About Us

When you think about wealth management, what comes to mind?  We define wealth management broadly – investment consulting, advanced planning, and relationship management.  We have helped clients make decisions about elder care, organize their assets and understand their finances, and hold family meetings to clarify financial positions and structure gifting strategies.  By incorporating corporate stock, 401k plans, and assets held with other firms, we are able to help clients develop comprehensive asset allocation and cash flow strategies as well as retirement, education, and insurance plans.  We work directly with clients and their other advisors to develop and monitor a cohesive wealth management approach.

View Our Brochure
Services Include
  • Retirement Planning1
  • Wealth Management2
  • Divorce Financial Analysis3
  • Planning for Education Funding4
  • Planning for Individuals with Special Needs5
  • Alternative Investments6
  • Trust Accounts7
  • Long Term Care Insurance8
  • Life Insurance9
  • 401(k) Rollovers
  • Financial Planning10
  • Annuities11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

At the Cutilletta Group, we believe that our clients are not portfolios of assets – they are people with complex lives, who would like a financial advisor to provide thorough, unbiased and carefully considered guidance on a range of topics.  Our clients are investors - not traders - and believe that protecting a portfolio during difficult markets is equally as important as growing it during strong markets.

    Working With You

    Our mission is to help clients make some of life's most critical choices, decisions appropriate for where they are - and where they want to go.  Our message is not always popular, and never trendy.  We focus on what is prudent and logical for the specific individual or couple seeking our advice.  We work hard each day to help clients make decisions with which they can maintain their lifestyles for years to come.

      Location

      227 West Monroe St
      Suite 3400
      Chicago, IL 60606
      US
      Direct:
      (312) 648-3309(312) 648-3309
      Toll-Free:
      (800) 621-5231(800) 621-5231

      Meet The Eleven Twenty Seven Group

      About Me

      February 2019, 2018 - Forbes Magazine's List of America's Best-in-State Wealth Advisors
      October 2017, 2018 - Top 200 Wealth Adviser Moms, Working Mother Magazine
      2005 - Present: Morgan Stanley*
      Senior Vice President
      Family Wealth Advisor
      Chicago, IL
      2001 - 2005: Deloitte & Touche
      Senior Consultant
      Chicago, IL
      Bachelors, 2001
      University of Iowa
      Iowa City, IA
      CERTIFIED FINANCIAL PLANNER Certification
      Financial Planning Specialist Designation
      Certified Public Accountant (CPA) Designation, 2001 (non-practicing)
      American Institute of Certified Public Accounting
      Associations:
      Past President of the Women's Board of the American Cancer Society - Chicago, IL 
      Volunteer at Common Threads - Chicago, IL
      Securities Agent: TX, IL, WI, WA, VA, UT, TN, SC, PA, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MO, MN, MI, MD, MA, KY, IN, IA, GA, FL, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1270228

      About Me

      2013 – Present: Morgan Stanley*
      Financial Advisor
      Chicago, IL
      2012 – 2013 Northern Trust Corp
      Senior Associate
      Chicago, IL
      2006 – 2012 JP Morgan Chase
      Associate
      Chicago, IL
      Bachelors, 2006
      Utah State University
      Logan, UT
      CERTIFIED FINANCIAL PLANNER Certification
      Securities Agent: TX, IL, WI, WA, VA, UT, TN, SC, PA, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MO, MN, MI, MD, MA, KY, IN, IA, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1682642

      About Me

      2005 - Present: Morgan Stanley*
      Assistant Vice President
      Wealth Management Associate
      Chicago, IL
      Bachelors, 2005
      University of Iowa
      Iowa City, IA
      Series 7, 63, 66, 9 and 10 licensed
      Illinois Life and Health Insurance Licensed

      About Me

      2004 - Present: Morgan Stanley*
      Assistant Vice President
      Wealth Management Associate
      Chicago, IL
      Bachelors, 2004
      DePaul University
      Chicago, IL
      CERTIFIED FINANCIAL PLANNER™ Certification
      Series 7 and 66 Licensed
      Illinois Life Insurance Licensed

      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
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      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
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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      Ready to start a conversation? Contact The Eleven Twenty Seven Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      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 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.

      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.

      4Morgan 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.

      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 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.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      10Morgan 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.

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

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


      CRC 2019752 10/2018