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Matthew F

Series 63, Series 66

Chicago, IL

Morgan Stanley

Matthew Fitzpatrick is a financial advisor at Morgan Stanley in Chicago, IL, with 12 years of industry experience. He has held roles at various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing 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 firm-approved processes without offering individual security recommendations as part of standalone plans.

General estate planning guidance
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Bruce B

Series 63, Series 65

Chicago, IL

Morgan Stanley

Bruce Butler is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Steven N

Series 63, Series 65

Chicago, IL

Morgan Stanley

Steven Nakovich Jr. is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in an agricultural business through Deer Ridge Farms LLC, which leases farmland to an operator. 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 employs a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Dean M

Series 63, Series 65

Chicago, IL

Morgan Stanley

Dean Moya is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he serves as a successor trustee in a trust-related capacity. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. 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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Noah W

Series 66

Chicago, IL

Morgan Stanley

Noah Westerman is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Consumers Meat Packing Co and Southern Glazers, as well as a four-year period at the University of Missouri. Westerman has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to deliver advisory services.

General estate planning guidance
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Megan D

Series 66

Chicago, IL

Morgan Stanley

Megan Draddy is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and beginning her advisory career in 2024. Her prior work experience includes roles at Lululemon, Visa, Vail Resorts, and the Chicago Board of Options Exchange. 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.

General estate planning guidance
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Matthew F

Series 63, Series 65

Chicago, IL

Morgan Stanley

Matthew Filosa is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment services.

General estate planning guidance
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Benjamin G

Series 63, Series 65

Chicago, IL

Morgan Stanley

Benjamin Gillespie is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets starting in 2003. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

General estate planning guidance
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Scott V

Series 63, Series 65

Chicago, IL

Morgan Stanley

Scott Vender is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Foundation in Naples, Florida. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning processes and proprietary modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Stephen S

Series 63, Series 66

Chicago, IL

Morgan Stanley

Stephen Scaccia is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked at Fifth Third Securities and FIFTH THIRD BANK for over 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Nicholas C

Series 66

Chicago, IL

Morgan Stanley

Nicholas Chandler is a Series 66-licensed financial advisor at Morgan Stanley in Chicago, IL, with five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Groupon and the University of Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and dedicated estate planning groups.

General estate planning guidance
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Catalin O

Series 66

Chicago, IL

Morgan Stanley

Catalin Oancea is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of finance, he is the owner of a commerce business in Romania, though it is currently inactive. Morgan Stanley Wealth Management is an SEC-registered firm providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Robert W

Series 66

Chicago, IL

Morgan Stanley

Robert Wray is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Butler University for ten years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 market simulations as part of its financial planning process.

General estate planning guidance
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Christina A

Series 66

Chicago, IL

Morgan Stanley

Christina Aquino is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, following work at Axiom Law and the Law Offices of Aron Bornstein. Outside of advising, she is the sole proprietor and owner of Aquino Holdings, LLC, a real estate-related business. 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’s planning approach involves structured discovery and approved tools, with a focus on advisory relationships rather than individual security recommendations.

General estate planning guidance
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Janet L

Series 63, Series 65, Series 66

Chicago, IL

Morgan Stanley

Janet Larchey is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Her credentials include Series 63, Series 65, and Series 66 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 focused on tailored financial planning supported by firm-approved tools and analytical models.

General estate planning guidance
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Leia T

Series 63, Series 66

Chicago, IL

Morgan Stanley

Leia Turpeau is a financial advisor at Morgan Stanley with 10 years of industry experience. She has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of her advisory role, she is involved with Diva Dance Bronzeville, a dance studio in Chicago. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Brian K

Series 66

Chicago, IL

Morgan Stanley

Brian Kadlec is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was affiliated with CitiGroup Global Markets Inc. beginning in 2005. 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 uses a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Tara O

Series 63, Series 66

Chicago, IL

Morgan Stanley

Tara O'Malley is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes advanced modeling tools, serving clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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Benjamin K

Series 66

Chicago, IL

Morgan Stanley

Benjamin Keith is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and currently serves at Morgan Stanley Private Bank. Outside of his advisory role, he is a referee with the CARFU Referee Society in Schaumburg, Illinois. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and investment committee estimates to support its planning process.

General estate planning guidance
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Laura M

Series 66

Chicago, IL

Morgan Stanley

Laura Mc Laughlan is a financial advisor at Morgan Stanley in Chicago, Illinois, with four years of industry experience. She holds a Series 66 designation and previously worked at Ampersand Estate Sales, Inc. for six years. Outside of her advisory role, she is involved with McLaughlan Group, a construction and engineering business, where she handles accounting and bookkeeping. 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 that includes advanced modeling tools.

General estate planning guidance
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