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Joseph H

Series 63, Series 65

Chicago, IL

Morgan Stanley

Joseph Hickey is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and quantitative models to support its financial planning services.

General estate planning guidance
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Christopher M

Series 63, Series 65

Chicago, IL

Morgan Stanley

Christopher Menconi is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Kelsey K

Series 66, Series 63

Chicago, IL

Morgan Stanley

Kelsey Klovens is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, she worked for four years at William Blair & Co. and also has experience with the University of Illinois Foundation and University of Illinois at Urbana Champaign. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside analysis from its Global Investment Committee.

General estate planning guidance
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Yazen H

Series 66

Chicago, IL

Morgan Stanley

Yazen Hadi is a financial advisor with Morgan Stanley based in Chicago, IL. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015 and 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 variety of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

General estate planning guidance
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Lucas S

Series 66

Chicago, IL

Morgan Stanley

Lucas Schiavitti is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FarmBar, Arc'Teryx, and various educational institutions including the University of Colorado Boulder. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs and 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 methodologies.

General estate planning guidance
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Michael W

Series 66

Chicago, IL

Morgan Stanley

Michael Wojkowski is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and with 12 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. 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 and financial planning services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Shyhrete B

Series 63, Series 66

Chicago, IL

Morgan Stanley

Shyhrete Bajraktari is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved planning tools, serving clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Richard C

Series 63, Series 65

Chicago, IL

Morgan Stanley

Richard Colbert is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Martha M

Series 66

Chicago, IL

Morgan Stanley

Martha Maugh is a Series 66 credentialed financial advisor with 25 years of industry experience, currently with Morgan Stanley in Chicago, IL. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves on the board of a condominium association and officiates field hockey games. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. 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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Christopher M

Series 66

Chicago, IL

Morgan Stanley

Christopher Muffie is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both individual and corporate financial planning agreements.

General estate planning guidance
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Andrew G

Series 63, Series 65

Chicago, IL

Morgan Stanley

Andrew Griffo is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 registrations with 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1993. 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 emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Kyle M

Series 66

Chicago, IL

Morgan Stanley

Kyle Mackey is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Bank of America, N.A. and Merrill. 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. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

General estate planning guidance
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Cole N

Series 66

Chicago, IL

Morgan Stanley

Cole Negronida is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with four years of industry experience. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to that, he was with Equitable Advisors and has experience outside finance with positions at Hilton Chicago and the Ravinia Festival. Morgan Stanley Wealth Management is an SEC-registered 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 offers services supported by firm-approved planning tools and advanced investment modeling techniques.

General estate planning guidance
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Andrew V

Series 66

Chicago, IL

Morgan Stanley

Andrew Virgile is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fay Servicing for three years and has academic and research experience at institutions including Vanderbilt University and Weill Cornell Medicine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning services supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Jonathan L

Series 66

Chicago, IL

Morgan Stanley

Jonathan Luviano is a financial advisor at Morgan Stanley in Chicago, IL, with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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