Welcome

The Govedarica Group is a Chicago based father-son wealth management team overseeing and coordinating the financial affairs of a select group of families and individuals. Our mission is utilizing our decades of experience, to help our clients achieve what is most important to them and their families.

As a multi-generational team, a culture of continuous improvement, seeks to combine the old with the new- meaning we marry past successful strategies with innovative thinking and solutions, while also offering the broadest resources to meet client' needs. We hope to build a relationship you can rely on for multiple generations.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • 529 Plans2
  • Cash Management3
  • Corporate Bonds4
  • Divorce Financial Analysis5
  • Estate Planning Strategies6
  • Financial Planning7
  • Fixed Income8
  • Lending Products
  • Municipal Bonds9
  • Qualified Retirement Plans10
  • Retirement Planning11
  • Trust Accounts12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working with us

Peace of mind. That is what we strive to provide for our clients. Our relentless focus IS demonstrated through core principles:

Collaborative Approach:
•We take the time to get to know our clients and understand their entire financial picture.  We seek to understand their goals, risk profiles, and legacy concerns.
•We build comprehensive goal-based plans that help manage risk, optimize income, and address clients’ concerns from wealth accumulation through legacy planning
•Ongoing monitoring helps clients stay the course, understand the impact of emotions on investing, and allows us to anticipate, prepare, and act

Lifetime Relationships:
•We seek to go above and beyond for our clients and have built a service model that exceeds their expectations
•Regular, proactive communications and reviews help clients understand their wealth, adapt to life’s changes, and stay on track with their goals
•We take an interest in our clients’ lives which creates trust and builds a strong working relationship over many generations

    Location

    760 W Main St
    Suite 200
    Barrington, IL 60010
    US
    Direct:
    (847) 842-2515(847) 842-2515
    Toll-Free:
    (800) 221-2561(800) 221-2561

    Meet The Govedarica Group

    About Me

    A Business Administration graduate of Vanderbilt University, Ted began his financial career at Smith Barney. He later transitioned and joined Dean Witter and Morgan Stanley as a Financial Advisor and retirement specialist. Ted brings 39 years of experience in the financial services industry.

    During his free time, Ted is an avid outdoorsman and enjoys fishing and hunting. Often times, you can find him out on the water or swing a golf club on the course.  He has four children, three of which are triplets.
    Securities Agent: TX, IL, WI, WA, VA, TN, PA, OH, NV, NC, MO, MN, MI, MA, IN, GA, FL, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative

    About Me

    Marko began his career at Morgan Stanley as an intern in the Barrington, Illinois  branch during the summer of 2010, under his father, and continued to intern each summer until 2013 when he came on to the firm full time. Prior to joining the firm, Marko attended Illinois State University where he completed his degree in Finance. 

    During his free time, Marko is an avid fisherman and enjoys outdoor activities, playing sports and spending time with his family and friends.
    Securities Agent: IL, WI, WA, TX, PA, OH, MI, MA, IN, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

    About Me

    Debbie has been with Morgan Stanley since December of 2005 and she has been in the financial services industry for over 38 years, having worked at Merrill Lynch, AG Edwards and JC Bradford & Co. Although many of her roles have been operations related, Debbie enjoys working and interacting with clients to assist with their requests. Debbie’s strong communications skills and her dedication to clients have helped her to develop close relationships with many clients. We are thrilled to have her assistance and know you will enjoy working with her.

    Debbie is happily married to her husband Jim who is an Engineer with Allstate. She has two sons; Kyle, a Field Service Engineer with Waters Corp. and Colin, an Assistant Store Manager with Walgreens. Debbie enjoys spending time with her family and friends. She loves her dog, Mia and they enjoy long walks together. She loves to travel and going to the theatre. She thoroughly enjoys sports and is an avid Yankee and UK Basketball fan.
    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
    From Clueless to Clued In: Teaching Teens About Money

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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
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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.

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    Ready to start a conversation? Contact The Govedarica Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    3Morgan 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

    4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    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.

    6Morgan 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.

    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.

    8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    9Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    10Tax 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.

    11Morgan 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.

    12Morgan 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.

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

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

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

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

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

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


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