Glenview, IL Office

Chris Lindblad is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Ana Villarreal is a financial advisor with Morgan Stanley Wealth Management in Glenview, IL, holding Series 63 and Series 66 designations with 11 years of industry experience. Her prior experience includes roles at UBS Financial Services and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Jennifer Byrne is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and models to support its financial planning process.

Jackson Tavenner is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 license with four years of industry experience. His previous roles include positions at Riverfront Investment Group, Alps Distributors, and Breakthru Beverage Group. 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 tools alongside broad retail and institutional offerings.

Zachary Baj is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and The Orvis Company, along with time spent as a student and a period of extended travel. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Zachary Krantz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Ross Miller is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2011 and 2015, respectively, and holds the Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and a proprietary investment outlook while offering both direct and employer-sponsored financial plans.

George Miller is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 27-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services without providing individual security recommendations as part of standalone plans.

Robert Sullivan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at PNC Financial Services, Northern Trust Securities, Citigroup Global Markets, and various divisions within Morgan Stanley. 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 and estate strategies, supported by a structured planning process and firm-approved analytical tools.

Rochelle Dukas is a financial advisor at Morgan Stanley in Glenview, Illinois, with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Northern Trust Bank for 21 years before joining Morgan Stanley in 2022. Outside of her advisory role, she is the sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm uses structured planning tools and maintains a broad range of investment offerings, managing approximately $2.74 trillion in client assets.

Julie Shechtman is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. She is based in Glenview, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Mason Mackenzie is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at Indiana University and William Blair. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools but does not provide individual security recommendations as part of its standalone planning program.

Nicole Astabraghpour is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling to support client financial plans.

Tina Reilly is a Series 66-licensed financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at Lululemon for six years in sales and marketing. She remains involved with Lululemon outside of her advisory role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a wide range of clients through various financial products and services.

Reed Griffiths is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at Wheels Inc and TEKsystems, and served as a board member of the Kenosha Country Club in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.