Our Team at Morgan Stanley Chicago Mercantile Market

About Blake Mackenzie

Blake Mackenzie is a Managing Director and Market Executive for the city of Chicago overseeing the Chicago Merc and Chicago Tower Market. After graduating from Wittenberg University with a BA in Business Administration, Blake began his career in wealth management as a Financial Advisor in Westlake, Ohio and was eventually recruited into management in 1999.

Blake’s experience in various roles throughout his career has instilled in him the belief that effective communication and relationship building are keys to fostering a culture that allows everyone to reach their maximum potential. This dedication to constant improvement and first class service has resulted in his leadership responsibilities growing considerably since joining Morgan Stanley in 1996.

In his spare time, Blake enjoys coaching youth lacrosse, attending concerts, and spending time with his wife Courtney and their three children. The Mackenzie family is proud to call the city of Chicago as well as Wilmette home since 2007.

About Anthony Juozapavich

Anthony (Tony) Juozapavich is an Executive Director, non-producing Branch Manager at the Chicago Mercantile Market. Tony joined Morgan Stanley in 1999 in the Chicago-LaSalle office as a financial advisor with a concentration on assisting clients in developing long-term financial plans. In 2007 Tony was named producing Chicago Complex Sales Manager, a position he held for 2 years before accepting the roles as a Complex Business Development Officer in Central Illinois. In July of 2010, Tony was reassigned to the Chicago Complex as the Business Development Officer, a position he held for 5 years. In July of 2015, Tony was promoted to Branch Manager of the Chicago Tower office where he oversaw close to 80 Financial Advisors.

For the past 2 years Tony has served on the Great Lakes region diversity council. In 2018 he received Morgan Stanley’s wealth management community leadership award for my efforts of giving back to the community. Outside of Morgan Stanley, Tony is still actively involved in the community. He has been an active participant with Imentor of Chicago as a mentor for 6 Years. He is also a Midwest Trustee for the Boys and Girls club of America and volunteers time with Misericordia.

Tony is a graduate of the University of Illinois at Chicago and completed the certificate program in financial planning from DePaul University. Outside of work Tony’s top priorities are family, friends, and giving back to the community. He has a beautiful wife named Jessica and the most precious young daughter, Ellie. They enjoy spending their time doing outdoor activities as a family. Tony also enjoys fishing, golf, and attending sporting events of all kinds.

About Michael Hood

Michael Hood is an Associate Market Manager and First Vice President in the Chicago Mercantile Market. He has over 25 years of investment and wealth management experience and has been with the Firm since 2011.

Michael began his career in financial services in 1999 with Lincoln Financial Group in Fort Wayne, Indiana. Prior to joining Morgan Stanley, he was also a Financial Advisor and Complex Operations Manager at Raymond James & Associates Inc. in Cleveland, Ohio.

Michael strives to be a relationship-driven leader with the goal of developing successful businesses for advisors and client-facing teams with the financial services industry. He is experienced in coaching to promote business goals and foster self-initiated, self-directed growth of Financial Advisors and their teams.

Michael graduated from Indiana University with a Bachelor’s of Arts degree in Spanish and Business minor. He also holds a Master’s of Business Administration in Finance from Indiana University. Michael currently resides in Portage, Indiana with his wife, Jenny, and their pets, Faye and Joey. Outside of the office, he enjoys spending time with family and friends, physical fitness and yoga, as well as traveling.

About Karen Ortiz

Karen joined Morgan Stanley as part of the Service Team in September 2016. In 2022, she assumed the role of Market Business Officer for the Chicago Market. In this role, she and her team cultivate a strong culture by ensuring a high level of client service and providing oversight of operational processes. She is a committed leader and passionate about training and coaching. She has been involved in developing various leadership training programs for Service Managers across the region.

Prior to joining Morgan Stanley, Karen had over 19 years of industry experience, working at Credit Suisse Securities in various roles including Control Officer, Branch Admin Manager, Ops Supervision, and Client Service Associate. Karen resides in Oak Park with her son, Jayden. Outside of the office, she enjoys spending time with her family, travelling, and being a soccer mom.
Securities Agent: FL, IL, MD, MI, NY, IN; Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Dean Moya

Dean Moya is a Senior Risk Officer and First Vice President of the Chicago Mercantile Market. He is a graduate of Purdue University and has over 30 years of experience in wealth management. Dean began his career on the trading floor of the Chicago Stock Exchange. He has had various roles at Morgan Stanley, including working as part of an FA Team and in National Operations. He has been a Risk Officer since 2006 and became the Senior Risk Officer in 2013.

Dean prides himself on partnering with Financial Advisors and support staff to efficiently mitigate risk by applying sound judgement and providing consistent & trusted advice to drive outcomes aligned with Firm values and strategy.

In his free time, Dean enjoys the great outdoors, including hiking, biking, birding, gardening and spending time with his family.

Interested in a Career at Morgan Stanley?

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Chicago Mercantile Branch

Find a Financial Advisor

Branch Address

227 West Monroe St.,Suite 3400
Chicago, IL 60606
US
Branch:
(312) 648-3600(312) 648-3600
Toll-Free:
(800) 621-5231(800) 621-5231
Fax:
(312) 648-3344(312) 648-3344

Branch Manager

Blake Mackenzie
Phone:
(312) 827-6600(312) 827-6600
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8Morgan 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.

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9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

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Awards Disclosures
CRC 6491812 04/2024