About Us

“The foundation of One Point Wealth Management Group is the culmination of careers dedicated to the financial wellbeing of our clients. We utilize every resource available to us, from both our firm’s extensive platform to our outside relationships. Our team strives to make all of our clients part of our family. Our service and advice platform truly separates us as one of the preeminent advisory teams in the industry.”

At One Point Wealth Management, our team members come from different backgrounds with different areas of focus. Our team and colleagues have extensive experience in financial planning, wealth preservation, asset allocation, equities, fixed income, alternative investments, retirement, estate planning strategies, as well as Corporate and Institutional services. We bring together all these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords.

We take the time to complete a discovery process with all of our clients that is dedicated to thoroughly understanding our clients’ needs, finances, long and short-term objectives, and appetite for risk. This information, when combined with our modern wealth management tools, provides a cornerstone for a highly customized financial plan. Our goals are to both simplify your life and increase the odds of financial success.
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Morgan Stanley Client Experience

Valuable Tools and Information

Financial education helps our clients better understand our investment strategy and discipline. This results in effective long-term actions. Therefore, we are committed to supplying you with important information about managing your wealth in today's global markets. Feel free to click through the following resources we curated that are relevant to our clients.

    Family Office Resources

    Most successful famillies create lasting legacies across multiple generations. Morgan Stanley Family Office Resources (FOR) is built to help clients define a guiding vision, translate that vision into effective strategies and implement those strategies by calling on the work of experts.

    Learn more about Family Office Resources
    Philanthropy

    Charitable giving is among the highest of human aspirations, woven into the fabric of organizations, countries and societes around the world. While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.

    Learn more about Donor Advised Funds
    Art Resources Team

    The Morgan Stanley Art Resources Team (ART) aims to help clients address their unique challenges of art as an asset. the team has put together a newsletter, with the ultimate goal of keeping readers up to date on the link between art and the markets.

    Click here to access the newsletter
    6 Ways to Discover Opportunities in Alternative Strategies

    In today's environment, where past-cycle playbooks may prove ineffective, alternative investments may serve a key role in your portfollio.

    Here are 6 themes to consider regarding alternative investments
    You Work Hard, Make Your 401(k) Plan Work Harder

    It's important to determine how much money you may need to save for a comfortable retirement.

    Here are three 401(k) retirement strategies to consider
    Preparing for the Transaction of a Lifetime

    Selling a business should be the reward for years of entrepreneurial savvy and hard work.

    Here's how to make the process go smoothly
    529 Plans at Morgan Stanley

    Morgan Stanley offers a variety of 529 plan options to help you save for college and other education expenses, while taking advantage of tax and estate planning benefits.

    Learn more about Morgan Stanley 529 Plans
    How Affluent Families Can Plan for Hidden Risks

    Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to closing these gaps.

    Learn how affluent families can plan for hidden risks

Our Suite of Digital Tools

Digital technology is focused on how people communicate, consume, transact, and travel. Our comprehensive suite of digital tools are designed to help every aspect of your financial situation. Here are a few of the technologies we offer our clients.

    Morgan Stanley Online

    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

    Morgan Stanley Online
    Total Wealth View

    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.

    Learn More About Total Wealth View
    Portfolio Risk Platform

    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.

    Learn More about the Portfolio Risk Platform
    MS Reserved

    Reserved Living & Giving is a tiered complimentary loyalty program that awards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

    Learn More about MS Reserved
    Digital Vault

    Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.

    Log into Digital Vault
    Goals Planning System

    A holistic Goals Planning System approach can tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies. Once goals are assessed, various investment proposals are considered to help clients get on track in accordance to their risk tolerance. The new tools will link to the latest asset allocation models, research, and ideas and facilitate us in providing advice where it's needed.

    Learn More about the Goals Planning System
    Online Security Center

    Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the Web.

    Learn More about the Online Security Center
    eDelivery

    eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.

    eDelivery

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 648-3600(312) 648-3600

Meet One Point Wealth Management Group

Photo of Andrew D Griffo

Andrew D Griffo

Managing Director, Family Wealth Director, Global Sports and Entertainment Director, NFLPA Registered Institutional Player Financial Advisor, Corporate Client Group Director, Senior Portfolio Management Director
Phone:
(312) 648-3512(312) 648-3512
Photo of Roger Curylo

Roger Curylo

First Vice President, Financial Advisor
Phone:
(312) 648-3477(312) 648-3477
Photo of John Boles

John Boles

Financial Advisor
Phone:
(312) 648-3382(312) 648-3382
Photo of Teresa M. Sulo-Murphy

Teresa M. Sulo-Murphy

Vice President, Business Development Director
Phone:
(312) 648-3438(312) 648-3438
Photo of Susan P. Roach

Susan P. Roach

Wealth Management Associate
Phone:
(312) 648-3406(312) 648-3406
Photo of Angela D. Jackson

Angela D. Jackson

Assistant Vice President, Group Director
Phone:
(312) 648-3043(312) 648-3043
Photo of Brendan D. Guernsey

Brendan D. Guernsey

Wealth Management Associate
Phone:
(312) 648-3073(312) 648-3073
Photo of Tracy O. Polselli

Tracy O. Polselli

Vice President, Consulting Group Analyst
Phone:
(312) 648-3347(312) 648-3347
Photo of Chris Walsh

Chris Walsh

Registered Associate
Phone:
(312) 648-3905(312) 648-3905
Photo of Basia Sawicka

Basia Sawicka

Registered Associate
Phone:
(312) 648-3590(312) 648-3590
Photo of Nicholas Paradise

Nicholas Paradise

Service Associate
Phone:
(312) 648-4505(312) 648-4505
Photo of Anne Flores

Anne Flores

Registered Client Service Associate
Phone:
(312) 443-6219(312) 443-6219

About Andrew D Griffo

Andrew entered the investment business in 1985 and has spent his entire investment career with Morgan Stanley and its predecessor firms. He was named Managing Director and has earned the titles of Senior Family Wealth Director, Corporate Client Group Director, Senior Institutional Consultant and Director of Global Sports and Entertainment. He has served on several Morgan Stanley committees and councils. His outside business affiliations include the National Association of Stock Plan Professionals, the Investment Management Consultants Association and the Association of Professional Investment Consultants.

Andrew is a graduate of Fairleigh Dickinson University with a B.S. degree in business and finance. He and his team focus on five areas of business, Family Wealth Planning and Portfolio Management, (including Entertainers and Athletes), Corporate Equity Plans( including Stock Option, Restricted Stock, Performance plans and Employee stock Purchase Plans), Institutional Fiduciary Consulting for ERISA plans ( including defined Contribution , Defined Benefit and VEBA Plans), Non-Qualified Deferred Compensation Plans and Financial Wellness Solutions (Corporate Sponsored Financial Planning Programs for Employees and Executives).

He has been recognized as one of the nations’ top advisors, being named to the Barron’s and Forbes’ lists of top advisors while being recognized for Chairman’s club at the firm. Andrew is a sports enthusiast and enjoys golf, tennis, and spending time with his wife and family.

Series 3, 7, 63, 65, Insurance in FL, IL, IN, NY, OH, TX, VA
Association Professional Investment Consultants
Investment Management Consultant Association
National Association Stock Plan Professionals

2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.

2025 Barron's Top 1,200 Financial Advisors: State-by-State.
Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.

2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.

2017, 2019-2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2017-2024. Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2018-2020) Data compiled by the Financial Times based on 12-month period concluding in June of the year prior to the issuance of the award.

2010-2024 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 2010-2024. 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, PA, MT, MA, ME, MI, IL, RI, VT, WA, SC, DE, VI, PR, UT, IN, VA, NH, NM, WV, ID, TN, KS, WI, NY, WY, NE, NV, FL, OK, MS, TX, ND, NC, SD, CO, AZ, OH, AL, MD, AR, NJ, DC, MO, IA, GA, CA, CT, LA, HI, MN, KY, OR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285362

About Marty Maugh

Marty Maugh is a Senior Vice President of Wealth Management at Morgan Stanley. As a member of One Point Wealth Management, Marty manages a practice that focuses on providing comprehensive financial planning and investment management services to small to mid sized institutions, wealthy families and individuals. With clients throughout the country, Marty uses the many resources offered through Morgan Stanley to bring high level financial solutions to her client base.

Marty has over 25 years of experience in the financial industry. Prior to joining Morgan Stanley and its predecessor firms, she worked at Bank of America/Banc of America Securities and UBS where her responsibilities included a specialized focus on providing capital to hedge funds and alternative investment companies. In addition, her experiences have included advising wealthy families and institutions on risk management strategies for large concentrated stock positions as well as structuring credit facilities for small to middle market businesses.

Marty received her MBA from the Kellogg Graduate School of Management at Northwestern University and her Certified Financial Planning license from the College for Financial Planning in Denver. She earned her undergraduate BBA degree from the University of Michigan.

Marty has been active in University of Michigan’s Letterwinners M Club where she served as President in 2009. Marty was previously elected to the Board of Trustees of Greenhills School in Ann Arbor, Michigan as well as The Rotary One Foundation’s Board of Trustees in Chicago, Illinois. Finally, Marty has been a long time member of the Junior League of Chicago, a volunteer organization focused on community projects in Chicago neighborhoods.

In her free time, Marty is an avid golfer and enjoys spending time with her family at Walloon Lake in Michigan.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Securities Agent: SD, VA, WI, WY, FL, KY, ID, MS, NE, NV, WV, WA, VT, VI, UT, TX, TN, SC, RI, PR, PA, OR, OK, NY, NM, NJ, NH, ND, NC, MT, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268331

About Andrew G Rothstein

Andrew recently celebrated his 30th anniversary with Morgan Stanley; and its predecessor firms.

Andrew received a B.S. in Finance from Indiana University in 1991 and an M.B.A. from DePaul University in 1997. Andrew completed the Certificate Program in Financial Planning from DePaul University in 2001 and became a CERTIFIED FINANCIAL PLANNER™ in 2002.

Andrew began his career in 1992 at SEI Corporation on the international performance measurement team.
He joined Smith Barney (which eventually became part of Morgan Stanley Wealth Management) in 1994 as a Consulting Group Analyst. He helped financial advisors with performance measurement, portfolio optimization and asset manager research. Andrew joined the team in 1999 as Senior Investment Analyst. He was extremely fortunate to learn the business from Alan S. Guernsey and Andrew Griffo, whom would eventually become his partners. It was instilled upon Andrew since starting with the team to always try and do the right thing and good things will happen.
Andrew focuses on creating comprehensive financial plans for ultra-high net worth clients, concentrating on risk management, investments, tax and estate planning strategies. He is actively involved in client relationship management and intergenerational wealth transfer. Andrew grew up in a high rise building in Chicago with him mom and brother and has fond memories of Lincoln Park which he referred to as his playground. He attended the Chicago Public Schools, where his mom was a teacher. He learned to respect and treat everyone with dignity and compassion. Andrew and his wife, Jennifer, live in Park Ridge with their four children and pets. Andrew is actively involved in his children's sports, enjoys family vacations and playing tennis with his wife.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Securities Agent: CA, TN, WA, WI, NH, TX, PA, SC, VA, SD, NC, VT, WY, ND, AR, NM, NV, OH, OK, MI, VI, NY, OR, UT, RI, MO, MT, MS, PR, KY, IL, MD, ME, NJ, LA, KS, WV, NE, AK, AL, ID, MN, CO, CT, MA, DE, DC, IN, GA, IA, HI, FL, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1264978

About Maria E. Zacapa-Reaves

Maria is a Financial Advisor and a partner of One Point Wealth Management at Morgan Stanley. She started her career in 2002 at Merrill Lynch where she focused on retirement product development and investment solutions for institutional clients. Maria joined Morgan Stanley Wealth Management in 2008. She focuses on the management of client portfolios with an emphasis on goals based planning, intergeneration wealth transfer and tax efficiency. She also leads the team's Social Responsible and Impact Investing portfolios.

From 2018-2021, Maria has been named to Morgan Stanley's prestigious Pacesetter's Club - a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.

Maria is committed to empowering her clients with the education they need to be successful participants in their wealth management plan. She explains to clients that “What we do on your behalf is complex, but not a mystery. The decisions we make together, and their impact on you and your loved ones, should always be clearly understood.“

Taking pride in giving back to her community, Maria serves on the board of Heartland Alliance Health and is an active supporter of the Chicago Children’s Advocacy Center.

Maria holds a Bachelor of Science in Economics from Northwestern University. Maria is happily married to wife Rhiannon, and mom to son Sebastian. She lives in the Andersonville neighborhood of Chicago with her family, which also includes a beloved 14-year-old dachshund and a rescued puppy with an unbridled zest for life.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Securities Agent: NV, OR, SC, UT, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, WA, NE, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, KY, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1632023

About Jeffrey Piwnicki

As part of One Point Welath Management at Morgan Stanley, Jeff helps corporate executives and business owners make informed financial decisions to help them retire with confidence. Jeff’s role is to develop financial plans and integrate them with a client’s tax, estate, and asset allocation strategies. He also focuses on hedging and monetization strategies for concentrated positions, and insider transactions.

Jeff has helped hundreds of executives develop personalized financial plans and has a deep understanding of the complexities they face. He works closely with the Morgan Stanley Executive Financial Services group to navigate the rules and regulations that govern insider stock holdings. In Jeff’s prior role at Morgan Stanley, he was a business development specialist training Financial Advisors on the intricacies of wealth that confront high net worth individuals.

He enjoys traveling, live music, and playing guitar. Born and raised in Chicago, Jeff is an avid Chicago sports fan who takes full credit for converting his St. Louis born wife into a Bears fan. Jeff resides in the northwest suburbs of Chicago with his wife and three sons, where he is involved in many health-based fundraising events.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Securities Agent: PA, IN, SC, RI, WV, UT, ND, WA, VT, WY, WI, NE, PR, VI, OH, MN, OR, VA, MO, TN, SD, TX, MS, OK, LA, NV, NY, NH, NM, NJ, NC, MT, AK, KY, KS, CT, CO, IL, DC, MA, HI, IA, ID, AR, AZ, GA, CA, MI, MD, AL, ME, FL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1279588

About Drew M Tichawa

Drew is a Financial Advisor within the team, assisting clients and developing relationships between corporate services participants. He also currently assists with 144, 10B5-1 and officer transactions.

Drew interned for four years and spent another seven years as a Consulting Group Analyst all with One Point Wealth Management Group and Global Institutional Advisory Solutions before becoming an advisor on the team.

Drew lives in Park Ridge with his wife Kara, their daughter Ava, son Christian and their black lab Theo. He is an avid Chicago sports fan and Cubs season ticket holder.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Securities Agent: CA, MN, TX, KS, VI, PA, WA, NC, NM, MI, ND, ME, VA, WY, VT, OK, WV, WI, RI, SC, LA, CT, ID, NH, CO, KY, MD, PR, MA, IL, MT, SD, TN, NE, IN, GA, AZ, OH, NY, NV, AK, MS, NJ, FL, MO, AR, HI, IA, DC, DE, AL, UT, OR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1390865

About Roger Curylo

Roger Curylo is the Chief Operating Officer/Chief of Staff of the One Point Wealth Management Group at Morgan Stanley. He is responsible for the ongoing operations of the team (NY/Chicago) and looks to maximize the capacity and expertise of the organization. He brings an extensive history of multiple executive roles within the institutional and private wealth business lines.

Prior to Morgan Stanley, Roger Curylo was the Chief Risk Officer of Fidelity Institutional. In this capacity, he was the chairperson of multiple new business and risk committees and was a board member of various Fidelity affiliates. His teams were in New York, New Jersey, Boston, Merrimack, Smithfield, North Carolina, Chicago, Covington, and Dallas. In addition to his risk role, Roger was the New York and New Jersey regional co-leader for Fidelity. In this role, he provided leadership (insightful, strategic and comprehensive information to Fidelity’s Executives), talent management (creating awareness of talent across the region), regional performance (producing a regional performance review along with developing proposed improvement plans for the region) and carrying an executive presence and voice across the region.

Prior to Fidelity in 2006, Roger was the Senior Vice President and Chief Administrative Officer for UBS Financial Services of Puerto Rico from 2003 to 2006. He was responsible for the Wealth Management Group with several branches and 130 financial advisors in Puerto Rico. He was a member of the Executive Committee, served on the Board of Directors for their clearing firm (CSC) as well as served as chairman of the Credit Committee. From 1993 to 2000, Roger was the Senior Vice President and Chief Credit Officer for PaineWebber and responsible for Credit Risk throughout the organization. From 1993 to 1995, Roger held the positions of both the Chief Compliance Officer (reporting into General Counsel) and Credit Officer (reporting into the CFO). His risk teams included analysts in London, Tokyo, New York and New Jersey. From 1991 to 1993, Roger was the Senior Vice President and group head of Institutional Credit. He also held positions with Wertheim Schroder & Co., EF Hutton/Shearson Lehman Hutton and Manufacturers Hanover Trust Company.
Roger is a graduate of Lafayette College with a BS in Economics & Finance and is married with three children. He maintains the series 7, 8, 14 and 66 registrations and is the founding member of the Credit Analyst Credit Analyst Society.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
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; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2486473

About Bruce R Butler

As a CERTIFIED FINANCIAL PLANNER™ and fully licensed investment professional since 1990, Bruce focuses on the small details that ultimately comprise the big picture of each client’s financial life. His analytical skills and positive personality give Bruce the insight needed to formulate sound financial plans for his clients.

Bruce believes that “building strong long-term relationships is a key element of achieving a client’s long-term financial goals. Through relationships comes a true understanding of the client’s investment objectives and risk tolerance. Furthermore, clients must feel comfortable with the professionals they entrust. Just as a patient must have comfort with his or her physician regarding physical well-being, there must be a comfort level between Financial Advisor and client since the client’s financial well-being is at stake. Both are equally important and maintained through relationships.”

Bruce is a graduate of Northern Illinois University, where he earned a Bachelor of Science degree in Engineering and a Master of Business Administration degree from the University of Dallas where he was designated a member of the Sigma Iota Epsilon honors fraternity. Bruce continued honing his financial planning competency by pursuing the rigorous and highly respected designation of CERTIFIED FINANCIAL PLANNER™.

Bruce is an active member of his community; he currently serves as trustee on the board of a local Charitable Foundation focused on benefiting civic and other charitable causes with an emphasis toward helping children.

A husband and father of three, Bruce can be found in his gym very early every morning working to stay physically fit while catching up on world events. Besides spending quality time with his family, Bruce enjoys the time he spends playing drums with his band and performing at area summertime festivals and local establishments.
Securities Agent: WV, CA, WI, SC, PA, NM, MA, WA, NJ, NC, MS, CT, VA, TX, OR, OH, TN, NV, KS, IA, UT, NY, ME, IN, IL, FL, CO, MI, HI, DE, PR, MT, AL, OK, AR, WY, LA, NH, AK, ID, KY, GA, AZ, VT, SD, NE, MO, MN, MD, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253285
CA Insurance License #: 0D04302

About John Boles

John Boles has been selected as the newest member of our Financial Advisor team. John interned with One Point Wealth Management for a summer and proceed to join the team full time through Morgan Stanley’s Financial Advisor Associate program. John is a recent graduate of Auburn University with a B.S. degree in business, majoring in finance, where he served as the Portfolio Manager for the University’s Student Investment Fund. Looking forward, John is eager to strengthen his relationships with clients as he works to meet their individualized financial needs. Hospitality and a level of care that goes the extra mile are two of John’s top priorities, as he brings a rejuvenated interest for clients to our team.

John and his wife Macee recently moved from Alabama to Chicago and currently live in Lake View where they enjoy cheering on the Cubs regularly at Wrigley. John also enjoys visiting the Art Institute of Chicago as well as reading about economics and American History.

Named to 2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Securities Agent: VI, AZ, OH, TN, ND, MN, ME, IN, FL, WY, WA, NC, MO, SC, MA, IL, PR, OK, IA, CT, NY, MT, KS, CO, WI, VA, RI, PA, OR, MS, KY, CA, AL, SD, NV, NM, LA, NE, GA, AK, WV, VT, TX, NJ, NH, MI, ID, DE, AR, UT, MD, HI, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 2698365

About Teresa M. Sulo-Murphy

Teresa joined the firm in December of 1988 and has been with
the team since 1994. Teresa is the Business Development
Director for One Point Wealth Management team and provides leadership in the areas of team structure
as well as business cultivation. Teresa greatly enjoys working with
and getting to know the team’s clients and their families.

Teresa has a son and five step children with her husband Mark,
where they reside in a suburb of Chicago. She volunteers her
time in her community and parish and enjoys traveling, sports
and cooking in her spare time.

About Susan P. Roach

Susan joined Morgan Stanley Wealth Management in 1992 after
three years in the industry at another firm. She has earned
praise for the exceptional level of service she provides. Susan
helps clients through the new account opening process and is
responsible for maintaining accounts managed by outside
advisors through Morgan Stanley Consulting Group. She takes
great pride in her accuracy, attention to detail and knowledge of
day to day business operations.

Outside of the office, Susan enjoys hiking, biking, music and
cooking.

About Angela D. Jackson

Angie joined the firm in April of 1998 and has been with the
team since 1999. She currently oversees the Corporate Service
department for One Point Wealth Management. Angela
prides herself in providing excellent customer service by being
patient, attentive and knowledgeable.

Angela graduated from Western Illinois University with a B.S. in
Merchandising. She has one daughter and two sons with her
husband Daryl. They reside in a southwest suburb of Chicago.
She enjoys attending her sons’ sports activities and family
bowling. Outside of Morgan Stanley, Angela volunteers to speak
at conferences within the Health and Wellness industry.

About Brendan D. Guernsey

Brendan began working for Morgan Stanley in 2003 after
graduating with a Bachelor of Arts degree from Loras College.

Brendan and his wife, Kim, reside in the suburbs of Chicago with
their two daughters, Lexa and Mia. Brendan enjoys traveling and
is an avid reader.

About Tracy O. Polselli

Tracy joined Morgan Stanley in 2008 as a Registered Sales
Assistant and has been in the financial industry since 1994.
Tracy joined the team with extensive experience servicing the
needs of Wealth Management clients in various capacities and
eagerly contributes to the day to day operations as a member
of the team. She enjoys working hard to provide clients with
best in class attention to detail and follow up.

Tracy graduated with a Bachelor of Science degree from
University of Illinois in 1993

About Chris Walsh

Chris joined the firm and team in March of 2020 after working for two years in retail banking. He is a Registered Associate
providing ongoing service, maintenance, and operations for the
team’s retail clients. He graduated from Ithaca College in 2016
with a B.M. in Jazz Performance.

Chris lives in Uptown where he volunteers with the Uptown
Community Youth Program and enjoys attending jam sessions
at the historic Green Mill Jazz Club. When he can get out of the
city, he enjoys traveling, hiking, and camping with friends.

About Basia Sawicka

Basia joined the One Point Wealth Management Group at Morgan Stanley in June of 2022. As a Registered Associate she brings a passion for assisting clients and a commitment for excellence. Prior to Morgan Stanley, Basia gained valuable experience in the real estate industry. She is enthusiastic about contributing to the team’s success and deepening her expertise in the wealth management industry.

Originally from Warsaw, Poland, she received her bachelor’s degree in Finance & Accounting from DePaul University in June 2020. In her free time, she enjoys traveling, baking sweets and
attending concerts.

About Nicholas Paradise

Nick joined Morgan Stanley in 2023 full time for One Point Wealth Management as a client associate. He attended Harper College for welding (AWS certified for MIG) after working in a variety of tv production roles including Jimmy Kimmel live, Trial of the Chicago 7, and Fargo Season 4. He brings a unique experience to the team.

Originally from Santa Clarita, California, he now lives in Park Ridge with his wife, Andrea, son, Enzo, and dogs, Lucy and Apollo. In his free time he likes to race Go Karts and repair/modify vintage video game consoles.

About Anne Flores

Anne joined One Point Management Group at Morgan Stanley in June of 2025, having started her career at Morgan Stanley in 2023. Originally from Chapel Hill, North Carolina, Anne holds a B.B.A. in Economics with a minor in Legal Studies from the University of Georgia. Now based in Oak Park, Illinois, she enjoys staying active through tennis and yoga, unwinding with ceramics, and exploring the city of Chicago.

Awards and Recognition

Barron's Top 250 Private Wealth Management Teams
Barron's Top 250 Private Wealth Management Teams ​Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
Barron's Top 1,200 Financial Advisors: State-by-State
Barron's Top 1,200 Financial Advisors: State-by-State ​Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.
Barron's Top 100 Financial Advisors
2017, 2019-2024 Barron's Top 100 Financial Advisors Source: Barrons.com (Awarded 2017, 2019-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
2018-2020 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2020; data 6/30/16 - 6/30/19 Awarded 2019; data 6/30/15 - 6/30/18 Awarded 2018; data 6/30/15 - 6/30/17 Awarded 2017; data 9/30/14 - 9/30/16 Awarded 2016; data 9/30/13 - 9/30/15 Awarded 2015; data 9/30/13 - 9/30/14 Awarded 2014; data 9/30/12 - 9/30/13 Awarded 2013; data as of 12/31/12
Barron's Top 1,200 Financial Advisors: State-by-State
2010-2024 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 2010-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
6

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
Photo of Rosanne Peel

Rosanne Peel

Private Banker
Photo of Casey Friedman

Casey Friedman

Planning Associate

About Rosanne Peel

Rosanne Peel is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.

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.

Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank, and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.

Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, Illinois.

From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling, and cooking.
NMLS#: 800017

About Casey Friedman

Casey Friedman is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Casey provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.

She earned her undergraduate degree from University of Wisconsin-Madison and received the Financial Planning Specialist® designation from the College for Financial Planning. Casey is originally from Wayne, N.J. and currently resides in New York, N.Y.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.

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

Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.

Morgan 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.

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. Clients 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.

When 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.

Wealth Management
Global Investment Office

Portfolio Insights

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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
Learn More about Retirement
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
Learn More about Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
Learn More about Family
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
Learn More about Business Planning
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
Learn More about Philanthropy
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.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
Learn More about Wealth Management for Athletes and Entertainers
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.

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.
Learn More about Financial Wellness
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact One Point Wealth Management Group today.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)