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 highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Services Include
Securities Agent: WA, TN, PA, AZ, SC, IL, IA, OK, IN, FL, ID, CA, WI, VA, OH, KY, NC, MI, NE, AL, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2450725
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Learn More: Events & Expert Insights

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On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read "On the Markets"
GIC Weekly
The Global Investment Committee's, Lisa Shalett, headlines this weekly look at markets, asset class performance and fixed income.
Read the "GIC weekly"
Thoughts on the Market Podcast
Short, thoughtful takes on recent events in the markets, every weekday from a variety of perspectives within Morgan Stanley.
Thoughts on the Market Podcast
Invested at Work Podcast
Listen in to “Invested at Work”, our new podcast tackling the complex world of workplace financial benefits to help companies empower their employees.
This is Invested at Work. Listen in.

Creating a Strong Financial Foundation

Building wealth starts with understanding the financial decisions that shape your future. Our Building Wealth resources are designed to help the next generation develop financial confidence through educational insights, investing fundamentals, market perspectives, and planing strategies tailored to life's evolving milestones. With access to Morgan Stanley's tools, articles, and guidance, we aim to help individuals and families create a strong foundation for long term financial success.
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    Financial Literacy
    Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. It's never too early to start improving financial literacy in your family.
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    Thoughts on the Market Podcast
    Listen in as Morgan Stanley colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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    The Basics of Credit
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    Investing 101: A Beginner's Guide
    Understanding the fundamentals of investing can help you make sense of the risks and opportunities that come with it. This can, in turn, help you make more informed—and more confident—decisions about your portfolio.
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    Investing 2.0: Beyond the Basics
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    Wealth Management Virtual Events
    Get insights from Morgan Stanley's thought leaders, industry trailblazers, and influential voices on what's shaping the markets and economy today.
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    What Should I Do With My Money? Podcast
    Managing our money is one of the most important aspects of our lives, and yet, many people don’t have someone they can depend on for help when they need it.
    On this award-winning podcast, we match real people, asking real questions about their money, with experienced Financial Advisors. From prenups to passing a legacy to their children, from affording a dream home to literally wanting to save the planet, our guests discuss what matters the most to them and you get answers to some of the questions you might have yourself.
    Learn More

Customized Strategies for Life, Wealth, and Legacy

Our personalized solutions approach begins with understanding your goals, priorities, and financial needs. Through a holistic wealth management strategy, we help align your investments, retirement planning, risk management, and long term objectives with the life you want to build. By leveraging the tools, resources, and capabilities available through Morgan Stanley, we create personalized strategies designed to adapt alongside every stage of life.
    Goals Planning System
    Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
    Goals-Based Planning
    LifeView Intelligent Planning
    LifeView is a suite of planning tools that includes goal-specific analysis that I can use with my clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
    LifeView Sample Plan
    Portfolio Risk Platform
    Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
    Portfolio Risk Platform
    CashPlus: A Modern Alternative to Banking
    With a CashPlus brokerage account, you can manage your cash and get more value, more protection, and a seamless digital experience. Click the link below to learn more.
    CashPlus: Cash Managment Account
    Lending and Cash Management
    We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
    Cash Management and Lending Solutions
    Separately Managed Accounts
    A selection of professionally managed portfolios to align with your goals and risk tolerance, with access to institutional pricing and zero fee index SMAs.
    Alternative Investments
    Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
    Alternative Investments

Client Service Team

    Duane Luke - Client Relationship Analyst
    Phone:
    (847) 382-3906(847) 382-3906
    Email:Duane.Luke@morganstanley.com

Location

760 W Main St
Suite 200
Barrington, IL 60010
US
Direct:
(847) 842-1553(847) 842-1553
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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Leeda Dublo today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2When 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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3Morgan 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.

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4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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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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 and other legal matters.

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7Investors 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.

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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
CRC 4665150 (8/2025)