Jordan Hoerter
Private Banker
Douglas P. Fitzgerald, CFP®
Vice President,
Financial Advisor
Direct:
(708) 226-5405(708) 226-5405
Toll-Free:
(800) 323-1340(800) 323-1340
My Mission Statement
Our team combines youth with experience, advanced certifications with world-class technologies, and a relentless commitment not just to your future-but to your children and grandchildren's future, too.
My Story and Services
Doug is a CERTIFIED FINANCIAL PLANNER™ professional and more recently joined The Modern Perspective Group at Morgan Stanley. For more than 20 years, Doug has been providing highly customized advice, investment solutions and financial planning services to financially successful individuals, accomplished professionals, retirees and business owners. Doug delivers objective advice through exceptional “high touch” client service to the individuals and families he proudly serves. He focuses on developing financial strategies for his clients that are well suited to meeting their specific wealth management needs, whether they are planning for retirement or college education, buying a new home, managing debt or insuring their family legacy. His clients appreciate his approachable style for helping them make well-informed decisions and maintaining the discipline necessary to navigate the most challenging of markets. He takes pride in helping them oversee and manage their finances, so they can take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them.
Doug earned his B.S. degree in Engineering and M.B.A. degree with a concentration in Finance and Accounting from Cornell University. As an NROTC program graduate, he served in the U.S. Navy on active duty for four years as the navigator on a destroyer. Doug’s military experience had a profound impact on his life, teaching him many life lessons as a young man. He developed strong values of duty, honor and integrity.
After graduate school, Doug began a 20-year long successful civilian career. He worked for a number of companies, large and small, public and private, across a broad range of industries. He held a number of key leadership roles in finance, operations and sales management, and traveled extensively all over the globe. During that time, Doug began building and managing his own investment portfolio, an avocation he thoroughly enjoyed and one, as it turned out, he was quite successful at doing. In 2002, Doug joined Morgan Stanley and began sharing his knowledge and experience with his own clients as they plan for their financial futures.
Originally from the San Francisco Bay area, Doug now lives in Frankfort, IL. Upon leaving active duty in 1978, he maintained his affiliation with the Navy as an active member of the Naval Reserve for over 20 years, retiring as a Navy Captain in 1999. Today, Doug is involved with his alma mater as a member of the Cornell Club of Chicago and the Johnson School (Business) Club of Chicago. Doug serves as president of the Board of Directors of his homeowner's association. In addition, he is a member of the Association of Professional Investment Consultants at Morgan Stanley. In his leisure time, he enjoys playing golf, collecting and tasting wine, and traveling.
Doug earned his B.S. degree in Engineering and M.B.A. degree with a concentration in Finance and Accounting from Cornell University. As an NROTC program graduate, he served in the U.S. Navy on active duty for four years as the navigator on a destroyer. Doug’s military experience had a profound impact on his life, teaching him many life lessons as a young man. He developed strong values of duty, honor and integrity.
After graduate school, Doug began a 20-year long successful civilian career. He worked for a number of companies, large and small, public and private, across a broad range of industries. He held a number of key leadership roles in finance, operations and sales management, and traveled extensively all over the globe. During that time, Doug began building and managing his own investment portfolio, an avocation he thoroughly enjoyed and one, as it turned out, he was quite successful at doing. In 2002, Doug joined Morgan Stanley and began sharing his knowledge and experience with his own clients as they plan for their financial futures.
Originally from the San Francisco Bay area, Doug now lives in Frankfort, IL. Upon leaving active duty in 1978, he maintained his affiliation with the Navy as an active member of the Naval Reserve for over 20 years, retiring as a Navy Captain in 1999. Today, Doug is involved with his alma mater as a member of the Cornell Club of Chicago and the Johnson School (Business) Club of Chicago. Doug serves as president of the Board of Directors of his homeowner's association. In addition, he is a member of the Association of Professional Investment Consultants at Morgan Stanley. In his leisure time, he enjoys playing golf, collecting and tasting wine, and traveling.
Securities Agent: SC, MD, IL, WI, WA, TN, PA, KS, KY, IA, GA, FL, MO, CO, VT, MN, TX, OR, OH, NY, NC, MI, NE, CA, NJ, AZ, NV, LA, ID, OK, MA, IN, CT, AK, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272838
CA Insurance License #: #0F61522
NMLS#: 1272838
CA Insurance License #: #0F61522
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Value That Drives Us
Trust. Honesty. Respect. Integrity. Commitment. These five values are the foundation of our team. We strive to embody them in everything we do. Our clients know that, and it’s the reason so many of them have been working with us for decades.
Leaving Your Mark
From creating a “nest egg” for loved ones, to advancing the
efforts of a favorite charitable organization – our clients all want to leave their mark. That’s why we:
• Start to have legacy conversations early on in our relationship so that we can account for your estate plan, charitable giving strategies, etc.
• Coordinate with your network of accountants, attorneys, and other advisors to help provide key investment perspective in the times you need it most
• Meet with your loved ones to help them develop healthy
long-term financial habits
Click on the link to learn more about The Modern Perspective Groupefforts of a favorite charitable organization – our clients all want to leave their mark. That’s why we:
• Start to have legacy conversations early on in our relationship so that we can account for your estate plan, charitable giving strategies, etc.
• Coordinate with your network of accountants, attorneys, and other advisors to help provide key investment perspective in the times you need it most
• Meet with your loved ones to help them develop healthy
long-term financial habits
Client Service Team
Belinda Y. Castellanos - Portfolio Associate
Phone:
(708) 226-5451(708) 226-5451
Email:Belinda.Castellanos@morganstanley.com
Belinda provides high level administrative focus and exceptional service to clients. She works with the team to deliver and manage our wealth management process, creates tailored investment proposals and wealth management reports for our clients. Belinda has dedicated over twenty years to providing outstanding service to clients and continues to build professional relationships.
Belinda currently resides in the south suburbs of Chicago along with her three children. She loves to cook and spend time with family and friends.
Belinda currently resides in the south suburbs of Chicago along with her three children. She loves to cook and spend time with family and friends.
CA Insurance License #: 4222320
Laura Cardinal - Senior Registered Client Service Associate
Phone:
(847) 291-5631(847) 291-5631
Email:laura.cardinal@morganstanley.com
Laura Cardinal is a Senior Registered Client Service Associate with the Modern Perspective Group at Morgan Stanley. She brings over 30 years of experience to the table and is always looking for ways to expand her knowledge base in order to help clients with their financial needs. She joined Morgan Stanley with Steven Howard in 2022 and assists clients with all things administrative including account opening, maintenance and all around problem solving.
Laura resides in the suburbs of Chicago with her husband and Shih Tzu, Vita. She has two grown sons and in her free time she volunteers at her church, loves to cook, swim, read books and spend as much time as possible with dog, Vita. She is an avid sports fan, with the Chicago Bulls at the top of her list.
Laura resides in the suburbs of Chicago with her husband and Shih Tzu, Vita. She has two grown sons and in her free time she volunteers at her church, loves to cook, swim, read books and spend as much time as possible with dog, Vita. She is an avid sports fan, with the Chicago Bulls at the top of her list.
CA Insurance License #: 4296715
Location
15341 S. 94th Ave
Ste 200
Orland Park, IL 60462
US
Direct:
(708) 226-5405(708) 226-5405
Toll-Free:
(800) 323-1340(800) 323-1340
Fax:
(708) 226-5444(708) 226-5444
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Amy Gross, CFP®
Financial Planning Director, Vice President
About Jordan Hoerter
Jordan Hoerter is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
NMLS#: 1445073
About Amy Gross
Amy Gross is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Chicago suburbs. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Amy began her career in financial services in 2009 and joined Morgan Stanley in 2021. Prior to her current position, she worked at Merrill Lynch and Credit Suisse as a Senior Registered Associate working with high-net-worth clients on an individual basis and making sure all their financial and operational needs were met.
Amy graduated from Illinois State University and holds her Certified Financial Planner® designation. Amy lives in Brookfield, IL with her husband Garrett, daughter Felicity and son Emmett. Outside of work, Amy enjoys both going to and volunteering at Brookfield Zoo and is a Chicago Zoological Association Associate Board Member. Outside of work she enjoys reading, traveling and exploring new places whenever she can.
Amy began her career in financial services in 2009 and joined Morgan Stanley in 2021. Prior to her current position, she worked at Merrill Lynch and Credit Suisse as a Senior Registered Associate working with high-net-worth clients on an individual basis and making sure all their financial and operational needs were met.
Amy graduated from Illinois State University and holds her Certified Financial Planner® designation. Amy lives in Brookfield, IL with her husband Garrett, daughter Felicity and son Emmett. Outside of work, Amy enjoys both going to and volunteering at Brookfield Zoo and is a Chicago Zoological Association Associate Board Member. Outside of work she enjoys reading, traveling and exploring new places whenever she can.
Wealth Management
Global Investment Office
Portfolio Insights
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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 Douglas P. Fitzgerald today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
