Morgan M. Shaner, CFP®
Financial Advisor
Phone:
(312) 827-6833(312) 827-6833
Elyse M. Hahner, CRPC®
Senior Vice President,
Financial Advisor,
Portfolio Manager
Direct:
(312) 419-3403(312) 419-3403
Toll-Free:
(800) 621-2842(800) 621-2842
My Mission Statement
We believe financial freedom begins with clarity and education. Our goal is to empower our clients to feel confident and in control of their financial lives through personalized guidance and support that goes beyond the numbers.
About Us
Like many people, I’ve seen how financial decisions can feel overwhelming — not because the math is hard, but because the stakes are personal. The choices you make affect your family, your freedom, and your future.
As a Senior Vice President and Financial Advisor, my strongest assets are the relationships I’ve established with my clients over the past 20 years. My team and I offer personalized and comprehensive wealth management advice and planning services. We work closely with clients to develop a personalized wealth strategy tailored to their needs. This helps ensure we have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments. Our process is designed to bring clarity and confidence: we organize the details, identify priorities, and create a plan you can actually follow, making adjustments as life evolves.
We believe great advice starts with a great relationship. we want you to feel like you can ask us anything, at any time, without judgment. Whether you’re making a major decision or just need a second opinion, our team is here to be a steady resource and advocate to help you stay grounded and moving forward.
Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.
As a Senior Vice President and Financial Advisor, my strongest assets are the relationships I’ve established with my clients over the past 20 years. My team and I offer personalized and comprehensive wealth management advice and planning services. We work closely with clients to develop a personalized wealth strategy tailored to their needs. This helps ensure we have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments. Our process is designed to bring clarity and confidence: we organize the details, identify priorities, and create a plan you can actually follow, making adjustments as life evolves.
We believe great advice starts with a great relationship. we want you to feel like you can ask us anything, at any time, without judgment. Whether you’re making a major decision or just need a second opinion, our team is here to be a steady resource and advocate to help you stay grounded and moving forward.
Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.
Services Include
- Financial PlanningFootnote1
- Divorce Financial AnalysisFootnote2
- Estate Planning StrategiesFootnote3
- Executive Financial ServicesFootnote4
- Retirement PlanningFootnote5
- Municipal BondsFootnote6
- Sustainable InvestingFootnote7
- LGBT+ Planning ServicesFootnote8
- Planning for Individuals with Special Needs
- Professional Portfolio ManagementFootnote9
- Trust AccountsFootnote10
Securities Agent: OR, GA, VI, NJ, IA, SC, NV, HI, VA, LA, AZ, WV, OH, NH, MA, KY, ID, CT, CO, WI, VT, UT, OK, WA, SD, NC, KS, DC, TX, MO, ME, FL, DE, CA, AR, AK, RI, MT, AL, WY, NY, ND, MN, MI, PR, PA, NM, NE, MS, MD, IN, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1520854
CA Insurance License #: CA Insurance License #: 0D25592
NMLS#: 1520854
CA Insurance License #: CA Insurance License #: 0D25592
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Education
- BA in Communication, Michigan State University, 1996
- MBA, University of Phoenix, 2007
- Chartered Retirement Planning Counselor, 2017
- Licenses: Series 7, 63, 65 and Life and Health Insurance
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3403(312) 419-3403
Toll-Free:
(800) 621-2842(800) 621-2842
Fax:
(312) 419-3515(312) 419-3515
Meet My Team
Calvin Browning
Registered Client Service Associate
Phone:
(312) 453-9495(312) 453-9495
Lillian Rohrbach
Registered Client Service Associate
Phone:
(312) 648-3558(312) 648-3558
Patrycja Winnicki
Registered Client Service Associate
Phone:
(312) 827-6877(312) 827-6877
About Morgan M. Shaner
Like many people, I’ve seen how financial decisions can feel overwhelming — not because the math is hard, but because the stakes are personal. The choices you make affect your family, your freedom, and your future. That’s what drew me to financial planning.
Today, as a CERTIFIED FINANCIAL PLANNER® professional, our team runs a planning-focused practice centered on helping clients define their goals and build a strategy that supports the life they want. Our process is designed to bring clarity and confidence: we organize the details, identify priorities, and create a plan you can actually follow, making adjustments as life evolves.
We believe great advice starts with a great relationship. we want you to feel like you can ask us anything, at any time, without judgment. Whether you’re making a major decision or just need a second opinion, our team is here to be a steady resource and advocate to help you stay grounded and moving forward.
Today, as a CERTIFIED FINANCIAL PLANNER® professional, our team runs a planning-focused practice centered on helping clients define their goals and build a strategy that supports the life they want. Our process is designed to bring clarity and confidence: we organize the details, identify priorities, and create a plan you can actually follow, making adjustments as life evolves.
We believe great advice starts with a great relationship. we want you to feel like you can ask us anything, at any time, without judgment. Whether you’re making a major decision or just need a second opinion, our team is here to be a steady resource and advocate to help you stay grounded and moving forward.
Securities Agent: VA, AR, MO, MI, ID, HI, CT, WA, ME, IL, FL, PR, NV, IN, AK, NH, MD, MA, LA, GA, CO, CA, TX, DE, SC, OK, NE, IA, VI, UT, NY, NJ, AL, PA, NC, KS, WI, OH, NM, MN, KY, AZ, MT; General Securities Representative; Investment Advisor Representative
About Calvin Browning
Calvin is a Registered Client Service Associate with a solid foundation in finance and a commitment to excellent client service. He earned his BA in Financial Studies from The Ohio State University in May 2017 and began his career at Morgan Stanley in 2018, working in Digital Support. He later transitioned to the Corporate Solutions team before joining Elyse’s team in February 2024.
With several years of industry experience, Calvin is driven by a passion for market dynamics and enjoys seeing how business decisions shape financial outcomes. He values the opportunity to work closely with clients, helping them feel secure and confident about their financial futures.
In his current role, he processes transfers, opens new accounts, places trades, and facilitates daily financial transactions to enhance client relationships.
Outside the office, Calvin enjoys painting, attending Cubs games, and spending time with his cat, Ensign Crusher.
With several years of industry experience, Calvin is driven by a passion for market dynamics and enjoys seeing how business decisions shape financial outcomes. He values the opportunity to work closely with clients, helping them feel secure and confident about their financial futures.
In his current role, he processes transfers, opens new accounts, places trades, and facilitates daily financial transactions to enhance client relationships.
Outside the office, Calvin enjoys painting, attending Cubs games, and spending time with his cat, Ensign Crusher.
About Lillian Rohrbach
Lillian is a Registered Client Relationship Analyst at Morgan Stanley, having joined the firm in August 2025. She earned a B.A. in Health and Society from Southern Methodist University in May 2025, with minors in Psychology and Art History. While at SMU, Lillian was an active member of Kappa Kappa Gamma and held multiple leadership roles. Originally from Lake Forest, IL, Lillian now resides in Chicago’s Wrigleyville neighborhood. Outside of work, she enjoys traveling, spending time with friends and family, and cheering on the Green Bay Packers—often in rival territory.
About Patrycja Winnicki
Patrycja is a Registered Client Relationship Analyst, joining Morgan Stanley in August 2025. She graduated from The Smeal College of Business at The Pennsylvania State University in May 2025 where she earned her B.S. in Finance alongside a minor in International Business.
During her time at Penn State, Patrycja was actively involved in the Women in Business club, her sorority, Kappa Alpha Theta, and THON. She is also fluent in Polish. In her free time, Patrycja enjoys cooking, traveling the world, exercising, as well as cheering on the Chicago and Penn State sports teams.
During her time at Penn State, Patrycja was actively involved in the Women in Business club, her sorority, Kappa Alpha Theta, and THON. She is also fluent in Polish. In her free time, Patrycja enjoys cooking, traveling the world, exercising, as well as cheering on the Chicago and Penn State sports teams.
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
Iran Conflict: Seven Takeaways for Investors
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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
Article Image
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
Article Image
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
Ready to start a conversation? Contact Elyse M. Hahner 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.
2Morgan 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.
3Morgan 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.
4Morgan 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.
5When 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.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
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 and other legal matters.
9Morgan 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.
10Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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.
5When 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.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
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 and other legal matters.
9Morgan 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.
10Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
