The Karasik Cohen Group works with clients to answer some of life_x0012_s most challenging questions:

• Am I saving enough for retirement?

• Have I fully optimized my portfolio?

• Is my investment plan consistent with my short and long-term goals?

• Am I properly protected in case of a family emergency?

• What will my legacy look like?

• Is my success as important to my advisor as it is to me?

These are difficult questions. However, our initial visit is designed to help uncover the answers through relaxed conversation. This enjoyable dialogue enables us to create our complementary second opinion, a checkup of one's financial wellness. By adding value through honesty and transparency, we aim to provide our clients with the highest level of proactive financial service.

Whether you’re curious about a first IRA or diversifying with alternative investments, Morgan Stanley’s world-class financial tools can illuminate your personal finish line, and our team will go above and beyond every day to help you cross it.
Services Include
  • Asset Management1
  • Financial Planning2
  • Cash Management3
  • Lending Products
  • Retirement Planning4
  • 401(k) Rollovers
  • 529 Plans5
  • Annuities6
  • Long Term Care Insurance7
  • Alternative Investments8
  • Certificates of Deposit9
  • Estate Planning Strategies10
  • Philanthropic Services
  • Trust Accounts11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

WM Formula

      Location

      2700 Patriot Blvd
      Suite 150
      Glenview, IL 60026
      US
      Direct:
      (847) 441-3678(847) 441-3678
      Toll-Free:
      (800) 269-9505(800) 269-9505

      Meet Karasik Cohen Group

      About Me

      With a career in financial advising beginning in 1994, Julia joined Morgan Stanley in 1998 and quickly became one of the firm's elite advisors.

      Julia is a firm believer in continually expanding her knowledge base to ensure she provides the highest level of service on an ongoing basis. Her designations include:

      -CERTIFIED FINANCIAL PLANNER (CFP®) - recognizing a consultative approach to wealth management, earned at Northwestern University
      -Certified Investment Management Analyst (CIMA®) - indicating holistic understanding within all areas of investing, earned at Wharton School of Business at the University of Pennsylvania
      -Family Wealth Director - exclusive and rigorous accreditation held by less than 3% of Morgan Stanley’s more than 15,000 advisors focused on comprehensive skills important to ultra-high net worth individuals
      -Alternative Investments Director - one of the firm's leaders in the Alternative Investment asset class space
      -Master’s Club Member - an elite group within Morgan Stanley composed of the firm's top advisors - the appointment recognizes Julia’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to her clients

      Fluent in Russian, Julia is a board member of the Russian Jewish Division of the Jewish United Fund (JUF). She holds bachelors and masters degrees in civil engineering and resides in Northbrook, Illinois with her husband and two daughters. An avid skier, most of Julia’s winter weekends are spent as a ski instructor while her warm weather passions include tennis, biking, running and traveling with her family.
      Securities Agent: IL, WI, TX, PR, OR, NY, MI, MA, IN, HI, FL, CA, AZ; Managed Futures; General Securities Representative; General Securities Principal; Investment Advisor Representative
      NMLS#: 1293917
      CA Insurance License #: 0D86368

      About Me

      With comprehensive professional experience in corporate strategic planning, suitability determination, and relationship management, Will is passionate about client satisfaction. His relational nature coupled with knowledge of evaluating and positioning the financial markets puts Will in position to provide immediate value for his clients. Upon graduating from the University of Iowa with degrees in Marketing, Entrepreneurship and Sociology, he went on to assist in the launch and successful growth of multiple start-up corporations before joining the Karasik Cohen Group at Morgan Stanley.

      As a positive, personable, problem solver, Will focuses on working with each level of multi-generational families around financial education, investment strategy and long-term financial plans. He hold Series 7, 63, and 66 licenses as well as Life and Health Insurance licenses.

      Will serves as an active member on the junior board of directors for the Presence Health System in Chicago. A devoted husband and partner to his wife Victoria, Will is also a golfer, hiker and an avid runner, having completed eight half-marathons and the Chicago Marathon in 2014.
      Securities Agent: IL, WI, WA, TX, PA, OR, NY, MI, MA, IN, FL, CA, AZ; General Securities Representative; Investment Advisor Representative

      About Me

      With over 30 years of financial industry experience as a Registered Associate, Maureen brings a wealth of knowledge and experience to the team in the areas of client service, operations, sales and trading. Above all else, she prioritizes client satisfaction, priding herself on going the extra mile every day and upholding the standard of excellence which clients of The Karasik Cohen Group have come to know.

      Maureen joined Morgan Stanley in 2017. She received her B.A. in Business Administration from Loyola University of Chicago. She holds Series 7, 63 and 66 licenses, and serves as a financial services resource for the team’s clients and family office.  In her free time, Maureen is an avid reader and enjoys many pursuits including history, the arts, music, interior design, and spending time with family and friends. 
      From Our Team

      Morgan Stanley Book PROOF 090617


      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Learn more about Your Financial World. On the Go.
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      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Karasik Cohen Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      2Morgan 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.

      3Morgan 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

      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.

      5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      8Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      9CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      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.

      11Morgan 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.

      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 suitable 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”) 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.


      CRC 2019752 10/2018