Champaign, IL Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

1806 Fox Drive

Champaign IL 61820

Advisors at this office

7

Advisors at this office

user avatar

Judy M

Series 63, Series 65

Champaign, IL

Morgan Stanley

Judy Myers is a financial advisor with Morgan Stanley in Champaign, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009. Outside of her advisory role, she owns farmland which she rents to a farmer. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-sponsored financial plans.

General estate planning guidance
user avatar

Anthony Z

Series 63, Series 65

Champaign, IL

Morgan Stanley

Anthony Zahrn is a financial advisor with Morgan Stanley in Champaign, Illinois, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board for Sinfonia da Camera and works as an assistant golf coach at the High School of St. Thomas More. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and models.

General estate planning guidance
user avatar

Jonathan M

Series 66

Champaign, IL

Morgan Stanley

Jonathan Myers is a financial advisor with Morgan Stanley in Champaign, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to develop financial plans, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning.

General estate planning guidance
user avatar

Dillon H

Series 66

Champaign, IL

Morgan Stanley

Dillon Hoel is a financial advisor with Morgan Stanley in Champaign, Illinois, holding a Series 66 designation and bringing nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is the owner of a rental property business in Tuscola, 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.

General estate planning guidance
user avatar

Caleb E

Series 66

Champaign, IL

Morgan Stanley

Caleb Englehardt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill in various roles since 2000. Englehardt is also employed by the Tuscola Community School District #301 in an educational capacity. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based analyses as part of its financial planning process.

General estate planning guidance
user avatar

Christopher R

Series 63, Series 65

Champaign, IL

Morgan Stanley

Christopher Rapier is a financial advisor with Morgan Stanley in Champaign, IL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and 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 simulations.

General estate planning guidance
user avatar

Courtney G

Series 66

Champaign, IL

Morgan Stanley

Courtney Goembel is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 that utilizes firm-approved tools and market outcome modeling.

General estate planning guidance
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