Patricia A Marsh, CFP®
Senior Vice President, Financial Advisor, Family Wealth Director, Insurance Planning Director, Portfolio Manager
Phone:
(630) 573-9792(630) 573-9792
Center Gen Wealth Management Group at Morgan Stanley
Patricia A Marsh, CFP®Michelle Hughes, CRPC®Brian KenneyChristine Wirtschoreck, QPFCLuis A. Guzman, CFP®
Toll-Free:
(844) 424-3873(844) 424-3873
Industry Award WinnerOur Mission Statement
We help families move from short-term decisions to long-term impact. Our mission is to create thoughtful generational planning strategies that ensure financial strength, honor family values, and support a legacy that endures.
About Our Team
Center Gen Wealth Management Group at Morgan Stanley focuses on working with individual clients and their families at every stage of their financial life. Whether you are just starting your first job, getting ready to enjoy a well-earned retirement, needing guidance in the wealth transfer of your estate, or at any stage in between, Center Gen Wealth Management Group at Morgan Stanley is here to help you and your family.
Our clients are the center of everything we do, and we want you to know that you are surrounded by a group of multi-generational professionals that are here to help you, your family, and your friends, navigate your financial world through every life stage. The continuity we have formed through our team's intentional design means someone on our team will always know you.
Our team fosters a collaborative environment, which allows us to create an enhanced level of service to help you meet your financial objectives in this ever-changing environment. This also provides additional perspective, generational alignment, continuity, diversity, and capitalizes on the background and many talents possessed by the collective group.
OUR FINANCIAL STANDARDS
A disciplined, trust-based approach aligns portfolio design and wealth planning to your unique goals and expectations—helping you stay focused through changing market conditions and life stages. It integrates what matters most to you into a clear roadmap covering investments, insurance, retirement, tax planning, and estate/charitable planning.
Services Include
- 401(k) Rollovers
- AnnuitiesFootnote1
- Asset Management
- Cash Management and Lending ProductsFootnote2
- Financial PlanningFootnote3
- Life InsuranceFootnote4
- Long Term Care InsuranceFootnote5
- Philanthropic Services
- Planning for Education FundingFootnote6
- Professional Portfolio ManagementFootnote7
- Retirement PlanningFootnote8
- Wealth ManagementFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Wisdom That Is Anything But Conventional
As your portfolio grows in complexity, our team provides the dedicated knowledge and discretionary management necessary to help navigate dynamic and unpredictable markets.
By combining our professional insight with Morgan Stanley's global research, we develop a proactive, consultative strategy rooted in your unique risk tolerance and time horizon. This approach leverages world-class resources to build a flexible investment plan that is uniquely yours, reflecting your lifestyle expectations and family aspirations.
We believe wealth management is about your future, not just your money. By maintaining a disciplined sense of focus, we help you filter out market noise and stay on track toward your long-term objectives. Our commitment is to provide personalized advice and the steady oversight needed to ensure consistent progress, allowing you to face financial uncertainty with confidence and clarity.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
1. Establish goals, objectives and risk tolerance
2. Develop asset allocation strategy and investment strategy
3. Construct portfolio and execute investment strategy
4. Monitor progress and make necessary adjustments
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Your Guide to Tax-Efficient Planning
Navigate tax planning at every stage of life with practical strategies tailored to your goals. This guide highlights key considerations for various financial situations, providing insights into planning approaches and potential opportunities to maximize tax efficiency.
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Join us for exclusive events with top minds in finance, markets, and global affairs. From industry leaders to visionary thinkers, these sessions offer insights, strategies, and perspectives you won't want to miss. Stay ahead of the curve and be a part of these conversations.
Our Team's Awards & Recognitions
2023-2026 Forbes Best-In-State Wealth Management Teams
Our Team
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2023-2026 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)
Patti Marsh & Michelle Hughes
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June or Sept of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
Patti Marsh - 2023-2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Michelle Hughes - 2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2026). Data compiled by SHOOK Research LLC for the period 6/30/24-6/30/25.
Five Star Chicago Wealth Manager Award Winner
Michelle Hughes - 2018-2025 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2018 Award - 01/12/2018 - 08/17/2018
2019 Award - 01/7/2019 - 08/9/2019
2020 Award - 01/6/2020 - 08/7/2020
2021 Award - 12/28/2020 - 08/6/2021
2022 Award - 01/24/2022 - 07/29/2022
2023 Award - 01/09/2023 - 07/31/2023
2024 Award - 01/09/2024 - 08/09/2024
2025 Award - 01/01/2025 - 08/01/2025
Christine Wirtschoreck - 2023-2025 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2023-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2023 Award - 01/09/2023 - 07/31/2023
2024 Award - 01/09/2024 - 08/09/2024
2025 Award - 01/01/2025 - 08/01/2025
Your Digital Toolbox & Cash Management Needs
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies and cash management opportunities we have to offer to our clients, with informational videos or instructional guides attached below.
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Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
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Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Help Keep Your Cash Working for YouLocation
2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Toll-Free:
(844) 424-3873(844) 424-3873
Meet Center Gen Wealth Management Group
Michelle Hughes, CRPC®
Senior Vice President, Financial Advisor, Portfolio Manager, Family Wealth Advisor, Financial Planning Specialist, Insurance Planning Director
Phone:
(630) 573-9793(630) 573-9793
Phone:
(630) 573-9795(630) 573-9795
Phone:
(630) 573-9794(630) 573-9794
Phone:
(630) 245-6015(630) 245-6015
Mary Anderson
Senior Registered Client Service Associate
Phone:
(630) 573-9791(630) 573-9791
Paula Romo
Client Service Associate
Phone:
(630) 573-9790(630) 573-9790
About Patricia A Marsh
In the many years that Patti has worked in the financial industry, she has always put her clients’ needs first. She takes the time to understand their financial objectives, evaluate their situation, and provide them with appropriate investment recommendations. She places special emphasis on quality ideas within the context of a comprehensive financial plan. Her ultimate goal is to build successful portfolios with the trust and confidence of her clients.
Patti has helped clients with a wide range of financial needs, including retirement planning, fixed income asset portfolios, insurance and lending. Professionally she has earned the designation of CERTIFIED FINANCIAL PLANNER™. Those awarded this certification have completed extensive training and experience requirements and are held to rigorous ethical standards. Her comprehensive background in planning gives her a unique understanding of the complexity facing the clients and families that her group serves. As a CFP® and Family Wealth Director, Patti combines her years of experience with the full depth of the global financial powerhouse of Morgan Stanley to enhance and protect the wealth of Ultra High Net Worth families and individuals. Taking pride in being proactive and innovative, Patti uses alternative investments, insurance planning, and tailored lending to deliver a dynamic wealth planning framework that adapts to the changing needs of our clients and their families through time. Patti continually strives to combine exemplary customer service with sound investment advice. This dynamic combination of experience and education results in long lasting relationships with her clientele.
Patti has BS degree in Finance from the University of Illinois at Chicago. She enjoys spending time with her husband and two children. The family is usually found hiking, camping and enjoying outdoor adventures in their spare time.
Patti has helped clients with a wide range of financial needs, including retirement planning, fixed income asset portfolios, insurance and lending. Professionally she has earned the designation of CERTIFIED FINANCIAL PLANNER™. Those awarded this certification have completed extensive training and experience requirements and are held to rigorous ethical standards. Her comprehensive background in planning gives her a unique understanding of the complexity facing the clients and families that her group serves. As a CFP® and Family Wealth Director, Patti combines her years of experience with the full depth of the global financial powerhouse of Morgan Stanley to enhance and protect the wealth of Ultra High Net Worth families and individuals. Taking pride in being proactive and innovative, Patti uses alternative investments, insurance planning, and tailored lending to deliver a dynamic wealth planning framework that adapts to the changing needs of our clients and their families through time. Patti continually strives to combine exemplary customer service with sound investment advice. This dynamic combination of experience and education results in long lasting relationships with her clientele.
Patti has BS degree in Finance from the University of Illinois at Chicago. She enjoys spending time with her husband and two children. The family is usually found hiking, camping and enjoying outdoor adventures in their spare time.
Securities Agent: FL, IN, WI, VA, RI, PA, NC, KS, CT, TX, GA, WA, MT, MO, AZ, OR, OK, NV, DC, MD, IA, CA, WY, SC, OH, MI, MA, IL, AR, TN, NY, NM, NJ, CO, MN, HI, DE, LA, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1253174
CA Insurance License #: 0K54706
NMLS#: 1253174
CA Insurance License #: 0K54706
About Michelle Hughes
Michelle is a Financial Advisor with the Center Gen Wealth Management Group at Morgan Stanley with over 23 years of experience in the financial services industry. Prior to joining the team in 2004, her previous work experience at Fidelity Investments and Draper and Kramer Mortgage Corp provided her a thorough understanding of both assets and liabilities.
Michelle's depth of knowledge enables her to anticipate, plan and implement some of her group’s most complex client objectives that include a client’s assets, as well as their lending and insurance needs. Her disciplined approach allows her to remain proactive with their clients, ensuring a superior level of client care.
Professionally, Michelle has earned the designation of a CHARTERED RETIREMENT PLANNING COUNSELORSM. Those obtaining the CRPC® designation are experienced advisors, with a financial planning designation specializing in personal retirement planning. While addressing pre and post retirement concerns, Michelle goes beyond the numbers to offer clients guidance on the emotional and lifestyle transition that retirement can bring. Along with anticipating, planning and executing strategies that encompass all points of a person’s financial life, Michelle is able to deliver comprehensive retirement planning that is intentional and insightful, bridging the gaps between Social Security, Medicare, employer retirement plans, lending and insurance solutions, to craft a custom solution for each individual, no matter their goals and needs. As a Financial Planning Specialist, Michelle has completed extensive training and experience requirements at Morgan Stanley and is held to rigorous ethical standards.
Michelle has also earned Morgan Stanley’s Family Wealth Advisor designation after completing an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management. Working closely with families allows her to understand family circumstances beyond finances. Michelle guides families toward individual and collective goals while delivering a standard of care that takes into account a family’s best interest and full financial picture across multiple generations.
Michelle holds a BS degree in Finance from Northern Illinois University. She and her husband spend most of their free time actively engaged with their children’s many school and sporting events. As a family, they love traveling and spending time outdoors.
To view Michelle's awards & recognitions, click on the "Our Awards" tab above.
Michelle's depth of knowledge enables her to anticipate, plan and implement some of her group’s most complex client objectives that include a client’s assets, as well as their lending and insurance needs. Her disciplined approach allows her to remain proactive with their clients, ensuring a superior level of client care.
Professionally, Michelle has earned the designation of a CHARTERED RETIREMENT PLANNING COUNSELORSM. Those obtaining the CRPC® designation are experienced advisors, with a financial planning designation specializing in personal retirement planning. While addressing pre and post retirement concerns, Michelle goes beyond the numbers to offer clients guidance on the emotional and lifestyle transition that retirement can bring. Along with anticipating, planning and executing strategies that encompass all points of a person’s financial life, Michelle is able to deliver comprehensive retirement planning that is intentional and insightful, bridging the gaps between Social Security, Medicare, employer retirement plans, lending and insurance solutions, to craft a custom solution for each individual, no matter their goals and needs. As a Financial Planning Specialist, Michelle has completed extensive training and experience requirements at Morgan Stanley and is held to rigorous ethical standards.
Michelle has also earned Morgan Stanley’s Family Wealth Advisor designation after completing an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management. Working closely with families allows her to understand family circumstances beyond finances. Michelle guides families toward individual and collective goals while delivering a standard of care that takes into account a family’s best interest and full financial picture across multiple generations.
Michelle holds a BS degree in Finance from Northern Illinois University. She and her husband spend most of their free time actively engaged with their children’s many school and sporting events. As a family, they love traveling and spending time outdoors.
To view Michelle's awards & recognitions, click on the "Our Awards" tab above.
Securities Agent: PA, TN, RI, AR, WA, NC, MN, IL, WI, NY, IN, SC, OR, OH, FL, VA, TX, MD, MA, OK, DC, NV, MO, MI, CT, CA, KS, NM, NJ, MT, LA, KY, IA, GA, DE, CO, AZ, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1270050
CA Insurance License #: 0K71351
NMLS#: 1270050
CA Insurance License #: 0K71351
About Me
Brian is a dedicated Financial Advisor with Center Gen Wealth Management Group at Morgan Stanley. His approach centers around creating trusting and long-lasting relationships with his clients - where clients become like family. By deeply understanding their goals and challenges, Brian crafts personalized strategies to help clients achieve their financial objectives.
Brian's passion for the financial industry began in his childhood when his father introduced him to stock quotes in the newspaper. This early interest led him to pursue a career in finance, earning a Bachelor's degree in Economics from Xavier University and an MBA in Finance from DePaul University. Brian had his first internship with Merrill Lynch in Cincinnati and London.
Since joining Morgan Stanley in 2022, after his tenure at UBS, Brian has adhered to his guiding principle: "Next to health, wealth is the most important aspect of life." He recognizes there are numerous factors influencing one’s financial well-being and dedicates himself to understanding each client's unique circumstances, including their family dynamics and both short- and long-term goals.
Brian lives in Northbrook, Illinois, and enjoys spending time with his family. Outside of work, you can find him coaching his daughter's soccer team and traveling (mostly for his kids' sports).
Brian's passion for the financial industry began in his childhood when his father introduced him to stock quotes in the newspaper. This early interest led him to pursue a career in finance, earning a Bachelor's degree in Economics from Xavier University and an MBA in Finance from DePaul University. Brian had his first internship with Merrill Lynch in Cincinnati and London.
Since joining Morgan Stanley in 2022, after his tenure at UBS, Brian has adhered to his guiding principle: "Next to health, wealth is the most important aspect of life." He recognizes there are numerous factors influencing one’s financial well-being and dedicates himself to understanding each client's unique circumstances, including their family dynamics and both short- and long-term goals.
Brian lives in Northbrook, Illinois, and enjoys spending time with his family. Outside of work, you can find him coaching his daughter's soccer team and traveling (mostly for his kids' sports).
Securities Agent: NC, MT, KY, DE, AZ, NM, MA, CT, PA, OK, NY, NJ, IN, IL, CA, WI, NV, MN, HI, FL, CO, VA, TN, OR, OH, MI, MD, TX, SC, MO, KS, IA, GA, DC, WY, LA, WA, RI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2460917
NMLS#: 2460917
About Me
As a financial advisor at Morgan Stanley, Christine helps individuals, families, and business owners navigate complex financial decisions with clarity and confidence. She delivers personalized strategies across investment planning, wealth management, financing, and retirement planning – all tailored to each client’s unique goals and circumstances.
Christine’s approach is built on long-term relationships. By truly understanding what matters most to her clients, she leverages advanced financial tools and collaborates with her team, each of whom brings diverse backgrounds, experiences, and areas of expertise. Together, they identify opportunities, help manage risk, and create strategies aligned with clients’ values and aspirations – all while delivering exceptional service.
Christine lives in the south suburbs of Peotone with her husband and two energetic sons. She values giving back, is deeply involved in the local community, and supports various organizations and foundations. In her free time, Christine enjoys unwinding in Wisconsin’s North Woods, where fishing, boating and time in nature help her recharge.
Christine’s approach is built on long-term relationships. By truly understanding what matters most to her clients, she leverages advanced financial tools and collaborates with her team, each of whom brings diverse backgrounds, experiences, and areas of expertise. Together, they identify opportunities, help manage risk, and create strategies aligned with clients’ values and aspirations – all while delivering exceptional service.
Christine lives in the south suburbs of Peotone with her husband and two energetic sons. She values giving back, is deeply involved in the local community, and supports various organizations and foundations. In her free time, Christine enjoys unwinding in Wisconsin’s North Woods, where fishing, boating and time in nature help her recharge.
Securities Agent: CO, KY, RI, LA, TN, NJ, CA, MO, MN, MA, IL, DC, WI, WA, OK, KS, WY, OH, NM, MT, IN, VA, MI, GA, AZ, SC, PA, NC, DE, TX, OR, NY, NV, MD, IA, FL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 438780
NMLS#: 438780
About Luis A. Guzman
Luis Guzman is a dedicated Financial Advisor at Center Gen Wealth Management Group at Morgan Stanley. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Luis is passionate about helping clients and their families plan for retirement and achieve their financial aspirations.
Luis holds a bachelor’s degree in Finance and International Business from the University of Illinois Chicago and an MBA from Aurora University. He began his financial career as a relationship manager in the wealth management division of Fifth Third Bank. His commitment to continuous learning and excellence in wealth management led him to earn his CFP® certification.
He focuses in financial planning and problem-solving for a diverse clientele. With a strong background in banking, he particularly enjoys assisting mid-career professionals in balancing saving, investing, and managing debt. Luis is known for building strong, long-term relationships with his clients through trust, clear communication, and exceptional service. By attentively listening to each client's goals and concerns, he crafts personalized financial plans to guide them step-by-step toward their dreams, making the journey as smooth and stress-free as possible.
Outside of work, Luis resides in the Chicago suburbs with his wife, Vanessa, and their son, Matteo. He enjoys strength training, staying active, and cherishing time with his family, whether it’s sharing a home-cooked meal or exploring new places. Luis treasures moments spent watching his son’s passion for music and joining in on the spontaneous dance parties that come with it.
Luis holds a bachelor’s degree in Finance and International Business from the University of Illinois Chicago and an MBA from Aurora University. He began his financial career as a relationship manager in the wealth management division of Fifth Third Bank. His commitment to continuous learning and excellence in wealth management led him to earn his CFP® certification.
He focuses in financial planning and problem-solving for a diverse clientele. With a strong background in banking, he particularly enjoys assisting mid-career professionals in balancing saving, investing, and managing debt. Luis is known for building strong, long-term relationships with his clients through trust, clear communication, and exceptional service. By attentively listening to each client's goals and concerns, he crafts personalized financial plans to guide them step-by-step toward their dreams, making the journey as smooth and stress-free as possible.
Outside of work, Luis resides in the Chicago suburbs with his wife, Vanessa, and their son, Matteo. He enjoys strength training, staying active, and cherishing time with his family, whether it’s sharing a home-cooked meal or exploring new places. Luis treasures moments spent watching his son’s passion for music and joining in on the spontaneous dance parties that come with it.
Securities Agent: NV, NJ, KS, NC, CO, WI, VA, PA, MI, MD, NM, IL, CT, OH, AZ, OK, MN, GA, TN, SC, NY, MA, IA, FL, WA, MT, DC, OR, MO, WY, DE, AL, KY, TX, LA, IN, CA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1375083
CA Insurance License #: 4366381
AR Insurance License #: 17879540
NMLS#: 1375083
CA Insurance License #: 4366381
AR Insurance License #: 17879540
About Mary Anderson
Mary started in the industry in 1991 with Center Gen Wealth Management Group and has been with Morgan Stanley since 2008.
She has been married for 33 years, and has two sons and a daughter. She and her family enjoy spending time together playing games, swimming in their pool and entertaining friends.
Mary volunteers in her church community when opportunities are present, and she also enjoys participating in various benefits for the Garden Center for persons with developmental disabilities.
She has been married for 33 years, and has two sons and a daughter. She and her family enjoy spending time together playing games, swimming in their pool and entertaining friends.
Mary volunteers in her church community when opportunities are present, and she also enjoys participating in various benefits for the Garden Center for persons with developmental disabilities.
About Paula Romo
Paula began her financial services career in 2005 and has held role roles at LaSalle Bank, Bank of America/Merrill Lynch and UBS, before joining Morgan Stanley.
Paula has been married for 26 years and has three daughters: Desi recently graduated from Michigan State University, Lucy attends Richard J. Daley College, and Camila attends Curie High School. Paula’s family is very active and enjoys sports—especially softball. She volunteers as a summer coach for her youngest daughter’s softball team through their local park district. In their free time, Paula and her family also enjoy bowling and spending quality time together.
Paula has been married for 26 years and has three daughters: Desi recently graduated from Michigan State University, Lucy attends Richard J. Daley College, and Camila attends Curie High School. Paula’s family is very active and enjoys sports—especially softball. She volunteers as a summer coach for her youngest daughter’s softball team through their local park district. In their free time, Paula and her family also enjoy bowling and spending quality time together.
Contact Patricia A Marsh
Contact Michelle Hughes
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Contact Christine Wirtschoreck
Contact Luis A. Guzman
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
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
Jordan Hoerter
Private Banker
Jessica Jendryk
Associate Private Banker
Cole Combates
Client Relationship Associate
About Jordan Hoerter
Jordan Hoerter is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
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.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
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.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
NMLS#: 1445073
About Jessica Jendryk
Jessica Jendryk is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
Associate Private Bankers partner with Private Bankers and 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.
Jessica began her career in financial services in 2015, when she joined Morgan Stanley as a Client Service Associate. She also served as a Training Specialist at Morgan Stanley.
Jessica is a graduate of the University of Illinois Urbana-Champaign, where she received a Bachelor in Applied Science, and Saint Louis University, where she received her Master of Business Administration. Outside of the office, Jessica enjoys playing and coaching volleyball and volunteering with her fellow Diversity and Inclusion council members.
Associate Private Bankers partner with Private Bankers and 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.
Jessica began her career in financial services in 2015, when she joined Morgan Stanley as a Client Service Associate. She also served as a Training Specialist at Morgan Stanley.
Jessica is a graduate of the University of Illinois Urbana-Champaign, where she received a Bachelor in Applied Science, and Saint Louis University, where she received her Master of Business Administration. Outside of the office, Jessica enjoys playing and coaching volleyball and volunteering with her fellow Diversity and Inclusion council members.
NMLS#: 2665636
About Cole Combates
Cole Combates is a Client Relationship Associate at Morgan Stanley providing dedicated support to Financial Advisors and their teams. Operating as an extension of the FA/Team, Cole collaborates with clients to discover how best to engage and enroll in the services available at Morgan Stanley during their onboarding journey, specifically cash management. He provides expertise across a wide suite of cash management offerings and is able to help open cash management accounts, assist with credit cards and provide education on the breadth of what Morgan Stanley has to offer in the cash management space.
Morgan 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 AG
Morgan 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 AG
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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- 401(k) Rollovers
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A Simple Six-Step Retirement Checkup
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Iran Conflict: Seven Takeaways for Investors
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529 Plans: A Powerful Tool to Save for Education
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
2Morgan 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
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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6When 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.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
8When 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.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
2Morgan 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
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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6When 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.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
8When 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.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
