Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Executive Financial Services1
  • Corporate Retirement Plans2
  • Endowments and Foundations3
  • Wealth Management4
  • Alternative Investments5
  • Trust Services6
  • Wealth Planning7
  • Professional Portfolio Management8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Corporate & Non Profit Solutions

Our team focuses on advising corporate and non profit boards and committees on their asset based qualified and non-qualified plans, operating cash, endowments and equity compensation plans.

    The Value of Advice

    Our team focuses on advising corporate and non profit boards and committees on their asset based qualified and non-qualified plans, operating cash, endowments and equity compensation plans.

      Location

      233 S Wacker Dr
      Ste 8600
      Chicago, IL 60606
      US
      Direct:
      (312) 443-6007(312) 443-6007
      Fax:
      (312) 267-0233(312) 267-0233

      Meet 233 Wealth Management Group

      About Me

      Christopher Kelly began his career at Morgan Stanley in 2001. He and his team advise families and institutions on asset allocation, investment policy, manager due diligence, customized portfolio management and long term wealth planning. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Certified Investment Management AnalystTM and Chartered Retirement Plan SpecialistTM designations.
      Chris is a member of the Association of Professional Investment Consultants (APIC) and the Portfolio Management Institute (PMI). He holds a Bachelor of Arts in Physics from Oakland University and lives with his wife and four children in the University Village neighborhood of Chicago. Chris is an active coach in youth sports, and volunteers extensively at Old St. Mary's School.

      (CRC#2413357 02/20)
      Securities Agent: TX, IL, WY, WV, WI, WA, VT, VA, UT, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1297680

      About Me

      Peter started with Morgan Stanley in 2007 after spending 18 years on the capital markets and trading desks of JP Morgan/Bank One in Chicago. Peter focuses on private wealth planning, portfolio execution strategies, and sophisticated asset allocation techniques.
      He studied engineering at Marquette University, received a Bachelor of Science in Business Administration from Elmhurst College and an MBA degree from the DePaul University Kellstadt Graduate School of Business. Peter is married with four daughters. He and his family reside in Downers Grove where they actively volunteer, along with their therapy dogs, visiting local nursing homes, assisted living facilities, and schools.

      (CRC#2413357 02/20)
      Securities Agent: TX, IL, WY, WI, WA, VT, VA, UT, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1316567

      About Me

      Before joining Morgan Stanley in 2013, Zach served 8 years in the United States Air Force. After settling down in Chicago, he was a surgical sales device consultant in the Chicagoland area. Zach focuses on building customized strategies for clients to achieve short and long term objectives. Through the use of comprehensive financial plans, Zach helps clients determine strategies to manage the expense of higher education, retirement, and other fundamental planning decisions. His areas of focus include financial planning, asset allocation, portfolio management, and risk management.
      Originally from Indiana, Zach resides in Wheaton with his wife and two kids. In his free time, Zach coaches his daughter’s traveling softball team and actively participates in community initiatives.

      (CRC#2413357 02/20)
      Securities Agent: UT, IL, WY, WV, WI, WA, VT, VI, VA, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1288234

      About Me

      As a Financial Advisor, Andrew’s goal is to have a positive impact on his client’s and their family’s lives by taking the time to truly understand their needs and provide the outstanding level of service that they expect and deserve. Using Morgan Stanley’s vast resources Andrew and his team create and implement holistic financial plans and actively monitor their client’s portfolio to ensure all needs are met as objectives and market conditions change.
      Upon graduating from Indiana University, Andrew moved to Chicago and currently lives in the Roscoe Village neighborhood with his wife, Danielle. Outside of the office, you’ll likely find Andrew on the golf course or exploring the city with family and friends. He also enjoys travelling and being an active member of his community.

      (CRC#2413357 02/20)
      Securities Agent: TX, IL, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1663886

      About Me

      I began my career at Morgan Stanley 11 years ago after graduating with a bachelor’s degree in Economics from Purdue University. Prior to moving to Chicago in 2017, I was a Vice President at Morgan Stanley’s headquarters in New York City working in the Institutional Equities Division as an account manager to several of the world’s largest hedge funds. For the last two years I served as a Wealth Advisor Associate focusing on modern wealth management and financial planning.
      Now, as a Financial Advisor, I implement customized wealth strategies for corporate executives, families and individuals utilizing my experience in financial planning, equities and alternative investments. I am registered as a securities agent in all 50 states, and I hold both Insurance & Variable Annuity Licenses.
      Originally from Wilmette, I now reside Chicago’s Old Town neighborhood with my wife and 2 year-old son. I enjoy travelling with my family, playing sports, and am still active with my favorite charity iMentor. I began my work with iMentor over 10 years ago in New York City, where I mentored two different inner-city high school students.

      (CRC#2431745 03/20)
      Securities Agent: TX, IL, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1809632

      About Me

      Lexi joined Morgan Stanley after graduating from DePaul University with a major in Economics and a minor in Mathematics. Lexi oversees overall business development for both private and institutional clients. She assists in improving and streamlining the client service model and operational procedures for the team.  Lexi synthesizes client data to generate customized deliverables. This includes Investment Policy Statements, quarterly performance reports and comparisons, strategy reviews and complex issue resolutions.  Lexi lives in the Lakeview neighborhood of Chicago and enjoys traveling in her spare time.

      (CRC# 2413357 02/20)

      About Me

      Throughout her more than 25 years of experience, Barb has served in many roles, including Operations Manager and Assistant Branch Manager. Barb joined Morgan Stanley in 2004 and holds the FINRA licenses 7, 9, 10, and 63.
      As a Senior Registered Associate, Barb maintains client relationships while managing administrative duties, operational support, as well as oversee special projects. Her years of experience give her heightened knowledge in complex situations such as trusts, estates, international accounts, and Alternative Investments.
      She attended Drew University where she graduated with a BA in Art History. Barb lives in the South Suburbs of Chicago with her husband and 2 children.

      (CRC# 2413357 02/20)

      About Me

      Natalie joined Morgan Stanley in 2017 after studying Business Management at Valparaiso University and graduating with a Bachelor of Science in Business Administration.
      She assists the team through offering operational support and oversees practice management, including account maintenance, distributions, and onboarding. As a Registered Associate, Natalie works with private clients to provide exceptional service and enjoys strengthening their relationships with the team.
      A new resident of LaGrange, IL, Natalie enjoys trying many of the various restaurants in the suburb’s downtown area.

      (CRC# 2413357 02/20)

      About Me

      Nick joined Morgan Stanley in 2017. He offers operational support and assists the team with investment management, compiling quarterly investment reviews of corporate retirement plans and portfolio management models.
      Originally from Massachusetts, Nick lives in the Hyde Park neighborhood of Chicago, where he is an active participant and leader in neighborhood activities. He is a former collegiate wrestler and football player, and in his spare time he is often found volunteering as an assistant coach at Chicago Trained, an after-school wrestling program on the south side of Chicago dedicated to growing the sport of wrestling.

      (CRC# 2413357 02/20)
      From Our Team

      Michael Wilson: Monthly Investment Perspectives Webcast


      Investment and Market Perspectives

      Global Investment Committee Weekly

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      How to Have Meaningful Family Conversations About Money

      How to Have Meaningful Family Conversations About Money

      In many families, money is a taboo topic. Overcoming the reluctance to talk about this topic is essential part of any family wealth management strategy.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Executive Financial Services

      Executive Financial Services

      Our Executive Financial Services team is dedicated to the needs of corporate executives and holders of concentrated positions.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      4 Tips for Year-End Tax Planning

      4 Tips for Year-End Tax Planning

      The deadline for most tax strategies is quickly approaching. Here are some ideas to consider before New Year’s Eve.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Leveraging Social Media to Raise Funds and Awareness

      Leveraging Social Media to Raise Funds and Awareness

      We all know how prevalent and powerful social media can be. So how can we harness it for good?

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      Maximum Benefit and Contribution Limits 2013 - 2019

      Maximum Benefit and Contribution Limits 2013 - 2019

      A quick reference guide to maximum benefit and contribution limits for all major retirement vehicles.

      More from Morgan Stanley

      The Magic of Compound Interest

      The Magic of Compound Interest

      When saving for retirement, starting early is key. Learn how compound interest can help your savings add up over the years.Watch Now.
      Learn more about The Magic of Compound Interest
      OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

      OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

      “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
      Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Meet Premier Cash Management

      Meet Premier Cash Management

      Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
      Learn more about Meet Premier Cash Management
      View Your Total Wealth

      View Your Total Wealth

      You can conveniently view your accounts from Morgan Stanley and other financial institutions all in one place. Log in to your Morgan Stanley Online account to get started.
      Learn more about View Your Total Wealth
      The Institute for Sustainable Investing

      The Institute for Sustainable Investing

      Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
      Learn more about The Institute for Sustainable Investing
      Online Security Center

      Online Security Center

      At Morgan Stanley, protecting your assets and your online, personal and account information is an essential part of our commitment to helping you achieve your financial goals.
      Learn more about Online Security Center
      Ready to start a conversation? Contact 233 Wealth Management Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
      Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018