Welcome

Services Include
  • Philanthropic Services
  • Planning for Education Funding1
  • Professional Portfolio Management2
  • Retirement Planning3
  • Sustainable Investing4
  • Trust Accounts5
  • Wealth Management6
  • 401(k) Rollovers
  • Long Term Care Insurance7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

15341 S. 94th Ave
Ste 200
Orland Park, IL 60462
US
Direct:
(708) 226-5412(708) 226-5412
Toll-Free:
(800) 323-1340(800) 323-1340

Meet The Bolton Group

Photo of Barry Bolton, CFA, CFP.

Barry Bolton, CFA, CFP.

Consulting Group Analyst

Photo of Tina Gaskey

Tina Gaskey

Senior Client Service Associate

About Me

Professional Details

Licensed as Financial Advisor since 1982
Certified Investment Management Analyst, CIMA, 2004
CFP-Certified Financial Planner, 1987
BA-International Relations, 1980-Syracuse University, Syracuse NY
Series 3, 7, 63 & 65 Licensed, Life, Health, Variable Annuities & Long Term Care Insurance Licensed
Association of Professional Investment Consultants-APIC, Board of Directors
Investment Management Consultant Association- IMCA Member
Midwestern University, Board of Trustees, 2010-present
Cancer Support Center, Homewood, IL, President of Board of Directors 2008-2010
Prairie State College Foundation, Past Board member
Flossmoor Community Church, Governing Board Chair, 2005-2006, Flossmoor, IL
Family Wealth Advisor, 2016
Securities Agent: TX, OK, IL, WA, VA, OR, OH, NY, NV, NC, MO, MN, MI, MA, KY, IN, IA, HI, GA, FL, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1290725

About Me

Daniel has been in the financial services business for 8 years. He began his career at Northwestern Mutual where he specialized in Risk Management and Insurance Products. He took that knowledge and joined Morgan Stanley to become more involved in the world of investments.

Daniel has a bachelor’s degree in finance from the University of Illinois at Urbana Champaign. At the University he was elected by his fellow students to serve on a board that distributed funds to Student Organizations in need. Student Organization Resource Fund.  

Daniel grew up in Cicero, Illinois and has lived there his entire life. Him and Veronica have recently welcomed their first son, Jax, into the world.

Away from the office Dan is a firm believer in giving back to his community. He is a member of the Latina Alumni Association at the University of Illinois and is the Fundraising Chairperson for Latino scholarships at his alma mater. He also enjoys tutoring math students at the school in which his mother is the Vice Principal. Daniel also competes in Ironman Triathlons across the country and in addition to working out he also loves Chicago Sports.
Securities Agent: IL, WA, VA, TX, TN, PA, OR, OH, NY, NV, NC, MO, MN, MI, MA, KY, IN, IA, HI, GA, FL, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative

About Me

Professional Details

1995 - present: Morgan Stanley*
Chartered Financial Analyst
CFA Charterholder, 2006
CFA Society of Chicago
CERTIFIED FINANCIAL PLANNER™
BS - Chemical Engineering, 1978
University of Massachusetts
Amherst, MA
Series 7, 63 & 65 Licensed
Life, Health, Variable Annuities & Long Term Care Insurance Licensed
Association of Professional Investment Consultants - APIC Member

tel: 708.226.5411
fax: 708.226.5544
Email:barry.bolton@morganstanley.com

About Me

Professional Details

Experience in the Financial Services Industry since 1982
25 Year Dedicated and Loyal Service Award from Morgan Stanley*
Responsibilities with the team include client service and account administration
Dedicated to providing the ultimate client experience

Tel: 708.226.5432
email: tina.m.gaskey@morganstanley.com
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Bolton Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Morgan 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.

4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018