Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christian F
Series 66
Chicago, IL
Morgan Stanley
Christian Finley is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, following four years at River Partners, LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate financial planning agreements.
Brett R
Series 66
Chicago, IL
Morgan Stanley
Brett Robinson is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with three years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his current roles, his background includes positions at Kiewit Infrastructure West Co. and Southwest Value Partners. 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, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support clients' financial goals.
Barbara F
Series 63, Series 65
Chicago, IL
Morgan Stanley
Barbara Finder is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. She has been with Morgan Stanley since 2009 and has worked specifically with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a broad range of investment and wealth management services.
Nicholas P
Series 66
Chicago, IL
Morgan Stanley
Nicholas Paradise is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL. He has been with Morgan Stanley in various capacities since 2017. Prior to his financial advisory role, his work experience includes positions at Jimmy Kimmel Live and North Shore Auto Rebuilders. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.
Melissa H
Series 63, Series 66
Chicago, IL
Morgan Stanley
Melissa Herrera is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory work, she operates a third-party online retail business as an Amazon seller. 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 proprietary tools and research, managing approximately $2.74 trillion in client assets.
Anthony N
Series 66
Chicago, IL
Morgan Stanley
Anthony Nasca is a Series 66 licensed financial advisor with Morgan Stanley in Chicago, IL, with five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Wealth Management, Arthur J. Gallagher & Co, and Atristain Advisors. Nasca also has experience teaching at Dominican University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated by firm-approved tools and structured discovery processes.
Alin L
Series 66
Chicago, IL
Morgan Stanley
Alin Lu is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Alin spent time at the School of the Art Institute of Chicago and worked briefly at Hindman Auction House. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.
Margot C
CFP®, Series 63
Chicago, IL
Morgan Stanley
Margot Craig is a CFP®-certified financial advisor with four years of industry experience, currently with Morgan Stanley in Chicago, IL. Her prior experience includes roles at Blueprint Wealth Advisors and Commonwealth Financial Network. Outside of her advisory work, she is the founder and creative director of Ferrum Rosa LLC, a creative venture focused on spiritual and personal growth through artwork, writing, and public speaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses.
Jonathan B
Series 63, Series 66
Chicago, IL
Morgan Stanley
Jonathan Brotonel is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.
Chelsea F
Series 66
Chicago, IL
Morgan Stanley
Chelsea Fosse is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with eight years of industry experience. She previously worked at Northwestern Mutual Investment Services and Ben Miller. Outside of financial services, she is involved with The Fireplace Inn, a restaurant and bar in Chicago. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate agreements.
Jared P
Series 66
Chicago, IL
Morgan Stanley
Jared Prince is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Walker & Dunlop, Enodo, Inc., and Colliers International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.
Andre S
Series 66
Chicago, IL
Morgan Stanley
Andre Shammo is a Series 66 licensed advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley since 2023 and previously held roles at Baird from 2019 to 2023. His background also includes positions with MPC Advisers, LLC, and experience at the University of Wisconsin-Madison. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standard planning services.
John B
Series 66
Chicago, IL
Morgan Stanley
John Boles Jr. is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial and multiple positions at Auburn University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its advisory services.
Carolyn S
Series 63, Series 65, Series 66
Chicago, IL
Morgan Stanley
Carolyn Song Pegg is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022, she worked at Fifth Third Securities from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Michael S
Series 63, Series 65
Chicago, IL
Morgan Stanley
Michael Simeone is a financial advisor at Morgan Stanley in Chicago, IL, with 31 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Outside of finance, he serves as an officer for Indigo Mane, LLC, a music performance and production business connected to his family. 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 tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.
Nicolo D
Series 66
Chicago, IL
Morgan Stanley
Nicolo Del Pietro is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His background includes roles at Loyola University Chicago, Stifel Financial Corp., and ArchBridge Family Office, alongside experience in hospitality and fitness sectors. He has also been involved with Cleaver & Cocktail and The Block Restaurant and Butchery. 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 supported by structured discovery and firm-approved tools.
Cara H
Series 66, Series 63
Chicago, IL
Morgan Stanley
Cara Heiser is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 credentials with six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2022 and previously spent 15 years with Fifth Third and its affiliate Fifth Third Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 proprietary tools and market outcome modeling.
Mark P
Series 63, Series 65
Chicago, IL
Morgan Stanley
Mark Prince is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. He is based in Chicago, IL. 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, including financial planning that utilizes structured discovery conversations and firm-approved tools to develop tailored plans.
Colin C
Series 66
Chicago, IL
Morgan Stanley
Colin Cody is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he was involved with Hehmeyer Trading and Investments and operated Cody Ventures. He is also a co-trustee of a personal trust and a partner at CCR Investments. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers broad investment and advisory capabilities.
Joseph S
Series 63, Series 65
Chicago, IL
Morgan Stanley
Joseph Silich Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory work, he teaches a class to honors finance undergraduates at DePaul University and serves as Vice Chairman of the Board at St. Laurence High School, where he also co-chairs a capital campaign. He is involved in thoroughbred horse racing ownership as well. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and quantitative modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without acting as an ERISA fiduciary unless separately engaged.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters