Our Story

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Planning for Education Funding1
  • Professional Portfolio Management2
  • Retirement Planning3
  • Lending Products
  • 401(k) Rollovers
  • 529 Plans4
  • Wealth Management5
  • Alternative Investments6
  • Asset Management7
  • Estate Planning Strategies8
  • Financial Planning9
  • Life Insurance10
  • Long Term Care Insurance11
  • Structured Products12
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

2700 Patriot Blvd
Suite 150
Glenview, IL 60026
US
Direct:
(847) 446-1900(847) 446-1900
Toll-Free:
(800) 269-9505(800) 269-9505

Meet The Bond Wise Group

About Me

Cherie Bond is a Senior Vice President with the Bond Wise Group at Morgan Stanley Wealth Management. With over twenty-seven years of experience in the industry, including nineteen years with the firm, she manages over $500 million in assets as of March 2018. She is a member of the prestigious President’s Club, comprised of some of the top Financial Advisors in the firm.

In 2017, Cherie was named to the Forbes’ List of America’s Top Women Advisors, which is dedicated to the top 200 female financial advisors in the country. The list is based on advisors that are leading the way in offering best practices and providing a high-quality experience for clients.

In 2017, Cherie was also named to Working Mother’s first inaugural list of Top Wealth Adviser Moms. This listing recognizes a select group of individuals who, while pursuing careers as successful Financial Advisors, also juggle the responsibilities of having one or more children living at home.

In 2018, Cherie was named to Forbes’ first inaugural Best-In-State Wealth Advisors List. This list highlights advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking by Forbes within their respective states.

Cherie’s main focus is to build and protect the wealth of high net-worth individuals and families. She provides asset management advice and comprehensive counseling regarding wealth preservation, wealth transfer strategies, risk management, financial independence, and retirement planning.

Cherie is a graduate of Miami University and holds a B.S. in Business with a Finance major. She also serves as the President of the Westmoreland Employee Scholarship Foundation. Cherie currently lives in Winnetka, IL.
Securities Agent: TX, IL, WI, WA, VA, TN, SD, SC, PA, OR, OH, NY, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DC, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1285056

About Me

Michael Wise is an Associate Vice President with the Wardrop Wise Group at Morgan Stanley Wealth Management. He has been with the firm since 2013. He is a member of the Pacesetter’s Club, a recognition program from Morgan Stanley for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

Michael is also a Financial Planning Specialist. The Financial Planning Specialist designation identifies those Morgan Stanley Financial Advisors who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the Financial Planning Specialist examination designed to provide Financial Advisors with the expertise necessary to address the wide range of financial issues confronting high net worth individuals, as well as individuals who are aggressively seeking to increase their wealth.

Michael is a native of Glenview, IL. He graduated from the University of Colorado at Boulder, and holds a B.S. in Business with major in Finance. He currently lives in Chicago with his wife, Sarah.
Securities Agent: TX, IL, WI, WA, VA, TN, SD, SC, PA, OR, OH, NY, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1290611

About Me

B. A. Elementary Education
University of Illinois-Chicago
Series 7 License-General Securities Representative
Series 66 License-Investment Advisor Representative
Series 63 License-Uniform State Exam
Series 8 License-General Securities Sales Supervisor
Morgan Stanley* 10 years of Dedicated Service Award, 2010

About Me

Series 7 License-General Securities Representative
Series 66 License-Investment Advisor Representative
Morgan Stanley* 15 years of Dedicated Service Award, 2014
From Our Team

Press Release Cherie Wardrop 3818


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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
Thinking About Your Legacy? Why You May Need a Trust

Thinking About Your Legacy? Why You May Need a Trust

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

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.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
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.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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
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
Your Financial World. On the Go.

Your Financial World. On the Go.

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.
Learn more about Your Financial World. On the Go.
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 Bond Wise 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.

4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

5Morgan 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.

6Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

7Morgan 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.

8Morgan 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.

9Morgan 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.

10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

12Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

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.


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