Brian G Chandler
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(312) 648-3530(312) 648-3530
Chandler-Webb Group at Morgan Stanley
Direct:
(312) 648-3600(312) 648-3600
Our Mission Statement
We strive to provide peace of mind through tailored goals based advice to give our clients the confidence to pursue their own passion, dreams and talents.
Our Story
The Chandler Webb Group offers a comprehensive approach to wealth management that focuses on goals based lifetime investment strategies with proactive concierge service. We believe that strong client relationships are the corner stone of our process. All members of our team are committed to serving our clients as unique resources, providing custom strategies by matching investment risk with each client individually to help align our clients’ investment strategy to their goals. We understand our clients’ values and what they want to accomplish so they can work toward achieving investment success for generations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
We work with a broad range of clients but often our clients have similar goals, backgrounds, and needs. We find many of our clients fall into the categories below. It is important to us that whatever our clients background or situation we have a strong relationship built on trust and communication. By leveraging the power of our team and our firm we are able to provide our clients the ability to focus on their own goals, dream and talents.
Multi-Generational Families
While all multi-generational families face complex financial issues, each has its own challenges, opportunities and aspirations. Based on a deep understanding of these factors, we can help you create a customized, comprehensive plan to help you achieve your unique vision of a successful life and legacy for both you and your family.
Next Generation
We devote time and resources to helping a select group of the next generation of business leaders with structuring wealth plans to navigate complex comp structures, real estate acquisition, the complexities of a growing family, and more. By beginning this process early, we’re able to accelerate outcomes and provide a relationship and breadth of services that grow as you do.
Financial Service Professionals
Whether you work at a Private Equity or Venture Capital firm, a Hedge Fund, or an Investment Bank, we are intimately familiar with the typical industry career paths and complex compensation structures in financial services. Our solutions are centered around providing liquidity, helping you manage your carry or restricted stock, planning for and mitigating the associated tax consequences, and providing you with the peace of mind to focus on your work and your family.
Our Digital Offerings
We believe that digital technology plays a crucial role in how our clients communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
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
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Data Security
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
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.
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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.
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Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit Our Security CenterOur Process
The Chandler-Webb financial planning process begins with you, your investment objectives and your financial goals. Our approach is holistic and encompasses all the elements of your financial life; from your investments and cash management needs, to ensuring that your intentions align with your goals and wealth management strategy. Whether your financial goal may be to grow your wealth, preserve it, or pass it on to others, you can count on our team to work with you to create a tailored strategy to get you there.
Our in-depth financial planning process begins with:
Our in-depth financial planning process begins with:
1: Discovery & Goals Analysis
We take the time to fully understand you and your family. Whether you’re planning for retirement, purchasing a home, or living out your golden years – we consider all of your needs, wants, and wishes when building your financial plan. Our mission is to align your actions with your intentions for a more successful outcome. To do this, we need to understand what is important to you.
2: Evaluate & Implement
Using our institutional risk management framework to assess current assets and risk exposures, we will begin to construct a financial plan which encompasses every important detail of your life. Then, with your approval, we begin to implement the plan. This often encompasses a broad range of strategies – from investments and insurance to lending and estate planning.
3: Communicate
Life evolves and market conditions change, so it is important to keep the lines of communication open. To ensure a personalized experience, we customize a communication plan that takes into account your preferences.
4: Ongoing Review
We meet regularly to ensure your plan remains current and to review your progress towards achieving your goals. We will also coordinate with your CPA and estate attorney as necessary to ensure a cohesive and comprehensive strategy.
LifeView Financial Goal Analysis
Leveraging our LifeView Goal Analysis tool, we can work with you to create a personalized financial plan. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.
MONTHLY OUTLOOKS & UPDATES
Here at the Chandler-Webb Group, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Market Alert with Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert below.
Listen Here
Wealth Management Insights Audiocasts: Cycle's Achilles' Heel: Liquidity
Market liquidity was abundant last year, with what seemed like a perfectly executed dance balancing money supply and demand. But that may change. Learn what this means for investing.
Listen Here
Thoughts on the Markets
Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, discusses long-term investors’ biggest concern – the amount and timing of interest rate moves.
Listen HereLocation
227 West Monroe St
Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3600(312) 648-3600
Meet Chandler-Webb Group
First Vice President, Financial Advisor, Portfolio Manager, Financial Planning Specialist, Insurance Planning Director, Workplace Advisor - Equity Compensation
Phone:
(312) 648-3054(312) 648-3054
Nancy Nguyen
Business Development Associate
Phone:
(312) 648-3546(312) 648-3546
Nick Chandler
Registered Client Service Associate
Phone:
(312) 648-0862(312) 648-0862
About Brian G Chandler
Brian entered the investment business in 1984 and has spent his entire investment career with Morgan Stanley and its predecessor firms. Brian has been working to build long-lasting relationships with his clients by bringing a resourceful and thoughtful approach to helping them realize their goals with proactive communication and to help them understand and manage their very human responses to volatile markets.
As a founding member of the team, Brian is responsible for researching and developing the team's overall investment strategies and has developed extensive knowledge of retirement and corporate benefit plans. Brian studied at the University of Colorado after which his financial services career began and he has dedicated his career to serving his clients and their families.
Brian resides in Northbrook with his wife, Julie, and their dog Wally. Brian has three children and one granddaughter. Brian is an avid sailor and loves spending time on his boat with his family.
As a founding member of the team, Brian is responsible for researching and developing the team's overall investment strategies and has developed extensive knowledge of retirement and corporate benefit plans. Brian studied at the University of Colorado after which his financial services career began and he has dedicated his career to serving his clients and their families.
Brian resides in Northbrook with his wife, Julie, and their dog Wally. Brian has three children and one granddaughter. Brian is an avid sailor and loves spending time on his boat with his family.
Securities Agent: AL, VT, NJ, MI, MD, DE, CA, IA, AZ, VA, UT, TX, WI, TN, WV, RI, OH, NY, MT, KY, ID, WA, PA, NC, CT, AR, OR, MN, IL, GA, DC, SD, NV, MA, IN, SC, NM, MO, KS, FL, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268410
NMLS#: 1268410
About Mary Elizabeth Webb
Mary Beth has served as a Financial Advisor at Morgan Stanley for 11 years with a total of 18 years of experience in the financial services industry. She focuses on providing wealth management solutions to her clients across the country. Together with her partners in the Chandler Webb Group at Morgan Stanley, she helps her clients address their some of their biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, and charitable giving.
Mary Beth studied Finance at the University of Iowa where she developed a passion for the financial services industry. As the teams Financial Planning Specialist she uses a consultative process to gain a detailed understanding of her clients’ deepest values and goals. She then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.
Mary Beth resides in Elmhurst, Illinois with her husband, Scott, and their two sons, Jackson and Beau, and their chocolate lab, Gunner. They enjoy spending time with the boys and boating at their cabin on the river.
Mary Beth studied Finance at the University of Iowa where she developed a passion for the financial services industry. As the teams Financial Planning Specialist she uses a consultative process to gain a detailed understanding of her clients’ deepest values and goals. She then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.
Mary Beth resides in Elmhurst, Illinois with her husband, Scott, and their two sons, Jackson and Beau, and their chocolate lab, Gunner. They enjoy spending time with the boys and boating at their cabin on the river.
Securities Agent: IN, GA, HI, WV, WA, WI, VT, VA, UT, TX, TN, SD, SC, RI, PA, MT, LA, NH, DE, NV, NM, NJ, NE, NC, MO, MN, MI, MD, MA, KY, KS, IL, ID, IA, NY, OH, FL, OR, DC, CT, CO, WY, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1281111
NMLS#: 1281111
About Nancy Nguyen
Nancy currently functions as the team’s business development associate, overseeing the team’s operational and strategic planning and navigating the vast resources of the firm. Upon graduating from the University of Illinois at Champaign in 1993 she joined Dean Witter and eventually moved on to Smith Barney where she worked with stock option plans and financial services executives. Nancy has served as a key member of the Chandler Webb group since 2002.
Nancy has been enhancing the client experience through her considerate and knowledgeable support. She is often a first point of contact. Nancy takes pride in developing strong relationships with clients and is always looking for ways to help them achieve their families’ objectives. She works closely with Brian and Mary Beth to develop customized investment strategies.
Nancy resides in the north suburbs with her husband and three children. In her free time enjoys retail therapy walks, photography and traveling the world with family.
Nancy has been enhancing the client experience through her considerate and knowledgeable support. She is often a first point of contact. Nancy takes pride in developing strong relationships with clients and is always looking for ways to help them achieve their families’ objectives. She works closely with Brian and Mary Beth to develop customized investment strategies.
Nancy resides in the north suburbs with her husband and three children. In her free time enjoys retail therapy walks, photography and traveling the world with family.
About Nick Chandler
Nick Chandler is a registered Client Service Associate and joined the Chandler-Webb team in 2020. Nick's primary responsibilities involve administrative and operational tasks, as well as assisting with retirement plans. Nick's consistent work ethic is proof of his commitment to providing outstanding support to our team and exceptional service for our clients.
Nick's passion for wealth management can be drawn back to his childhood. He grew up watching his dad, Brian Chandler, work closely with clients to help them achieve their future goals, financial stability for their families, and accelerated retirement. Being able to see the positive impact prudent financial planning can have on a person, he was inspired to continue in his father’s footsteps and work in financial services.
Outside of his professional work, Nick is an avid traveler. He spent 4 months living in Barcelona, Spain where he studied international finance. Depending on the season, you can find Nick out on the golf course or shredding the slopes with his skis.
Nick graduated in 2018 and received a degree in Finance from the University of Iowa's Henry B. Tippie College of Business. He also holds the Series 7 & 66 FINRA professional licenses.
Nick's passion for wealth management can be drawn back to his childhood. He grew up watching his dad, Brian Chandler, work closely with clients to help them achieve their future goals, financial stability for their families, and accelerated retirement. Being able to see the positive impact prudent financial planning can have on a person, he was inspired to continue in his father’s footsteps and work in financial services.
Outside of his professional work, Nick is an avid traveler. He spent 4 months living in Barcelona, Spain where he studied international finance. Depending on the season, you can find Nick out on the golf course or shredding the slopes with his skis.
Nick graduated in 2018 and received a degree in Finance from the University of Iowa's Henry B. Tippie College of Business. He also holds the Series 7 & 66 FINRA professional licenses.
Contact Brian G Chandler
Contact Mary Elizabeth Webb
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Chandler-Webb Group today.
1Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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)
