What makes Us Unique

We start by determining our clients’ short and long-term goals, then develop a comprehensive wealth management plan designed to provide solutions to achieve their objectives. Finally, we meet with their clients on a regular basis to review progress toward their goals and make necessary adjustments.

We believe our biggest motivating factor for our work is the warm personal relationships we strive to maintain with the individuals and families we serve. We take pride and joy in developing financial life plans for our clients. We genuinely feel we provide a value-added service to our clients in their pursuit of financial freedom. Although money is not the most important aspect of our clients’ lives, we want to ensure that clients worry less than they otherwise would about outliving their nest egg.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Qualified Retirement Plans3
  • Wealth Management4
  • 401(k) Rollovers
  • UGMA/UTMA5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

227 West Monroe St
Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3600(312) 648-3600
Toll-Free:
(800) 621-5231(800) 621-5231

Meet Monroe Street Group

About Me

Phone (312) 648-3422
Toll-free (800) 621-5231 ext. 3422
Fax (312) 648-3344 
thomas.s.sharp@morganstanley.com

Tom joined Morgan Stanley's predecessor firm, Shearson American Express, in 1983. He has been an active investor since 1978, having graduated from Purdue University that year. His primary role in the Monroe Street Group at Morgan Stanley is creating and managing equity solutions for their client's needs, using a disciplined approach to investing in growth companies.

Tom grew up in Kettering, OH, received his BS in Industrial Management from Purdue, worked in public and private accounting and auditing as a Certified Public Accountant before entering the financial services business. Tom and his wife Nancy, are empty-nesters and live in Wilmette, IL. Tom enjoys golf, singing in his church choir, and actively serves on the board of Midwest Young Artists.
Securities Agent: TX, IL, WY, WI, WA, VA, UT, TN, SC, OK, OH, NY, NM, NJ, NC, MO, MN, MI, MD, MA, KY, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1273115

About Me

Phone (312) 648-3495 
Toll-free (800) 621-5231 ext. 3495
Fax (312) 648-3344 
louis.m.brown.ii@morganstanley.com

Louis has been in the financial services industry since 2001, joining Morgan Stanley in 2010. Prior to joining Morgan Stanley, Louis worked at Bear, Stears & CO. as a fixed income specialist and in 2004 joined Smith Barney.

Louis focuses his talents on serving the needs of high net worth clients, institutions, and cash management strategies. He is committed to providing high levels of service and building long term relationships.

Louis grew up in Northfield, IL and attended Wittenberg University in Springfield, OH where he received his Bachelor of Arts degree. Louis lives in Glenview, IL with his wife Alicia and their four children Louis, Henry, Albert, and Marit.
Securities Agent: TX, IL, WY, WI, WA, VA, UT, TN, SC, OK, OH, NY, NM, NJ, NC, MO, MN, MI, MD, MA, KY, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1278801

About Me

A consummate client services professional since 2011, Jessica began her career with JP Morgan Chase prior to joining Morgan Stanley in 2016. Her duties include coordinating and managing daily and ad hoc administrative and operational tasks for the Monroe Street Group. She is responsible for all day to day client service issues and she prides herself on delivering an exceptional client experience. Jessica currently holds her Series 7, 63 and 66 licenses.

A Michigan native, Jessica received her degree in Finance from Wayne State University. She lives with her husband, Dan and their son Levi, in Park Ridge, IL. Jessica enjoys spending her free time traveling, cooking, baking and photography.
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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact Monroe Street Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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.

3Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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.

5Morgan 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.


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