Chad Kasprzak
Executive Director, Branch Manager
Phone:
(616) 771-6046(616) 771-6046
Morgan Stanley
Grand Rapids Branch Office
You define success, we help you achieve it
5122 Cascade Road SE 1st
Fl
Grand Rapids, MI 49546
US
Branch:
(616) 771-6000(616) 771-6000
Toll-Free:
(800) 378-2217(800) 378-2217
Branch Manager
Chad KasprzakPhone:
(616) 771-6046(616) 771-6046
About Morgan Stanley Grand Rapids Branch
The Grand Rapids Branch of Morgan Stanley is a group of seasoned professionals who are committed to building and managing wealth for successful individuals, families and institutions. We’re the wealth manager of choice for a vast array of unique businesses, Fortune 500 companies, major corporations and nationally recognized endowments.
What sets us apart is the quality of our Financial Advisors. It’s a collection of caring professionals who are highly-credentialed, long-tenured, and deeply passionate about their clients’ success. Our leadership team is devoted to helping remove obstacles that can prevent Financial Advisors from doing their best work on behalf of their clients.
One of Morgan Stanley’s core values is giving back. That rings especially true of our branch where helping our community is more than an obligation—it’s a privilege. We’re closely tied to several local charities, including:
• Mary Free Bed Rehabilitation Hospital
• Feeding America West Michigan
• Grand Rapids Veterans Home
• Wishbone Pet Rescue Alliance
• Covenant House Michigan
• Multiple Sclerosis Society
• North End Supper House
Everything about the Grand Rapids branch was designed to inspire clients to feel more confident about their future. From our newly renovated offices to our team of seasoned professionals, we are the destination of choice for successful individuals, families and businesses.
We recently joined the GR Chamber of Commerce as a member, please view additional information here: https://web.grandrapids.org/Financial-Investment-Services/Morgan-Stanley-8171
What sets us apart is the quality of our Financial Advisors. It’s a collection of caring professionals who are highly-credentialed, long-tenured, and deeply passionate about their clients’ success. Our leadership team is devoted to helping remove obstacles that can prevent Financial Advisors from doing their best work on behalf of their clients.
One of Morgan Stanley’s core values is giving back. That rings especially true of our branch where helping our community is more than an obligation—it’s a privilege. We’re closely tied to several local charities, including:
• Mary Free Bed Rehabilitation Hospital
• Feeding America West Michigan
• Grand Rapids Veterans Home
• Wishbone Pet Rescue Alliance
• Covenant House Michigan
• Multiple Sclerosis Society
• North End Supper House
Everything about the Grand Rapids branch was designed to inspire clients to feel more confident about their future. From our newly renovated offices to our team of seasoned professionals, we are the destination of choice for successful individuals, families and businesses.
We recently joined the GR Chamber of Commerce as a member, please view additional information here: https://web.grandrapids.org/Financial-Investment-Services/Morgan-Stanley-8171
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Legacy PlanningFootnote6
- Succession PlanningFootnote7
- Next Generation EducationFootnote8
- Lending SolutionsFootnote9
- Cash Management SolutionsFootnote10
Our Team at Morgan Stanley Grand Rapids Branch
Ariana Kwekel
Branch Administrator
Phone:
(616) 771-6030(616) 771-6030
Emily Eichenberg
Vice President, Business Service Officer
Phone:
(616) 771-6011(616) 771-6011
Amy Hartman
Vice President, Service Manager
Phone:
(616) 771-6055(616) 771-6055
Tara Farkas
First Vice President, Risk Officer
Phone:
(616) 242-5465(616) 242-5465
About Chad Kasprzak
Chad Kasprzak is an Executive Director at Morgan Stanley and the Branch Manager of the Grand Rapids office. Under Chad’s leadership, his branch has become the wealth manager of choice for a vast array of successful families, unique businesses, Fortune 500 companies, major corporations and nationally recognized endowments.
Chad joined Morgan Stanley in 2008. He has served in a variety of positions across Morgan Stanley, which gives him a unique insight into what the firm can do for clients and his team. Some of these roles include being the Branch Manager of the Farmington Hills Offices and managing the North Shore Office in Long Island. Chad has also been the Director of Business Development for the Northwest Division, the Director Sales for New York City, and Branch Manager of Morgan Stanley’s High Net Worth Office.
Chad graduated from Ohio University with a Bachelor of Science degree and studied advanced economics at Hong Kong University. Chad is a family man. Together with his wife Alisa, they enjoy spending time with their son and daughter, including playing with their two Mini Australian Labradoodles. Chad has run 20 marathons (and counting) and successfully completed several triathlons. His other interests include classic cars, sailing and powerboating. Chad believes strongly in giving back to his community and is a board member at the Central Park Chapel in Holland, Michigan. He is also a sustaining member at the Economic Club of Grand Rapids.
Chad joined Morgan Stanley in 2008. He has served in a variety of positions across Morgan Stanley, which gives him a unique insight into what the firm can do for clients and his team. Some of these roles include being the Branch Manager of the Farmington Hills Offices and managing the North Shore Office in Long Island. Chad has also been the Director of Business Development for the Northwest Division, the Director Sales for New York City, and Branch Manager of Morgan Stanley’s High Net Worth Office.
Chad graduated from Ohio University with a Bachelor of Science degree and studied advanced economics at Hong Kong University. Chad is a family man. Together with his wife Alisa, they enjoy spending time with their son and daughter, including playing with their two Mini Australian Labradoodles. Chad has run 20 marathons (and counting) and successfully completed several triathlons. His other interests include classic cars, sailing and powerboating. Chad believes strongly in giving back to his community and is a board member at the Central Park Chapel in Holland, Michigan. He is also a sustaining member at the Economic Club of Grand Rapids.
About Ariana Kwekel
Ariana Kwekel is the Branch Administrator for the Grand Rapids office at Morgan Stanley. She plays the crucial role of supporting the Branch Manager, Financial Advisors, and branch employees and assisting them with the tools they need to better serve their clients. Ariana’s responsibilities range from property management, HR support, recruiting, IT/tech requests, branch and firm initiatives, and wholesaler management. She is also instrumental in the success of the branch’s various client events.
Ariana has a passion for working with clients and delivering the full Morgan Stanley experience to them. Her unique experience in the digital world enables Ariana to help clients understand their options and opportunities. In addition, she actively partners with her team to create process efficiencies and streamline the overall workload.
Ariana graduated from Grand Valley State University with a B.A. is Advertising & Public Relations. She and her husband are proud Michiganders. Together they love raising their two young children. As a family, they enjoy snowboarding in the winter, boat rides in the summer and heading up North for a bonfire year round.
Ariana has a passion for working with clients and delivering the full Morgan Stanley experience to them. Her unique experience in the digital world enables Ariana to help clients understand their options and opportunities. In addition, she actively partners with her team to create process efficiencies and streamline the overall workload.
Ariana graduated from Grand Valley State University with a B.A. is Advertising & Public Relations. She and her husband are proud Michiganders. Together they love raising their two young children. As a family, they enjoy snowboarding in the winter, boat rides in the summer and heading up North for a bonfire year round.
About Emily Eichenberg
Emily Eichenberg is the Business Service Officer for the Greater Michigan Market of Morgan Stanley. Emily is responsible for overseeing the Support Professionals in the Grand Rapids and Muskegon offices and working with Financial Advisors and their teams on development and implementation of their service delivery models. Her goal is to deliver world-class customer service to clients by providing coaching and developmental training for her team.
Emily joined Morgan Stanley in 2010 as a Senior Registered Support Professional. She quickly rose through the ranks thanks to her belief in being proactive and going the extra mile on behalf of her clients. Emily provides clients and staff with a deep knowledge of Morgan Stanley’s capabilities as a firm, with products and programs that are beneficial to clients in all areas of their financial needs.
While in college, Emily interned as a brokerage department assistant for two years at Commonwealth Financial Services in Waltham, Massachusetts. She went on to graduate from Bentley University with a BS in Finance. Emily is a fan of live music, concerts, and festivals with country music being her favorite genre. She also enjoys traveling and visiting family in Tennessee and Florida. Emily has made Grand Rapids her home and West Michigan her favorite place in the worlds to be.
Emily joined Morgan Stanley in 2010 as a Senior Registered Support Professional. She quickly rose through the ranks thanks to her belief in being proactive and going the extra mile on behalf of her clients. Emily provides clients and staff with a deep knowledge of Morgan Stanley’s capabilities as a firm, with products and programs that are beneficial to clients in all areas of their financial needs.
While in college, Emily interned as a brokerage department assistant for two years at Commonwealth Financial Services in Waltham, Massachusetts. She went on to graduate from Bentley University with a BS in Finance. Emily is a fan of live music, concerts, and festivals with country music being her favorite genre. She also enjoys traveling and visiting family in Tennessee and Florida. Emily has made Grand Rapids her home and West Michigan her favorite place in the worlds to be.
About Amy Hartman
Amy is the Service Manager for Morgan Stanley’s Greater Michigan Market. She oversees the operational aspects for all 10 branches and leads a team of two Registered Service Associates and one Associate Service Manager. As a problem-solver, Amy keeps everything running smoothly in a fast-paced environment.
Amy began her career at Morgan Stanley in 2006 as a Service Associate. She advanced into management thanks to her strong work ethic, personable communication skills and pursuit to grow within the industry, including obtaining her licenses for S7, S66, and S9/S10. Amy also likes to support a variety of charities in the area.
Amy and her husband Mike have a teenaged daughter, Ava. They enjoy spending time together as a family, which includes their cats, Marcie and Emma. In her spare time, Amy loves camping, boating and bike riding.
Amy began her career at Morgan Stanley in 2006 as a Service Associate. She advanced into management thanks to her strong work ethic, personable communication skills and pursuit to grow within the industry, including obtaining her licenses for S7, S66, and S9/S10. Amy also likes to support a variety of charities in the area.
Amy and her husband Mike have a teenaged daughter, Ava. They enjoy spending time together as a family, which includes their cats, Marcie and Emma. In her spare time, Amy loves camping, boating and bike riding.
About Tara Farkas
Tara Farkas is a Risk Officer for the Greater Michigan Market at Morgan Stanley. She is responsible for mitigating risk for clients, Financial Advisors, and the firm along with a wide variety of risk and supervisory functions. Tara currently holds the Series 7, 63, 66, 3, 31, 9 and 10 licenses.
Since beginning her financial services career in 1996, Tara has held a succession of positions with Morgan Stanley and its predecessors including Operations Associate, Registered Associate and Assistant Operations Manager.
Tara currently lives in Wyoming, MI with her husband Dan and their two cats, Hobbes and Sif. They enjoy cycling, camping, fishing, traveling, and spending time outdoors with family and friends.
Since beginning her financial services career in 1996, Tara has held a succession of positions with Morgan Stanley and its predecessors including Operations Associate, Registered Associate and Assistant Operations Manager.
Tara currently lives in Wyoming, MI with her husband Dan and their two cats, Hobbes and Sif. They enjoy cycling, camping, fishing, traveling, and spending time outdoors with family and friends.
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Branch Address
5122 Cascade Road SE 1st
Fl
Grand Rapids, MI 49546
US
Branch:
(616) 771-6000(616) 771-6000
Toll-Free:
(800) 378-2217(800) 378-2217
Fax:
(616) 384-4818(616) 384-4818
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.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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.
7Morgan 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.
8Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Morgan 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
10Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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.
7Morgan 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.
8Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Morgan 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
10Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024