Goran Lazarevic
Financial Advisor
Phone:
(312) 827-6739(312) 827-6739
Goran Lazarevic
Financial Advisor
Direct:
(312) 827-6739(312) 827-6739
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I 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, I can help you to preserve and grow your wealth. You will 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.
Securities Agent: NJ, AZ, WI, MA, CT, CA, TX, NV, MI, ID, NY, IL, OK, MN, KY, KS, IN, FL, AK, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2500419
NMLS#: 2500419
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233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 827-6739(312) 827-6739
Meet My Team
Cristina Chiper
Vice President, Group Director
Phone:
(312) 443-6245(312) 443-6245
James B Johnson
Registered Associate
Phone:
(312) 443-6063(312) 443-6063
Craig Yong
Registered Associate
Phone:
(312) 827-6941(312) 827-6941
About Goran Lazarevic
Goran Lazarevic is a financial advisor who focuses on working with families and institutions. He prides himself on working with each of his clients in ways that align with their unique needs and goals. Goran maintains long-term relationships by creating financial plans tailored to each client with a focus on transparency, diversification, and tax efficiency. By leveraging the vast global capabilities of Morgan Stanley, including our Private Banking, Estate Planning, Trust Services, and Alternative Investment teams, Goran is committed to delivering best-in-class resources to his clients. Goran’s commitment to his clients is further demonstrated by having been selected as a Five Star Wealth Manager from 2019-2022.
Goran brings a high level of charisma, diligence, and character while providing the highest level of service to his clients. He is focused on building relationships founded on loyalty and trust.
After spending 8 years in Chicago’s South Loop neighborhood, Goran recently moved to Valparaiso, Indiana with his wife Paige and children Violet and George. He is an avid basketball fan who enjoys supporting the Chicago Bulls, and our course, his alma mater Indiana University.
2019- 2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Goran brings a high level of charisma, diligence, and character while providing the highest level of service to his clients. He is focused on building relationships founded on loyalty and trust.
After spending 8 years in Chicago’s South Loop neighborhood, Goran recently moved to Valparaiso, Indiana with his wife Paige and children Violet and George. He is an avid basketball fan who enjoys supporting the Chicago Bulls, and our course, his alma mater Indiana University.
2019- 2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Securities Agent: NJ, AZ, WI, MA, CT, CA, TX, NV, MI, ID, NY, IL, OK, MN, KY, KS, IN, FL, AK, MO; General Securities Representative; Investment Advisor Representative
About Cristina Chiper
Cristina Chiper serves as the Group Director on the team and draws on over 10 years of experience with Morgan Stanley. Cristina is passionate about cultivating relationships with new and existing clients by providing them with personalized service and ensuring clients understand and utilize the Morgan Stanley benefits readily available to them. Her attention to detail and deep understanding of our client objectives allows us to help deliver a truly exceptional wealth management experience.
Prior to her current role, she managed the day-to-day aspects of several high net worth teams at Morgan Stanley in Chicago, where she built a strong knowledge base assisting High Net Worth families who have complex needs and unique circumstances. She leveraged her experience to help teams of Financial Advisors manage all aspects of their client relationships. Her focus has been on the implementation of managed money, Alternative investments, marketing coordination and supervised social media outreach.
Cristina joined Morgan Stanley in 2014 and has more than eleven years of client service experience. Earlier in her career, she worked as an Operations and Associate Financial Representative at Northwestern Mutual. After college, Cristina interned at the Chicago Mercantile Exchange, where she worked on the trading floor as a clerk to a senior trader.
Cristina earned her Bachelor of Arts in business and a minor in international relations from Lake Forest College. She is fluent in Romanian and Spanish.
In her free time, you can find Cristina on the Megaformer at Studio Lagree, taking long walks along Lake Michigan, or trying to discover Chicago’s next best restaurant.
Prior to her current role, she managed the day-to-day aspects of several high net worth teams at Morgan Stanley in Chicago, where she built a strong knowledge base assisting High Net Worth families who have complex needs and unique circumstances. She leveraged her experience to help teams of Financial Advisors manage all aspects of their client relationships. Her focus has been on the implementation of managed money, Alternative investments, marketing coordination and supervised social media outreach.
Cristina joined Morgan Stanley in 2014 and has more than eleven years of client service experience. Earlier in her career, she worked as an Operations and Associate Financial Representative at Northwestern Mutual. After college, Cristina interned at the Chicago Mercantile Exchange, where she worked on the trading floor as a clerk to a senior trader.
Cristina earned her Bachelor of Arts in business and a minor in international relations from Lake Forest College. She is fluent in Romanian and Spanish.
In her free time, you can find Cristina on the Megaformer at Studio Lagree, taking long walks along Lake Michigan, or trying to discover Chicago’s next best restaurant.
Securities Agent: SC, ID, WY, VA, UT, PR, OR, MD, GA, CT, SD, NM, MS, DE, DC, AK, NE, IL, CO, WV, NC, LA, KY, IN, FL, AL, WA, PA, OK, NJ, MN, MA, CA, VI, RI, NY, NV, NH, AR, TN, ME, IA, WI, TX, MT, MI, HI, AZ, VT, OH, ND, MO, KS; General Securities Representative; Investment Advisor Representative
About James B Johnson
James Johnson joined Morgan Stanley in 2024 and serves as a Registered Associate. He prides himself on developing personal relationships with clients to understand their aspirations and tailor his service to meet their goals. He enjoys thinking about clients’ finances in the broader context of their lives, helping them to feel secure in their long-term plan.
James recently moved to Chicago from Seattle, where he graduated from the Foster School of Business at the University of Washington with a BA in Business Administration. In his free time, he enjoys skiing, travel, and finding ways to practice French.
James recently moved to Chicago from Seattle, where he graduated from the Foster School of Business at the University of Washington with a BA in Business Administration. In his free time, he enjoys skiing, travel, and finding ways to practice French.
About Craig Yong
Craig Yong joined Morgan Stanley in 2024 as a Registered Associate, leaving his previous role as a chef in a Michelin starred restaurant. Craig leverages his previous experience in client facing roles as a tech consultant and as an entrepreneur, where he managed relationships with clients, business partners, and customers.
Craig moved to Chicago from Singapore to attend the University of Illinois at Chicago, where he graduated with a BA in Economics. In his free time, Craig enjoys cooking, aquarium keeping, and Brazilian jiu jitsu.
Craig moved to Chicago from Singapore to attend the University of Illinois at Chicago, where he graduated with a BA in Economics. In his free time, Craig enjoys cooking, aquarium keeping, and Brazilian jiu jitsu.
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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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- 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
Ready to start a conversation? Contact Goran Lazarevic today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
5Morgan 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.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
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.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
5Morgan 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.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
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)
