The Green Weitzman Group

As Wealth Managers, we educate and guide families, professionals, affluent individuals, and business owners as they strive to achieve their financial goals. Whether it is to accumulate wealth, reduce taxes, develop an education fund, or plan for retirement, we use our financial planning skills to best suit our clients. What sets us apart is our ability to build customized and personalized portfolios and investment plans for our clients. The Green Weitzman Group has a well-defined Wealth Management Process which has been built over three decades with the vision to build lasting relationships that will extend intergenerationally through families.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Alternative Investments6
  • Long Term Care Insurance7
  • Life Insurance8
  • Cash Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Kevin H. Green CFP®, CIMA®
Senior Vice President
Portfolio Management Director
Financial Advisor
Firm Since 1993

CERTIFIED FINANCIAL PLANNER™
Institute of Certified Financial Planners, 1994

C.I.M.A. - Certified Investment Management Analyst
The Wharton School, 2004
University of Pennsylvania


J.D., 1983
Northwestern University
Evanston, IL


B.S. - Accountancy
CPA, 1980
University of Illinois
Urbana-Champaign, IL

Susan G. Weitzman, CFP®
Senior Vice President
Portfolio Management Director
Family Wealth Advisor
Financial Advisor
Firm Since 2000


CERTIFIED FINANCIAL PLANNER™
Northwestern University, 2007
Certification Education Program
Evanston, IL


MBA - Masters of Business Administration, 1982
University of Illinois
Urbana-Champaign, IL


BS - Psychology, 1981
University of Illinois
Urbana-Champaign, IL

Nicholas D. Korn, CFP®
Financial Planning Associate
Registered Associate
Firm Since 2014/Team Since 2014

CERTIFIED FINANCIAL PLANNER™
Northwestern University, 2015
Certificate in Financial Planning
Evanston, IL

BA in Communication, 2013
University of Illinois
Urbana-Champaign, IL

Series 7 & 66 Licensed
Life, Health, Accident, & Variable Insurance Licensed

Jon E. Meek, CFP®
Registered Associate
Firm Since 2012/Team Since 2017

CERTIFIED FINANCIAL PLANNER™
DePaul University, 2007
Certificate in Financial Planning
Chicago, IL

BA in Political Science and German Language & Literature
Marquette University, Milwaukee WI
 
Series 7, 63 & 66 Licensed

    Working With You

    Family Wealth Management

    I. Investment Management
       a. Investment Policy, Manager Selection
       b. Asset Allocation (stocks, bonds, risk tolerance)

    II. Financial Independence
       a. Financial Goals (statement of goals, financial plan, ‘Lifeview’, tax planning)
       b. Incorporation of Holistic Wealth Management

    III. Retirement Planning
       a. Retirement Plans (401(k), IRAs/Roth & Traditional)
       b. Social Security/Healthcare
       c. Cash Flow Planning

    IV. Insurance Planning
       a. Umbrella Liability Planning
       b. Property and Casualty Reviews
       c. Life Insurance Planning
       d. Long Term Care

    V. Banking & Lending

    VI. Estate Planning
      
       a. Heirs 
       b. Charitable Giving 




    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Since life insurance and long term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force.  A change to your current policy may incur charges, fees and costs.  A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy.  You should consult with your own tax advisors regarding your potential tax liability on surrenders.

      Our Clients

      The Green Weitzman Group has a well-defined Wealth Management process that answers two important questions:

      1) How am I doing?
      2) What could go wrong and have a material impact on my financial plan?

      The question "How am I doing?" is unique to each client. The question "What could go wrong and have a material impact on my financial plan?" is the second part of what The Green Weitzman Group strives to deliver to clients. Kevin, Susan, Nicholas, and Jon all have their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have undergone extensive education to obtain this certification. This designation has given them the insight for developing creative investment strategies for safeguarding clients' assets, whether it is for wealth accumulation, an education fund, a retirement portfolio, or an estate plan. The Green Weitzman Group's experience also encompasses assisting clients with liability management, insurance planning, and tax management needs.

      CRC #1545119

        Awards and Honors

        • Forbes Best-In-State 2019
          Susan Weitzman was named to Forbes Best-in-State Wealth Advisors for 2019

        Location

        111 S Pfingsten Rd
        Ste 200
        Deerfield, IL 60015
        US
        Direct:
        (847) 480-5451(847) 480-5451
        Toll-Free:
        (800) 543-3623(800) 543-3623

        Meet The Green Weitzman Group

        About Me

        Senior Vice President
        Portfolio Management Director
        Financial Advisor
        Kevin is a Senior Vice President of Investments at Morgan Stanley.  He has been with the firm for over two decades and has become a member of the Morgan Stanley Chairman’s Council.  Kevin has also been designated as a Senior Investment Management Consultant, an honor given to the top financial consultants employing professional asset managers through Morgan Stanley’s Consulting Group.
        He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and also holds the prestigious Certified Investment Management Analyst (CIMA®) designation from the University of Pennsylvania’s Wharton School of Business’s distinguished Investment Management Analyst Program.
        Kevin graduated from the University of Illinois with a BS in Accountancy where he also obtained his CPA certification (now non-practicing).  He graduated from Northwestern University with a JD degree in 1983.
        His diverse educational background and knowledge of Accounting, Law, and Financial Planning allows him to provide comprehensive investment and estate planning analysis for his clients.
        Kevin is a member of KIDSS, an auxiliary of Children’s Memorial Hospital, as well as active in the Jewish United Fund of Metropolitan Chicago.
        In his leisure time, Kevin enjoys relaxing with his wife Robin.  He is an avid golfer, reader, and traveler.
        Securities Agent: TX, IL, FL, WI, WA, VA, TN, SC, OH, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, KS, IN, IA, GA, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1275800

        About Me

        Senior Vice President
        Portfolio Management Director
        Family Wealth Advisor
        Financial Advisor

        Susan has been with Morgan Stanley since 2000. Susan joined her father and brother in their multi-generational, comprehensive wealth management practice. For decades our clients have valued that we have a clear and well defined investment management process that begins with thoughtful conversation which leads us to developing a comprehensive goals based life plan for themselves and their families.

        Susan graduated from the University of Illinois with a Bachelor of Science in Psychology and an MBA in Business Administration.  She has also earned herself the distinction of being a CERTIFIED FINANCIAL PLANNER (CFP®). This nationally recognized Certification is awarded to individuals after successfully completing a series of Financial Planning classes and exams administered by Northwestern University as well as passing the national exam issued by the CFP® Board.

        Susan has a seat on the Great Lakes Regional Advisory Council representing the Chicago North Complex and to the National Advisor Council (FAAC) in New York representing the Great Lakes Region. Both positions “strive to act as a liaison between their colleagues and Senior Management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within the organization. Through their collaboration they work to create innovative approaches for continued success for our client and the Firm, as well as growth opportunities for Financial Advisors and the business.

        For over a decade, Susan served on the University of Illinois Alumni Advisory and Psychology Department Advisory Board of Directors. She also served as a Vice President of the Board of Directors for Game-On Sports Camp for Girls. In her free time, Susan enjoys spending time with her family, playing golf and paddle tennis, and is an avid reader.
        Securities Agent: TX, IL, WI, WA, VA, TN, SC, OH, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, KY, KS, IN, IA, GA, FL, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1279145

        About Me

        Nicholas Korn joined The Green Weitzman Group at Morgan Stanley in 2014 and brings a wealth of knowledge and problem solving experience to the team. He is responsible for financial planning, portfolio oversight and trading, client relationships, and client servicing issues. His strong customer relations background along with his securities industry experience helps to enhance The Green Weitzman Group’s dedication to providing superior client service. Nicholas currently holds his Series 7 and 66 registrations as well as his Life, Health, Accident, and Variable Insurance License.

        Nicholas has also earned himself the distinction of being a CERTIFIED FINANCIAL PLANNER™ (CFP®). This nationally recognized certification is awarded to individuals after successfully completing a series of Financial Planning classes and exams administered by Northwestern University as well as passing the national exam issued by the CFP® Board.

        Nicholas graduated from the University of Illinois at Urbana-Champaign, lives in Highland Park, IL and enjoys golf, skiing, and watersports.

        About Me

        Jon joined The Green Weitzman Group in October, 2017, to assist with our clients’ varied service needs. His career with Morgan Stanley began in 2012 and he has been in the industry since 2000. Prior to coming to Morgan Stanley, he worked for Fidelity Investments, Charles Schwab and Balasa Dinverno Foltz, an Itasca, IL-based Registered Investment Advisory firm. Jon has focused on working with individuals and families assisting with their diverse investment, planning and service needs, but has also has experience working with an institutional consulting team assisting on service needs and investment analysis.  

        Jon earned his Bachelor of Arts degree from Marquette University in Milwaukee, WI. He also has obtained his Series 7, 63 and 66 registrations. In 2007, he obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

        Jon lives in Wheeling, IL and enjoys spending time with his two children.
        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.

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        Ready to start a conversation? Contact The Green Weitzman 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’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.

        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.

        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 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.

        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.

        7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

        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

        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