About Us

Services Include
  • Life Insurance1
  • Estate Planning Strategies2
  • Trust Accounts3
  • Business Planning4
  • Executive Financial Services5
  • Business Succession Planning6
  • Philanthropic Services
  • Financial Planning7
  • Retirement Planning8
  • Cash Management9
  • Wealth Planning10
  • Professional Portfolio Management11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Five Star Wealth Managers; 2012,2013,2014,2015 and 2016

  • Morgan Stanley Pacesetters Club; 2015

Working With You

Providing tailored and personalized service is truly a hallmark of the Gio Group. We realize that there are many, sometimes confusing options available when it comes to wealth management and is one of the reasons why the Gio Group was established. With that in mind, we will apply our carefully crafted, standard of care model which includes working with our wealth planning specialist to bring focus to your individualized goals through, creation and subsequent updating of a comprehensive financial plan for all assets under management. Once a detailed plan is established, we will pool the vast resources of Morgan Stanley as well as our professional and life experiences so to execute a financial strategy that is designed to meet and exceed your goals that are consistent with your plan.

As we know that life never stands still, our standard of care model further includes a periodic review of all plans under management so to mirror changes your life, monitor performance consistent with established goals and modify stated goals and investments as needed. However, we realize that although management of assets is an important part of your financial picture, we feel it equally important to also bring focus into your liabilites where we may bring resources of one of the country's largest banks, Morgan Stanley Private Bank N.A. to help you meet your financial objectives.

    Our Clients

    The Gio Group at Morgan Stanley focuses on multi-generational family goals based wealth management and wealth transfer of their clients. Typically, many of our clients who are self-made entrepreneurs, senior corporate executives and professional athletes understand that building a talented team is a key to their successfully achieving their professional goals; also appreciate that building a team of professionals to help them achieve their personal goals is essential. Our group is designed to work closely and collaboratively with our client's tax and legal advisors as we strive to build a multi-dimensional, practical financial plan that may help our client achieve their life's goals.

      Community Involvement

      Lincolnway Foundation for Educational Excellence; District 210.  Previous Board Member.

      Nazareth Farm West Virginia; Volunteer, Donor and Supporter

      Marist High School; Donor and Supporter

      University of Illinois Champaign Urbana; Donor and Supporter

      Otis Wilson Charitable Association

      Archdiocese of Chicago Metropolitan Tribunal; Field Advocate

        Location

        15341 S. 94th Ave
        Ste 200
        Orland Park, IL 60462
        US
        Direct:
        (708) 226-5402(708) 226-5402
        Toll-Free:
        (800) 323-1340(800) 323-1340

        Meet The Gio Group

        Photo of Courtney Lach

        Courtney Lach

        Registered Client Service Associate

        About Me

        In tandem with the dynamic world of finance, Mark has embraced and thrived in the industry for well over thirty years. Mark’s extensive experience includes nearly two decades in various roles as an institutional financial manager and trader on Wall St. as well as Chicago. His past experience and keen understanding of markets along with skilled management of high-net worth client assets provides a unique skill set and perspective for the benefit of his clients. Coupled with Mark’s passion to help others, it is no surprise that he has built a successful practice that is focused on helping clients achieve their goals.

        Mark is committed to an ongoing process that provides his clients with an exceptional service model that focuses on detailed assessments of their financial needs through a highly detailed planning process through ongoing management assuring his clients, no matter what level of assets which are entrusted to him; all clients will receive exemplary service.

        To help Mark scale his business, he and his business partner Gulio Giometti founded the Gio Group at Morgan Stanley with a fundamental model of working closely with their clients on a consultative basis to help them achieve their current and future financial goals.

        Mark holds a B.S. in Finance from DePaul University in Chicago as well as holds the designation of Chartered Retirement Planning Counselor (CRPC). 

        More recently, Mark successfully completed a 500 mile religious pilgrimage referred to as the Camino de Santiago Frances.

        On a more personal note, Mark and his wife Gayle reside in the southwestern suburbs of Chicago. He and Gayle have been married for over 33 years and have three adult children. Mark is also a very active member of the St. Jude Catholic Church in New Lenox and serves as an Extraordinary Minister at the same. He enjoys running, bowling, gardening, auto racing, cooking and culinary delights.

        NMLS# 1312595
        Securities Agent: TX, IL, WI, SD, OR, OH, NY, NV, MI, MD, IN, IA, GA, FL, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1312595

        About Me

        With over 35 years of business management experience, Gulio offers his clients a distinctive combination of pragmatic business and financial management while also applying his passion for helping others achieve their goals.

        In his professional career Gulio has led, managed as well as owned several diverse businesses globally which have allowed him to personally experience and practice the value of prudent financial management as well as other facets of business and life.

        Years ago Gulio decided that Morgan Stanley would be the right fit for him to apply his global experiences to the financial services industry and subsequently has helped many clients by utilizing the firm’s vast knowledge and resource base.

        More recently, Gulio and his business partner Mark Giovanazzi founded The Gio Group at Morgan Stanley. This team is focused on an enhanced, in-depth consultative approach to wealth management to help their clients achieve current and future financial goals.

        Although helping his clients navigate their financial goals is his primary professional focus, Gulio also has helped provide financial literacy programs to children and young adults in the Chicago area through charitable organizations. Additionally, he has served as a Field Advocate for the Metropolitan Tribunal of the Archdiocese of Chicago.

        Gulio’s formal education includes attending DePaul University where he majored in International Business Development.

        On a personal note, Gulio strives to lead a balanced life and enjoys travelling, motorcycling, cooking and golfing. He and his wife Barbara and have been married for over 27 years and they have one daughter, Rachel who is working on her MBA and has embarked on her own life’s journey. Gulio and his family live in the suburbs of Chicago along with Rocco, their Boston Terrier.

        NMLS: #1253276

        CRC: 1956785
        Securities Agent: IL, WI, TX, SD, OR, OH, NY, NV, MD, MA, IN, IA, FL, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 1253276

        About Me

        Courtney is a Registered Associate who joined the firm in 2014. Her primary objective in coming to the Financial Service’s Industry was to help provide an exceptional customer experience for each client. Courtney prides herself on her exceptional operational efficiency that allows her to help deliver the Gio Group at Morgan Stanley and the firm to every client.

        Courtney holds a B.A. in Liberal Arts and Sciences from DePaul University in Chicago. She also holds Series 7 and 66 securities licenses.

        She currently lives in the southwestern suburbs of Chicago along with her fiancé, Eddie, and their three dogs, Bernice, Wyatt, and Lincoln.  Courtney enjoys volunteering at the local humane society, attending concerts, and visiting family in Greece.

        1/2018 CRC 1993150
        Investment and Market Perspectives

        On the Markets

        Retirement

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

        The Simple Six-Step Retirement Checkup

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

        Investing

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

        Five Smart Strategies to Use a Bonus or Raise

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

        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

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

        Business Planning

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

        6 Keys to Building a Startup

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

        Philanthropy

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

        A New Roadmap for Mission Alignment

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

        Mosaic

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

        Make Your Words Memorable

        Master public speaking with savvy tips from the pros.

        More from Morgan Stanley

        Consolidate Your Cash at a Competitive Rate

        Consolidate Your Cash at a Competitive Rate

        2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
        Learn more about Consolidate Your Cash at a Competitive Rate
        Morgan Stanley and Justin Rose: A Winning Team

        Morgan Stanley and Justin Rose: A Winning Team

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

        Your Financial World. On the Go.

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

        Reserved | Living & Giving

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

        Sign Up for eDelivery

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

        Access Morgan Stanley Online

        Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
        Learn more about Access Morgan Stanley Online
        Ready to start a conversation? Contact The Gio Group today.
        Market Information Delayed 20 Minutes
        1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        2Morgan 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.

        3Morgan 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.

        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.

        5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        7Morgan 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.

        8Morgan 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.

        9Morgan 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

        10Morgan 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.

        11Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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

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

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

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

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

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


        CRC 2019752 10/2018