Blake Mackenzie
Managing Director, Market Executive
Phone:
(312) 827-6600(312) 827-6600
Morgan Stanley
Chicago Tower Branch Office
You define success, we help you achieve it
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Branch:
(312) 419-3600(312) 419-3600
Toll-Free:
(800) 621-2842(800) 621-2842
Branch Manager
Iliana LevyPhone:
(312) 827-6880(312) 827-6880
About Morgan Stanley Chicago Tower Branch
Our Core Values:
I. Putting Clients First – We believe strongly in our responsibility to put our client’s interests ahead of all else
II. Doing the Right Thing – We do our work right the first time and as a model for others to emulate
III. Leading With Exceptional Ideas – Improvement is always the goal, and we welcome innovation to better serve our clients
IV. Giving Back – Building a better world means giving back and growing together
V. Commit to Diversity and Inclusion - Value individual and cultural differences as a defining strength
I. Putting Clients First – We believe strongly in our responsibility to put our client’s interests ahead of all else
II. Doing the Right Thing – We do our work right the first time and as a model for others to emulate
III. Leading With Exceptional Ideas – Improvement is always the goal, and we welcome innovation to better serve our clients
IV. Giving Back – Building a better world means giving back and growing together
V. Commit to Diversity and Inclusion - Value individual and cultural differences as a defining strength
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Chicago Tower Branch
Morgan Shaner, CFP
Vice President, Business Development Manager
Phone:
(312) 827-6833(312) 827-6833
John Oancea
Vice President, Associate Market Manager, Financial Advisor
Phone:
(312) 827-6895(312) 827-6895
Andrew Marko
First Vice President, Market Business Service Officer
Phone:
(312) 419-3284(312) 419-3284
Craig Zvonar
First Vice President, Senior Risk Officer
Phone:
(312) 419-3494(312) 419-3494
Iliana Levy
Executive Director, Market Manager
About Blake Mackenzie
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Morgan Shaner
As Business Development Manager for the Chicago Tower Complex, Morgan Shaner is responsible for executing strategic and tactical initiatives across the market. She works with the market’s Financial Advisors to promote a high standard of care through the adoption of modern wealth management tools and a focus on financial planning.
Prior to her role as Business Development Manager, Morgan was a Wealth Management Associate in the market where she managed day-to-day client operations, coordinated business development and marketing efforts, and drove implementation of modern wealth management tools for her team. Before joining the Morgan Stanley, Morgan worked as an analyst at Merrill Lynch Private Banking and Investment Group in Cincinnati, where she coordinated client portfolio reviews, conducted investment research and implemented trading activity.
Prior to her role as Business Development Manager, Morgan was a Wealth Management Associate in the market where she managed day-to-day client operations, coordinated business development and marketing efforts, and drove implementation of modern wealth management tools for her team. Before joining the Morgan Stanley, Morgan worked as an analyst at Merrill Lynch Private Banking and Investment Group in Cincinnati, where she coordinated client portfolio reviews, conducted investment research and implemented trading activity.
About John Oancea
John joined Morgan Stanley Wealth Management in 2016 and currently holds the Associate Market Manager Position in the Chicago Market. In this role, he works closely with Morgan Stanley’s Financial Advisors and Advisor Teams to grow assets, and revenues, while promoting a service model to enhance the client experience and relationship. Before accepting his current position, John was Morgan Stanley the Business Development Manager working with the Chicago North Complex, located in Deerfield, Illinois.
As a finance major with a Master’s degree in Project and Process Management, he gained extensive experience in change management, designing roadmaps and managing client relationships at both institutional and individual level.
John is an early technology adopter and in his free time he loves to spend time with his family, catch up with tech gadgets and read.
As a finance major with a Master’s degree in Project and Process Management, he gained extensive experience in change management, designing roadmaps and managing client relationships at both institutional and individual level.
John is an early technology adopter and in his free time he loves to spend time with his family, catch up with tech gadgets and read.
About Andrew Marko
Andrew W. Marko
First Vice President
Market Business Service Officer
Andrew has over 30 years of experience in the Financial Services Industry. He began his career in Louisville, Kentucky in branch operations and has held several leadership roles; Branch Liaison Field Representative, Operations Manager, Control Administrator, Senior Complex Risk Officer and currently Market Business Service Officer of the Chicago Tower Market. The combined experience in both risk and service has provided insight into the many aspects of Wealth Management.
Andrew and his wife, Cathy, currently reside in Glenview where they have lived for over 20 years. When not working, he enjoys spending time with family and friends, exploring nature, and traveling.
First Vice President
Market Business Service Officer
Andrew has over 30 years of experience in the Financial Services Industry. He began his career in Louisville, Kentucky in branch operations and has held several leadership roles; Branch Liaison Field Representative, Operations Manager, Control Administrator, Senior Complex Risk Officer and currently Market Business Service Officer of the Chicago Tower Market. The combined experience in both risk and service has provided insight into the many aspects of Wealth Management.
Andrew and his wife, Cathy, currently reside in Glenview where they have lived for over 20 years. When not working, he enjoys spending time with family and friends, exploring nature, and traveling.
About Craig Zvonar
Craig Zvonar
First Vice President
Senior Risk Officer
Craig joined the Morgan Stanley Wealth Management Risk Organization in 2015 and currently leads a team of 4 Complex Risk Officers who support the Chicago Market. His core focus includes sales practice conduct, client suitability, and general supervisory functions within the Market. Craig has over 25 years of experience in the Financial Services Industry. He began in sales and trading however, he quickly gravitated toward Risk and Compliance, focusing the majority of his career in this area.
Craig graduated from Southern Illinois University with a Bachelor’s of Science Degree in Advanced Technical Studies. He currently resides in the near West Loop with his wife, Samantha, where they do their best to enjoy all that the city has to offer. When not working, Craig appreciates spending time with family and friends, being outdoors, travelling, and riding his motorcycle.
First Vice President
Senior Risk Officer
Craig joined the Morgan Stanley Wealth Management Risk Organization in 2015 and currently leads a team of 4 Complex Risk Officers who support the Chicago Market. His core focus includes sales practice conduct, client suitability, and general supervisory functions within the Market. Craig has over 25 years of experience in the Financial Services Industry. He began in sales and trading however, he quickly gravitated toward Risk and Compliance, focusing the majority of his career in this area.
Craig graduated from Southern Illinois University with a Bachelor’s of Science Degree in Advanced Technical Studies. He currently resides in the near West Loop with his wife, Samantha, where they do their best to enjoy all that the city has to offer. When not working, Craig appreciates spending time with family and friends, being outdoors, travelling, and riding his motorcycle.
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Branch Address
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Branch:
(312) 419-3600(312) 419-3600
Toll-Free:
(800) 621-2842(800) 621-2842
Fax:
(312) 419-3515(312) 419-3515
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