Chicago, IL 233 South Wacker Drive Suite 8600 Office

Kristine Iverson is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and structured investment approaches.

Yahaira Felix is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities and Fifth Third Securities, among other firms. Felix serves on the Finance Committee of the Illinois Hispanic Chamber of Commerce. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through various planning and investment strategies.

Robert Carson is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes over two decades at Citigroup Global Markets followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves 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 services through both direct client relationships and corporate financial planning agreements.

Jacob Flynn is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Starship Technologies and an ongoing affiliation with the University of Illinois at Chicago. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Adam Kimo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Wells Fargo. 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. The firm manages significant client assets and provides services through a structured planning process without specific security recommendations as part of standalone plans.

Kim Hawkinson is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an executor of an estate in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as Monte Carlo simulations as part of its financial planning process.

Morgan Shaner is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and having 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment programs and financial planning services.

Kristin Wollam is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, following a two-year tenure at Ameriprise Financial Services Inc. Outside of her advisory role, Wollam serves as an unpaid financial mentor and is a board member and monthly meeting moderator for the Women of Strategic Introductions League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Reagan Pauwels is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held positions at the University of Notre Dame, Cornell University, Manasquan Bank, and Fortis Consulting Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

John Mele is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in Chicago, IL, he operates within one of the largest wealth management firms in the industry. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 offers services that include both direct individual planning and corporate financial planning agreements.

Brad Dehond is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities since 2000, including roles at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with 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 advanced modeling tools.

Matthew Schwartz is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Catalano is a financial advisor at Morgan Stanley with 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he is the sole proprietor of Take Two Experience LLC, a recreation and education business, and serves on the advisory board and finance committee of Chicago Run, a nonprofit focused on children, youth, and sports. 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 supported by firm-approved tools and modeling techniques.

David Mc Coll is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has been in the industry since 2024, previously working at Driehaus Capital Management and spending four years at the University of Dayton. 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 discovery processes and firm-approved tools.

Mikolaj Kowalczyk is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at BDO and was involved with Tatra Soccer Club. Outside of finance, he is engaged in a home improvement discount retail business. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment strategies.