Drew Cleereman is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley since 2020, as well as positions at Private Client Services, Nicolet National Bank, and Lake Forest College. 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.

Nancy Young is a financial advisor with Morgan Stanley in Chicago, Illinois, holding Series 63 and Series 65 credentials and 48 years of industry experience. She has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, she serves as a Leader Council member for Mercey Home for Boys and Girls. 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 uses firm-approved planning tools, including the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations, to assist in financial planning.

Sean Lannan is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1996. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, specializing in tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

David Purkey 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 since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a small eBay business selling personal items. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and guided by the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Alexander Choi is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with two years of industry experience. His background includes roles at Morgan Stanley, GoPuff, PGA Tour Superstore, and Amazon, as well as work related to Ohio State University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages a broad range of client assets and offers various investment programs without providing individual security recommendations as part of standalone financial plans.

David Manci is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Manci holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 planning process supported by firm-approved tools and market assumptions.

Mamta Shah is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. The firm provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Morgan Stanley Wealth Management employs a structured planning process using firm-approved tools and offers its services under various agreements, including corporate financial planning.

George Antonopoulos is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior roles include positions at The Family Wealth Alliance and Waterway Carwash. He attended DePaul University from 2018 to 2022. 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 that utilizes firm-approved tools and modeling techniques.

Andrew Rothstein is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1994. Outside of his advisory work, he oversees the rehabilitation of residential properties in the Chicago area. 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 and financial planning services supported by structured tools and investment research.

Vincent Nardone is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Morgan Stanley in Chicago, having previously worked at William Blair and as a self-employed advisor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Charles Shaw is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Michael Haynes is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 16 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the board and finance committee of the St. Ignatius Hockey Club, a youth sports organization in Chicago. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad suite of investment and planning services.

Cassie Lanser is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and LPL Financial prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a variety of advisory programs and tailored financial planning services to both individuals and institutional clients.

Emily Mulka is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015, both based in Chicago, IL. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Kelli Schrade is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following an 11-year tenure at Marquette Associates. Outside of her advisory role, she is a member of the committee at the Woman's Athletic Club, a social club for women. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analyses. The firm manages substantial client assets and operates both directly with individuals and through corporate financial planning agreements.

Nicholas Blaha is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 license with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he held positions at McCain Foods, Chipotle Mexican Grill, Illinois State University, Yusen Logistics, Harper College, and Pirch. Morgan Stanley Wealth Management provides a wide 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 discovery and approved tools, incorporating models such as Monte Carlo simulations to assist clients in developing comprehensive financial plans.

Joo Boe is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and investment outlooks.

Erik Oiler is a Certified Financial Planner® with 27 years of industry experience, currently affiliated with Morgan Stanley in Chicago, IL. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2015 and has been with Merrill since 1998. 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 investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning through a structured, advisory process.

Laurie Cull is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

Rebecca Madon is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E.K. Riley Investments, LLC from 2015 to 2020. Rebecca has been with Morgan Stanley 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 wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.