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Christine W
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Christine Wirtschoreck is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2010 to 2022 before joining Morgan Stanley’s Private Bank and Smith Barney divisions in 2022. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
Paul M
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Paul Majauskas is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved in several private business ventures including portable defibrillator technology and cattle breeding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including customized financial planning and estate planning services. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct relationships and corporate agreements.
Robert C
Series 66, Series 63
Oak Brook, IL
Morgan Stanley
Robert Cox is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 designations with one year of industry experience. His prior work includes roles at Charles Schwab, the University of Dayton, BlueGrace Logistics, and Butler National Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, delivering personalized plans without individual security recommendations as part of standalone services.
Bartosz B
CFP®, Series 66
Oak Brook, IL
Morgan Stanley
Bartosz Bak is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, N.A. Outside his advisory role, he is involved with a private promissory note investment and has interests in power generation technologies and lending-related technology partnerships. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad investment offering.
Amy B
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Amy Berg is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside her advisory role, she owns and operates an online retail store on Etsy. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and investment modeling techniques.
William T
Series 63, Series 66
Oak Brook, IL
Morgan Stanley
William Travis, Jr Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its financial planning process.
John D
Series 63, Series 66
Oak Brook, IL
Morgan Stanley
John Dudek is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior work includes positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.
Julia S
Series 66
Oak Brook, IL
Morgan Stanley
Julia Schulz is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Schulz also holds a CPA license and is involved in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Michelle H
Series 63, Series 66
Oak Brook, IL
Morgan Stanley
Michelle Hughes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Hughes holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 supported by firm-approved tools and market modeling techniques.
Jessica B
Series 66
Oak Brook, IL
Morgan Stanley
Jessica Brophy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Stifel from 2013 to 2018 before joining Morgan Stanley in 2018. She is based in Oak Brook, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Thomas M
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Thomas Mcgee is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2015. Outside of his advisory role, he is a partner in a recreational business, Whalen South Float Dock LLC, located in Indiana. Morgan Stanley Wealth Management offers a broad range 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 provides both direct and employer-sponsored financial planning services.
Stephen D
Series 66
Oak Brook, IL
Morgan Stanley
Stephen Devermann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation 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 individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support tailored financial plans.
Thomas C
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Thomas Currey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank since 2015, and previously worked at Citigroup Global Markets. Outside of his advisory work, Currey is a sole proprietor involved in a real estate business based in Park Ridge, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
Stefan S
Series 66, Series 63
Oak Brook, IL
Morgan Stanley
Stefan Strauss is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, David Poznanski, Kyle Morgan Smith, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services through a structured planning process.
Lance W
Series 66
Oak Brook, IL
Morgan Stanley
Lance Walker is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and a range of investment programs to serve its diverse client base.
Nancy N
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Nancy Nguyen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Ty R
Series 66
Oak Brook, IL
Morgan Stanley
Ty Robben is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. His work history includes positions at Morgan Stanley Private Bank and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, 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 corporate financial planning agreements.
Carlos C
Series 63, Series 66
Oak Brook, IL
Morgan Stanley
Carlos Cruz is a financial advisor at Morgan Stanley in Oak Brook, IL, with eight years of industry experience. He previously worked at The Vanguard Group and maintained a self-employed advisory practice. Outside of his advisory role, Cruz is involved in property management as a rental property owner. 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 supported by firm-approved tools and methodologies.
Ryan K
CFP®, Series 66
Oak Brook, IL
Morgan Stanley
Ryan Kibiloski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a 13-year tenure at Fifth Third Securities. Outside of his advisory role, he is involved in business ventures including ownership of a manufacturing company, Meadow Land Distillery LLC, and partnerships in real estate entities. 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 modeling techniques.
James B
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
James Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in a real estate business based in Rolling Meadows, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.
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