Kevin Forman
Managing Director - Wealth Management, Market Executive
Phone:
(847) 480-5411(847) 480-5411
Morgan Stanley
Chicago North Market Office
You define success, we help you achieve it
111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Market:
(847) 480-3600(847) 480-3600
Toll-Free:
(800) 543-3623(800) 543-3623
Market Executive
Kevin FormanPhone:
(847) 291-5600(847) 291-5600
About Morgan Stanley Chicago North Market
Welcome to the Chicago North Complex. I have had the privilege of being the Morgan Stanley Complex Manager in the North Shore / Northwest Chicago area since 2007. During my tenure, I have witnessed the extraordinary level of talent, commitment to excellence and professionalism that our financial advisors and management team possess. My goal has been to further develop the performance culture while placing an emphasis on the importance of a collaborative atmosphere.
Our long tenured management team works closely with our financial advisors and support staff to enhance their talents with the extensive resources of Morgan Stanley, one of the world’s largest, most respected financial services firms. In fact, I believe the breadth and depth of the firm and competency of our people gives us a competitive advantage over our peers and leads to an enhanced experience for our clients. As home to over 150 Financial Advisors, we pride ourselves in our ability to serve clients with diverse backgrounds and unique life situations.
I welcome you as a member of our community to reach out to me personally so I may show you first hand why I am so proud to call Chicago North Complex my home.
If you are a financial advisor, please contact me for more information on how our complex and firm can take your business to a new level.
Our long tenured management team works closely with our financial advisors and support staff to enhance their talents with the extensive resources of Morgan Stanley, one of the world’s largest, most respected financial services firms. In fact, I believe the breadth and depth of the firm and competency of our people gives us a competitive advantage over our peers and leads to an enhanced experience for our clients. As home to over 150 Financial Advisors, we pride ourselves in our ability to serve clients with diverse backgrounds and unique life situations.
I welcome you as a member of our community to reach out to me personally so I may show you first hand why I am so proud to call Chicago North Complex my home.
If you are a financial advisor, please contact me for more information on how our complex and firm can take your business to a new level.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Philanthropic GoalsFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Chicago North Market
Timothy Swiat
Executive Director, Associate Market Manager
Phone:
(847) 480-5402(847) 480-5402
Suzanne Thompson
First Vice President, Market Business Service Officer
Phone:
(847) 291-5590(847) 291-5590
Mary Beth MacNeish
First Vice President, Senior Risk Officer
Phone:
(847) 480-5418(847) 480-5418
About Kevin Forman
Kevin Forman is a Managing Director and the Manager of the Chicago North Complex. He has over 30 years of wealth management experience and has been with the firm since 1994.
Kevin began his career in 1987 with Drexel Burnham Lambert as a Financial Advisor. He moved into management and held numerous roles including Sales Manager, Branch Manager, Complex Manager, and Regional Director covering the Heartland Region.
As the Chicago North Complex Manager, Kevin strives to champion an environment where all employees feel a sense of belonging; every employee is heard, seen and respected.
Management is a strategic partner with the Complex’s Financial Advisors and Wealth Management Teams. They are in place to support their business plans and client experience objectives. The Complex’s goal is to provide exceptional solutions and service in a first class way.
Kevin is a passionate leader. He enjoys coaching and helping employees at all levels achieve their professional and personal objectives. Team building and technology implementation are other areas of importance. Attracting, developing, and maintaining talent is a priority.
Giving back is a big part of the Complex. 200+ employees are involved with over 100 charities.
Kevin graduated Michigan State University with a BA in Economics. He has been married to his wife Anissa since 1999 and they have three children, Kaitlin, Matthew, and Abigail. Kevin enjoys golf, traveling and their two golden retrievers Ryder and Brandon.
Kevin began his career in 1987 with Drexel Burnham Lambert as a Financial Advisor. He moved into management and held numerous roles including Sales Manager, Branch Manager, Complex Manager, and Regional Director covering the Heartland Region.
As the Chicago North Complex Manager, Kevin strives to champion an environment where all employees feel a sense of belonging; every employee is heard, seen and respected.
Management is a strategic partner with the Complex’s Financial Advisors and Wealth Management Teams. They are in place to support their business plans and client experience objectives. The Complex’s goal is to provide exceptional solutions and service in a first class way.
Kevin is a passionate leader. He enjoys coaching and helping employees at all levels achieve their professional and personal objectives. Team building and technology implementation are other areas of importance. Attracting, developing, and maintaining talent is a priority.
Giving back is a big part of the Complex. 200+ employees are involved with over 100 charities.
Kevin graduated Michigan State University with a BA in Economics. He has been married to his wife Anissa since 1999 and they have three children, Kaitlin, Matthew, and Abigail. Kevin enjoys golf, traveling and their two golden retrievers Ryder and Brandon.
Securities Agent: AZ, CA, CT, FL, IL, MA, MI, MN, NC, OH, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Timothy Swiat
Securities Agent: AZ, CA, DC, FL, IL, IN, KY, MA, MI, MN, NC, ND, NJ, NV, NY, OH, PA, SC, SD, TX, UT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Suzanne Thompson
Securities Agent: AZ, CA, FL, IL, IN, MI, MN, NY, OH, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative
About Mary Beth MacNeish
Securities Agent: AZ, CA, FL, IL, MN, WI; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
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Branch Address
207 E. Westminster Ave
Ste 300
Lake Forest, IL 60045
US
Branch:
(847) 604-7300(847) 604-7300
Details
Reserved parking for Morgan Stanley clients. Extensive free parking in adjoining lots as well.
Branch Address
760 W Main St
Suite 200
Barrington, IL 60010
US
Branch:
(847) 382-6600(847) 382-6600
Fax:
(847) 304-1986(847) 304-1986
Deerfield Il North Branch
Find a Financial AdvisorBranch Address
111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Branch:
(847) 480-3600(847) 480-3600
Fax:
(847) 498-1546(847) 498-1546
Chicago North Branch
Find a Financial AdvisorBranch Address
111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Branch:
(847) 480-3600(847) 480-3600
Toll-Free:
(800) 543-3623(800) 543-3623
Fax:
(847) 498-1546(847) 498-1546
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.
2Tax 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
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.
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.
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
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
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.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
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.
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.
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
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
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.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024