Orland Park, IL South 94th Avenue Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

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

15341 South 94th Avenue, Suite 200

Orland Park IL 60462

Advisors at this office

40

Advisors at this office

user avatar

Jill M

Series 63, Series 65, Series 66

Orland Park, IL

Morgan Stanley

Jill Maybaum Hart is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Invesco Advisers, Dowling Legacy, and E*TRADE Securities. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a broad range of investment and financial planning solutions.

General estate planning guidance
user avatar

Richard P

Series 66

Orland Park, IL

Morgan Stanley

Richard Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, incorporating market simulations to model outcomes, while clients are responsible for plan implementation and updates.

General estate planning guidance
user avatar

Andrew L

Series 66

Orland Park, IL

Morgan Stanley

Andrew Leoni is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee or co-trustee in a trust based in Frankfort, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both retail and institutional investment offerings.

General estate planning guidance
user avatar

Thomas M

Series 66

Orland Park, IL

Morgan Stanley

Thomas Matug is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Austin S

Series 66

Orland Park, IL

Morgan Stanley

Austin Smith is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Guggenheim Funds Distributors, LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not include individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Dylan E

Series 66

Orland Park, IL

Morgan Stanley

Dylan Engel is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Chipotle for four years. 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 employs a structured planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Laurel L

Series 63, Series 65

Orland Park, IL

Morgan Stanley

Laurel Long Engel is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Joseph M

Series 66

Orland Park, IL

Morgan Stanley

Joseph Mardirosian is a financial advisor at Morgan Stanley with a Series 66 designation and experience dating back to 2015. His career includes roles at U.S. Bank Global Fund Services, RSM US LLP, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
user avatar

Mark G

Series 63, Series 65

Orland Park, IL

Morgan Stanley

Mark Giovanazzi is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm utilizes structured financial planning tools and proprietary modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Eric K

Series 66

Orland Park, IL

Morgan Stanley

Eric Kitchell is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2010, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and investment models.

General estate planning guidance
user avatar

Arturo A

Series 63, Series 66

Orland Park, IL

Morgan Stanley

Arturo Abarca is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Chase and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

General estate planning guidance
user avatar

William C

Series 63, Series 66

Orland Park, IL

Morgan Stanley

William Conte is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Conte serves as a board member of the Joliet Junior College Foundation Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and incorporates various investment and risk modeling techniques in its advisory services.

General estate planning guidance
user avatar

Jacquelyn A

Series 66

Orland Park, IL

Morgan Stanley

Jacquelyn Andrews is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019 and has concurrently worked at Wrights Furniture Warehouse since 2004. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
user avatar

Michael M

Series 63, Series 65

Orland Park, IL

Morgan Stanley

Michael Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Orland Park, Illinois. 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 through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Andrea P

Series 66

Orland Park, IL

Morgan Stanley

Andrea Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley 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, including tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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