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John F

Series 66

Chicago, IL

Morgan Stanley

John Ferguson is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2022. 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 financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jeremy N

Series 66

Chicago, IL

Morgan Stanley

Jeremy Neil is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Chuang Shyun L

Series 63, Series 66

Chicago, IL

Morgan Stanley

Chuang Shyun Lin is a financial advisor at Morgan Stanley with 11 years of industry experience. Lin holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both 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 supported by proprietary tools and modeling techniques.

General estate planning guidance
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Bruce M

Series 63, Series 65

Chicago, IL

Morgan Stanley

Bruce Marcus is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he provides emotional and logistical support to a family-run real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through multiple platforms and specialized groups.

General estate planning guidance
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Barbara S

Series 63, Series 66

Chicago, IL

Morgan Stanley

Barbara Streeter is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in online retail sales and owns an agricultural business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Ryne K

Series 66

Chicago, IL

Morgan Stanley

Ryne Kirby is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Outside of his advisory role, he serves as an adjunct professor at Concordia University Chicago. 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 planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings.

General estate planning guidance
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Adam D

Series 63, Series 66

Chicago, IL

Morgan Stanley

Adam Djendi is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities LLC and Greatpoint Capital / Towerhill Trading. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and investment strategies guided by its Global Investment Committee.

General estate planning guidance
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David P

Series 66

Chicago, IL

Morgan Stanley

David Parker is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Prior to that, he was affiliated with Vision Investment Services, Inc. and Northern Trust Securities, Inc. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate financial planning agreements.

General estate planning guidance
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Giovanni A

Series 66

Chicago, IL

Morgan Stanley

Giovanni Armocida is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments, Equitable Advisors, and SDM Management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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 through both direct client engagements and corporate financial planning agreements.

General estate planning guidance
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Jason S

Series 63, Series 65

Chicago, IL

Morgan Stanley

Jason Suciu is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market scenario modeling in its financial planning process.

General estate planning guidance
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Michelle W

Series 63

Chicago, IL

Morgan Stanley

Michelle Widders is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Merrill from 2011 to 2023 before joining Morgan Stanley in 2023. Widders holds a Series 63 designation 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 wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Angela M

Series 63, Series 65

Chicago, IL

Morgan Stanley

Angela Milan is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Based in Chicago, IL, her background centers on advisory services within a major institutional firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Quinn M

Series 66

Chicago, IL

Morgan Stanley

Quinn Mc Closkey is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2016 and is involved with the University of Wisconsin Student Union and University of Wisconsin-Madison. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and estate planning specialists.

General estate planning guidance
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Michael G

Series 63, Series 66

Chicago, IL

Morgan Stanley

Michael Glicken is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following two years at Lincoln International. Outside of his advisory role, he serves as president and board member of the Children's Brittle Bone Foundation and holds board positions with The Nora Project; he is also the founder of Charity Services Hub, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Justina N

Series 63, Series 66

Chicago, IL

Morgan Stanley

Justina Nevel is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc. and The Invictus Collective, LLC. Based in Chicago, IL, she has been with Morgan Stanley Smith Barney LLC since 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through dedicated financial advisors and estate planning specialists. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and scenario modeling into its financial planning process.

General estate planning guidance
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Benjamin W

Series 66

Chicago, IL

Morgan Stanley

Benjamin Wolter is a financial advisor at Morgan Stanley based in Chicago, IL, holding a Series 66 designation and with three years of industry experience. His prior work includes roles at Finegold Commercial Real Estate and various positions overlapping with his time at Northwestern University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Michael D

Series 63, Series 65

Chicago, IL

Morgan Stanley

Michael Dattalo is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with five years of industry experience. He previously worked at Equitable Advisors and has a background involving roles at St. Patrick High School and Oak Park Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

General estate planning guidance
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Scott K

Series 66

Chicago, IL

Morgan Stanley

Scott Kroll is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Bank of America N.A. for 20 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 plans.

General estate planning guidance
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Susan R

Series 63, Series 66

Chicago, IL

Morgan Stanley

Susan Roach is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. 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 customized 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 supported by its Global Investment Committee.

General estate planning guidance
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Maria B

Series 66

Chicago, IL

Morgan Stanley

Maria Braham is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and bringing 25 years of industry experience. She has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by offering tailored financial planning and a wide array of advisory programs. The firm combines structured planning tools with investment research to deliver its services and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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