The Chabalik Group at Morgan Stanley

Michael Chabalik is a Financial Advisor, Senior Vice President and Portfolio Management Director. He has over 20 years in the financial services industry and joined Morgan Stanley in 2022.

Michael has always had a passion for helping clients approach their wealth and investments with a framework around a calm, comprehensive approach. Michael’s holistic approach is to first learn and understand the client's goals, as well as what they currently own, and explain this to them in a clear and concise manner. His role includes wealth advisory, portfolio management and financial planning. Michael has worked in various service and sales job roles in his youth that has allowed him to practice empathy when working with clients and approaching things from their individual point of view. Michael has a 4-person team comprised of himself as the primary financial advisor, he has 2 client service associates who address administrative needs of the practice as well as client scheduling, and his senior team member who oversees operations for the team.

A highly regarded professional, Michael holds a bachelor’s degree with a dual major in Project Management & Business Administration from The Rochester Institute of Technology where he graduated with highest honors. Michael is a Rochester Rotarian and proudly serves on various subcommittees. The club has over 300 business professionals with the focus of bringing awareness and fundraising for the Sunshine Camp which provides experiences for a wide range of children with disabilities. Through Rotary he also mentors an inner-city youth through their scholarship committee which helps guide and support inner-city students from elementary school through college, and then provides them with a scholarship to help with any college expenses not covered by grants or loans. Michael believes strongly in philanthropy and giving back to his community to those in need.

Michael has been married to the love of his life, Amy, for 20 years. The two of them have boy/girl twins, Michael, and Madeline, who fill their lives with tremendous joy. Michael and his family like to travel and share experiences to help create long-lasting memories and instill values in their children of hard work, integrity, and love. Michael has 2 black English labs Maximus, and Rosie, who keep the entire house on its toes. Michael has a deep passion for self-development & learning in the goal of achieving his full potential as a person. Michael being Queens-raised has a passion for pizza & cooking. Him and Amy are also very engaged in youth sports. His daughter is a competitive swimmer, and his son plays football, lacrosse and recently started Brazilian Jiu jitsu alongside his father! Amy is a stay-at-home mother whose dedication and attention has helped shape their children to be the upstanding, well-developed young people they are. Michael is a family focused person, and when he is not at work, he is spending time with them.

With more than 25 years of financial services experience he plays a key role in our financial planning efforts and provides our clients with the knowledgeable counsel they need to plan their estates, structure legal settlements, and help meet the often complex challenges that come with retirement. Bill is a Dedicated Equity Plan Specialist allowing him to service Institutional clients that are part of Morgan Stanley’s Reinvestment Network.

A Rochester native, Bill developed a fascination with the stock market at an early age. After graduating from Rochester Institute of Technology with a BS in Business Administration, he joined a local bank where he specialized in trusts and investments, as well as working with corporate clients. Twelve years later, he followed his true passion and became a Financial Advisor.

Throughout his career, Bill has supported a number of local organizations, having served as past Treasurer for GEVA Theater and the Rochester Eye and Human Parts Bank. He has also served on the financial committees at St. Thomas More Church and McQuaid Jesuit High School. His interests, outside of investing, include singing as a tenor in the St. Thomas More Church choir, numismatics, history, reading and golf. Bill and his wife, Maria, have two children and reside in Rochester, New York.

Melody is a California native with over 29 years of experience in the financial services industry. She lives in Webster, NY with her long-time boyfriend Mark and their 3 dogs- Luke, Lola and Koda. For Melody, family is at the center of everything she does and enjoys time with her mother and aunt (who is also a team member) who live in the same town house complex as her, as well as her; her daughter Haley and son Tyler who are in college and a working artist respectively.