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Jeffrey B

Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Jeffrey Babik is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Garneth R

Series 66

Oak Brook, IL

Morgan Stanley

Garneth Ramos is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 5 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Clayton D

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Clayton Dixon is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Goldstone Financial Group, Edward Jones, and E*TRADE Securities. Outside the financial industry, he has experience in hospitality and food service, having worked at Manor Vail Lodge, Maggiano's Little Italy, and Daily Eats. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 supported by proprietary tools and research.

General estate planning guidance
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Brian K

Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Brian Kenney 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 13 years at UBS Financial Services. Outside of his advisory role, he is a partner at RAKK Partners LLC, a real estate business based in Northbrook, Illinois. 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 tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-partnered financial plans.

General estate planning guidance
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Anne B

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Anne Baniewicz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 registrations and possessing 34 years of industry experience. She has been with 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 with a wide array of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supplemented by firm-approved tools and market modeling techniques.

General estate planning guidance
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Ryan D

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Ryan Deprosperis is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Outside of his advisory role, Deprosperis serves on the Western Springs Village Planning Commission and is a member of the Western Springs District 101 Board of Education. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

General estate planning guidance
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Brandon S

Series 66

Oak Brook, IL

Morgan Stanley

Brandon Sewers is a financial advisor with Morgan Stanley in Oak Brook, IL. He holds the Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Equitable Advisors LLC and has experience in educational and retail settings, including the University of Illinois at Urbana Champaign and Nothing Bundt Cakes. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its services through a combination of advisory and brokerage arrangements.

General estate planning guidance
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Najeba O

Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Najeba Orshan is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 65 licenses. 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 that integrates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Sam V

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Sam Valeo III is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing 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 using firm-approved tools and modeling techniques.

General estate planning guidance
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Kathryn T

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Kathryn Thompson is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has participated as a background actor in television productions at Cinespace Studios in Chicago. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Justin F

Series 63, Series 65

Oak Brook, IL

Morgan Stanley

Justin Fredian is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, Fredian is involved with St. John of the Cross in Western Springs in an educational capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by proprietary tools and the Global Investment Committee’s investment outlooks.

General estate planning guidance
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