Andrew D Griffo
Managing Director, Family Wealth Director, Global Sports and Entertainment Director, NFLPA Registered Institutional Player Financial Advisor, Corporate Client Group Director
Phone:
(312) 648-3512(312) 648-3512
One Point Wealth Management Group at Morgan Stanley
Our Mission Statement
"At One Point Wealth Management Group, our mission is to simplify your family's financial life by integrating comprehensive wealth management solutions tailored to your unique needs and goals, treating your family as we would our own."
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, both from 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 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.
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 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley Client Experience
Location
227 West Monroe St.,Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3600(312) 648-3600
Meet One Point Wealth Management Group
Phone:
(312) 648-3373(312) 648-3373
Andrew G Rothstein, CFP®
Senior Vice President, Financial Advisor, Senior Investment Management Consultant
Phone:
(312) 648-3362(312) 648-3362
Kevin J Crain
First Vice President, Financial Advisor
Phone:
(312) 648-3536(312) 648-3536
Vice President, Financial Advisor, Global Sports and Entertainment Associate Director
Phone:
(312) 917-7403(312) 917-7403
Jeffrey Piwnicki
Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(312) 648-3430(312) 648-3430
Drew M Tichawa
Financial Advisor
Phone:
(312) 648-3395(312) 648-3395
Roger Curylo
First Vice President, Financial Advisor
Phone:
(312) 648-3477(312) 648-3477
Teresa M. Sulo-Murphy
Vice President, Business Development Director
Phone:
(312) 648-3438(312) 648-3438
Susan P. Roach
Wealth Management Associate
Phone:
(312) 648-3406(312) 648-3406
Angela D. Jackson
Assistant Vice President, Group Director
Phone:
(312) 648-3043(312) 648-3043
Brendan D. Guernsey
Wealth Management Associate
Phone:
(312) 648-3073(312) 648-3073
Tracy O. Polselli
Vice President, Consulting Group Analyst
Phone:
(312) 648-3347(312) 648-3347
Chris Walsh
Registered Associate
Phone:
(312) 648-3905(312) 648-3905
Basia Sawicka
Registered Associate
Phone:
(312) 648-3590(312) 648-3590
Nicholas Paradise
Service Associate
Phone:
(312) 648-4505(312) 648-4505
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
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.
Source: Barrons.com (Awarded April 2021-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
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
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.
Source: Barrons.com (Awarded April 2021-2024). Data compiled by Barron's based on 12-month period concluding in Dec 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
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.
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.
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
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.
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.
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
NMLS#: 1264978
About Kevin J Crain
Kevin entered the investment business in 1985 and has spent his entire career with Morgan Stanley and its predecessor firms. He focuses on the investment needs of individuals, closely-held business, nonprofit and public organizations. Currently, he is an Investment Management Specialist who specializes in high networth clients, as well as public and corporate retirement plans.
Kevin graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in economics. Since 1996, Kevin has been a member of the Illinois Public Pension Fund Association as well as the Illinois Professional Firefighters Association. Kevin was also a trustee with the Westmont Police Fund for over five years. He lives in Chicago with his wife.
Series 3, 7, 63 Licenses
Series 65, Investment Advisor Agent
Life/Health/Annuity/Long Term Care Insurance
Community Involvement
Illinois Public Pension Fund Association
Illinois Professional Firefighters Association
Working In The Schools
Ambassador Board for Mercy Home for Boys and Girls
Kevin graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in economics. Since 1996, Kevin has been a member of the Illinois Public Pension Fund Association as well as the Illinois Professional Firefighters Association. Kevin was also a trustee with the Westmont Police Fund for over five years. He lives in Chicago with his wife.
Series 3, 7, 63 Licenses
Series 65, Investment Advisor Agent
Life/Health/Annuity/Long Term Care Insurance
Community Involvement
Illinois Public Pension Fund Association
Illinois Professional Firefighters Association
Working In The Schools
Ambassador Board for Mercy Home for Boys and Girls
Securities Agent: WI, VA, WY, WV, WA, VT, VI, UT, TX, TN, SD, SC, RI, PR, OR, OK, OH, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, NH, CA, AZ, AR, NY, AL, AK, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1273100
NMLS#: 1273100
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.
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.
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
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.
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.
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
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.
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.
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
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.
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.
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
NMLS#: 2486473
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.
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.
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.
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.
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
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.
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.
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.
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.
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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
Rosanne Peel
Private Banker
About Rosanne Peel
Rosanne Peel is a Private Banker serving Morgan Stanley Wealth Management offices in Chicago.
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, IL.
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.
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, IL.
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
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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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
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.
Ready to start a conversation? Contact One Point Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
