Oak Brook, IL Office

Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Cachet Ramsey is a financial advisor at Morgan Stanley in Oak Brook, IL, with 16 years of industry experience. They hold a Series 66 designation and have been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

William Triantafel is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved with NEX3 Communications, LLC, a private cable operator. Morgan Stanley Wealth Management serves both 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 uses structured planning tools, supported by research from its Global Investment Committee.

Mary Webb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is a large 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 a structured planning process supported by firm‑approved tools and modeling techniques.

Matthew Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Patricia Trombetta is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following a three-year tenure at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety 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.

Lukas Rekasius is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he worked at several firms including W7S Brokerage Services, Western Southern Life, Globe Life, and Arthur J. Gallagher, and spent nine years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, utilizing firm-approved tools and models to support tailored client plans.

John Mullarkey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Mullarkey serves as a board member for The Reading League Illinois, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including 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.

Donna O'Brien is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 registrations and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 employs structured planning tools and investment modeling techniques while delivering services primarily in an advisory capacity.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Ayesha Sarvana is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

Mary McGovern is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2014, including her current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Demetrios Triantafel is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and beginning his advisory career in 2021. His work history is primarily with Morgan Stanley and its Private Bank, N.A., with intermittent periods of unemployment. 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 approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Margret Birch is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Birch serves as a board member of Brightside Theatre, an arts and culture organization in Naperville, IL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs various investment strategies and products alongside planning services.

Sean Graft is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including 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 financial planning process that utilizes firm-approved tools and scenario modeling.