Micah Shields
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(630) 203-6167(630) 203-6167
Intersection Group at Morgan Stanley
Direct:
(630) 203-6169(630) 203-6169
Toll-Free:
(800) 755-9755(800) 755-9755
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Intersection Group Welcomes You...
Intersection Group at Morgan Stanley takes pride in helping their clients’ preserve, grow, and manage their wealth. Intersection Group creates a family office environment for their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies. Their focus is on building long-term relationships based on superior advice, guidance and service. Intersection Group offers the objective and consultative approach of a boutique firm, coupled with guided access to the global resources and institutional capabilities of a top financial institution. Morgan Stanley has earned its reputation as a world leader in the field of investment research through timely, in-depth analysis of companies, industries, markets, and global economies.
Services Include
- Wealth ManagementFootnote1
- Alternative InvestmentsFootnote2
- Estate Planning StrategiesFootnote3
- Financial PlanningFootnote4
- Professional Portfolio ManagementFootnote5
- Executive Financial ServicesFootnote6
- Retirement PlanningFootnote7
- Corporate Trust Services
- Lending Products
- Philanthropic Services
- Business Succession PlanningFootnote8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Wealth Management (WM) = Advanced Planning (AP) + Investment Management (IM)
WM = AP + IM
This is our equation for delivering a customized Wealth Management experience to you and your family.
AP
Advanced Planning is our I’s dotted T’s crossed approach on all relevant planning strategy for you and your family. Strategies cover Financial Planning, Retirement Income Modeling, Tax Planning, Estate Planning, Asset Protection, Legacy, Charitable, Liquidity, Lending, Cash Management, Business Structures. It’s then building a strategy around your Financially Independent point, which is your road map from where you are, to where you want to go. We incorporate sophisticated non-linear tax and risk modeling to help you get and stay on your desired path.
IM
Developing a holistic view that looks across your balance sheet to optimize the allocation of your assets to help achieve your desired goals. Then building a tailored combination of our investment management strategies designed to meet your unique objectives.
WM
Bringing it all together: We use a vast team of top resources at Morgan Stanley and those cultivated from our 20 plus years of experience to bring the very best expertise to each facet of your individual Wealth Management Equation.
Micah has been ranked by Forbes as a 2021, 2022, 2023 and 2024 nation's Best-In-State Wealth Advisor.
This honor is a reflection of the entire Intersection Group, and more importantly, of the wonderful clients we serve, THANK YOU for your trust and confidence.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
1. Discovery Process
Investing the time to learn about you and your family; your assets and liabilities, the risk exposures, and areas of opportunity, enables us to formulate strategies and customize the relationship to fit your needs
2. Strategy Design
From there our team goes to the drawing board and develops a Wealth Management strategy tailored to meet you and your families’ goals and objectives.
3. Strategy Review
We then do a comprehensive strategy review covering all areas of your personalized Wealth Management Equation.
4. Strategy Implementation
We then go to work constructing your personalized Advanced Planning and Investment Management Strategies.
5. Ongoing Management
In coordination with your tax, legal and other advisors, we can conduct ongoing reviews and comprehensive reporting to help ensure that your strategy adapts to changing financial and family needs.
Location
2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Direct:
(630) 203-6169(630) 203-6169
Toll-Free:
(800) 755-9755(800) 755-9755
Meet Intersection Group
Gilbert Mauro
Vice President, Financial Advisor
Phone:
(630) 203-6115(630) 203-6115
Najeba Orshan
Portfolio Associate
Phone:
(630) 203-6169(630) 203-6169
John Lyons
Financial Advisor Associate
Phone:
(630) 573-9671(630) 573-9671
About Micah Shields
Micah T. Shields is an Executive Director and Senior Portfolio Management Director with Morgan Stanley’s Wealth Management Division. He is the founding partner of Intersection Group based in Morgan Stanley’s Oakbrook, IL office.
Intersection Group creates a family office environment for their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies.
Born and raised in Wisconsin, Micah graduated from the University of Wisconsin – Madison with a BS in Economics. Micah began his career with Merrill Lynch in 2001 and in 2014 moved to Morgan Stanley Wealth Management. Micah’s passion is learning and looking for what others often don’t see. This has helped him develop a deep understanding of the global financial, economic and political landscape.
Micah has been ranked by Forbes as a 2021, 2022, 2023, and 2024 nation's Best-In-State Wealth Advisor. He also has been named a Chicago Magazine 2021 Five Star Wealth Manager.
Micah and his wife Kari, reside in Chicago’s Western Suburbs. They are proud parents of two sons, Graham and Charlie. Micah enjoys reading, art and travel. He’s an avid golfer, supporter of his alma mater and local charities.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Five Star Wealth Advisor Award
This award was issued in 2021. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Intersection Group creates a family office environment for their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies.
Born and raised in Wisconsin, Micah graduated from the University of Wisconsin – Madison with a BS in Economics. Micah began his career with Merrill Lynch in 2001 and in 2014 moved to Morgan Stanley Wealth Management. Micah’s passion is learning and looking for what others often don’t see. This has helped him develop a deep understanding of the global financial, economic and political landscape.
Micah has been ranked by Forbes as a 2021, 2022, 2023, and 2024 nation's Best-In-State Wealth Advisor. He also has been named a Chicago Magazine 2021 Five Star Wealth Manager.
Micah and his wife Kari, reside in Chicago’s Western Suburbs. They are proud parents of two sons, Graham and Charlie. Micah enjoys reading, art and travel. He’s an avid golfer, supporter of his alma mater and local charities.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Five Star Wealth Advisor Award
This award was issued in 2021. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: NE, AL, NH, OH, NJ, NC, PA, NV, MO, MI, IA, GA, WA, SC, OK, WI, UT, NY, CO, MN, AZ, KY, AR, TX, IL, CA, IN, DE, TN, OR, MA, FL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 559550
CA Insurance License #: 4161377
NMLS#: 559550
CA Insurance License #: 4161377
About Gilbert Mauro
Gilbert J. Mauro is a First Vice President, Financial Advisor with Morgan Stanley’s Global Wealth Management Division. He is a Founding Principal of the Intersection Group, based in Morgan Stanley’s Oakbrook, IL office.
Intersection Group serves their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies.
Gil was born in Elmhurst, IL, raised in East Lansing, MI. He graduated from Michigan State University with a BA in Economics, focused in Statistical Analysis and a Cognate in Finance. Gil’s tenure in the Financial Services Industry began in 2008 at Merrill Lynch and transitioned to Morgan Stanley in 2016, as a Vice President and Financial Advisor within the firm.
He utilizes his market experience and statistical background to foster their team’s core values; supporting client-centric, holistic wealth management. This assists Gil in constructing individualized solutions for financial needs, goals and aspirations, while cultivating lasting relationships with his clients.
Gil resides in the Gold Coast area of Chicago, IL. In his spare time, he enjoys boating, autocross, culinary fusion and art history. He is a supporter of MSU’s athletic/academic endeavors and is active with local charities among the Greater Chicago Area.
Intersection Group serves their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies.
Gil was born in Elmhurst, IL, raised in East Lansing, MI. He graduated from Michigan State University with a BA in Economics, focused in Statistical Analysis and a Cognate in Finance. Gil’s tenure in the Financial Services Industry began in 2008 at Merrill Lynch and transitioned to Morgan Stanley in 2016, as a Vice President and Financial Advisor within the firm.
He utilizes his market experience and statistical background to foster their team’s core values; supporting client-centric, holistic wealth management. This assists Gil in constructing individualized solutions for financial needs, goals and aspirations, while cultivating lasting relationships with his clients.
Gil resides in the Gold Coast area of Chicago, IL. In his spare time, he enjoys boating, autocross, culinary fusion and art history. He is a supporter of MSU’s athletic/academic endeavors and is active with local charities among the Greater Chicago Area.
Securities Agent: NE, WA, OK, MO, GA, CA, PA, NV, NJ, TN, NH, MN, MA, NY, DE, CO, TX, SC, NC, IA, CT, WI, KY, IN, IL, AL, MI, FL, AZ, AR, UT, OR, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 559419
CA Insurance License #: 4161297
NMLS#: 559419
CA Insurance License #: 4161297
About Najeba Orshan
Najeba Orshan, Intersection Group's Portfolio Associate, has worked in the financial services industry since 1997. Najeba received her bachelor's degree from the University of Illinois at Chicago. Professionally, she holds her series 7, 63 and 65 designations. As an integral team member of Intersection Group, her focus is on creating an exceptional client experience. She excels in her role of coordinating administrative and operational strategies for our clients.
Najeba.Orshan@morganstanley.com
(630) 203-6169
Najeba.Orshan@morganstanley.com
(630) 203-6169
About John Lyons
John P. Lyons is a Financial Advisor Associate with Morgan Stanley's Wealth Management Division. He is a part of Intersection Group based in Morgan Stanley's Oakbrook, IL office.
Intersection Group creates a family office environment for their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies.
John was born and raised in La Grange Park, IL. He graduated from the University of Kentucky with a BA in Finance. While in school, John interned with Intersection Group which sparked his passion for Wealth Management. After college, John moved to Dallas, Texas and started his financial career as a High Net Worth service associate in the financial industry. John is looking forward to utilizing his financial background and expertise with affluent clients to help Intersection Group perform at the highest level.
John moved back to Illinois and currently resides in the Chicago’s Lincoln Park neighborhood. His hobbies include running by the lakefront, attending sporting events, and reconnecting with friends in the city.
Intersection Group creates a family office environment for their affluent clients across the country by working closely on the development and implementation of investment management and advanced planning strategies.
John was born and raised in La Grange Park, IL. He graduated from the University of Kentucky with a BA in Finance. While in school, John interned with Intersection Group which sparked his passion for Wealth Management. After college, John moved to Dallas, Texas and started his financial career as a High Net Worth service associate in the financial industry. John is looking forward to utilizing his financial background and expertise with affluent clients to help Intersection Group perform at the highest level.
John moved back to Illinois and currently resides in the Chicago’s Lincoln Park neighborhood. His hobbies include running by the lakefront, attending sporting events, and reconnecting with friends in the city.
Securities Agent: NC, IA, TX, FL, DE, AZ, PA, UT, SC, NE, AL, MN, KY, GA, MI, TN, NY, IL, CT, CA, NV, NJ, CO, AR, OR, OK, OH, MD, IN, WI, WA, NH, MO, MA; General Securities Representative; Investment Advisor Representative
Contact Micah Shields
Contact Gilbert Mauro
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?
Article Image
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
Article Image
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact Intersection Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7When 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. Individuals 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.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7When 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. Individuals 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.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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)
