About Our Team

Our commitment to you starts with a 11-person team of specialists, with each member treating you as an individual, not an account number. The wealth advisors of the Chudom Hayes team manage your investments. Our full-time financial planner and Morgan Stanley Private Bank NA’s* mortgage and lending professionals can help you make the most of your wealth. And our client-service team will help you take full advantage of our breadth of resources.
TOGETHER, UTILIZING OUR TEAM’S UNIQUE PROCESS, WE CAN:
  • Develop a comprehensive financial plan
  • Diversify your portfolio across a broad range
  • Adhere to a long-term strategic asset allocation
  • Substitute discipline for emotion in the investment process
  • Defend capital during bear markets Minimize investment costs and taxes
  • Adjust holdings in response to evolving opportunities and risk
  • Maintain strict objectivity and avoid conflicts of interest
Services Include
  • Financial Planning1
  • Sustainable Investing2
  • Retirement Planning3
  • 401(k) Rollovers
  • Estate Planning Strategies4
  • Exchange Traded Funds5
  • Life Insurance6
  • Divorce Financial Analysis7
  • Planning for Education Funding8
  • Wealth Management9
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

The Chudom Hayes Wealth Management Group helps a select group of families manage their financial assets so they can focus on areas of their life that bring them joy, meaning and purpose.
When you work with our team you can expect:
  • Comprehensive financial planning
  • Unbiased investment planning & monitoring
  • Retirement income distribution planning
  • Social Security strategic planning
  • College & education planning
  • Advice on assets held away from Morgan Stanley, such as 401(k) plans
  • Coordination with your tax advisor
  • Tax-loss harvesting
  • Technology services (getting set up on Morgan Stanley online, importing into tax software, smartphone applications, etc.)
  • Access to Mortgage & lending services
  • Insurance planning (including long-term care insurance)
  • Account aggregation services
  • Legacy planning and working with your family’s next generation

Awards

  • 2014 & 2013 - Financial Times 400 Top Financial Advisors
  • 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009 - Barron's Top 1000 Advisors
  • 2009 Research Magazine - ETF Advisor Hall of Fame
  • 2008 - Chicago Magazine - Top 50 Financial Advisors
  • 2006 - Research Magazine - The Winner's Circle
  • 2002 - Research Magazine - Advisor Hall of Fame

Events

  • Women & Wealth
    Join the conversation. We earn it, spend it, save it, donate it, manage it, and share it – so why don’t we talk about it? Join us for lunch, keynote speakers from across the country, and two small group sessions of your choosing.

    This event is exclusively for women. We encourage you to come with a friend, colleague or family member who may benefit from joining the conversation. Please register for one of the events below:
  • Suburban (dinner) location
    October 12, 2017: 6-9pm
    Amy Cox Residence
    3901 Central Ave.
    Western Springs, IL
    Register here
  • Chicago (lunch) location
    October 13, 2017: 11:30am - 2:00pm
    River Roast Restaurant
    315 N LaSalle Dr.
    Chicago, IL
    Register here

Location

2211 York Rd
Ste 100
Oak Brook, IL 60523
Direct:
(630) 573-9680(630) 573-9680

Meet Chudom Hayes Wealth Management

About Me

Kyle Chudom is the founding member of the Chudom Hayes Wealth Management Group at Morgan Stanley. He has been with Morgan Stanley for over 33 years and is a member of the Chairman’s Club, which recognizes the top financial advisors at the firm.  The visionary of the team, Kyle is passionate about leading the team’s conscious/impact investing efforts and Investment Policy Committee. Kyle is constantly working with his team to improve the client experience and strives to impact our client’s lives by connecting people.   Within the financial services industry, Kyle and his team have been innovators. An early adopter of utilizing Exchange Traded Funds (ETFs) in portfolios, Kyle was the brainchild of an ETF that invests in conscious companies.  He and his team are advocates for conscious/impact investing. Kyle and the Chudom Hayes Wealth Management Group have been nationally recognized for excellence by multiple publications including Forbes, Barron’s, Chicago Magazine and Research Magazine  He resides in Hinsdale Illinois and his passions outside of work include spending time with family, hiking/exploring with Karma (his trusty Golden Retriever), yoga, tennis and almost any activity that includes water.

The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1272915

About Me

Eric joined Kyle as a partner on the team nearly 18 years ago. He is a member of the Century Club, which recognizes some of the firm’s top performing financial advisors.    Eric focuses on developing and building client relationships, contributing to investment policy decisions and managing the Chudom Hayes Wealth Management Group. He is passionate about financial literacy and strives to make a difference by engaging people of all ages in basic financial literacy concepts.  Eric also believes in investing in a way that aligns with one’s personal values.  Believing that every dollar invested can make a positive impact, he enjoys developing investment strategies that allow investors to focus on what is important to them and invest in ways that can contribute to their personal vision of an ideal world. Eric learned to fly during his teenage years.  In his spare time he enjoys piloting airplanes, family time with his wife Jennifer and daughter Emma, and reading.  He is an avid outdoorsman and enjoys doing almost anything that allows him to get outside.
Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative
NMLS#: 1278653

About Me

Ryan is a Financial Advisor with the Chudom Hayes Wealth Management Group at Morgan Stanley.  Ryan’s focus is on building new client relationships for the team and enhancing already existing relationships.  He is also actively engaged in the team’s Investment Policy Committee.  Ryan began working with Kyle 22 years ago as a high school, and then college, intern.  He brings to the team over 15 years of investment and client related experience.  Ryan credits his interest in finance and helping families with their investments to his parents, who purchased 20 shares of a public company as a gift to him when he was young.  His interest grew as he read through annual reports that his dad would print at work and bring home.  In his spare time, Ryan is an avid home brewer of several varieties of beer.  Ryan and his wife Kate have two boys, Benjamin and Joshua, and reside in the western suburbs.
Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1285158

About Me

Mary McGovern, CFP® is a Financial Advisor with the Chudom Hayes Wealth Management Group at Morgan Stanley. She coordinates the financial planning efforts of the team, working closely with clients to understand their goals and dreams and offering and implementing thoughtful solutions that meet their unique objectives. Mary spent the early part of her career as an equity research analyst and enjoys being a member of the Investment Policy Committee. She has been with Morgan Stanley for five years. Mary is a Certified Financial Planner™ and holds a MBA from DePaul University. In her free time, she loves spending time with family and friends and reading. Mary lives in LaGrange with her husband Tom and their four children.
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1629347

About Me

Ashleigh began working in the financial industry while attending the University of Illinois. She then worked as a financial advisor in St. Louis and central Illinois before joining the Chudom Hayes Wealth Management team in September 2014. Ashleigh grew up in the financial services world with family members who were in the industry. She has a passion for developing relationships with clients and helping them reach their goals. Ashleigh’s role on the team includes preparing financial plans for new and current clients, conducting account reviews, and establishing relationships with new clients. Ashleigh loves dogs and spends her spare time volunteering with two rescue organizations. She and her dog Sammy live in Chicago.
Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative

About Me

Sean is a Financial Advisor with the Chudom Hayes Wealth Management Group at Morgan Stanley. Before joining the team in March 2016, Sean lived and worked in the Indianapolis area. Sean’s goal is building relationships and making a positive impact on clients’ lives. He also has a passion for educating others about the importance of personal finance. His responsibilities include preparing financial plans for new and current clients, conducting account reviews, assisting with the banking, lending, and insurance capabilities of the team, enhancing existing relationships, and establishing relationships with new clients.   Sean enjoys movies, television, reading, and playing tennis.  Sean and his wife, Brittany, have two dogs, Kevin and Carlos, and live in the western suburbs.
Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1510423

About Me

Jenny is the Group Director of the Chudom Hayes Wealth Management Group at Morgan Stanley She brings over 17 years of experience to the team, having worked in financial services since 2000 at various investment firms. She has in-depth knowledge and experience working with and servicing clients. As Group Director of the team, Jenny is responsible for the overall functioning of the team including training of team members, overseeing administrative processes, and addressing clients' concerns and needs. Jenny has earned both her bachelors and masters degrees and she recently earned her CERTIFIED FINANCIAL PLANNER ™ designation 3Jenny also leads the marketing efforts of the team, including planning special events, managing social media and producing various communications for our clients. Jenny enjoys fitness, playing tennis and has a passion for health and nutrition. She and her husband have three children and live in the northwest suburbs of Chicago.


Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative

About Me

As a Business Development Associate for the team, Peggy specializes in working with new clients to familiarize them with Chudom Hayes Wealth Management client services, helps with online account access enrollment, statement reviews and questions about new accounts She helps new and existing clients process IRA rollovers as well as any special assistance or problem solving our clients may need Peggy has almost 19 years of experience working with Chudom Hayes Wealth Management in various capacities of client services. Peggy and her husband Larry have three young adult daughters and live in the LaGrange area.

About Me

Kelly joined the Chudom Hayes team from our Barrington office where she worked as a Senior Registered Associate for the past 7 years. One of her main responsibilities on our team is managing the trading processes for our clients' portfolios. She is also a part of our Operations group servicing our client's needs.
Kelly has extensive experience in the Financial Services Industry including all aspects of Brokerage Operations and Trading. She started in the industry in 1980 and left in 1993 to start a family. After a 14 year hiatus she came back to her Financial Services Career in 2007 and obtained her FINRA Series 7 and Series 66 licenses again.
Kelly has 2 young adult children who are attending college. She has recently moved back to Chicago (her home town) and enjoys movies, reading and playing volleyball

About Me

Lin joined the Chudom Hayes Wealth Management Group at Morgan Stanley in January of 2014. Lin's 25 years of experience in the financial services industry are highlighted by the strong relationships she has built with clients and colleagues. Her specialties are in business administration and operations. Lin's attention to detail and care for creating a positive experience is seen when she is servicing our clients' needs, assisting prospective clients with the account opening process, facilitating clients' cash flow needs, and other special projects to enhance the client experience. Some of her many passions are eating, reading, traveling and meeting new people. While most of Lin's family lives here in the western suburbs, she has a daughter living in Boston.

3

About Me

Anthony has worked at Morgan Stanley since 2013. Before joining the Chudom Hayes Wealth Management Group in 2016, he was part of our Oak Brook office's operations team where he assisted Financial Advisor teams in servicing their clients. Anthony enjoys helping new and existing clients with money movement, new account processing, and other operational needs He also works with Kelly on the trading side3He enjoys outdoor activities like hunting, fishing, hiking with his wife Kelly and dog Tater Tot and he loves learning about and implementing nutrition and fitness.

About Me

Moosa Joined the Chudom Hayes Team in 2017. His journey to the financial services industry began in college while he was attending Roosevelt University in downtown Chicago and studying finance. He was also working as a banker at the time. His passion for developing relationships with clients and helping guide them through their financial lives eventually led him into the investment world. 3Moosa's role on the team includes helping prepare for client reviews and appointments, servicing their accounts, and helping them with their everyday needs. He enjoys spending time with his nieces and nephew. In his spare time he also loves trying new restaurants and watching basketball, as he is lifelong a Chicago Bulls fan
From Our Team

Chudom Hayes Team Insights Spring 2018


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
5 Mistakes to Avoid in Retirement

5 Mistakes to Avoid in Retirement

How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.
Learn more about 5 Mistakes to Avoid in Retirement

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Why Having a Goal Is Key to Investing

Why Having a Goal Is Key to Investing

With a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. Here’s how.
Learn more about Why Having a Goal Is Key to Investing

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
Learn more about The Power of Why

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Ready to start a conversation? Contact Chudom Hayes Wealth Management today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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.

2The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

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.

5An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Morgan 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.

8Morgan 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.

9Morgan 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.

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: http://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 suitable 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”) 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.


CRC 2019752 10/2018