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Meghan K
Series 66
Chicago, IL
Morgan Stanley
Meghan Kosman is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked with Autism Home Support Services and Elim Christian Services. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.
Jaideep V
Series 66
Chicago, IL
Morgan Stanley
Jaideep Vishnubhakat is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he assists his wife in managing a rental property. 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 supported by firm-approved tools and methodologies.
Sydney K
Series 66
Chicago, IL
Morgan Stanley
Sydney Kruggel is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with nine years of industry experience. Prior to joining Morgan Stanley in 2019, Kruggel worked at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 employs structured planning tools and models developed by its Global Investment Committee.
Michelle C
Series 66
Chicago, IL
Morgan Stanley
Michelle Cheung is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. She previously worked at BMO Harris Bank and held multiple roles at the University of Illinois at Urbana-Champaign. 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 tailored financial planning supported by structured processes and advanced modeling tools.
Steven A
Series 66
Chicago, IL
Morgan Stanley
Steven Anderson is a financial advisor at Morgan Stanley in Chicago, IL, with 40 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced analytical tools.
Bryanna R
Series 63, Series 65
Chicago, IL
Morgan Stanley
Bryanna Rivera is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work includes positions at J.P. Morgan Securities LLC, Federales, and Amazon. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing 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 investment models in its process.
Cristina C
Series 66
Chicago, IL
Morgan Stanley
Cristina Chiper is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. 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, and manages approximately $2.74 trillion in client assets.
Ryan A
Series 66
Chicago, IL
Morgan Stanley
Ryan Anderson is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is involved as a planner, organizer, and director for Scotches and Watches, a non-investment-related activity. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.
Anne H
Series 66
Chicago, IL
Morgan Stanley
Anne Heekin is a Series 66-licensed financial advisor at Morgan Stanley in Chicago, IL, with 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is involved with The Equitrade Group, a company exporting processed food to Central and South America, where she contributes by writing, translating, and managing returns after business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.
Klaudia P
Series 66
Chicago, IL
Morgan Stanley
Klaudia Panek is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Louis Capra & Associates LLC. Klaudia was also employed by DePaul University from 2017 to 2021. 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 supported by firm-approved tools and the Global Investment Committee’s analyses.
Barbara S
Series 66
Chicago, IL
Morgan Stanley
Barbara Sawicka is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Realty Partner Networks, Larimelle, and the Arts & Business Council. 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. The firm’s planning approach uses structured discovery conversations and firm-approved tools, emphasizing advisory roles without providing individual security recommendations as part of standalone plans.
Mark O
Series 63, Series 65
Chicago, IL
Morgan Stanley
Mark O'Donnell is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2021 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 a structured planning process that incorporates firm-approved tools and modeling techniques.
Eric M
Series 66
Chicago, IL
Morgan Stanley
Eric Millner is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has one year of industry experience, with prior roles at Morgan Stanley Private Bank, ShopCore Properties, and Revantage Corporate Services. Outside of finance, he worked at Burr Oak Summer Camp for four years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and emphasizes advisory services without providing individual security recommendations as part of its standalone planning.
Kelly Y
Series 66
Chicago, IL
Morgan Stanley
Kelly Yuen is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, Yuen worked at International Business Machines Corporation and has experience in customer service as a proprietor at Wanda's Chinese Kitchen. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual 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 structured planning tools to assist clients in financial decision-making.
Lauren H
Series 66
Chicago, IL
Morgan Stanley
Lauren Hankamer is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Graystone Consulting, ADG Venture Group, Stellar Bank, and Texas Christian University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.
Matthew B
Series 63, Series 65
Chicago, IL
Morgan Stanley
Matthew Brozovic is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial advisory services.
Anastasios N
Series 66
Chicago, IL
Morgan Stanley
Anastasios Nikols is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.
Kelly K
Series 66, Series 63
Chicago, IL
Morgan Stanley
Kelly Kinsley is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Morgan Stanley in 2020, Kinsley worked at Dresner Capital Partners, Orchard Capital Management, and Asset Management Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.
Brad S
Series 63, Series 65
Chicago, IL
Morgan Stanley
Brad Stanek is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of advisory work, he is involved in a retail and online store business based in Tower Lakes, Illinois. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients, offering comprehensive financial planning and a range of advisory programs supported by firm-approved tools and analyses.
Ahmed J
Series 63, Series 66
Chicago, IL
Morgan Stanley
Ahmed Joumaa is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Morgan Stanley, he worked at Citigroup Global Markets for nine years. Outside of his advisory role, he is involved in real estate as the sole proprietor of investment and property management activities in Michigan and Illinois. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm‑approved planning tools and investment research.
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