JC Wilhelm, CFP, CRPC

JC Wilhelm, CFP, CRPC Vice President | Alternative Investments Director | Workplace Advisor - Equity Compensation | Portfolio Manager | Financial Advisor at Morgan Stanley

JC Wilhelm is a Vice President and Financial Advisor at Morgan Stanley, where he brings a wealth of experience in wealth management and strategic financial planning. With a Bachelor’s degree in Economics from the University of Michigan, along with the CERTIFIED FINANCIAL PLANNER™, Alternative Investment Director, and Chartered Retirement Planning Advisor designations, JC has built a career disting

uished by a commitment to helping clients preserve and grow their financial legacies. Before joining Morgan Stanley, JC served as a Financial Analyst and Financial Advisor at Ameriprise, honing his skills in complex financial planning and investment strategies. Focusing in exit planning and catering to the unique needs of successful individuals and families, JC leverages a deep understanding of wealth preservation and succession strategies. His client-centered approach helps to ensure that business owners, executives, and affluent families receive tailored advice that aligns with their financial goals and legacy aspirations. JC’s commitment to his clients goes beyond standard investment services, focusing on creating personalized strategies that help empower them to make informed, long-term financial decisions. Outside of work, JC is dedicated to spending quality time with his family, including his wife and three children, making the most of his time with them through shared experiences and family activities. An avid golfer, he enjoys the challenge and camaraderie of the sport, often finding that it provides him with an ideal blend of relaxation and focus. Along with golf, JC has a passion for outdoor activities, seeking ways to stay active and appreciate nature, whether through hiking, fishing, or exploring new destinations with loved ones. His commitment to personal well-being and family time reflects his belief in a balanced life, values he also brings to his professional approach with clients.

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matt...
08/21/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/aXz3TM

08/20/2026

What becomes possible with extraordinary access backed by thoughtful support at every step?

Lifestyle Advisory by Morgan Stanley connects you to a premier network of specialists who can provide guidance and facilitate curated, discreet introductions—helping you and your family pursue meaningful experiences with greater confidence and ease.

From bespoke travel to health and wellness, home management, security and personal pursuits, let us help you discover more possibilities for elevated living.
https://livesocial.seismic.com/xi3sg

07/24/2026

morganstanley.com

07/07/2026

The infrastructure that powers the modern economy – now including the energy, networks and data centers behind AI – is drawing more private capital and investor attention.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Connor Teskey, Chief Executive Officer of Brookfield Asset Management, on what's driving infrastructure's expansion and its role in long-term portfolios.

For more insights:
https://livesocial.seismic.com/z59rT

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you ...
04/29/2026

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.

morganstanley.com

Introducing "From Vision to Structure: Architecting a Family Office," a new resource from Morgan Stanley Family Office t...
04/22/2026

Introducing "From Vision to Structure: Architecting a Family Office," a new resource from Morgan Stanley Family Office that offers strategic insights into building and managing a family office. Discover how to create a cohesive framework that supports thoughtful decision-making and operational efficiency. https://livesocial.seismic.com/ac06AE

Eid Mubarak! Wishing a happy and prosperous Eid to my friends and their loved ones celebrating.
03/19/2026

Eid Mubarak! Wishing a happy and prosperous Eid to my friends and their loved ones celebrating.

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101 W Big Beaver Road, Suite 1200
Troy, MI
48084

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