Owen Heekin
Phone:
(312) 419-3340(312) 419-3340
Brian F Hickey
Senior Vice President,
Financial Advisor,
Family Wealth Director
Direct:
(312) 419-3630(312) 419-3630
Toll-Free:
(800) 621-2842(800) 621-2842
My Mission Statement
Helping you navigate today’s complex markets, so you can keep your bearings in any economic environment. Through real listening, we provide true direction for your financial future.
My Story and Services
Brian is a Senior Vice President and Family Wealth Director for Morgan Stanley. As a Family Wealth Director, he successfully completed a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to high net worth families and family offices. Brian is responsible for directing clients with generational wealth, life and estate planning strategies, and business transitions.
Brian graduated from the University of Notre Dame with a Bachelor of Arts degree with a concentration in Economics in 1972. He spent one year in a family business prior to joining White Weld in 1974. He joined Smith Barney in 1976.
Outside of work, Brian enjoys skiing and sailing with his family and giving back to his community.
Brian graduated from the University of Notre Dame with a Bachelor of Arts degree with a concentration in Economics in 1972. He spent one year in a family business prior to joining White Weld in 1974. He joined Smith Barney in 1976.
Outside of work, Brian enjoys skiing and sailing with his family and giving back to his community.
Securities Agent: MA, KY, SC, OK, NC, ME, ID, NM, MI, FL, DE, MD, IL, DC, CO, AZ, WI, OR, OH, IA, GA, AK, TN, NY, MN, IN, CA, TX, NJ, MS, AR, WA, NE, KS, WY, VA, SD, MO, HI, VT, NV, NH, LA, CT, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1380679
CA Insurance License #: 0B03507
AR Insurance License #: 330062
NMLS#: 1380679
CA Insurance License #: 0B03507
AR Insurance License #: 330062
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Suite of Services
Retirement Planning
Helping You Build the Retirement You Envision
Retirement planning involves more than saving for the future. We help you create a personalized strategy designed to align with your lifestyle goals, income needs, and long-term aspirations. Through ongoing guidance and regular reviews, we work to help you stay on track and adapt as life evolves.
Wealth Management
Comprehensive Strategies for Growing and Preserving Wealth
Our wealth management approach integrates investment management with broader financial planning considerations. We work closely with you to understand your objectives and develop tailored strategies designed to help grow, preserve, and transfer wealth while navigating changing market conditions.
Estate Planning
Creating a Legacy That Reflects Your Wishes
A thoughtful estate plan can help provide clarity and confidence for you and your loved ones. We work alongside your legal and tax professionals to help you evaluate strategies for wealth transfer, charitable giving, trust planning, and preserving assets for future generations.
Education Planning
Preparing for Future Educational Opportunities
Whether you're planning for children, grandchildren, or other loved ones, education funding requires a disciplined strategy. We help identify savings and investment approaches that can support future educational expenses while balancing your broader financial goals.
Alternative Investments
Expanding Opportunities Beyond Traditional Markets
Alternative investments can offer additional sources of diversification and potential return. We help qualified investors evaluate opportunities across areas such as private equity, private credit, real estate, hedge funds, and other specialized strategies, aligning investments with overall portfolio objectives.
Risk Analysis
Understanding Risk to Make More Informed Decisions
A successful financial strategy begins with understanding risk. Through comprehensive portfolio analysis and ongoing monitoring, we help identify potential vulnerabilities, evaluate different market scenarios, and ensure your investment strategy remains aligned with your objectives and comfort level.
Online Tools and Features Available To You
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Learn More
Total Wealth View
It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Learn More
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery to securely save, print, send, and receive documents at any time.
Enroll Now
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
Learn More
Portfolio Risk Platform
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Learn More
Goals Planning System
As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan’s status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).
Learn More
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
Learn MoreOur Process, Your Journey
The hallmark of our wealth management approach is a commitment to building customized solutions from the ground up. We then fine-tune them over time to help achieve your specific goals, while responding more effectively to today's economic and fiscal challenges.
Our process takes a 360 degree view of your wealth. This leads to solutions that are not only designed to reach specific financial targets, but are reflective of who you are and how you ultimately want to share your wealth.
Step 1: Understanding You: We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.
Step 2: Analyzing Your Needs: Next, we'll collect key information about your current finances. We'll then review your current and future financial situation, identify the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events.
Step 3: Tailoring Your Solution: In this step, we'll present a customized wealth management plan with specific strategies designed to achieve your particular goals. Upon your approval, we'll set into motion a course of action that strives to align your values and vision with your personal definition of financial success. We'll also discuss important investment concepts and provide details on our investment philosophy.
Step 4: Implementing Your Plan: Once we activate your plan, we'll set up a number of implementation meetings to ensure your account is set up properly and you have convenient access to your account information. We'll also interact with your accountant and estate attorney to ensure a coordinated effort.
Step 5: Continuous Monitoring: We'll monitor your progress and review the performance through ongoing calls and meetings. We may recommend adjustments over time due to changing market conditions or changes in your circumstances to help keep you on track towards achieving your goals.
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3630(312) 419-3630
Toll-Free:
(800) 621-2842(800) 621-2842
Fax:
(312) 419-3515(312) 419-3515
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Brian F Hickey today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
