Phone:
(217) 547-2907(217) 547-2907
Mid Illinois Group at Morgan Stanley
Direct:
(217) 547-2900(217) 547-2900
Toll-Free:
(800) 535-2870(800) 535-2870
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Our Story and Services
As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley in the Central Illinois Community
The Mid Illinois Group at Morgan Stanley is proud to sponsor and support local charities and organizations that help promote central Illinois.
Location
3201 West White Oaks Dr
Ste 201
Springfield, IL 62704
US
Direct:
(217) 547-2900(217) 547-2900
Toll-Free:
(800) 535-2870(800) 535-2870
Meet Mid Illinois Group
Phone:
(217) 547-2937(217) 547-2937
Associate Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Branch Manager
Phone:
(217) 547-2911(217) 547-2911
Nancy Klay
Portfolio Associate
Phone:
(217) 547-2900(217) 547-2900
About Chad Golembeck
Chad Golembeck is a Vice President and Senior Portfolio Manager with the Mid Illinois Group at Morgan Stanley. As a member of the team, Chad assists clients in developing and maintaining an investment strategy that is appropriately aligned with their financial goals and risk tolerance. As Senior Portfolio Manager, Chad is responsible for the investment management within the team’s Discretionary Portfolios through the Portfolio Management Platform.
Chad graduated from Illinois Wesleyan, earning a BA in Business Administration. Upon graduating, he joined Morgan Stanley, where he has been employed since 2004
Chad graduated from Illinois Wesleyan, earning a BA in Business Administration. Upon graduating, he joined Morgan Stanley, where he has been employed since 2004
Securities Agent: VA, FL, CO, SD, SC, IN, AZ, TN, KY, MT, DC, WA, NM, MD, MA, GA, WI, PA, NC, IL, CA, MO, MI, OK, NY, MS, TX, OH, NJ, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1492053
NMLS#: 1492053
About Kip Leverton
Kip Leverton has been with Morgan Stanley since 2007 when he joined the Mid Illinois Group at Morgan Stanley. He focuses on analyzing life events to better serve their clients. He is a Certified Financial Planner™ and Chartered Retirement Plan SpecialistSM, and these designations assist Kip, and the Group, to better serve their clients by thinking dynamically and creating unique plans for their clients.
Before joining Morgan Stanley, Kip was a president of Leverton Consulting and a Financial Analyst at Horace Mann. Kip attended Illinois State University where he received a degree in Accounting. He is a member of the Rotary West Club of Springfield. Kip is married and resides in the Springfield area, where he enjoys outdoor activities and spending time with his friends and family.
Before joining Morgan Stanley, Kip was a president of Leverton Consulting and a Financial Analyst at Horace Mann. Kip attended Illinois State University where he received a degree in Accounting. He is a member of the Rotary West Club of Springfield. Kip is married and resides in the Springfield area, where he enjoys outdoor activities and spending time with his friends and family.
Securities Agent: AL, MO, MN, SC, WV, PA, NJ, NE, DC, OK, OH, MI, MD, KY, IL, FL, CO, WI, VA, TN, GA, TX, SD, NY, NM, CA, AZ, NC, MT, WA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1517444
NMLS#: 1517444
About Michael Witsman
Michael Witsman, CFP®, ChFC® is a Financial Advisor with the Mid Illinois Group at Morgan Stanley. Michael works to plan and address the financial needs of clients.
Michael graduated in 2013 from Benedictine University at Springfield with a Bachelor Degree in Economics. Michael also earned his Chartered Financial Consultant designation in 2018 from The American College of Financial Services as well as his Certified Financial Planning designation in 2021. Michael also sits on the board of the American Business Club of Springfield and serves on the Executive Committee as the Secretary to the board. Michael also sits on the Capital Area Sports Commission board and works with community leaders to help bring local sporting events to the Springfield Illinois area.
Michael has worked in Financial Services/Investment Management since graduating in 2013 and joined the Mid Illinois Group at Morgan Stanley in 2018.
NMLS # 1828659
CA Insurance Lic. #0M11871
Michael graduated in 2013 from Benedictine University at Springfield with a Bachelor Degree in Economics. Michael also earned his Chartered Financial Consultant designation in 2018 from The American College of Financial Services as well as his Certified Financial Planning designation in 2021. Michael also sits on the board of the American Business Club of Springfield and serves on the Executive Committee as the Secretary to the board. Michael also sits on the Capital Area Sports Commission board and works with community leaders to help bring local sporting events to the Springfield Illinois area.
Michael has worked in Financial Services/Investment Management since graduating in 2013 and joined the Mid Illinois Group at Morgan Stanley in 2018.
NMLS # 1828659
CA Insurance Lic. #0M11871
Securities Agent: IA, HI, DE, CT, AL, AK, WY, WV, VT, VI, UT, TN, RI, PR, PA, NV, NM, NH, ND, MT, MS, ME, WA, SC, WI, VA, TX, SD, OR, OK, OH, NY, NJ, NE, NC, MN, MI, MD, KY, IN, IL, GA, FL, DC, CO, CA, AZ, AR, MO, MA, LA, KS, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1828659
NMLS#: 1828659
Contact Chad Golembeck
Contact Kip Leverton
Contact Michael Witsman
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Kimberly Guidone
Private Banker
About Kimberly Guidone
Kimberly is a Private Banker serving Morgan Stanley Wealth Management offices in Indiana.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial.
Kimberly is a graduate of Wright State University where she received a Bachelor of Arts degree in Psychology. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial.
Kimberly is a graduate of Wright State University where she received a Bachelor of Arts degree in Psychology. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.
NMLS#: 619678
Wealth Management
From Our Team
How to Handle Volatility
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Mid Illinois Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
