Stacey Suzanne Barrins, CFP®
Managing Director, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(312) 648-3309(312) 648-3309
The Eleven Twenty Seven Group at Morgan Stanley
Direct:
(312) 648-3309(312) 648-3309
Toll-Free:
(800) 621-5231(800) 621-5231
Our Mission Statement
To help individuals and families make some of life's most critical choices, decisions appropriate for where they are - and where they want to go.
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.
At the Eleven Twenty Seven Group, we believe 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.
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.
At the Eleven Twenty Seven Group, we believe 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.
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.
Services Include
- Wealth ManagementFootnote1
- Asset Management
- Retirement PlanningFootnote2
- Financial PlanningFootnote3
- Divorce Financial AnalysisFootnote4
- Planning for Education FundingFootnote5
- Planning for Individuals with Special Needs
- Alternative InvestmentsFootnote6
- Trust AccountsFootnote7
- Long Term Care InsuranceFootnote8
- Life InsuranceFootnote9
- 401(k) Rollovers
- AnnuitiesFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Women Without Limits
The Eleven Twenty Seven Group is committed to creating opportunities for women in their careers, their wealth planning and their communities. We’re closing the gap and helping empower females throughout every stage of their lives, with tangible resources, advice and stories.
Planning for Your Financial Future
Women make up half the population but for so long have been treated like a niche demographic in financial services. Today, women are largely responsible for their families’ financial decision-making, and we hold the majority of consumer spending power. Certainly, we are anything but a niche.
Learn More
A Woman’s Guide to Life & Money
Women face a unique set of financial challenges. At the Eleven Twenty Seven Group, we have witnessed the power of education and trusted guidance to transform a woman’s relationship with money.
Access Guide
Charitable Giving that Benefits Women and Girls
Helping women get ahead can mean delving into issues like health care, education and poverty. Here’s how to have an impact. Melanie Schnoll Begun, Head of Philanthropy Management at Morgan Stanley shares some ideas about how individuals who have a passion for helping women and girls can define their focus and have the most impact.
Listen Here
Maintaining Your Wealth
We are a point in history where there is a tremendous wealth transfer occurring . Over the next several decades, there will be control of investable assets by women in the US to the tune of about 70%.
Watch Here
Divorce or Death of a Spouse
Divorce or the death of a spouse can turn the best laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground. Nonetheless, the right approach and the right advice can help you overcome a difficult situation.
Learn More
529 Plans: A Powerful Tool to Save for Education
With costs so high, many students and parents are taking on significant student loan debt to pay for college. Roughly two-thirds of college seniors who graduated in 2018 did so with loans, with an average debt burden of $29,200. Though education costs continue to climb, starting to save early can make a difference.
Learn MoreMedia & Research
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Thoughts On The Market Podcast
Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out the Latest Episode
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
Morgan Stanley Ideas
Read our perspective on what's shaping the world today, and tomorrow. Topics range from health care, sustainability, macroeconomics and technology.
Explore Featured Ideas
Cybersecurity Center
Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Protect Yourself Online
Steps that May Reduce Taxes on Your Income
Achieving your investment goals isn’t just about maximizing returns. Reducing tax liabilities in your portfolio can also play a key role in helping you build wealth over the long run. As you review your income and portfolio, consider these steps to help reduce taxes on your investments:
Tax Efficiency
How to Avoid Outliving Your Retirement Savings
Most people look forward to retirement and the prospect of new hobbies, travel and quality time with family. Improvements in medical care have increased the length of time that retirees may have to enjoy these years. However, with longer retirements comes a new challenge: Will your retirement savings last?
Retirement PlanningHelping Our Clients Achieve Their Goals
Our mission as a team is to help clients make some of life's most critical choices, decisions appropriate for where they are- and where they want to go. We focus on what is prudent and logical for the specific individual, couple or family seeking our advice.
Setting a Confident Course
Thorough, thoughtful planning - planning that analyzes your current situation as well as your future objective - is the most critical step in establishing a path to your goals. There is no "one size fits all" philosophy; the planning process and our recommendations are for you and your family, and no one else.
Managing the Rewards of Success
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets and the risks and opportunities they hold for you. You can rely on us for objective, strategic advice in structuring (or re-structuring) your portfolio, and for careful analysis of any investments we consider together: asset allocation, investment management, traditional investments, alternative investments, structured investments, and separately managed accounts.
Protecting Your Wealth
Insurance can play a critical role in virtually any comprehensive financial strategy, helping you protect the value of your assets, your income and your family's financial security - even perform important functions in a business succession or estate plan. We will help you analyze your current insurance portfolio and work to update your coverage to fulfill personal and strategic goals.
Shaping Your Retirement
Together we will work to make decisions that could help you move towards the retirement you expect. Whether you are building retirement wealth or making the transition to income generation from your assets, we will help develop and implement a strategy based on your unique vision for retirement.
Educating New Generations
For some clients, helping to meet the education costs of children and grand-children may be one of the most attractive and personally fulfilling opportunities. We will help you consider your options: custodial accounts, 529 plans, minor's trusts and bond ladders.
Building Your Legacy
Estate planning typically brings together the dimensions of life: personal, family, financial and charitable. We will work with you, your tax advisor, and your attorney to understand the connections between your life and legacy goals to help you develop a strategy to position your portfolio appropriately.
Giving Back through Philanthropy
Many successful individuals seek opportunities to support cultural, educational, and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you and your loved ones. We will help you analyze and implement a strategy that rewards you while supporting the causes you care about.
In the Press
Over the years, the Eleven Twenty Seven Group has earned recognition due their distinctive wealth management approach and ongoing client dedication.
Meet Stacey Barrins
Watch Here
Meet Danelle Parker
Watch Here
Working Mother Magazine - Top Advisor Moms
Top Advisor Moms 2021
Forbes Magazine's List of America's Best-in-State Wealth Advisors
Best-in-State Wealth Advisors 2018, 2019, 2020, 2022, 2023, and 2024.
Power Women Issue – October 2023
The InfluencersForbes - Top Women Wealth Advisors
Top Women Wealth Advisors 2020, 2021, 2022, 2023, 2024 and 2025.
Power Women Issue – October 2021
Shattering the Glass Ceiling
Forbes - Best-In-State Wealth Management Teams
Best-In-State Wealth Management Teams 2023, 2024 and 2025.
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
Danelle S Parker, CFP®
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(312) 648-3011(312) 648-3011
Fatimah Hijjawi, CFA
Financial Advisor
Phone:
(312) 648-3330(312) 648-3330
Janet Larchey, CFP®*
First Vice President, Director of Business Strategy
Phone:
(312) 648-3391(312) 648-3391
Marissa Harenberg, CFP®*
Vice President, Wealth Management Associate
Phone:
(312) 648-3549(312) 648-3549
Ella Thompson
Registered Client Service Associate
Phone:
(312) 648-3492(312) 648-3492
Samantha Learch
Registered Client Service Associate
Phone:
(312) 648-1647(312) 648-1647
Caitlin Dromm
Team Administrator
Phone:
(312) 648-3553(312) 648-3553
About Me
Stacey Barrins, CFP®️ is a Managing Director, Financial Advisor and the lead member for the Eleven Twenty Seven Group at Morgan Stanley. She has been with Morgan Stanley since 2005 and is a CERTIFIED FINANCIAL PLANNER (CFP®️). Stacey also holds a CPA ( nonpracticing at Morgan Stanley) and started her career at Arthur Anderson, where she focused on tax strategies for high-net-worth individuals. She currently serves as co-chair of Morgan Stanley's National Advisory Council, is a fierce mentor to others in the office, and frequently speaks on internal business panels.
Stacey strives to take her clients relationships beyond financial advice. She does this by being a safe place for her clients to turn to when making important life decisions. Her passion for building client relationships and providing exceptional care started in her childhood as she greeted guests and waited tables at her parent's restaurant in Wisconsin. Anyone who knows Stacey can attest to her warmth, competence and empathy, and anyone who has seen her operate in a professional capacity can understand how those traits make her an incredible advisor.
Beyond her skills as an advisor, Stacey is the Eleven Twenty Seven Group’s fearless leader. Her role as head of our team extends beyond giving financial advice to clients and helping them navigate the capital markets. Stacey takes time to mentor team members and others within the firm. Helping professionals grow and develop their own career paths is something Stacey does extremely well.
Outside of the office, Stacey cherishes family time with her husband and their three children. Together they make pasta from scratch, watch sports, and play games. She enjoys cooking, playing paddle and pickleball, working out, playing piano, cheering on her children at hockey games, and listening to country music.
Stacey has been honored with the following awards:
2018 - 2020 and 2022 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2020 and 2022 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020 - 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020 - 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure/
Stacey strives to take her clients relationships beyond financial advice. She does this by being a safe place for her clients to turn to when making important life decisions. Her passion for building client relationships and providing exceptional care started in her childhood as she greeted guests and waited tables at her parent's restaurant in Wisconsin. Anyone who knows Stacey can attest to her warmth, competence and empathy, and anyone who has seen her operate in a professional capacity can understand how those traits make her an incredible advisor.
Beyond her skills as an advisor, Stacey is the Eleven Twenty Seven Group’s fearless leader. Her role as head of our team extends beyond giving financial advice to clients and helping them navigate the capital markets. Stacey takes time to mentor team members and others within the firm. Helping professionals grow and develop their own career paths is something Stacey does extremely well.
Outside of the office, Stacey cherishes family time with her husband and their three children. Together they make pasta from scratch, watch sports, and play games. She enjoys cooking, playing paddle and pickleball, working out, playing piano, cheering on her children at hockey games, and listening to country music.
Stacey has been honored with the following awards:
2018 - 2020 and 2022 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2020 and 2022 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020 - 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020 - 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: MA, CT, NJ, NH, CA, OK, NE, ME, IA, CO, AZ, VA, TX, IN, MD, KY, VT, GA, UT, TN, NC, FL, PA, NM, MN, IL, DE, WA, OH, NY, WI, MO, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270228
NMLS#: 1270228
About Danelle S Parker
Danelle Parker, CFP®️, serves as First Vice President and Financial Advisor at the Eleven Twenty Seven Group. She initially joined Morgan Stanley in 2013 as a client service associate after starting her career at JPMorgan Chase and Northern Trust. In 2015, Danelle became an integral part of the Eleven Twenty Seven Group, drawn to the dynamic team environment led by two terrific female role models – then Managing Director Patricia Cutilletta and current business partner Stacey Barrins.
Danelle’s 18+ year career in the financial services industry has prepared her well for her current role with the Eleven Twenty Seven Group, where she works with clients on developing investment and retirement strategies. While Danelle is fascinated by the financial markets and enjoys crafting bespoke financial solutions to achieve clients’ goals and objectives, she most enjoys connecting on a personal level with clients to help understand their needs and provide the best advice for their specific situation.
Prior to beginning her career in financial services, Danelle graduated from Utah State University with a degree in Business Marketing. Danelle was born in northern Utah and feels at home on either a set of skis or a snowboard. She is also an avid fitness enthusiast, and enjoys weightlifting, running, and has recently found an appreciation for golf. Danelle currently resides in the Roscoe Village neighborhood of Chicago with her husband, Cole, their two boys, Graham and Wells, and their dog Nebbia.
Danelle’s 18+ year career in the financial services industry has prepared her well for her current role with the Eleven Twenty Seven Group, where she works with clients on developing investment and retirement strategies. While Danelle is fascinated by the financial markets and enjoys crafting bespoke financial solutions to achieve clients’ goals and objectives, she most enjoys connecting on a personal level with clients to help understand their needs and provide the best advice for their specific situation.
Prior to beginning her career in financial services, Danelle graduated from Utah State University with a degree in Business Marketing. Danelle was born in northern Utah and feels at home on either a set of skis or a snowboard. She is also an avid fitness enthusiast, and enjoys weightlifting, running, and has recently found an appreciation for golf. Danelle currently resides in the Roscoe Village neighborhood of Chicago with her husband, Cole, their two boys, Graham and Wells, and their dog Nebbia.
Securities Agent: CA, CO, WI, NH, MN, ME, IL, IA, FL, GA, DE, WA, MO, MD, KY, AZ, VA, VT, OH, NY, NE, UT, MI, IN, TN, PA, OK, TX, NM, CT, NJ, MA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1682642
CA Insurance License #: 4104048
NMLS#: 1682642
CA Insurance License #: 4104048
About Fatimah Hijjawi
Fatimah Hijjawi serves as Financial Advisor with the Eleven Twenty Seven Group at Morgan Stanley. Her journey began as the group's intern in 2018, and upon graduating summa cum laude from DePaul University with a Bachelor’s Degree in Business Administration and Management in 2019, she transitioned to a full-time Client Service Associate. Growing in her roles, Fatimah became a Consulting Group Analyst in 2021 and then assumed the position of Financial Advisor Associate in 2023.
Fatimah has extensive experience in evaluating new and existing investment strategies, analyzing portfolio risk, and staying abreast of market and economic themes. She successfully obtained the Chartered Financial Analyst (CFA®️) Charter in 2023. This achievement is the culmination of over 1,100 hours of studying and three rigorous exams taken over the course of multiple years. The CFA®️ charter is a globally recognized credential for investment analysis and portfolio management. Fatimah’s kind demeanor and unique ability to deliver complex subjects in a relatable manner have allowed her to develop relationships with clients that go beyond her role.
Fatimah is Palestinian and was raised in Jordan, Egypt, Lebanon and Switzerland. She speaks French and Arabic and now lives in the South Loop with her two cats, ShibShib and MishMish. Fatimah enjoys running along lakefront trails and participating in marathons to support various causes and charities.
NMLS #: 2567004
Fatimah has extensive experience in evaluating new and existing investment strategies, analyzing portfolio risk, and staying abreast of market and economic themes. She successfully obtained the Chartered Financial Analyst (CFA®️) Charter in 2023. This achievement is the culmination of over 1,100 hours of studying and three rigorous exams taken over the course of multiple years. The CFA®️ charter is a globally recognized credential for investment analysis and portfolio management. Fatimah’s kind demeanor and unique ability to deliver complex subjects in a relatable manner have allowed her to develop relationships with clients that go beyond her role.
Fatimah is Palestinian and was raised in Jordan, Egypt, Lebanon and Switzerland. She speaks French and Arabic and now lives in the South Loop with her two cats, ShibShib and MishMish. Fatimah enjoys running along lakefront trails and participating in marathons to support various causes and charities.
NMLS #: 2567004
Securities Agent: IN, NY, MD, MA, IA, GA, CO, OK, DE, WA, TN, NH, FL, NM, AZ, PA, OH, NC, MN, MI, CT, VT, NE, ME, KY, IL, VA, MO, CA, WI, UT, TX, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 2567004
NMLS#: 2567004
About Janet Larchey
Janet started at Morgan Stanley in 2004 and joined the team in February 2017. She is a CERTIFIED FINANCIAL PLANNER™. Janet is responsible for the supervision of team operations, client reporting, and leads all aspects of the team’s client services activities. She is responsible for driving all team initiatives to ensure clients have an exceptional service experience.
Janet is a native of Chicagoland. She graduated from DePaul University in Chicago with a double major in Finance and Marketing. Janet is an active endurance athlete and has completed 17 marathons including 3 Ironman Triathlons. She lives in Naperville, Illinois with her husband, son, two daughters and their Labrador retriever, Sydney.
*Disclaimer: This role cannot solicit or provide investment advice
Janet is a native of Chicagoland. She graduated from DePaul University in Chicago with a double major in Finance and Marketing. Janet is an active endurance athlete and has completed 17 marathons including 3 Ironman Triathlons. She lives in Naperville, Illinois with her husband, son, two daughters and their Labrador retriever, Sydney.
*Disclaimer: This role cannot solicit or provide investment advice
About Marissa Harenberg
Marissa Harenberg is a Vice President and Wealth Management Associate with the Eleven Twenty Seven Group. She has years of wealth management experience and has been with Morgan Stanley since 2005. Marissa has her Illinois Insurance Licenses in Life and Health.
Marissa’s passion for connecting and maintaining strong relationships with clients started early in her career. After graduating from The University of Iowa with a B.B.A in Business Management, she started working as a Client Service Associate. Marissa developed strong organizational skills and the ability to anticipate clients’ needs from her first role which she leverages every day. She is BRCA1+, battled breast cancer, and welcomes conversations on her journey as well as others.
Marissa currently resides in Palatine, Illinois, with her husband and their two sons. She moved to Palatine from Wrigleyville in 2020 to be closer to her relatives. Marissa enjoys nature and gardens in her spare time.
*Disclaimer: This role cannot solicit or provide investment advice
Marissa’s passion for connecting and maintaining strong relationships with clients started early in her career. After graduating from The University of Iowa with a B.B.A in Business Management, she started working as a Client Service Associate. Marissa developed strong organizational skills and the ability to anticipate clients’ needs from her first role which she leverages every day. She is BRCA1+, battled breast cancer, and welcomes conversations on her journey as well as others.
Marissa currently resides in Palatine, Illinois, with her husband and their two sons. She moved to Palatine from Wrigleyville in 2020 to be closer to her relatives. Marissa enjoys nature and gardens in her spare time.
*Disclaimer: This role cannot solicit or provide investment advice
About Ella Thompson
Ella was an intern for the team last summer and worked with the team part time while she completed her senior year at Loyola. Ella earned her degree (Summa Cum Laude) in finance and economics and is now working full time as a Registered Client Service Associate. Ella aspires to expand her role and use her finance background to assist Fatimah with the analyst functions of the team. Ella is originally from Vermont and enjoys enjoying exploring new Chicago neighborhoods, skiing, hiking, and running.
About Samantha Learch
Samantha Learch is a Registered Client Service Associate and has 5 years of industry experience. Prior to joining the team, Samantha was an Analyst at Goldman Sachs where she was exposed to financial planning, investment objectives, and maintaining client relationships. Samantha’s industry knowledge, kind demeanor, and attention to clients makes her a great fit for the team.
Samantha ran track and field at the University of Arkansas where she received All-American Honors. Though she does not run as much anymore, Samantha remains active by swimming and weightlifting. In her spare time, Samantha enjoys traveling, hiking, and painting.
Samantha ran track and field at the University of Arkansas where she received All-American Honors. Though she does not run as much anymore, Samantha remains active by swimming and weightlifting. In her spare time, Samantha enjoys traveling, hiking, and painting.
About Caitlin Dromm
Caitlin joined us as our Team Administrator and has over 7 years of administrative, scheduling, and coordinating experience. Originally from St. Petersburg, Florida, Caitlin moved to Chicago in 2018 excited to dive into a city with a change of seasons and new opportunities. Caitlin's personable approach to everyone she meets and knack for being highly organized and detail oriented makes her a great addition to our team.
In her spare time, Caitlin enjoys baking cupcakes and cookies from scratch, reading on her Kindle, and hanging out with her cat Mozzarella. Caitlin lives in Avondale where her and her boyfriend, Vince, enjoy going to local shows, trying new restaurants, and cooking together at home.
In her spare time, Caitlin enjoys baking cupcakes and cookies from scratch, reading on her Kindle, and hanging out with her cat Mozzarella. Caitlin lives in Avondale where her and her boyfriend, Vince, enjoy going to local shows, trying new restaurants, and cooking together at home.
Contact Stacey Suzanne Barrins
Contact Danelle S Parker
Contact Fatimah Hijjawi
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
Rosanne Peel
Private Banker
Siena Pike
Planning Associate
About Rosanne Peel
Rosanne Peel is a Private Banker serving Morgan Stanley Wealth Management offices in Chicago.
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.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, IL.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling and cooking.
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.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, IL.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling and cooking.
NMLS#: 800017
About Siena Pike
Siena Pike is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Siena provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
She earned her undergraduate degree from Washington University in St. Louis and received the Financial Planning Specialist® designation from the College for Financial Planning. Siena is originally from Charlottesville, Virginia and currently resides in New York, New York.
She earned her undergraduate degree from Washington University in St. Louis and received the Financial Planning Specialist® designation from the College for Financial Planning. Siena is originally from Charlottesville, Virginia and currently resides in New York, New York.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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 Eleven Twenty Seven Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When 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.
3Morgan 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.
4Morgan 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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 appropriate 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.
10Annuities 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When 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.
3Morgan 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.
4Morgan 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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 appropriate 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.
10Annuities 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
