Daniel Geigler, CIMA®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Advisor, Portfolio Management Director
Phone:
(414) 256-2351(414) 256-2351
The Corners Group at Morgan Stanley
Our Mission Statement
Leverage our experience and intellectual capital to help you achieve your family's unique goals
Pursuing your goals together
The Corners Group at Morgan Stanley was formed in 2022 with the combination of four unique, long-term practices. Our goal is to help our clients achieve their financial aspirations by coupling the world-class resources of a global firm with local, personalized service.
The team approach allows us to optimize your "big picture" – cash flow needs, risk tolerance, and individual values. We begin with comprehensive financial planning, often engaging your tax and estate planning advisors. We then design a customized portfolio strategy tailored to each unique situation.
The Corners Group at Morgan Stanley delivers this with the highest degree of personal service, integrity, and professional knowledge. This is one of the reasons why those that we advise entrust their financial future to our team. We aspire to be your most trusted advisor as we walk with you through all family milestones and market conditions.
The team approach allows us to optimize your "big picture" – cash flow needs, risk tolerance, and individual values. We begin with comprehensive financial planning, often engaging your tax and estate planning advisors. We then design a customized portfolio strategy tailored to each unique situation.
The Corners Group at Morgan Stanley delivers this with the highest degree of personal service, integrity, and professional knowledge. This is one of the reasons why those that we advise entrust their financial future to our team. We aspire to be your most trusted advisor as we walk with you through all family milestones and market conditions.
Services Include
- Financial PlanningFootnote1
- Professional Portfolio ManagementFootnote2
- Wealth ManagementFootnote3
- Retirement PlanningFootnote4
- Estate Planning StrategiesFootnote5
- Trust ServicesFootnote6
- Philanthropic ManagementFootnote7
- Cash Management and Lending ProductsFootnote8
- Alternative InvestmentsFootnote9
- AnnuitiesFootnote10
- Life InsuranceFootnote11
- Long-term Care InsuranceFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Core Values
At The Corners Group, smart wealth management begins and ends with tailored service and attention to detail. We enjoy working with families who seek the same kind of long-term, fully engaged relationships we value and who appreciate the following core values that serve as the bedrock of our practice.
Strong Values
Wealth advisors at The Corners Group enjoy working with clients who seek the same kind of long-term, fully engaged relationships we value. The bonds we form are fundamental to our mission, and it is our goal that they span generations. We are often tapped to address sensitive financial issues, facilitating conversations to achieve a shared sense of purpose and direction. Our team works to make sure you have all the information possible to help you make the best decisions.
Accessibility
Every decision is focused on doing the right thing for you. The Corners Group team is dedicated to a superior service model that emphasizes immediate access. We set the steps, timeline and expectations for onboarding, investing, regularly scheduled calls, meetings and financial plan reviews, in addition to continuing education for you, and the next generation. We are fully available to you at any time and provide full access to everyone on our team. Our goal is to offer appropriate advice and service before you know you need it.
Transparency
Markets and financial conditions are always changing. Our team at The Corners Group keeps you focused on your finances by proactively scheduling regular calls and meetings. At The Corners Group we believe it is our responsibility to understand the changes in your life. We work to anticipate and respond strategically to new risks and emerging opportunities. The result is an integrated financial strategy that focuses on meeting your goals today and as they evolve.
A Respect for Risk
Investors often take on more risk than is necessary to accomplish their goals. Our team of wealth advisors at The Corners Group have market experience dating to the 1980s. We have a deep understanding of risk. When identifying investment opportunities, it is crucial to understand all of the underlying risks so we can build a portfolio that is positioned to grow, and preserve, your assets over time. We're here to help you through life's shifts and transitions in a way that allows for confidence and clarity.
Total Wealth Management
The Corners Group provides a one-stop shop for all your financial needs. We help you navigate through the investment universe and get you where you need to be. We start with a draft and review our findings to develop a plan that evolves throughout your life. We factor in contributions, distributions, current and future expenses, and potential liquidity events, so we can plan for your goals. We also provide a holistic asset allocation analysis for your investments. We provide a comprehensive guide to maintaining your lifestyle throughout your life and into the next generation.
Monitoring & Performance Tracking
We will be constantly monitoring your assets, analyzing your performance, and tracking data seeking to make sure your financial expectations are being met and
adjusted accordingly. We conduct ongoing reviews and comprehensive reporting to help make sure that your strategy adapts to changing financial and family needs. We keep a high degree of communication with you to make sure your concerns and requests are always addressed. We make sure you not only fully understand our procedures, but also the logistics involved and communication throughout the relationship.
adjusted accordingly. We conduct ongoing reviews and comprehensive reporting to help make sure that your strategy adapts to changing financial and family needs. We keep a high degree of communication with you to make sure your concerns and requests are always addressed. We make sure you not only fully understand our procedures, but also the logistics involved and communication throughout the relationship.
Individual Plans for Individuals Like You
Goals you set today will evolve. Our process is designed to evolve with them- and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Learn More
Separately Managed Accounts
A selection of professionally managed portfolios to align with your goals and risk tolerance, with access to institutional pricing and zero fee index SMAs.
Protecting Your Online Security
At The Corners Group, your privacy and security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do. Our firm is actively supporting multiple layers of security. Here are many ways that our online tools and resources address cybercrimes to help prevent fraud:
- We provide strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraudulent activity in your accounts.
- Routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to test our applications and evaluate our processes.
- We provide strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraudulent activity in your accounts.
- Routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to test our applications and evaluate our processes.
Cybersecurity Best Practices
- Safeguarding your personal information is one of our highest priorities. While we are all continuing to work from home, we find ourselves using technology more now than ever. For some tips and tricks that can help you be more secure at home visit our online security center.
Security Features and Proactive Defense
- Multi-Factor Authentication (MFA)
- Alerts and Notifications
- Automatic Session Time Out
- VoiceID
- Fraud Detection and Prevention
- Digital Tools
- Cybersecurity Fusion Centers
- Threat Landscape Monitoring
- Employee Training and Testing
Location
20975 Swenson Drive
Suite 300
Waukesha, WI 53186
US
Direct:
(414) 266-5157(414) 266-5157
11501 North Port Washington Rd.
Ste. 100
Mequon, WI 53092
US
Direct:
(414) 266-5157(414) 266-5157
Meet The Corners Group
Phone:
(262) 402-2595(262) 402-2595
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(262) 523-8331(262) 523-8331
First Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(262) 523-8328(262) 523-8328
Phone:
(262) 523-8385(262) 523-8385
Thomas Gagliano, CFP®
Vice President, Wealth Management, Investment Consultant, Relationship Manager
Phone:
(414) 256-2343(414) 256-2343
Colleen Lamb
Assistant Vice President, Wealth Management, Group Director, Financial Planning Specialist*
Phone:
(414) 266-5157(414) 266-5157
Steven Winter
Assistant Vice President, Wealth Management, Wealth Management Analyst*
Phone:
(262) 523-8349(262) 523-8349
Dea Harizaj
Financial Planning Analyst*
Phone:
(262) 523-8325(262) 523-8325
Matthew Winter
Wealth Management Associate*
Phone:
(262) 523-8332(262) 523-8332
Ellie Kaczkowski, CFP®*
Registered Client Service Associate
Phone:
(262) 523-8363(262) 523-8363
Cathy Czuta
Senior Client Service Associate*
Phone:
(414) 256-2308(414) 256-2308
About Daniel Geigler
Dan is an Managing Director, Family Wealth Advisor, Portfolio Management Director, and Financial Advisor. He focuses on asset allocation, portfolio construction, and risk management.
Dan is an Adjunct Instructor in Marquette University’s College of Business Administration. He has developed two courses for the Department of Finance: Portfolio Risk Management and Institutional Investment Consulting. Both courses employ Service Learning pedagogy, where students provide pro bono analysis for local nonprofit organizations.
Dan received his Bachelor of Science in Finance and his MBA from Marquette University, with summa cum laude honors. Dan received his Certified Investment Management Analyst (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania.
Professional Details
2000 – present: Morgan Stanley*
CIMA® - University of Pennsylvania – Wharton School
Adjunct Instructor – Department of Finance - Marquette University
Dan is an Adjunct Instructor in Marquette University’s College of Business Administration. He has developed two courses for the Department of Finance: Portfolio Risk Management and Institutional Investment Consulting. Both courses employ Service Learning pedagogy, where students provide pro bono analysis for local nonprofit organizations.
Dan received his Bachelor of Science in Finance and his MBA from Marquette University, with summa cum laude honors. Dan received his Certified Investment Management Analyst (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania.
Professional Details
2000 – present: Morgan Stanley*
CIMA® - University of Pennsylvania – Wharton School
Adjunct Instructor – Department of Finance - Marquette University
Securities Agent: AL, WA, TN, NJ, IL, UT, FL, DC, CT, CO, NE, MD, WI, IA, HI, TX, MI, MA, MN, VA, SC, PR, PA, NY, NM, DE, ID, AZ, AR, LA, GA, WY, OH, NV, NH, NC, MO, KS, IN, CA, MS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297753
CA Insurance License #: 832562
NMLS#: 1297753
CA Insurance License #: 832562
About Constance Carmony
Connie is a Senior Vice President, Wealth Management, Financial Advisor, and Lending Specialist at Morgan Stanley. She has over 35 years of experience in the financial services industry serving in various capacities for several nationally known firms. Connie’s experience provides her with a unique perspective of wealth management solutions when advising high-net-worth individuals and families. Working one-on-one with clients to create wealth and investment management strategies, Connie strives to help clients achieve their financial goals as simply and efficiently as possible. In addition to equites, fixed income, and alternative investments solutions, Connie partners with, private bankers, insurance and annuity specialists, family office resources*, and estate and trust directors.
Connie is a lifelong resident of Wisconsin and an avid Milwaukee Bucks fan.
*The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Connie is a lifelong resident of Wisconsin and an avid Milwaukee Bucks fan.
*The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Securities Agent: DC, PR, NH, NJ, MI, KS, IN, HI, CT, AL, UT, NY, NE, NC, MN, DE, AR, NM, ID, TX, LA, IA, CO, WY, VA, OH, GA, FL, WI, TN, NV, MD, CA, WA, MS, MO, IL, PA, MA, AZ, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278647
CA Insurance License #: 0I66416
NMLS#: 1278647
CA Insurance License #: 0I66416
About James Pondel
Jim is a Senior Vice President, Wealth Management, Financial Advisor, and Portfolio Management Director at Morgan Stanley. Jim manages assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Using a long-term value-based investment approach, he helps clients develop and implement strategies in an effort to build wealth and realize financial goals.
Additionally, Jim works closely with clients through a discovery process to gather the necessary information to determine their current financial state and desired outcomes. A thorough analysis of the information allows him to create an investment recommendation with a balance between reward and an appropriate level of risk relative to each individual situation. Whether the outcome is education funding, deriving income during retirement, or preserving and passing a legacy to the next generation in a tax-efficient manner, Jim has the ability to build and execute strategies to help achieve those goals.
Jim began his investment career at M&I Bank where he was responsible for managing the bank’s short-term trading desk and later spent 17 successful years as a member of the Chicago Mercantile Exchange. Additionally, he worked in GE’s insurance division before leaving as a top performer. Jim received his undergraduate degree in Economics from Ripon College and Masters in Business Administration from Northwestern University’s Kellogg School of Management.
When he is not working with clients, Jim and his family enjoy being in the great outdoors. He is an avid runner and also likes hiking and fishing. Jim is a board member and past president of the Kellogg Alumni Club of Wisconsin and a past volunteer for the Boy Scouts of America.
Additionally, Jim works closely with clients through a discovery process to gather the necessary information to determine their current financial state and desired outcomes. A thorough analysis of the information allows him to create an investment recommendation with a balance between reward and an appropriate level of risk relative to each individual situation. Whether the outcome is education funding, deriving income during retirement, or preserving and passing a legacy to the next generation in a tax-efficient manner, Jim has the ability to build and execute strategies to help achieve those goals.
Jim began his investment career at M&I Bank where he was responsible for managing the bank’s short-term trading desk and later spent 17 successful years as a member of the Chicago Mercantile Exchange. Additionally, he worked in GE’s insurance division before leaving as a top performer. Jim received his undergraduate degree in Economics from Ripon College and Masters in Business Administration from Northwestern University’s Kellogg School of Management.
When he is not working with clients, Jim and his family enjoy being in the great outdoors. He is an avid runner and also likes hiking and fishing. Jim is a board member and past president of the Kellogg Alumni Club of Wisconsin and a past volunteer for the Boy Scouts of America.
Securities Agent: AL, WY, MA, FL, VA, PA, NJ, NH, LA, CT, WA, KS, IN, DE, NY, MI, IL, GA, UT, OH, MO, DC, AZ, WI, NV, ID, IA, AR, TX, SC, PR, NE, MS, MD, TN, NC, MN, CO, NM, HI, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1262015
CA Insurance License #: 4323317
NMLS#: 1262015
CA Insurance License #: 4323317
About J. Michael Asuncion
Michael is a Vice President and Financial Advisor with The Corners Group at Morgan Stanley. With an emphasis on asset allocation, he collaborates closely with clients to deliver tailored investment solutions that align their current finances to help achieve their future goals. Michael is also a fervent believer in making financial advice accessible to and understandable for younger generations.
Michael serves on the board of the Milwaukee Area Youth Lacrosse Association (MAYLA) as Boy's Youth Director and is member of The Elmbrook Rotary Club.
He holds a bachelor’s degree in economics from Kenyon College, where he played Lacrosse.
In his free time, Michael enjoys playing lacrosse, golfing, visiting museums, and volunteering. Periodically, Michael travels home to the East Coast to visit family and friends.
Michael serves on the board of the Milwaukee Area Youth Lacrosse Association (MAYLA) as Boy's Youth Director and is member of The Elmbrook Rotary Club.
He holds a bachelor’s degree in economics from Kenyon College, where he played Lacrosse.
In his free time, Michael enjoys playing lacrosse, golfing, visiting museums, and volunteering. Periodically, Michael travels home to the East Coast to visit family and friends.
Securities Agent: MS, CT, ID, IA, MO, FL, DE, AZ, WA, VA, UT, OH, NM, LA, IL, WI, NH, NE, GA, CA, MI, NV, CO, SC, IN, DC, AL, TX, PA, NY, NJ, NC, MN, KS, AR, TN, PR, MD, MA, HI, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2437364
CA Insurance License #: 4323316
NMLS#: 2437364
CA Insurance License #: 4323316
About Amanda Kojis
Amanda Kojis is a dedicated Financial Advisor at Morgan Stanley's Brookfield, Wisconsin office, focusing in comprehensive financial planning. She earned her bachelor’s degree in economics from The University of Wisconsin – Milwaukee. Amanda's professional journey began in personal insurance, where she spent over a decade helping individuals protect what mattered most to them. In 2017, she transitioned into financial advising and quickly discovered the joy of working closely with clients and their families to develop wealth and investment management strategies.
Since joining Morgan Stanley in 2020, Amanda has combined her experience in insurance, wealth management, and holistic planning to help clients build confidence in their financial futures. In 2024, she achieved the CERTIFIED FINANCIAL PLANNER® certification, a milestone that underscores her commitment to staying informed, ethical, and fully dedicated to her clients' long-term goals.
Residing in the Hartland area, Amanda balances her professional life with her family, including her husband, Jim, and their daughters, Kacy and Olivia. Outside of work, she serves as Vice President on the Board of Trustees for the Pauline Haas Public Library in Sussex, Wisconsin, reflecting her dedication to community service and lifelong learning.
Since joining Morgan Stanley in 2020, Amanda has combined her experience in insurance, wealth management, and holistic planning to help clients build confidence in their financial futures. In 2024, she achieved the CERTIFIED FINANCIAL PLANNER® certification, a milestone that underscores her commitment to staying informed, ethical, and fully dedicated to her clients' long-term goals.
Residing in the Hartland area, Amanda balances her professional life with her family, including her husband, Jim, and their daughters, Kacy and Olivia. Outside of work, she serves as Vice President on the Board of Trustees for the Pauline Haas Public Library in Sussex, Wisconsin, reflecting her dedication to community service and lifelong learning.
Securities Agent: WI, ND, KS, GA, WA, PR, NM, IL, AL, PA, NV, LA, CA, MA, ID, FL, VA, IN, NJ, IA, AZ, DE, DC, TN, OH, NH, MD, AR, NY, MO, MN, CT, WY, SC, NE, NC, MS, HI, UT, TX, MI, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2065071
CA Insurance License #: 4429847
NMLS#: 2065071
CA Insurance License #: 4429847
About Thomas Gagliano
Tom is a Vice President and Investment Consultant - Relationship Manager. He deepens the client relationship with comprehensive wealth planning and investment strategies.
Tom received his Bachelor of Science from Wisconsin Lutheran College. In his free time, Tom enjoys golf, volunteering, and travel with his wife and daughter.
Professional Background:
1980 - 1997: Kohl's
1998 - Present: Morgan Stanley
Tom received his Bachelor of Science from Wisconsin Lutheran College. In his free time, Tom enjoys golf, volunteering, and travel with his wife and daughter.
Professional Background:
1980 - 1997: Kohl's
1998 - Present: Morgan Stanley
NMLS#: 2728153
CA Insurance License #: 0D92583
CA Insurance License #: 0D92583
About Colleen Lamb
Colleen is a Financial Planning Specialist and Group Director. She has an intimate knowledge of planning and digital tools. Colleen graduated with a Bachelor of Science degree in Business Administration from the University of Wisconsin - Platteville and has been with Morgan Stanley since 2008.
*This role cannot solicit or provide investment advice.
*This role cannot solicit or provide investment advice.
CA Insurance License #: 0159340
About Steven Winter
Steve is a Wealth Management Analyst*, with a focus in investment opportunity analysis. He began his career with Merrill Lynch in 1981 and passed the Series 7 exam in 1990. Steve has been with Morgan Stanley since 2004 and joined The Corners Group in 2016.
He, and his wife Joan, have three adult children and he enjoys reading, volunteering, and spending time with his family.
*This role cannot solicit or provide investment advice.
He, and his wife Joan, have three adult children and he enjoys reading, volunteering, and spending time with his family.
*This role cannot solicit or provide investment advice.
About Dea Harizaj
Dea is a Financial Planning Analyst. She focuses on providing clients with a full view of their financial picture by utilizing planning tools and creating strategies on how to best achieve future goals.
She received her bachelor's degree in Economics from the University of Wisconsin, Madison.
In her free time, Dea enjoys spending time with family, traveling and learning different languages.
*This role cannot solicit or provide investment advice.
She received her bachelor's degree in Economics from the University of Wisconsin, Madison.
In her free time, Dea enjoys spending time with family, traveling and learning different languages.
*This role cannot solicit or provide investment advice.
CA Insurance License #: 4323325
About Matthew Winter
Matthew is a Wealth Management Associate. He is focused on building relationships with clients while supporting the needs of the financial advisors. He is responsible for managing new account openings, facilitating client transactions, and servicing client accounts. He prides himself on providing a friendly and quality client experience.
Matthew graduated from the University of Minnesota, Twin Cities in 2020 and has worked in the financial services industry since then. Prior to this role, he has served as an Institutional Consulting Analyst and a Wealth Advisor.
He loves to spend his free time with friends and family along with his dog, Bodie. He is an avid sports fan and enjoys playing slow-pitch softball and sand volleyball.
*This role cannot solicit or provide investment advice.
Matthew graduated from the University of Minnesota, Twin Cities in 2020 and has worked in the financial services industry since then. Prior to this role, he has served as an Institutional Consulting Analyst and a Wealth Advisor.
He loves to spend his free time with friends and family along with his dog, Bodie. He is an avid sports fan and enjoys playing slow-pitch softball and sand volleyball.
*This role cannot solicit or provide investment advice.
About Ellie Kaczkowski
Ellie is a Registered Client Service Associate where she focuses on client care and daily operations for the team. She enjoys getting to know each client’s unique circumstances to provide the best service.
Ellie received her bachelor’s degree in financial planning and political science from the University of Wisconsin-Madison where she was able to learn the 5 components of financial planning. Before joining Morgan Stanley in 2023 she worked at Northwestern Mutual, Ellen Becker Investment Group and Stifel Financial Corporation.
While not working Ellie enjoys spending time with her friends and family, being in nature as much as the Wisconsin weather allows and volunteering with local animal organizations.
*This role cannot solicit or provide investment advice.
Ellie received her bachelor’s degree in financial planning and political science from the University of Wisconsin-Madison where she was able to learn the 5 components of financial planning. Before joining Morgan Stanley in 2023 she worked at Northwestern Mutual, Ellen Becker Investment Group and Stifel Financial Corporation.
While not working Ellie enjoys spending time with her friends and family, being in nature as much as the Wisconsin weather allows and volunteering with local animal organizations.
*This role cannot solicit or provide investment advice.
CA Insurance License #: 4235678
About Cathy Czuta
Cathy focuses on client administrative needs and providing a high-level service experience. In her free time Cathy enjoys exercising, kayaking, and spending time with her children and grandchildren.
*This role cannot solicit or provide investment advice.
*This role cannot solicit or provide investment advice.
Contact Daniel Geigler
Contact Constance Carmony
Contact James Pondel
Contact J. Michael Asuncion
Contact Amanda Kojis
Contact Thomas Gagliano
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
Elizabeth Menteur
Private Banker
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin.
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.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
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.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
NMLS#: 2329114
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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 The Corners Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4When 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.
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 does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Alternative 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.
10Annuities 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.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4When 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.
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 does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Alternative 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.
10Annuities 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.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
