Matthew Frankiewicz is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent seven years at UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Ella Rose Thompson is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. She has worked at Morgan Stanley since 2022 and has additional experience with Loyola Limited and Loyola University Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, 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-sponsored financial planning services.

Kevin Mondl is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Patrick Walsh is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses and is based in Chicago, IL. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Steven Ploder is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support client financial plans.

Michael Regan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes incorporating advanced modeling tools.

Stephanie Lopez Reynoso is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Best Buy and has a background that includes roles at DePaul University and Golder College Prep. Outside of her advisory work, she is involved in the restaurant industry as a server and partner at Lettuce Entertain You in Chicago. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and committee-guided investment estimates.

Erin Haley is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and spanning 20 years in the industry. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process incorporates firm-approved tools and models but generally acts in an advisory capacity without offering individual security recommendations as part of standalone planning.

Alexandra Kud is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Charles Schwab & Co., Inc. and has diverse experience including roles in retail and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers financial planning services that incorporate structured discovery and firm-approved tools.

John White is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. His work history includes roles at KPMG LLP, RSM LLP, and Archer Daniels Midland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools.

Michael Manson is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior firms include UBS Financial Services, UBS Bank USA, JKS Ventures LLC, and BMO Harris Bank N.A. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools and methodologies.

Ethan Graff is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Northwestern Mutual and Total Quality Logistics. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Nicolette Orlando is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. Her prior roles include positions at Zacks Investment Research and Loyola University Chicago, as well as work with the Chicago White Sox. Outside of finance, she is involved in a local restaurant business, Stix n Brix Pizza, where she assists with various operational tasks. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by advanced modeling tools.

Richard Esposito is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Christopher Monahan is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at JPMorgan Distribution Services and Merrill Lynch. Outside of finance, he worked at Spring Lake Golf Club for three years. 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 a structured planning process.

Joseph Saker is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and various divisions within Morgan Stanley since 2012. He serves on the advisory board of Child Safe, a charitable non-profit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured processes and firm-approved tools.

Jonathan Roybal is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America, Merrill, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and a focus on advisory services without individual security recommendations in standalone plans.

Lauren Moore is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill Lynch for 11 years before joining Morgan Stanley in 2018. 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 manages approximately $2.74 trillion in client assets and employs structured planning tools to support client decision-making.

Isabelle O Brien is a financial advisor at Morgan Stanley in Chicago, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Blue Hippo ESOP Advisors Inc. and has held various roles connected to Lehigh University and World Cup Gymnastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Jennifer Yanz is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 66 certifications. Her prior roles include positions at InterOcean Capital and UBS Financial Services. 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 offers planning services supported by structured discovery processes and firm-approved tools.