Milestone Planning Group at Morgan Stanley

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Deerfield, IL
Milestone Planning Group at Morgan Stanley

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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. Disclaimers:
©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

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AR Insurance License #: 785793, 15412596, 18654390

11/02/2026

U.S. consumers' increasing appetite for energy drinks and beverage shops is fueling growth that outpaces the rest of the food and beverages sector. Learn more here:

morganstanley.com

10/31/2026

Financial uncertainty can feel spooky, but your financial plan doesn't have to. This Halloween, consider taking a fresh look at your goals, reviewing your strategy and making sure you're prepared for whatever may be lurking around the corner.

Wishing you and your family a safe and happy Halloween!

10/29/2026

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next generation in the values that matter most. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Philanthropy for the Next Generation," on Monday, November 2.

This discussion will explore how families can involve rising leaders in defining philanthropic goals, setting giving priorities, and fostering meaningful conversations around impact, governance, and legacy. Whether you're establishing a new charitable strategy or refining an existing one, you'll gain practical frameworks and actionable ideas to help turn your philanthropic vision into lasting impact.

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

10/27/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit. https://livesocial.seismic.com/gnPgA

10/23/2026

A question I'm getting more frequently from clients: "What could the midterm elections mean for my investments?"

The answer is more nuanced than the headlines suggest, and that's where trusted advice matters.

Our Morgan Stanley Wealth Management perspective cuts through the election noise to identify the signals investors should be watching, the potential implications for key sectors, and the market forces likely to matter more than politics alone.
https://livesocial.seismic.com/TGxkN

10/21/2026

Biotech innovation continues to reshape the healthcare landscape, from Alzheimer's treatments to in-vivo gene editing and AI-enabled drug discovery. Morgan Stanley Research explores three developments that could influence productivity, treatment options and long-term market opportunities across the sector.

morganstanley.com

10/19/2026

Most investors get that AI is changing software. But what happens when AI starts interacting with the physical world?

Morgan Stanley Research estimates AI robotics could become a $25 trillion annual revenue opportunity by 2050.

That's the focus of The Robot Almanac, a multi-part video series exploring the technologies, adoption trends, and opportunities shaping the next phase of AI growth.

Follow along as our Chief Robot Strategist, Adam Jonas, examines where this shift may be headed and what investors should be watching.
https://livesocial.seismic.com/o3_wS

10/15/2026

New innovations around diseases including Alzheimer's. The growing reach of GLP-1 therapies. AI's ability to accelerate drug development and reduce costs. See what is top of mind for 3,000 investors and leaders from the biopharmaceutical, biotechnology, medical services and health services sectors.

morganstanley.com

10/13/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

10/07/2026

Today is World Financial Planning Day—a timely reminder that a financial plan is more than an investment strategy. It's a personalized roadmap that can help you make decisions, manage tradeoffs and stay focused on your long-term goals as life evolves.

Learn more in the article below.

morganstanley.com

Address

111 S. Pfingsten Road
Deerfield, IL
60015

Telephone

+18472915562

Website

https://advisor.morganstanley.com/milestone-planning-group

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