Our Story

We are The Finder Group at Morgan Stanley, a three-member team of financial professionals who provide wealth management for families, business owners, attorneys, physicians, couples preparing for retirement, and women who are in transition.

After doing this for over 33 years, what's the one question everyone asks? The one question we get regardless of how much wealth the client has?

"Will I be okay?"

It's not always in those words, but it's always the subtext. Every time. And it's asked in many different ways. It could be in regards to retirement, business profitability, or how multigenerational wealth will eventually transfer.

To answer this question, we will study your assets, liabilities, income, and expenses. We will work together to understand your needs and your goals. We want to know it all.

Our team has many years of experience. We can help you spot opportunities, minimize risk, and stay on a plan to help you grow, preserve, and optimize all aspects of your wealth.
Services Include
  • Divorce Financial Analysis1
  • Estate Planning Strategies2
  • 401(k) Rollovers
  • Asset Management3
  • Financial Planning4
  • Lending Products
  • Long Term Care Insurance5
  • Retirement Planning6
  • Wealth Consulting
  • Wealth Management7
Securities Agent: TX, IL, WI, VI, VA, TN, SD, SC, PA, OH, NY, NV, NM, NH, NC, MN, MI, ME, MA, IN, IA, FL, CT, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1273005
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Video

  • Experience
    For over three decades, we've provided clients with financial guidance in the following areas:

    Financial Planning
    Retirement Planning
    Wealth Consulting
    Wealth Management
    Women's Wealth
    Estate Planning Strategies
    Lending Products and Short-Term Liquidity Needs
    Divorce Financial Analysis
    IRA Rollovers
    Risk Management
    Life Insurance
    Long-Term Care Insurance
  • Awards
    2018 - Named to Forbes' Top 250 Women Wealth Advisors
    2017 - Named to Forbes' Top 200 Women Financial Advisors
    2017 - Featured in "Make It Better"
    2017 - Featured in "Make It Better"
    2016 - Appeared on WTTW's Chicago Tonight as lead panelist discussing market volatility
    2015 - Named to Morgan Stanley's Financial Advisory Council (FAAC) - acts as a liason between colleagues and Senior management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within the organization
    2013 - Named to Morgan Stanley's prestigious President's Club - an elite group composed of the firm's leading Financial Advisors
    2013 - Invited to attend the 8th annual Barron's Winner's Circle Top Women Advisors Summit in Florida
    2013 - Named to Chicago Magazine's November 2013 FIVE STAR Wealth Managers list
    2011 - Invited to Morgan Stanley's Business Owner Executive Council
    2009 - Featured in Research Magazine's cover article, "Leadership in Tough Times"
    2008 - Named one of the top fifty Financial Advisors in "Chicago Magazine"
    2008 - Named one of the top one hundred women Financial Advisors in the nation by "Barron's Magazine"
    2007: Named one of the top one hundred women Financial Advisors in the nation by "Barron's Magazine"
    2006 - Selected as one of Research Magazine's "Winner Circle Advisors" for the state of Illinois
    2002 - Appeared on a panel for the Women's Bar Association on WTTW's "Chicago Tonight"
    2002 - Chosen as a guest speaker on panel for the Chicago Retail Management Conference
    2000 - Appeared in "Today's Chicago Woman" magazine
    1998 - Appeared as feature broker on "On Wall Street" magazine

Client Service Team

  • Kylie Pearson
    Assistant Vice President, Wealth Management Associate

    Direct: (312) 648-3497
    Email: Kylie.Pearson@MorganStanley.com


    Kylie Pearson is an Assistant Vice President, Wealth Management Associate with The Finder Group at Morgan Stanley. With over 12 years of experience in the financial services industry, Kylie focuses on the analytical work for the team, which includes review preparation, manager/fund comparisons, and allocation updates.



    Committed to delivering professional and attentive personal service, Kylie works closely with clients to ensure that all their needs are met. Prior to joining the firm, she was part of the Dealer Marketing Team at AllianceBernstein. Born and raised in Iowa, Kylie received her Business Administration degree from the University of Illinois.



    Outside of work Kylie enjoys traveling with her family, which includes her husband and 5-year-old son.
  • Steven Cherry
    Registered Associate

    Direct: (312) 648-3497

    Email: Steven.Cherry@morganstanley.com


    Steven Cherry is a Registered Associate with The Finder Group at Morgan Stanley and has over four years of experience in the financial services industry. Steven is responsible for the operations, client service, and marketing aspects of the team, including market transactions, cash management, client account maintenance, and business development initiatives.

    Prior to joining Morgan Stanley, Steven served as a Senior Account Executive for Cambridge Investment Research, a privately-controlled financial solutions firm comprised of an RIA and a mid-sized broker-dealer. He earned a bachelor’s degree from the University of Iowa and holds the FINRA Series 7 and 66 licenses.

    In his spare time, Steven enjoys traveling with his fiancée, spending time with friends and family, and pursuing volunteer opportunities.

Location

227 West Monroe St
Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3555(312) 648-3555
Toll-Free:
(800) 621-5231(800) 621-5231
Fax:
(312) 648-3344(312) 648-3344

Meet My Team

Photo of Kylie Pearson

Kylie Pearson

Assistant Vice President, Wealth Management Associate

Phone:
(312) 648-3497(312) 648-3497

About Me

Kylie Pearson is an Assistant Vice President, Wealth Management Associate with The Finder Group at Morgan Stanley. With over 12 years of experience in the financial services industry, Kylie focuses on the analytical work for the team, which includes review preparation, manager/fund comparisons, and allocation updates.



Committed to delivering professional and attentive personal service, Kylie works closely with clients to ensure that all their needs are met. Prior to joining the firm, she was part of the Dealer Marketing Team at AllianceBernstein. Born and raised in Iowa, Kylie received her Business Administration degree from the University of Illinois.

Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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Morgan Stanley and Justin Rose: A Winning Team

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

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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.

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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.
Ready to start a conversation? Contact The Finder Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

3Morgan 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.

4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

6Morgan 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.

7Morgan 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.

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.

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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