Michael A. Simeone
Managing Director,
Market Executive, PWM Regional Manager
Market Executive, PWM Regional Manager
Phone:
(312) 453-9101(312) 453-9101
Morgan Stanley Private Wealth Management
PWM Chicago Market Office
You define success, we help you achieve it
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Market:
(312) 453-9200(312) 453-9200
Toll-Free:
(800) 621-2006(800) 621-2006
Market Executive
Michael A. SimeonePhone:
(312) 453-9101(312) 453-9101
About Morgan Stanley PWM Chicago Market
Welcome to Morgan Stanley Private Wealth Management’s Chicago Market Office, a dedicated group of experienced professionals who focus exclusively on the helping highly affluent families and individuals successfully manage complex financial lives.
Our office supports many of the nation’s most accomplished Private Wealth Advisors. Co-located with our institutional businesses to foster connectivity, our Advisors combine their talents with the vast global resources of Morgan Stanley to help their clients protect and grow their assets, pursue their personal and professional ambitions, manage their family offices and secure meaningful, multigenerational legacies.
We are happy to connect those seeking sophisticated financial advice to a highly qualified Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our unwavering commitment to integrity and dedication to the success of our clients.
Our office supports many of the nation’s most accomplished Private Wealth Advisors. Co-located with our institutional businesses to foster connectivity, our Advisors combine their talents with the vast global resources of Morgan Stanley to help their clients protect and grow their assets, pursue their personal and professional ambitions, manage their family offices and secure meaningful, multigenerational legacies.
We are happy to connect those seeking sophisticated financial advice to a highly qualified Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our unwavering commitment to integrity and dedication to the success of our clients.
Services Provided
- Comprehensive Wealth Planning
- Estate Planning Advisory
- Pre-Liquidity Planning
- Philanthropy Management
- Single Family Office Advisory
- Asset AllocationFootnote1
- Portfolio Construction
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Investing With Impact
- Hedging Strategies
- Mortgages
- Tailored and Asset-Based Lending
- Cash Management SolutionsFootnote3
- Lifestyle Advisory ServicesFootnote4
- Family Governance
- Wealth Education
Our Team at Morgan Stanley PWM Chicago Market
Otha Smith
First Vice President,
Associate Market Manager
Associate Market Manager
Phone:
(312) 827-6709(312) 827-6709
Jennifer Yanz
Senior Vice President,
Market Business Service Officer
Market Business Service Officer
Phone:
(312) 453-9103(312) 453-9103
Lushone Bennett
First Vice President,
Senior Risk Officer
Senior Risk Officer
Phone:
(312) 453-9104(312) 453-9104
About Michael A. Simeone
The head of Morgan Stanley’s flagship Private Wealth Management office in Chicago, Michael Simeone supports Morgan Stanley Private Wealth Advisors and their clients throughout Mid-America Region and beyond. This involves connecting Private Wealth Advisors and their clients to the vast resources of Morgan Stanley to help address the complex, multifaceted challenges of managing significant wealth.
Michael has been recognized as one of the top branch managers and recruiters of talent at the firm and within the industry. He began his financial services industry career in 1994 and has spent the majority of his tenure working with some of the most seasoned and successful teams in the field. Prior to his current position, he was the branch manager of Morgan Stanley’s Fifth Avenue office located in the heart of New York City.
Michael earned a B.A. degree in International Business from Hofstra University.
Michael has been recognized as one of the top branch managers and recruiters of talent at the firm and within the industry. He began his financial services industry career in 1994 and has spent the majority of his tenure working with some of the most seasoned and successful teams in the field. Prior to his current position, he was the branch manager of Morgan Stanley’s Fifth Avenue office located in the heart of New York City.
Michael earned a B.A. degree in International Business from Hofstra University.
About Otha Smith
As Associate Market Manager with Morgan Stanley Private Wealth Management, Otha Smith supports an elite group of leading Private Wealth Advisors throughout the Mid-America Region. Among his many responsibilities, Otha helps Advisors connect clients to the vast resources of Morgan Stanley to help address unique and complex wealth management challenges.
Otha has nearly 30 years of experience in the financial services industry, having served in management and sales leadership positions at the Regional and National Levels. Prior to his current role, Otha was responsible for regional oversight of New Advisor Training. He has also been involved with Advisor Personal Development, Strategic Priorities and Advisor Business Development.
Otha earned his B.A. in advertising, with Minors in marketing and computer science, from The University of Alabama.
Otha has nearly 30 years of experience in the financial services industry, having served in management and sales leadership positions at the Regional and National Levels. Prior to his current role, Otha was responsible for regional oversight of New Advisor Training. He has also been involved with Advisor Personal Development, Strategic Priorities and Advisor Business Development.
Otha earned his B.A. in advertising, with Minors in marketing and computer science, from The University of Alabama.
About Jennifer Yanz
As a Market Business Services Officer for Morgan Stanley Private Wealth Management, Jennifer Yanz supervises all service and administrative business activities across the division’s Chicago complex.
Jennifer has over 20 years of experience in the financial services industry. She has a multifaceted background which includes wealth management, fixed income sales, and equity trading. Jennifer graduated from Northern Illinois University with a B.S. in Finance.
Jennifer has over 20 years of experience in the financial services industry. She has a multifaceted background which includes wealth management, fixed income sales, and equity trading. Jennifer graduated from Northern Illinois University with a B.S. in Finance.
About Lushone Bennett
Drawing on more than 20 years of experience working in the Financial Services Industry, Shone Bennett serves as a Senior Risk Officer, responsible for all risk, supervisory, and compliance functions of Morgan Stanley’s Chicago PWM Complex.
Shone began his career at Morgan Stanley, gaining experience across a variety of operations and risk roles in the Firm’s New York and Oak Brook, Illinois offices. In 2008, he moved to UBS where he held a series of increasingly responsible leadership roles. He rejoined Morgan Stanley in 2021.
Shone began his career at Morgan Stanley, gaining experience across a variety of operations and risk roles in the Firm’s New York and Oak Brook, Illinois offices. In 2008, he moved to UBS where he held a series of increasingly responsible leadership roles. He rejoined Morgan Stanley in 2021.
Explore Career Opportunities at Morgan Stanley Private Wealth Management
Private Wealth Advisors
Supported by extraordinary resources to address the unique needs of their clients and grow their businesses, Private Wealth Advisors are at the center of our franchise. Learn more about the opportunities available to you and your clients.
Mid-America Region PWM Chicago Branch
Find a Financial AdvisorBranch Address
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Branch:
(312) 453-9200(312) 453-9200
Toll-Free:
(800) 621-2006(800) 621-2006
Fax:
(312) 777-2346(312) 777-2346
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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 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
4Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan 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 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
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
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 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
4Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan 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 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
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 5062008 10/2022