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Michele M

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Michele Meyer is a financial advisor at Morgan Stanley with 12 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 66 registrations. 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 and financial planning services that utilize firm‑approved tools and market-based models to support client planning.

General estate planning guidance
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Jackson D

Series 66

Oak Brook, IL

Morgan Stanley

Jackson Degiorgio is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank and US Bank, as well as earlier positions outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad suite of investment products and services.

General estate planning guidance
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Mirella S

Series 66

Oak Brook, IL

Morgan Stanley

Mirella Saucedo Marquez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following roles at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

General estate planning guidance
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Gilbert M

Series 66

Oak Brook, IL

Morgan Stanley

Gilbert Mauro is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and having 17 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Mauro is the owner of Mauro Family Investments LLC, an investment-related entity focused on estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, offering a broad range of investment and financial services.

General estate planning guidance
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Nikolas J

Series 66

Oak Brook, IL

Morgan Stanley

Nikolas Jurgovan is a Series 66-credentialed financial advisor at Morgan Stanley in Oak Brook, IL, with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Louisiana State University and held roles at Glen Ellyn Park District, Glenbard West High School, and Hadley Junior High School. 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. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Terrence H

Series 65, Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Terrence Hill is a financial advisor with Morgan Stanley, holding Series 65, Series 63, and Series 66 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following roles at Commonfund Securities, Inc. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and structured-product activities.

General estate planning guidance
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Chad H

CFP®, Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Chad Henry is a CFP® with 24 years of industry experience, currently serving at Morgan Stanley in Oak Brook, IL. His prior experience includes roles at UBS Financial Services and Forthright Financial Planning. Outside of his advisory work, he serves as a board member and coach for Aurora Christian Schools. Morgan Stanley Wealth Management provides financial planning and advisory services to individual and institutional clients, utilizing structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
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Alexandra S

Series 65, Series 63

Oak Brook, IL

Morgan Stanley

Alexandra Sanchez is a financial advisor at Morgan Stanley in Oak Brook, IL. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2025. Prior to her advisory role, she gained experience working in the restaurant industry and held several educational roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Maureen W

CFP®, Series 66

Oak Brook, IL

Morgan Stanley

Maureen Wright is a Certified Financial Planner® (CFP®) with eight years of experience in wealth management. She is currently with Morgan Stanley, having worked in various Morgan Stanley entities since 2023. Her prior experience includes roles at Savant Wealth Management and Huber Financial Advisors. 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 utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

General estate planning guidance
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Lucyna G

Series 66

Oak Brook, IL

Morgan Stanley

Lucyna Gavrylyuk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Securities, Fifth Third Bank, Cetera, and MB FINANCIAL Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by the Global Investment Committee’s research.

General estate planning guidance
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Sadys F

Series 66

Oak Brook, IL

Morgan Stanley

Sadys Ford is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2022. Outside of advisory work, Ford is involved in managing rental property in Bloomingdale, Illinois. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored planning and advisory programs.

General estate planning guidance
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Ron S

CFP®, Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Ron Schwartz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding CFP®, Series 63, and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Samantha J

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Samantha Janisse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank prior to joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Jared D

Series 66

Oak Brook, IL

Morgan Stanley

Jared Dowdakin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Securities, JPMorgan Chase Bank, and Nuveen Asset Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Debra G

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Debra Greening is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

General estate planning guidance
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Daniel Y

Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Daniel Younglove is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including personalized financial plans and estate planning strategies.

General estate planning guidance
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Antoni W

Series 66

Oak Brook, IL

Morgan Stanley

Antoni Wolan Jr. Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2015. Antoni holds a Series 66 designation and is based in Oak Brook, Illinois. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

General estate planning guidance
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Selma K

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Selma Karic is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JPMorgan Chase Bank and its affiliated entities from 2015 to 2024. Outside of finance, she is an officer of KHC Trucking Inc., an automotive and transportation business. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and models to support tailored investment and estate planning strategies.

General estate planning guidance
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Perry F

Series 66

Oak Brook, IL

Morgan Stanley

Perry Favia is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. 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 supported by proprietary tools and analyses.

General estate planning guidance
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Jarrett C

Series 66

Oak Brook, IL

Morgan Stanley

Jarrett Collins is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Amazon.com Services LLC, and Payden & Rygel. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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