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Christopher P

Series 66

Chicago, IL

Morgan Stanley

Christopher Porcelli is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and at 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. The firm offers a range of advisory programs, including tailored financial planning and various investment services, with approximately $2.74 trillion in client assets under management.

General estate planning guidance
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Alexander K

Series 66

Chicago, IL

Morgan Stanley

Alexander Kepple is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Old Grounds Social and held roles at DePaul University and McDonald's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and research.

General estate planning guidance
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Charles E

Series 66

Chicago, IL

Morgan Stanley

Charles Etuko is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2020, including time at Morgan Stanley Private Bank, N.A. prior to his current role. Before entering the financial industry, he worked briefly at Chipotle and was a full-time student for several years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

General estate planning guidance
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Adam C

Series 66

Chicago, IL

Morgan Stanley

Adam Coons is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. 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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Tejas N

Series 66

Chicago, IL

Morgan Stanley

Tejas Nayak is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Morgan Stanley since 2016 and previously spent ten years with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jack G

Series 66

Chicago, IL

Morgan Stanley

Jack Gibbs is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, bringing nine years of industry experience. He has been with Morgan Stanley since 2016, including six years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include coordinated planning with employer-sponsored financial programs.

General estate planning guidance
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Blake K

Series 66

Chicago, IL

Morgan Stanley

Blake Kauffmann 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 2017 and previously worked at Sounds Abound Entertainment from 2014 to 2017. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

General estate planning guidance
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Cristina P

Series 66, Series 63

Chicago, IL

Morgan Stanley

Cristina Prerost is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked for William Blair & Company for 17 years before joining Morgan Stanley Smith Barney LLC in 2025. She holds Series 66 and Series 63 licenses and is based in Chicago, IL. 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.

General estate planning guidance
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John E

Series 63, Series 65

Chicago, IL

Morgan Stanley

John Engels is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. 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 wide range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

General estate planning guidance
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Bart B

Series 63, Series 65

Chicago, IL

Morgan Stanley

Bart Bucci is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Bucci serves on the board of a private company called Public Insight. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients.

General estate planning guidance
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Matthew J

Series 66, Series 63

Chicago, IL

Morgan Stanley

Matthew Jankowski is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 credentials. He has one year of industry experience, including prior roles at Fidelity Investments and Anya. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Jason S

Series 66

Chicago, IL

Morgan Stanley

Jason Schultz is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods such as Global Investment Committee return estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning arrangements.

General estate planning guidance
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Christopher M

Series 63, Series 66

Chicago, IL

Morgan Stanley

Christopher Munroe is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2013. Outside of his advisory role, Munroe works as an independent contractor and college soccer broadcaster for the Big Ten Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support client goals, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Andrew E

Series 66

Chicago, IL

Morgan Stanley

Andrew Ellerbrock is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, with prior roles at LPL Financial and Riverpoint Wealth Management. 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 employs a structured planning process supported by proprietary tools and market simulations.

General estate planning guidance
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Calvin B

Series 66

Chicago, IL

Morgan Stanley

Calvin Browning is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at E*TRADE Securities and Tailored Management. Outside of advisory work, he has worked with Uber in a customer service capacity. 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 emphasizes structured financial planning using firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

General estate planning guidance
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Daphne D

Series 66

Chicago, IL

Morgan Stanley

Daphne Donnelly is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at PartySlate and the University of Denver. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytic tools, offering a range of investment and advisory services.

General estate planning guidance
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Danelle P

Series 63, Series 66

Chicago, IL

Morgan Stanley

Danelle Parker is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and MORGAN STANLEY SMITH BARNEY llc since 2015. Outside of her advisory role, she is the sole proprietor of a rental building operation in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, 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 that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Emil H

Series 66

Chicago, IL

Morgan Stanley

Emil Harenberg III is a financial advisor at Morgan Stanley in Chicago, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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James W

Series 63, Series 65

Chicago, IL

Morgan Stanley

James Weaver Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in a real estate investment business as an owner of rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools, while generally acting in an advisory capacity.

General estate planning guidance
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Newell B

Series 66

Chicago, IL

Morgan Stanley

Newell Bentley III is a financial advisor at Morgan Stanley based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley in various capacities since 2015 and previously operated Bentley Properties Brokerage from 2011 to 2022. Outside of his advisory role, he serves as President of the Delta Chi Chicago Area Alumni Chapter and Vice Regent of the national Delta Chi Fraternity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by recognized tools and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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