Diana Joyce
Portfolio Associate
Phone:
(847) 480-5461(847) 480-5461
Bradley Zamler
Senior Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(847) 480-5459(847) 480-5459
Toll-Free:
(800) 543-3623(800) 543-3623
My Mission Statement
Delivering personalized strategies that cater to the unique financial goals of ultra-high-net-worth clients, helping them preserve and grow their wealth with expertise and discretion.
My Story and Services
Brad is a seasoned Financial Advisor at Morgan Stanley, known for his dedication to addressing the unique needs of ultra-high-net-worth clients. A graduate of Ohio State University with a Bachelor of Arts in Political Science, he furthered his academic journey by attending law school at the University of Detroit School of Law and the John Marshall School of Law, now the University of Illinois Chicago School of Law. He became a member of the Illinois Bar Association in 1998 after completing his legal studies.
With over a decade of experience in the Financial Mortgage Industry (1997-2009), Brad transitioned to Morgan Stanley, where he has since become a trusted advisor to sophisticated clients. His deep understanding of the complex strategies and challenges that define ultra-wealthy investors allows him to offer tailored solutions for preserving and growing their wealth. Leveraging Morgan Stanley’s premier trading and execution platform and the insights of seasoned investment professionals, Brad delivers comprehensive wealth management solutions that are designed to meet the unique goals of his clients.
He is also an active board member of the American Friends of The Israel Para Center, where he is passionate about helping disabled children of all faiths rehabilitate both physically and mentally through the transformative power of sport.
With over a decade of experience in the Financial Mortgage Industry (1997-2009), Brad transitioned to Morgan Stanley, where he has since become a trusted advisor to sophisticated clients. His deep understanding of the complex strategies and challenges that define ultra-wealthy investors allows him to offer tailored solutions for preserving and growing their wealth. Leveraging Morgan Stanley’s premier trading and execution platform and the insights of seasoned investment professionals, Brad delivers comprehensive wealth management solutions that are designed to meet the unique goals of his clients.
He is also an active board member of the American Friends of The Israel Para Center, where he is passionate about helping disabled children of all faiths rehabilitate both physically and mentally through the transformative power of sport.
Securities Agent: CA, FL, IL, MD, MI, NY, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 40457
NMLS#: 40457
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Family Office Services
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Wealth Transfer
Your legacy is the opportunity to pass on the material rewards of your life in the way that best fulfills your goals and reflects your values. Planning is the process of aligning them to reflect not only your financial circumstances, but also the vision and commitments that drive your success.
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Federal Estate & Gift Tax
While many individuals wait to determine if they will take advantage of the increased Federal estate and gift tax exemptions, others are already working with their advisors to ensure they don’t miss out on the opportunity. Meanwhile, estate planning attorneys across the country are struggling to keep up with the increased demand. By working with your Morgan Stanley financial advisor, you can determine whether making a significant gift at this time fits your financial goals.
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Protecting Your Estate From Future Transfer Taxes
The lifetime federal estate and gift tax exemption could be halved in 2026. Should you take action before then?
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Mid-Year Review 2024: The Intelligence Report
The auction capitals of New York, London, Paris, and Hong Kong have been in constant flux over the past decade, data shows. More change is coming, click below to read more.
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Private Wealth Management Ideas & Insights
Gain fresh perspective on the complex investing, wealth planning, family governance and lifestyle issues that impact your life and legacy.
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Wealth Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Click to WatchModern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Insured SolutionsWhat You Can Expect
While the strategies and solutions we provide are broad in scope, our approach is tailored to specific needs. We deliver the personalized attention you expect, as we build a structured plan focused on achieving your financial and legacy goals. Here is a brief overview of the solutions we offer.
Risk Identification and Management
Life's risks can manifest themselves in many ways --from loss of life to loss of health - and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
Legacy Planning
Delivering an estate to the next generation or favorite charity requires more attention than families often commit. Coordinating with outside estate tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating tax minimization strategies to help enhance results.
Lifestyle Management
We pay particular attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement - and other key goals - are not compromised. We understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation.
Longevity Planning
Given extended life expectancy, we help tailor allocation and income distribution strategies to help you preserve assets, whether they are held at Morgan Stanley or other firms. This includes advice on 401(k) plan assets, life insurance and long-term care plans.
Asset Growth and Preservation
Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. We offer a wide range of strategies that apply long-held investment principles to help your assets appreciate appropriately. We embrace conflict-free decision making within a cost-effective structure.
Knowledge Center
Financial Education can lead to better insights into our investment strategy, discipline, and ultimately, better long-term decisions. Please find some helpful and relevant resources below.
2024 Tax Tables
if you are interested in seeing the updated tax tables and other details for 2024, see all additional information here.
Click here for info on Tax Tables
Protecting Your Estate From Future Transfer Taxes
The lifetime federal estate and gift tax exemption could be halved in 2026. Should you take action before then?
Click to Read More
Protecting Your Retirement From Market Volatility
The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.
Click to Read More
Conflicting Views on Rate Cuts
With this week’s widely anticipated rate cut, equity markets seem optimistic about the economy, but bond investors worry the Fed may have missed its window to forestall a recession. Who’s right?
Click to Read More
Don’t Count on Big Gains for Bonds
With the likelihood of a recession falling after the Fed rate cut, investors are wondering what a “soft landing” will mean for bonds.
Click to Read More
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley’s Chief Investment Officer and Chief US Equity Strategist discuss their viewpoints regarding the latest trends in the financial marketplace.
Click to ListenLocation
111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Direct:
(847) 480-5459(847) 480-5459
Toll-Free:
(800) 543-3623(800) 543-3623
Fax:
(847) 498-1546(847) 498-1546
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Bradley Zamler today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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 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.
5Morgan 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.
6Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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 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.
5Morgan 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.
6Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
