Zvonar is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 30 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 serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Anthony Severino is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Severino is also involved in managing a trust outside of standard business hours. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-related financial planning programs.

Louis Brown Jr. is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he is a drummer in a funk and soul band. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support client goals, operating in an advisory capacity across various financial services.

Isabella Anichini is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at The Mather Group, LLC. Outside of finance, she is involved with Culver’s of Addison in a sales and marketing role. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets through a structured planning process and a broad range of investment offerings.

Terrence White is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is also a guitar player. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Deborah Kearney is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at Ameriprise Financial Services, Inc. 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 and firm-approved tools.

Michael Tarbet is a Series 66-credentialed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked at Indiana University and Elite Center Basketball. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Wayne Whited is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Oppenheimer and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and advisory services supported by structured planning tools and a range of investment products.

Todd Powell is a Certified Financial Planner (CFP®) with 28 years of experience in the financial industry. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He is based in Chicago, IL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Andie Davis is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and has two years of prior experience at Generation Focus. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but does not provide individual security recommendations as part of standalone planning.

Angela Jackson is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2014. Outside of her advisory role, she is the sole proprietor of a health and wellness business, Total Life Changes. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm’s planning process uses structured discovery and approved tools to model outcomes but places implementation responsibility with clients.