Milwaukee, WI East Wisconsin Avenue Office

Team
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,257

Across 1,021 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

411 East Wisconsin Avenue, Suite 2200

Milwaukee WI 53202

Advisors at this office

43

Advisors at this office

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Christine K

Series 66

Milwaukee, WI

Morgan Stanley

Christine Kolowith is a Series 66-credentialed financial advisor with Morgan Stanley in Milwaukee, WI. She joined Morgan Stanley in 2025 following six years at Fiddleheads Management LLC and five years with Mt Carmel Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and financial planning services supported by firm-approved tools and investment analysis techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

General estate planning guidance
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Jill S

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Jill Stych is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at UBS Financial Services from 2010 to 2020 before joining Morgan Stanley in 2020. Outside of her advisory role, she owns and operates several businesses including a manufacturing company and an HVAC service, both based in Wisconsin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 serves clients both directly and through employer agreements.

General estate planning guidance
user avatar

Michael B

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Michael Bergan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs serving both 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 provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Timothy B

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Timothy Busalacchi is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with COUNTRY Capital Management Company. He serves as a board member and finance committee member for Impact Inc., a Milwaukee-based nonprofit focused on hardship assistance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Colin P

Series 66

Milwaukee, WI

Morgan Stanley

Colin Pieroth is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Direct Supply and Sendik's Food Market. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Susan E

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Susan Ewers is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Thomas P

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Thomas Parks is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s process employs structured discovery and firm-approved planning tools, with services focused on advisory planning rather than individual security recommendations.

General estate planning guidance
user avatar

Keith M

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Keith Martens is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model various outcomes, supporting clients in managing approximately $2.74 trillion in assets.

General estate planning guidance
user avatar

Carrie C

Series 63, Series 66

Milwaukee, WI

Morgan Stanley

Carrie Clarizio is a financial advisor with Morgan Stanley in Milwaukee, Wisconsin, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 16 years at Citigroup Global Markets. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

General estate planning guidance
user avatar

Jennifer F

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Jennifer Faulkner is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2009 with Morgan Stanley Smith Barney LLC. She holds the Series 63 and Series 65 licenses. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Michael G

Series 66

Milwaukee, WI

Morgan Stanley

Michael Good is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2004 to 2009. He holds the Series 66 designation and is based in Milwaukee, WI. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
user avatar

Suzanne C

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

Suzanne Cienkus is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she is co-owner of a family-run mobile home park business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers both retail and corporate financial planning solutions.

General estate planning guidance
user avatar

Trent M

Series 66

Milwaukee, WI

Morgan Stanley

Trent Muller is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a board member and treasurer for the Black String Triage Ensemble, an organization involved in art, culture, disaster relief, public safety, and individual rights and liberties in Milwaukee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.

General estate planning guidance
user avatar

Raluca S

Series 66

Milwaukee, WI

Morgan Stanley

Raluca Stanescu is a Series 66-licensed financial advisor with Morgan Stanley in Milwaukee, WI, and has 10 years of industry experience. She previously worked at Northwestern Mutual in both their investment management and life insurance divisions from 2015 to 2019. Outside of her advisory role, she serves as treasurer for the Whitefish Bay chapter of AFS-USA, a nonprofit organization supporting exchange students and host families. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models and offers both retail and institutional investment solutions.

General estate planning guidance
user avatar

David L

Series 63, Series 65

Milwaukee, WI

Morgan Stanley

David Lownik is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. 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 firm-approved tools and modeling techniques.

General estate planning guidance
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