Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

William Douglass is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes ten years at Bank of America and Merrill, followed by five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Stephen Yates is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2010, including Morgan Stanley Private Bank, N.A., since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Joseph Egan is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Merrill from 1995 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools, while serving clients through both individual and corporate arrangements.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at 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 range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 firm-approved tools and analysis.

Peter Dubois is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various capacities since 2009, including the Private Bank since 2015. He serves on the Investment Committee of North Shore Congregation Israel, a nonprofit organization based in Glencoe, Illinois. 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, utilizing structured discovery processes and firm-approved planning tools.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.

Bradley Rish is a financial advisor with Morgan Stanley in Lake Forest, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Sur La Table, Insight Securities, and Hamra Enterprises. Morgan Stanley Wealth Management provides a 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 employs a structured planning process supported by firm-approved tools and modeling techniques.