James Moriarity
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(312) 453-9110(312) 453-9110
Morgan Stanley Private Wealth Management
Moriarity DeHond Mulka & Scherer
Direct:
(312) 453-9111(312) 453-9111
Our Mission Statement
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
Welcome
A boutique wealth management practice within a global financial leader, we serve a select clientele of ultra-high-net-worth entrepreneurs, corporate leaders, and their families and foundations, specifically those with $20 million or more in investable assets. Committed to building enduring multigenerational relationships, we provide the experienced perspective and specialized global resources necessary to help protect their assets, simplify their financial lives, and pursue their most important life goals.
Experience has taught us that affluent families like yours face complex challenges that call for customized, multi-disciplinary approaches from a well-coordinated advisory team. By staying in close contact with you and your other key advisors, we are able to tailor a process that keeps pace with your evolving needs and objectives. Our approach combines our understanding of the global financial markets with deep insight into your financial situation, resulting in a comprehensive plan to help you manage your entire personal financial life.
Among the qualities and capabilities that distinguish our practice are:
- A high degree of customization
- A focus on tax efficiency
- Inclusion in an elite network of like-minded clients
- Experience in structured product and block trades
- Extensive experience helping clients diversify large, concentrated equity positions
- Incorporation of best investment practices from foundations, endowments and academia
In 2024, the team was recognized by Forbes as one of America's Top Wealth Management Teams.
This year, the team has been recognized by Barron's as one of America's Top 250 Private Wealth Management Teams and by Forbes as a Best-In-State Wealth Management Team, ranking number two in Illinois (Chicago area).
Additionally, our partners rank among the leading advisors in the wealth management industry:
- Jim Moriarity, Forbes' Top 250 Wealth Advisors
- Brad DeHond, Forbes' Best-In-State Wealth Advisors, Barron's Top Private Wealth Advisor
- Emily Mulka, Forbes' Top Next-Gen Wealth Advisors, Top Next-Gen Wealth Advisors Best-In-State, Forbes' Top Women Wealth Advisors Best-In-State
- Bryan Scherer, Forbes' Top Next-Gen Wealth Advisors Best-In-State
Disclosures:
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
2024-2025 Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2024-2025) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2024 Forbes America's Top Wealth Management Teams Source: Forbes (Awarded Nov 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
2021-2024 Forbes America's Top Wealth Advisors Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
2021-2024 Forbes Best-In-State Wealth Advisors Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
2021-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
2024 Forbes Top Next-Gen Wealth Advisors Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
2024 Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period from 9/30/22-9/30/23
Capabilities
- Pre-Liquidity Planning
- Family Governance & Wealth Education
- 10b5-(1) Programs
- Manager Selection
- Investment Management
- Proprietary Investment Opportunities
- Philanthropy Management
- Sustainable & Responsible InvestingFootnote1
- Consolidated Reporting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Clients
Our team oversees more than $4.4 billion in assets for 62 exceptionally successful families*. We are honored that they have chosen us to help them address their personal financial challenges and are delighted to welcome them into an exclusive network of interesting and influential people.
PRIVATE COMPANY FOUNDERS
• Leading provider of online learning services
• Family owned, national trucking company
• Commercial wholesale insurance brokerage firm
• Large, family owned agricultural company
• Family owned, national trucking company
• Commercial wholesale insurance brokerage firm
• Large, family owned agricultural company
EXECUTIVES
• Fortune 500 C-suite individuals
• Professional board members
• Professional board members
FINANCE PROFESSIONALS
• Private equity general partners
• Current/retired Morgan Stanley board members
• Investment Banking executives
• Current/retired Morgan Stanley board members
• Investment Banking executives
OTHER
• >$7b captive insurance company
• Employee-owned crop insurance company
• Employee-owned crop insurance company
Relationships by Client Type*
• 41% Public Company Executives
• 29% Private Company Owners
• 19% Entrepreneurs
• 11% Other
• 29% Private Company Owners
• 19% Entrepreneurs
• 11% Other
Relationship by Industry*
• 17% Industrials
• 16% Consumer Staples
• 16% Financials
• 12% Communication Services
• 12% Healthcare
• 9% Technology
• 18% Other
*All data as of 12/31/2024
• 16% Consumer Staples
• 16% Financials
• 12% Communication Services
• 12% Healthcare
• 9% Technology
• 18% Other
*All data as of 12/31/2024
Awards & Articles
Thanks to the trust our clients have placed in our team, our partners were ranked among the industry’s leading advisors:
Forbes Top Wealth Management Teams, Private Wealth 2022-2024
Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams 2023-2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams 2024-2025
Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024-2025) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Source: barrons.com (Awarded May 2024-2025) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors 2018-2025
Jim Moriarity and Brad DeHond were named Forbes Best-In-State Wealth Advisors from 2018-2025
2018-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America’s Top Wealth Advisors 2016-2025
Jim Moriarity was named Forbes Top 250 Wealth Advisors 2016-2025
2016 - 2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2016 - 2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Barron’s Top 1200 Financial Advisors in 2009-2024
Brad DeHond was named Barron’s Top 1200 Financial Advisors in 2009-2024.
Jim Moriarity was named Barron’s Top 1200 Financial Advisors in 2020.
2009-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Jim Moriarity was named Barron’s Top 1200 Financial Advisors in 2020.
2009-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Top Women Wealth Advisors Best-In-State in 2024-2025
Emily Mulka was named Forbes Top Women Wealth Advisors Best-In-State in 2024 and 2025.
2024-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2024-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes America's Top Next Generation Wealth Advisors in 2018-2019
Emily Mulka was named Forbes America's Top Next Generation Wealth Advisors in 2018 and 2019.
2018, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2018, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes Best-In-State Next-Gen Wealth Advisors in 2019, 2022, 2024, and 2025
Emily Mulka was named a Forbes Best-In-State Next-Gen Wealth Advisor in 2019 & 2022.
Bryan Scherer was named a Forbes Best-In-State Next-Gen Wealth Advisor in 2024 & 2025.
2019, 2022, 2024, & 2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Bryan Scherer was named a Forbes Best-In-State Next-Gen Wealth Advisor in 2024 & 2025.
2019, 2022, 2024, & 2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Barron's Article: An Advisor Takes Profits as the Bull’s Charge Slows
This Barron's article spotlights James Moriarity's extensive industry experience and long-term strategies.
Read the ArticleForbes Article: Advisor Approaches Three Decades at Morgan Stanley After Taking Pay Cut to Join Advisor Ranks
James Moriarity is featured in this Forbes article, highlighting everything from his background to his investment philosophy.
Read the ArticleBarron's Article: How to Pick a Financial Advisor
Before you lock into an advisor, it pays to do a thorough check. Here's a Barron's guide to the process.
How to Pick a Financial Advisor
Morgan Stanley Video: Providing Donor-Advised Fund Solutions that Work for Your Clients
This video is a conversation with Morgan Stanley's Emily Mulka discussing the application of donor-advised funds.
Watch VideoLocation
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
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Direct:
(312) 453-9111(312) 453-9111
Meet Moriarity DeHond Mulka & Scherer
Brad DeHond
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(312) 453-9111(312) 453-9111
Phone:
(312) 453-9112(312) 453-9112
Bryan Scherer
Senior Vice President, Private Wealth Advisor
Phone:
(312) 453-9115(312) 453-9115
Jacqui Lumley
Vice President, Wealth Management Associate
Phone:
(312) 453-9114(312) 453-9114
Peggy Horan
Vice President, Wealth Management Associate
Phone:
(312) 453-9106(312) 453-9106
Chris Monahan
PWM Analyst
Phone:
(312) 453-9176(312) 453-9176
Stephan Bazianos
PWM Analyst
Phone:
(312) 453-9169(312) 453-9169
Benji Schwartz
PWM Analyst
Phone:
(312) 453-9113(312) 453-9113
Margaret Bergin
PWM Client Service Associate
Phone:
(312) 453-9116(312) 453-9116
About James Moriarity
Jim Moriarity has over 30 years of experience working with ultra high net worth families and individuals. Serving as the team’s senior relationship manager, Jim oversees the development and implementation of highly customized and fully comprehensive wealth management solutions. He has particularly extensive experience crafting tax-efficient strategies to diversify concentrated public and private equity positions, and is an invaluable resource for the team’s elite clientele of successful entrepreneurs, senior executives and their families.
Jim was named to Forbes’ inaugural America’s Top Wealth Advisors list in 2016 and again in 2017 – 2025. Jim has been featured in Barron’s Magazine in its Top 1200 Advisors Ranking for over 10 years (2009 – 2020) and was interviewed by and featured in the magazine in February 2018. He was also named to Forbes’ Best-In-State Wealth Advisors in 2018-2025.
After graduating in 1984 from the University of Notre Dame with a BBA, Jim spent nearly 10 years in the technology industry. He joined Morgan Stanley in 1992 and was named a Managing Director in 2011. Jim serves on the board of CTK Jesuit College Prep in Chicago, an intercity Cristo Rey high school.
Disclosures:
2016-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2009-2020 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Jim was named to Forbes’ inaugural America’s Top Wealth Advisors list in 2016 and again in 2017 – 2025. Jim has been featured in Barron’s Magazine in its Top 1200 Advisors Ranking for over 10 years (2009 – 2020) and was interviewed by and featured in the magazine in February 2018. He was also named to Forbes’ Best-In-State Wealth Advisors in 2018-2025.
After graduating in 1984 from the University of Notre Dame with a BBA, Jim spent nearly 10 years in the technology industry. He joined Morgan Stanley in 1992 and was named a Managing Director in 2011. Jim serves on the board of CTK Jesuit College Prep in Chicago, an intercity Cristo Rey high school.
Disclosures:
2016-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2009-2020 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: TN, UT, WY, WI, VT, VI, VA, WV, TX, SD, WA, RI, PA, KY, ME, NY, MS, NJ, NH, ND, MT, NE, NV, MN, MI, MD, MA, LA, PR, OK, SC, KS, IN, IL, OH, ID, IA, GA, DE, CT, CO, OR, CA, AZ, MO, NM, AR, NC, DC, AL, AK, HI, FL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1364403
NMLS#: 1364403
About Brad Dehond
Drawing on over 25 years of experience working with ultra-high net worth clients, Brad DeHond provides comprehensive wealth management solutions to a select clientele of highly accomplished entrepreneurs, executives and their families. Brad has extensive experience working with clients and their tax and legal advisors on strategies to address complex trust and estate issues. He also concentrates on strategic and tactical asset allocation of client portfolios.
Dedicated to building enduring multigenerational relationships, Brad has become one of the leading financial advisors in the United States. In 2025, he was named to Forbes’ Best-In-State Wealth Advisors for the eighth straight year. He was named to Barron’s Top 1200 Financial Advisors from 2015-2024.
Brad received his B.A. from the University of Notre Dame in 1997 and joined Morgan Stanley that same year. He joined Morgan Stanley Private Wealth Management to partner with Private Wealth Advisor Jim Moriarity in 2000. Brad sits on the Board of Directors of the Daniel Murphy Scholarship Fund and is an executive-in-residence for the Investment Executive Fellows Program at the University of Notre Dame Institute for Global Investing.
Disclosures:
2018-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2015-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Dedicated to building enduring multigenerational relationships, Brad has become one of the leading financial advisors in the United States. In 2025, he was named to Forbes’ Best-In-State Wealth Advisors for the eighth straight year. He was named to Barron’s Top 1200 Financial Advisors from 2015-2024.
Brad received his B.A. from the University of Notre Dame in 1997 and joined Morgan Stanley that same year. He joined Morgan Stanley Private Wealth Management to partner with Private Wealth Advisor Jim Moriarity in 2000. Brad sits on the Board of Directors of the Daniel Murphy Scholarship Fund and is an executive-in-residence for the Investment Executive Fellows Program at the University of Notre Dame Institute for Global Investing.
Disclosures:
2018-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2015-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1272806
NMLS#: 1272806
About Emily Mulka
Overseeing all operational and client service activities, Emily Mulka plays a lead role in delivering an outstanding overall experience to the team’s ultra high net worth clients. Emily is responsible for the hiring, development and management of the team’s support staff, and often works directly with clients to address more complex service issues. She also will work with the younger members of multigenerational families to create and implement investment strategies based on their specific goals.
Emily was named to Forbes Magazine's list of America's Top Next Generation Wealth Advisors in 2018 and 2019 and Forbes’ Best-In-State Next-Gen Wealth Advisors in 2019 and 2022. She was also named to the 2024 and 2025 Forbes’ Top Women Wealth Advisors Best-In-State lists. Emily joined Morgan Stanley and the team over 15 years ago after graduating from the University of Notre Dame with a BBA. She earned her MBA in 2012 through a full, merit-based fellowship from The Stephen M. Ross School of Business at the University of Michigan.
Disclosures:
2018-2019, 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2024-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Emily was named to Forbes Magazine's list of America's Top Next Generation Wealth Advisors in 2018 and 2019 and Forbes’ Best-In-State Next-Gen Wealth Advisors in 2019 and 2022. She was also named to the 2024 and 2025 Forbes’ Top Women Wealth Advisors Best-In-State lists. Emily joined Morgan Stanley and the team over 15 years ago after graduating from the University of Notre Dame with a BBA. She earned her MBA in 2012 through a full, merit-based fellowship from The Stephen M. Ross School of Business at the University of Michigan.
Disclosures:
2018-2019, 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2024-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1275668
NMLS#: 1275668
About Bryan Scherer
Drawing on over a decade of investment banking and private wealth management experience, Bryan Scherer crafts comprehensive wealth planning solutions to address the complex needs of successful entrepreneurs, executives and their families. Bryan’s primary focus is on creating and implementing customized investment strategies and conducting thorough reviews of clients’ portfolios. He also has extensive experience with 10b5-1 plans and other concentrated stock strategies, alternative investments and lending solutions.
Prior to his current role, Bryan spent three years as an Associate in Credit Suisse’s investment banking division in New York City where he covered financial institutions and participated in several prominent transactions including Charles Schwab’s $26 billion acquisition of TD Ameritrade and Social Capital Hedosophia Holdings Corp. V’s $8.7 billion merger with SoFi. Prior to Credit Suisse, Bryan worked as an Analyst alongside Jim Moriarity, Brad DeHond and Emily Mulka in Morgan Stanley PWM for nearly six years. Bryan received his BBA from the University of Notre Dame in 2012 and his MBA from the University of Chicago Booth School of Business in 2018.
Prior to his current role, Bryan spent three years as an Associate in Credit Suisse’s investment banking division in New York City where he covered financial institutions and participated in several prominent transactions including Charles Schwab’s $26 billion acquisition of TD Ameritrade and Social Capital Hedosophia Holdings Corp. V’s $8.7 billion merger with SoFi. Prior to Credit Suisse, Bryan worked as an Analyst alongside Jim Moriarity, Brad DeHond and Emily Mulka in Morgan Stanley PWM for nearly six years. Bryan received his BBA from the University of Notre Dame in 2012 and his MBA from the University of Chicago Booth School of Business in 2018.
Securities Agent: MS, TX, PR, OR, OK, SC, RI, WV, WY, NJ, NY, HI, WA, NM, NV, WI, OH, VA, VT, SD, TN, PA, UT, VI, NE, ID, IA, NH, NC, MT, ND, ME, MN, MI, MD, MA, LA, MO, KY, KS, IN, IL, FL, GA, CT, AL, AZ, AR, CO, AK, DE, DC, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2143975
NMLS#: 2143975
About Jacqui Lumley
Jacqui Lumley's primary focus is on streamlining the team's business operations to better serve our clients. She helps manage the daily operational and administrative functions of our business. She works closely with her colleague, Peggy Horan, on client-service requests and various special projects.
Jacqui received her BA from Purdue University in 2011. She joined Morgan Stanley in 2013. Outside of work, Jacqui is involved with the Chicago Public Library Foundation.
Jacqui received her BA from Purdue University in 2011. She joined Morgan Stanley in 2013. Outside of work, Jacqui is involved with the Chicago Public Library Foundation.
About Peggy Horan
Peggy specializes in providing customized, high-touch service to our clients. She helps manage the daily operational and administrative functions of our business. She works closely with her colleague, Jacqui Lumley, on client-service requests and various special projects.
Peggy graduated from the University of Notre Dame and joined Morgan Stanley in 2024 after over 20 years at Merrill Lynch. Peggy lives on the north side of Chicago with her husband and three children. When not in the office, she enjoys volunteering at school.
Peggy graduated from the University of Notre Dame and joined Morgan Stanley in 2024 after over 20 years at Merrill Lynch. Peggy lives on the north side of Chicago with her husband and three children. When not in the office, she enjoys volunteering at school.
About Chris Monahan
Chris supports clients of the team by performing analytical functions related to portfolio allocations, portfolio reporting, investment manager research, and other bespoke analyses. He also serves as a liaison with specialists in Morgan Stanley’s capital markets and alternative investments groups.
Chris received his BS in Finance from Fordham University in 2020 and joined Morgan Stanley in 2022. Prior to joining Morgan Stanley, Chris was an analyst with JPMorgan Asset Management, and previously interned in Wealth Management for both Morgan Stanley and Merrill Lynch.
Chris received his BS in Finance from Fordham University in 2020 and joined Morgan Stanley in 2022. Prior to joining Morgan Stanley, Chris was an analyst with JPMorgan Asset Management, and previously interned in Wealth Management for both Morgan Stanley and Merrill Lynch.
About Stephan Bazianos
Stephan supports clients of the team by performing analytical functions related to portfolio allocations, portfolio reporting, investment manager research, and other bespoke analyses. He also serves as a liaison with specialists in Morgan Stanley’s capital markets and alternative investments groups.
Stephan received his BA in Economics from University of Illinois in 2020 and joined Morgan Stanley in 2025. Prior to joining Morgan Stanley, Stephan was an associate with Bernstein Private Wealth Management and a Trader for Gelber Group.
Stephan received his BA in Economics from University of Illinois in 2020 and joined Morgan Stanley in 2025. Prior to joining Morgan Stanley, Stephan was an associate with Bernstein Private Wealth Management and a Trader for Gelber Group.
About Benji Schwartz
Benji supports clients of the team by performing analytical functions related to portfolio allocations, portfolio reporting, investment manager research, and other bespoke analyses. He also serves as a liaison with specialists in Morgan Stanley’s capital markets and alternative investments groups.
Benji received his BS in Finance from Indiana University in 2023 and joined Morgan Stanley in 2025. Prior to joining Morgan Stanley, Benji was an associate with Bernstein Private Wealth Management.
Benji received his BS in Finance from Indiana University in 2023 and joined Morgan Stanley in 2025. Prior to joining Morgan Stanley, Benji was an associate with Bernstein Private Wealth Management.
About Margaret Bergin
Margaret helps manage the daily operational and administrative functions of the business. She works closely with her colleagues, Jacqui Lumley and Peggy Horan, on client-service requests and various special projects.
Margaret graduated from New York University, and earned her masters degree from the University of Illinois at Chicago. Before joining Morgan Stanley in 2024, Margaret spent 15 years teaching at the middle and high school levels. Margaret lives on the south side of Chicago and enjoys spending time with her husband and three children.
Margaret graduated from New York University, and earned her masters degree from the University of Illinois at Chicago. Before joining Morgan Stanley in 2024, Margaret spent 15 years teaching at the middle and high school levels. Margaret lives on the south side of Chicago and enjoys spending time with her husband and three children.
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1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
