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Jessica B

Series 66

Chicago, IL

Morgan Stanley

Jessica Banas is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with nine years of industry experience. She 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 individuals and institutions. The firm’s financial planning approach uses structured discovery conversations and approved tools, serving clients with tailored financial planning and broad investment offerings.

General estate planning guidance
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Tetyana S

Series 63, Series 66

Chicago, IL

Morgan Stanley

Tetyana Stayura is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and two years of industry experience. Her previous roles include positions at HSBC Securities and Robert W. Baird & Co., Inc. She has also worked in collegiate athletics administration and community park districts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and models to assist in decision-making.

General estate planning guidance
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Michael M

Series 66

Chicago, IL

Morgan Stanley

Michael Mangan is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley since 2019, including three years with Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he was employed at Mesirow Financial and Lakefront Hospitality Group and spent four years at the University of Rochester. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment insights in its advisory services.

General estate planning guidance
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James V

Series 63, Series 66

Chicago, IL

Morgan Stanley

James Van Cura is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Lucas S

Series 66

Chicago, IL

Morgan Stanley

Lucas Starzomski is a financial advisor at Morgan Stanley based in Chicago, IL. He holds the Series 66 designation and has been with Morgan Stanley since 2024, with prior work experience in small business roles including Blue Dolphin Tapes and Pazzi Di Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct and corporate financial planning services.

General estate planning guidance
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Jonathon H

Series 66

Chicago, IL

Morgan Stanley

Jonathon Holland is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 13 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 serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Matthew J

Series 66

Chicago, IL

Morgan Stanley

Matthew Jennings is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 13 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 serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client decision-making.

General estate planning guidance
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Mauricio Q

Series 66

Chicago, IL

Morgan Stanley

Mauricio Quezada Lazo is a Series 66-credentialed financial advisor with Morgan Stanley in Chicago, IL, having two years of industry experience. Prior to joining Morgan Stanley, he has held various roles including work with Outlier Ai, an artificial intelligence training firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning programs.

General estate planning guidance
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Travis H

Series 63, Series 66

Chicago, IL

Morgan Stanley

Travis Heitzinger is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Paula E

Series 63, Series 65

Chicago, IL

Morgan Stanley

Paula Epstein is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and 65 credentials and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in attending estate sales and reselling items. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations to support client financial plans.

General estate planning guidance
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Sheronda S

Series 66

Chicago, IL

Morgan Stanley

Sheronda Shepherd is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers diverse investment programs, including services through a Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Monica J

Series 66

Chicago, IL

Morgan Stanley

Monica Janny is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at News America Marketing, Bigelow Tea Company, University of Dayton, and Norseland Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Randy W

Series 63, Series 65

Chicago, IL

Morgan Stanley

Randy Wiggs is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes tenures at Merrill from 1998 to 2008 and UBS Financial Services from 2008 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services that span retail and institutional markets.

General estate planning guidance
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Calvin K

Series 63, Series 66

Chicago, IL

Morgan Stanley

Calvin Kirchoff is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes a role at FitMyFoot (formerly Wiiv Wearables) and involvement with Diamond Dawgs Baseball Camp. Morgan Stanley Wealth Management provides 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 modeling in its financial planning process.

General estate planning guidance
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Karen O

Series 66

Chicago, IL

Morgan Stanley

Karen Ortiz is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a 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 uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Lilly H

Series 66

Chicago, IL

Morgan Stanley

Lilly Halliday is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and two years of industry experience. Her background includes roles at Morgan Stanley Smith Barney LLC and previous work in various sectors such as hospitality and education. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and models.

General estate planning guidance
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Cameron D

Series 66

Chicago, IL

Morgan Stanley

Cameron Dion is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Doordash and Freddy's Frozen Custard and Steakburgers. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. 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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Lisa R

Series 66

Chicago, IL

Morgan Stanley

Lisa Radomski is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. She is based in Chicago, IL. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

General estate planning guidance
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Michael P

Series 66

Chicago, IL

Morgan Stanley

Michael Politzki is a financial advisor at Morgan Stanley in Chicago, IL, with four years of industry experience. He holds a Series 66 designation and previously worked at Columbia Wanger Asset Management for five years before joining Morgan Stanley. 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 conversations and firm-approved tools.

General estate planning guidance
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Wade L

Series 63, Series 65

Chicago, IL

Morgan Stanley

Wade Lewis is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in Chicago, IL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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