Milestone Planning Group at Morgan Stanley

Milestone Planning Group at Morgan Stanley We’ll spend as much time as necessary to get to know you and your financial needs. MSSB is not responsible for content posted by third-parties.

We harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy for you

The Milestone Planning Group at Morgan Stanley offers our clients a distinct combination – extensive financial knowledge and a high level of personal attention. This is how we strive to earn our clients’ trust every day and build strong relationships that endure through the years. Dis

claimers:
©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/milestone-planning-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1278655, 1293915, 1310714, 1255748, 1275800

CA Insurance License # 0K61231, 1805294, 4095388, 0123347

AR Insurance License #: 785793, 15412596, 18654390

06/10/2026

In this Blueprint episode, StepStone Head of Strategy Michael McCabe shares how Morgan Stanley helped the asset management firm create a compelling investor narrative and distribute its products to Morgan Stanley clients. Explore the power of Morgan Stanley's holistic approach across capital raising, workplace solutions and wealth management. https://livesocial.seismic.com/u31T6

Blockchain is the tech behind cryptocurrency. Let's discuss what that means for security, transparency and real world us...
06/08/2026

Blockchain is the tech behind cryptocurrency. Let's discuss what that means for security, transparency and real world use.

morganstanley.com

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm her...
06/05/2026

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm here to help. Reach out to discuss key considerations and read our full article for best practices to keep in mind.

morganstanley.com

Pride Month is a reminder that everyone deserves to feel seen, respected, and supported. We're proud to stand with the L...
06/01/2026

Pride Month is a reminder that everyone deserves to feel seen, respected, and supported. We're proud to stand with the LGBTQ+ community and celebrate the strength that comes from living authentically. Here's to building workplaces, communities, and relationships where everyone can thrive.

Most families don't need a perfect plan to start, they need a simple one they can maintain. National 529 Day is a good t...
05/29/2026

Most families don't need a perfect plan to start, they need a simple one they can maintain. National 529 Day is a good time to look at education planning and what to think about before you start saving. Morgan Stanley's Education Planning Center provides an easy-to-follow guide. Read the full article via the link.

morganstanley.com

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial...
05/27/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aRLNCm

Memorial Day is a reminder that freedom has a cost, and that cost was paid by others. Today, we pause to honor the servi...
05/25/2026

Memorial Day is a reminder that freedom has a cost, and that cost was paid by others. Today, we pause to honor the service members who gave their lives, and to recognize the families who carry their legacy forward. May we reflect with gratitude, humility, and purpose.

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan S...
05/22/2026

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan Stanley Alliance for Children's Mental Health. These free multimedia resources are designed to help young children and caregivers foster emotional well-being and resilience from the start. Learn more:

morganstanley.com

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, h...
05/20/2026

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, how can families and communities better support them to thrive? Join the Morgan Stanley Alliance for Children's Mental Health on May 27 for a timely webinar based on a new report from The Jed Foundation (JED). Register here: https://livesocial.seismic.com/aX757s

If your finances feel a little "drawer full of tangled cords," you're not alone. Spring is a great time to streamline ac...
05/18/2026

If your finances feel a little "drawer full of tangled cords," you're not alone. Spring is a great time to streamline accounts, revisit beneficiaries, and make sure your key documents are easy to find. This article walks through a practical financial spring cleaning routine you can do in one sitting. Click through for the checklist.

morganstanley.com

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111 S. Pfingsten Road
Deerfield, IL
60015

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