Senior Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director
Phone:
(248) 740-7129(248) 740-7129
Donohoe/Litka Group at Morgan Stanley
Direct:
(248) 740-7100(248) 740-7100
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Financial Plan Made For You
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results. The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
Aladdin - Intelligent Risk Management
There's a chance your portfolio may be at risk, but how you manage that risk is what matters. Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Core Capabilities
While the strategies and solutions we provide are broad in scope, our approach is tailored to specific needs. We deliver the personalized attention you expect, as we build a structured plan focused on achieving your financial and legacy goals. Here is a brief overview of the solutions we offer.
Risk Identification and Managment
Life's risks can manifest themselves in many ways— from loss of life to loss of health — and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
Longevity Planning
Given extended life expectancy, we help tailor allocation and income distribution strategies to help you preserve assets. This includes advice on 401(k) plan assets, life insurance and long-term care plans.
Legacy Plannning
Delivering an estate to the next generation or favorite charity requires more attention than families often commit. Coordinating with outside estate tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating tax minimization strategies to help enhance results.
Asset Growth and Preservation
Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. We offer a wide range of strategies that apply long held investment principles to help your assets appreciate appropriately. We embrace conflict-free decision making within a cost-effective structure.
Lifestyle Management
We pay particular attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement— and other key goals— are not compromised. We understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation.
A Strong Moral Compass
Every decision we make is focused on doing the right thing for you. We help simplify your financial life, offering some of the most efficient solutions with objective advice. Above all, we are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.
Client Events
Financial freedom begins with a strong foundation of knowledge. We believe helping our clients stay informed is a core responsibility of our practice. Below you will find events, both in person and online, that may be relevant to your financial situation. If you would to like discuss any of these events, please reach out to our team.
Past Events
AlphaCurrents Expert Series: The Age of Aging
Morgan Stanley Wealth Management's Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, will be joined by Joseph Coughlin, Head of the Age of Lab at MIT, and Julie Miller, Director of Thought Leadership for Financial Resilience at AARP, to discuss the implications of an aging global population. They will cover the impact on family planning, the great wealth transfer, aging in place, and senior housing.
2025 Midyear Economic & Investment Outlook
A midyear conversation with members of the Morgan Stanley Wealth Management Global Investment Committee as they discuss:
- The state of the U.S. economy and the American consumer
- Economic signals to watch for in the back half of the year
- Potential tailwinds or headwinds for various asset classes, regions and industries
Exclusive Invitation: 2024 Election Insights
The latest installment of our 2024 Election Insights Event Series where Morgan Stanley's Global Head of Government Relations, Michael J. Stein, and Morgan Stanley Wealth Management's Head of U.S. Public Policy, Monica Guerra, take a closer look at what various election outcomes could mean for the markets, the economy, taxes and your portfolio.
Geopolitical Perspectives with Condoleezza Rice and John Kerry
A conversation with Dr. Condoleezza Rice, the 66th Secretary of State; and John F. Kerry, the 68th Secretary of State. These esteemed leaders will offer their perspectives on the geopolitical challenges that the next U.S. administration will face, including rising military tensions, trade policy issues, shifting international alliances, and growing misinformation threats.
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
MS Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Tax Planning Strategies
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry. In the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Location
101 W Big Beaver Rd
Suite 1200
Troy, MI 48084
US
Direct:
(248) 740-7100(248) 740-7100
Meet Donohoe/Litka Group
Senior Vice President, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
Phone:
(248) 740-7109(248) 740-7109
About Brian Donohoe
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are appropriate and can help meet your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that can help meet your lifestyle and legacy goals.
Education & Experience
Business Management University of Notre Dame (1997)
Certified Investment Management Analyst® (CIMA®). **Coursework at Wharton Business School, ongoing continuing education requirement.
Started career as a Financial Advisor in 1999 with Merrill Lynch.
Joined Morgan Stanley in 2014.
Education & Experience
Business Management University of Notre Dame (1997)
Certified Investment Management Analyst® (CIMA®). **Coursework at Wharton Business School, ongoing continuing education requirement.
Started career as a Financial Advisor in 1999 with Merrill Lynch.
Joined Morgan Stanley in 2014.
Securities Agent: GA, IL, OH, NY, MI, MA, WI, ME, CA, IA, TN, VA, NV, SC, OK, MO, LA, IN, DC, MN, AZ, PA, NC, KY, KS, FL, CO, WA, TX, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1441544
NMLS#: 1441544
About Carol Litka
With over 40 years of experience in the Financial Industry, I bring a strong foundation of knowledge and experience. Financial Planning is the cornerstone of my practice. Every client, regardless of net worth deserves to have a level a comfort that a financial plan can help bring their life.
Education:
BA Marygrove College, 1972
MA Michigan State University, 1976
Education:
BA Marygrove College, 1972
MA Michigan State University, 1976
Securities Agent: NY, MA, CA, WI, VA, SC, OH, MN, LA, TN, NJ, NC, GA, MI, KY, IN, IL, AZ, KS, ME, DC, CO, WA, MO, FL, TX, NV, PA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1278919
NMLS#: 1278919
Contact Brian Donohoe
Contact Carol Litka
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Donohoe/Litka Group today.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
https://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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
https://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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
