Reena Shimkus
Client Relationship Analyst
Phone:
(312) 419-3370(312) 419-3370
Gordon G. Mark
Senior Vice President,
Wealth Advisor
Direct:
(312) 827-6656(312) 827-6656
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
My goal is to understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
A life of experience and hard work shape my expertise.
Years Registered: 27
Years At Morgan Stanley*: 27
A life of experience and hard work shape my expertise.
Years Registered: 27
Years At Morgan Stanley*: 27
Securities Agent: MI, CA, IL, IN, MD, KY, MA, CT, AZ, ME, IA, GA, NC, VA, WA, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282520
NMLS#: 1282520
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working Together
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
-Develop a thorough understanding of your financial goals and objectives
-Review and analyze your current financial situation
-Identify and tailor solutions that can help you meet your individual needs
-Implement your customized strategy, including personalized services and benefits
-Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
-Personal
-Highly individualized and committed to helping you achieve financial success
-Flexible
-Responsive to changes in your life and in your priorities over time
-Comprehensive
-Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
-Develop a thorough understanding of your financial goals and objectives
-Review and analyze your current financial situation
-Identify and tailor solutions that can help you meet your individual needs
-Implement your customized strategy, including personalized services and benefits
-Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
-Personal
-Highly individualized and committed to helping you achieve financial success
-Flexible
-Responsive to changes in your life and in your priorities over time
-Comprehensive
-Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Financial Solutions
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
Financial Planning and Financial Goal Analysis
Retirement Planning
Education Planning
Estate Planning
Personal Trust
Life Insurance
Long Term Care Insurance
Financial Planning and Financial Goal Analysis
Retirement Planning
Education Planning
Estate Planning
Personal Trust
Life Insurance
Long Term Care Insurance
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
Equities
Fixed Income
Exchange Traded Funds (ETFs)
Mutual Funds
Closed-End Funds
Unit Investment Trusts
IRAs
529 Plans
Annuities
Credit and Lending Services
Cash Management Services
Business Cash Management Services
Structured Investments
Managed Futures (for qualified investors)
Hedge Funds (for qualified investors)
Real Estate / Real Assets (for qualified investors)
Private Equity (for qualified investors)
Equities
Fixed Income
Exchange Traded Funds (ETFs)
Mutual Funds
Closed-End Funds
Unit Investment Trusts
IRAs
529 Plans
Annuities
Credit and Lending Services
Cash Management Services
Business Cash Management Services
Structured Investments
Managed Futures (for qualified investors)
Hedge Funds (for qualified investors)
Real Estate / Real Assets (for qualified investors)
Private Equity (for qualified investors)
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
Separately Managed Account Programs
Unified Managed Account Program
Mutual Fund Advisory Program
Financial Advisor-Directed Programs
Separately Managed Account Programs
Unified Managed Account Program
Mutual Fund Advisory Program
Financial Advisor-Directed Programs
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
Traditional, Roth, Inherited IRAs
IRA Rollovers
Roth Conversions
Annuities
Traditional, Roth, Inherited IRAs
IRA Rollovers
Roth Conversions
Annuities
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
401(k) Plans
SEP, SIMPLE and SAR-SEP Plans
Business Cash Management and Lending
401(k) Plans
SEP, SIMPLE and SAR-SEP Plans
Business Cash Management and Lending
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 827-6656(312) 827-6656
Meet My Team
About Reena Shimkus
Reena joined Morgan Stanley in 2016 as a Client Service Associate. She has over 30 years of financial services experience, including 18 years working in operations. Reena lends her expertise in all aspects of our services, including various business transactions and account maintenance. Providing the best client experience is Reena’s number one goal! Reena grew up on the Southwest side of Chicago, the daughter of diehard Chicago Bears fans. She still resides near the neighborhood where she grew up, now with her family, including her 2 beautiful boys, Logan and Quentin. In her spare time, Reena loves spending time with her boys, volunteering, cooking, reading and watching her beloved Bears.
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
Rational Investing in an Age of Uncertainty
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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
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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
Ready to start a conversation? Contact Gordon G. Mark today.
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
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)
