Our Team at Morgan Stanley Midwest Market

About Angelo J. Provenza

Angelo Provenza is an Executive Director and Market Executive for the Midwest Market; he is an industry veteran with over 22 years of experience. Angelo’s career in wealth management began in 1998 as a Financial Advisor with PaineWebber in Houston, TX. He spent seven years as a financial advisor before moving into various Sales Management roles culminating in a Regional Sales role in Chicago. In 2007, Angelo assumed leadership of his first branch for UBS in the Milwaukee suburbs.

Angelo joined Morgan Stanley Smith Barney in 2011 where he had ultimate responsibility for two branches in the western and northern suburbs of Milwaukee. These two offices had over 60 FAs with a combined revenue over $55M. In July of 2020, Angelo was given the opportunity to return to the state of his Alma Mater and lead the Iowa/Nebraska Complex.

Growing up outside of Denver, CO. in the suburb of Aurora, Angelo matriculated at Iowa State University where he attended on a football scholarship. He received his B.S. from Iowa State and went on to acquire his MBA from the University of Notre Dame. He now resides in Clive with his wife, Lendie and their five children, Michael, Tony, Sophia, Anna, and Mia. In his free time Angelo has a passion for the outdoors, especially hunting and golf, and also enjoys reading American history.

About Jon Brinckerhoff

Jon Brinckerhoff is the Associate Market Manager for the Midwest Market. Jon works with financial advisors to support the growth of their businesses, while assisting the Complex Manager with the day-to-day operations of the business. Prior to his current position, Jon held the Business Development Manager title for Morgan Stanley in Denver, CO.

Jon earned his BS in Accounting from the University of Denver. He brings 15 years of financial services experience to the position and has spent the last 7 years with Morgan Stanley. Jon currently resides in Des Moines, IA and enjoys golfing, skiing, travelling, and spending time with friends and family.
Securities Agent: AZ, CA, FL, IA, IL, MI, NE, OR, WY; BM/Supervisor; General Securities Representative; Managed Futures

About Tiffany Frye

Tiffany began her career in the financial industry at Morgan Stanley in Chicago as a Regional Marketing Associate with the Investment Management group. She held that position for eight years before leaving to stay home with her children. She is currently back at Morgan Stanley and holds the position of Iowa/Nebraska Complex Administrator.

Tiffany received her Bachelor of Arts degree from the University of Iowa. She resides in Clive, Iowa with her husband and five children.

About Margie Risley

I joined Morgan Stanley in April 2021, as a Business Service Officer. I have been a Complex MBSO since September of 2021. I started my career in Financial Services as an intern in college. After graduating I became a Sales Assistant, which is the role that I became registered in. I have served as a Branch Operations Manager, Auditor, Risk Analyst and Supervision Director through the twenty years of my career. I currently hold the Series 7, 66, 9, 10 & 24.

I live in St. Louis with my significant other, Mike, and our two dogs. In my free time, I enjoy spending time with my family and finding new hobbies. I recently took up scuba diving, including a certification as a mine diver.

About Anna Steele

Anna Steele began her career in the financial industry in 1999 as a client service associate with the Lincoln Nebraska Smith Barney office. Over the years she has served as a Consulting Group Analyst, Branch Administrator, Complex Risk Officer and was promoted to her current role, First Vice President Senior Complex Risk Officer, in May 2013.

Anna earned a BA in Psychology from Marian University as well as her master’s degree in legal studies from the University of Nebraska Law School.
Securities Agent: AZ, FL, IA, IL, NE, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Eric Townsend

Eric Townsend is the Lead Private Banker serving Morgan Stanley's Wealth Management offices in Iowa and Nebraska. Eric began his career in financial services in 1992, and joined Morgan Stanley in 2017. His professional experience includes more than 25 years as both a Financial Advisor and Private Banker. Eric received a Bachelor of Science in Economics and Finance from the University of Texas at Dallas.

Morgan Stanley Private Bank N.A.
NMLS #1112130

About Greg Cole

Greg Cole is a Private Banker serving Morgan Stanley Wealth Management branches in the Mid America Market. Greg began his career in financial services in 1999. Prior to joining Morgan Stanley in 2011, Greg was a Regional Banking Consultant for the St.

Louis Market and Greater Missouri Complex at Wells Fargo Advisors. Greg has also worked as an Area Manager with JP Morgan Chase and was a Senior Mortgage Consultant in the Smith Barney division at CitiMortgage. Greg graduated from Rockhurst University with a Bachelor of Arts in Psychology. He and his family currently reside in O’Fallon, Missouri.

About EJ Lillwitz

EJ Lillwitz, First Vice President, joined Morgan Stanley in 2014 as a Risk Officer. Having started her career as a Receptionist with a competitor firm in 2006, she has held various roles in the industry on her path to her current position. EJ attended the University of Iowa obtaining a BA in Anthropology, Certificate in American Indian Native Studies and a Spanish Minor. EJ’s background allows her to approach her current role as Risk Officer, from a unique perspective.

EJ lives in Polk City with her husband, their 2 children and 2 dogs. The Lillwitz family stays busy with kid’s activities including football and softball, but can most often be found at an ice rink watching or participating in a hockey game.

Interested in a Career at Morgan Stanley?

Financial Advisors

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Branch Address

14805 N Outer Forty Rd
Ste 200
Chesterfield, MO 63017
US
Branch:
(636) 733-7600(636) 733-7600
Toll-Free:
(800) 966-4407(800) 966-4407
Fax:
(636) 733-7660(636) 733-7660

Branch Manager

Emily Kanefield
Phone:
(636) 733-7602(636) 733-7602

Branch Address

4300 East 53rd St
Ste 300
Davenport, IA 52807
US
Branch:
(563) 344-4300(563) 344-4300
Toll-Free:
(800) 553-1871(800) 553-1871
Fax:
(563) 344-4356(563) 344-4356

Branch Manager

Amy Beauchamp
Phone:
(563) 344-4395(563) 344-4395

Branch Address

7733 Forsyth Blvd
Ste 2100
Clayton, MO 63105
US
Branch:
(314) 863-2000(314) 863-2000
Fax:
(314) 854-5606(314) 854-5606

Branch Manager

Jay Allison
Phone:
(314) 889-9801(314) 889-9801

Details

Located on the 20th and 21st Floor of the Pierre Laclede Center. Receptionist is on the 21st Floor. Parking is available in the building and will be validated.

Branch Address

7733 Forsyth Blvd
Ste 2100
Clayton, MO 63105
US
Branch:
(314) 863-2000(314) 863-2000
Toll-Free:
(800) 392-0430(800) 392-0430
Fax:
(314) 854-5606(314) 854-5606

Branch Manager

Jay Allison
Phone:
(314) 889-9801(314) 889-9801

Branch Address

1248 O Street
Ste 1100
Lincoln, NE 68508
US
Branch:
(402) 474-2400(402) 474-2400
Toll-Free:
(800) 323-2777(800) 323-2777
Fax:
(402) 474-0384(402) 474-0384

Branch Manager

Forrest P. Anderson
Phone:
(402) 479-1221(402) 479-1221

Branch Address

6181 Bennett Dr
Ste 200
Edwardsville, IL 62025
US
Branch:
(618) 659-5800(618) 659-5800
Toll-Free:
(800) 556-3606(800) 556-3606

Branch Manager

Todd Thrasher
Phone:
(618) 659-5770(618) 659-5770

Branch Address

600 3rd Ave. SE
Suite 100
Cedar Rapids, IA 52401
US
Branch:
(319) 743-6060(319) 743-6060
Toll-Free:
(866) 342-6704(866) 342-6704
Fax:
(319) 743-1162(319) 743-1162

Branch Manager

Angelo J. Provenza
Phone:
(515) 224-5511(515) 224-5511

Details

Deliver All Correspondence, Checks & Securities
To: 4300 E. 53rd St, Suite 300
Davenport, IA 52807

Branch Address

1080 Jordan Creek Pkwy
Ste 400N
West Des Moines, IA 50266
US
Branch:
(515) 288-6555(515) 288-6555
Fax:
(515) 398-0023(515) 398-0023

Branch Manager

Angelo J. Provenza
Phone:
(515) 224-5511(515) 224-5511

Branch Address

13625 California St
Ste 400
Omaha, NE 68154
US
Branch:
(402) 397-0900(402) 397-0900
Toll-Free:
(800) 228-3309(800) 228-3309
Fax:
(402) 399-6336(402) 399-6336

Branch Manager

Steven Hendrickson
Phone:
(402) 399-6304(402) 399-6304

W. Des Moines Branch

Find a Financial Advisor

Branch Address

1080 Jordan Creek Pkwy
Ste 400N
West Des Moines, IA 50266
US
Branch:
(515) 288-6555(515) 288-6555
Toll-Free:
(800) 488-0411(800) 488-0411
Fax:
(515) 398-0023(515) 398-0023

Branch Manager

Angelo J. Provenza
Phone:
(515) 224-5511(515) 224-5511

Branch Address

6181 Bennett Dr
Ste 200
Edwardsville, IL 62025
US
Branch:
(618) 659-5800(618) 659-5800
Toll-Free:
(800) 999-9580(800) 999-9580

Branch Manager

Todd Thrasher
Phone:
(618) 659-5770(618) 659-5770

Details

Location Details - We are located in the Peabody Plaza building, between Kiener Plaza and the City Garden. You access our parking garage on the west side of the building, off of 8th Street.

Branch Address

1080 Jordan Creek Pkwy
Ste 400N
West Des Moines, IA 50266
US
Branch:
(515) 288-6555(515) 288-6555
Toll-Free:
(800) 388-6555(800) 388-6555
Fax:
(515) 398-0023(515) 398-0023

Branch Manager

Angelo J. Provenza
Phone:
(515) 224-5511(515) 224-5511
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.

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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.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.

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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.

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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, charitable giving, philanthropic planning and other legal matters.

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9Tax 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.

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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

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11Morgan 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

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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