Forsyth, IL Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
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
Location
241 West Weaver Road
Forsyth IL 62535
Advisors at this office
3
Advisors at this office
Scott N
Series 63, Series 65
Forsyth, IL
Morgan Stanley
Scott Neal is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Neal holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with 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 modeling techniques as part of its financial planning process.
Sarah D
Series 63, Series 65
Forsyth, IL
Morgan Stanley
Sarah Devereux is a financial advisor with Morgan Stanley in Forsyth, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.
Sanford H
Series 63, Series 66
Forsyth, IL
Morgan Stanley
Sanford Hubbard is a financial advisor with Morgan Stanley in Forsyth, IL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2011. Outside of his advisory role, Hubbard serves as a director of Hubbard Farms, a family-owned horse, hay, and grain farm. 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 a structured planning process supported by firm-approved tools and global market outlooks.
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