Linda Suraci, CFP®, CRPC®
Financial Advisor,
First Vice President, Wealth Management
Direct:
(312) 648-3371(312) 648-3371
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Linda brings a wealth of experience as a financial advisor, 18 years in total and 15 at Morgan Stanley. She spends time with each client and their families to develop custom strategies designed to meet their financial goals.
She earned her B.S. in Journalism and Communications from the University of Florida. After entering the professional world, she found her true passion working with clients on their financial pursuits, which led her to earn her CFP® designation from Northwestern University.
Linda was born in New York and raised in South Florida, has lived in Europe and speaks German.
She earned her B.S. in Journalism and Communications from the University of Florida. After entering the professional world, she found her true passion working with clients on their financial pursuits, which led her to earn her CFP® designation from Northwestern University.
Linda was born in New York and raised in South Florida, has lived in Europe and speaks German.
Securities Agent: CO, TX, PA, OH, KY, IA, AR, AK, ID, FL, WI, UT, SC, RI, NE, DC, NJ, MN, MD, IN, TN, NV, MA, CA, MI, MO, GA, VA, NY, NC, IL, AZ, DE, WA, SD, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1443251
NMLS#: 1443251
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Craig Yong, Cash Engagement Specialist - Business Development Associate
Phone:
(312) 827-6941(312) 827-6941
Email:craig.yong@morganstanley.com
Craig Yong joined Morgan Stanley in 2024 as a Client Service Associate, leaving his previous role as a chef in a Michelin starred restaurant. Craig now serves as a Business Development Associate, where he leverages his previous experience in client facing roles as a tech consultant and as an entrepreneur in managing and fostering relationships with clients, business partners, and customers.
Craig moved to Chicago from Singapore to attend the University of Illinois at Chicago, where he graduated with a BA in Economics. In his free time, Craig is still an avid chef and baker, he also enjoys fly fishing, painting, and voracious reading.
*This role cannot solicit or provide investment advice.
Craig moved to Chicago from Singapore to attend the University of Illinois at Chicago, where he graduated with a BA in Economics. In his free time, Craig is still an avid chef and baker, he also enjoys fly fishing, painting, and voracious reading.
*This role cannot solicit or provide investment advice.
James B Johnson - Registered Associate
Phone:
(312) 443-6063(312) 443-6063
Email:james.b.johnson@morganstanley.com
James Johnson joined Morgan Stanley in 2024 and serves as a Registered Associate. He prides himself on developing personal relationships with clients to understand their aspirations and tailor his service to meet their goals. He enjoys thinking about clients’ finances in the broader context of their lives, helping them to feel secure in their long-term plan.
James recently moved to Chicago from Seattle, where he graduated from the Foster School of Business at the University of Washington with a BA in Business Administration. In his free time, he enjoys skiing, travel, and finding ways to practice his French.
James recently moved to Chicago from Seattle, where he graduated from the Foster School of Business at the University of Washington with a BA in Business Administration. In his free time, he enjoys skiing, travel, and finding ways to practice his French.
David McColl - Registered Client Relationship Analyst
Phone:
(312) 827-6994(312) 827-6994
Email:david.mccoll@morganstanley.com
David McColl joined Morgan Stanley in 2025 and serves as a Registered Client Relationship Analyst. He is passionate about forming and developing client relationships in order to understand their goals to personalize his service to best meet their needs. David is dedicated to helping clients navigate their financial journeys with clarity, trust, and strategic insight.
David recently moved back to Chicago after graduating from the University of Dayton with a BA in Finance. In his free time, David enjoys running on Chicago’s lake front, traveling to new places, rooting for Chicago’s sports teams, and playing tennis or golf with his friends and family.
David recently moved back to Chicago after graduating from the University of Dayton with a BA in Finance. In his free time, David enjoys running on Chicago’s lake front, traveling to new places, rooting for Chicago’s sports teams, and playing tennis or golf with his friends and family.
Claudia Herman - Registered Client Relationship Analyst
Phone:
(312) 827-6937(312) 827-6937
Email:Claudia.Herman@morganstanley.com
Claudia Herman joined Morgan Stanley in 2026 and serves as a Client Relationship Analyst. She values building meaningful client relationships and providing thoughtful, personalized support to help clients feel confident in their long-term financial plans. She brings prior client-facing experience as a Consulting Analyst Intern at an independent registered investment advisor and as a Legal Assistant.
Claudia graduated from the University of Texas at Austin with a Bachelors in Economics and is originally from Chicago. Outside of work, she enjoys marathon running, volunteering at dog shelters, exploring new cities, and trying new restaurants.
Claudia graduated from the University of Texas at Austin with a Bachelors in Economics and is originally from Chicago. Outside of work, she enjoys marathon running, volunteering at dog shelters, exploring new cities, and trying new restaurants.
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 648-3371(312) 648-3371
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
Iran Conflict: Seven Takeaways for Investors
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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 Linda Suraci today.
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.
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
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)
