Marybeth Cremin is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. 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 sophisticated modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Mary Kate Simon is a financial advisor at Morgan Stanley with five years of industry experience. Her prior roles include positions at SG Americas Securities, LLC, Walker & Dunlop, and Marquette University. She holds Series 63 and Series 65 licenses. 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 models to support client goals.

Brian Katz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Merrill. Katz is involved in managing several real estate and trust entities. Morgan Stanley Wealth Management serves individual 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 employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its advisory process.

Jelena Stanojevic is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007, holding Series 63 and Series 66 licenses. 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 supported by firm-approved tools.

Bradley Zamler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Zamler serves as a board member of the American Friends of the Israel Sport Center for the Disabled, an organization focused on rehabilitation for children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Matthew Heise is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, and other financial firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Barton Leahy is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Vestor Capital Partners. Outside of his advisory role, he is a general partner in a family limited partnership focused on land lease. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Amy Baker is a financial advisor with Morgan Stanley Wealth Management in Deerfield, IL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 methodologies such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

David Pike is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2012. 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 processes and analytical tools such as Monte Carlo simulations.

Adam Barncard is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 20 years before joining Morgan Stanley Smith Barney LLC. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and modeling techniques.

Carol Passalaqua is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously spent 14 years at Citigroup Global Markets. Passalaqua serves on the executive board of the College of Lake County Foundation, where she has been involved since 1998, including roles as past president and ex-officio member of the finance committee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with an extensive range of investment and financial strategies.

Joy Majewicz is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its predecessor firms since 2007. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning through a discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Biernat is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Howard Senescu is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. Senescu also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, with financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Rhonda Salins is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as a general partner and trustee for various investment-related family partnerships and trusts. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Scott Berk is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank since 2015, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Laura Cardinal is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she serves as an AV Coordinator for Faith United Methodist Church in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client goals.

Ann Kenik is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Roberto Barbanente is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009, including ten years at Morgan Stanley Private Bank, N.A. He serves on the Finance Committee for Clearbrook, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and serves clients through both direct and corporate financial planning agreements.

Jeffrey Curio is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2022, he spent ten years at UBS Financial Services. He serves on the Finance Committee of St. Patrick High School in Chicago. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.