Our Story

We understand your circumstances are unique and your financial well-being depends on accurate and insightful advice. Our goal is to provide the comfort that comes from knowing you will never have to make an important financial decision alone.  Our clients have come to rely on us as a dependable source of knowledge they can trust. We guide you through every financial life stage from wealth creation, protection and eventual distribution. Our high standard of care emphasizes risk control, tax efficiency and proper estate planning.  We have no allegiance to any particular investment or management organization.  Our commitment is to you.Your comfort level is at the heart of every discussion and each decision that drives the customization of your plan.  Whatever questions you may have, we are here to give you timely and honest advice.  If you’re looking for common sense and uncommon insight, count on us to be your committed ally. Our clients tell us they breathe easier after experiencing our straightforward approach to their wealth planning.
Services Include
  • Retirement Planning1
  • 401(k) Rollovers
  • Wealth Management2
  • Planning for Education Funding3
  • Asset Management4
  • Municipal Bonds5
  • Estate Planning Strategies6
  • Annuities7
  • Long Term Care Insurance8
  • Philanthropic Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Marietta Hesdorffer named to MAKERS Class of 2018 by Morgan Stanley Wealth Management

  • The Hesdorffer Team: 2013-2018 Chicago Five Star Wealth Managers
  • Marietta received the NAWBO, National Association of Women Business Owners, 2017 Corporate Women of Achievement Award for her committment to guiding future female leaders

Community Involvement

Our commitment to serving others doesn’t stop with our clients.  We each share a compassion for enhancing and lifting the lives of others.

Marietta is currently the Co-Chair of the Morgan Stanley Wealth Management National Diversity & Inclusion Council.  She is committed to mentoring, working to transition a Chicago Public School student to college with iMentor as well as guiding young professionals at Morgan Stanley.  

Jay serves on the National Board of Directors for the Institute of Southern Jewish Life, an organization dedicated to bringing Jewish education to communities where Jewish resources are limited. 

Vic is the treasurer of his condo board association. 

Lin is active in her parish and volunteers at PADS, a shelter providing meals and interim housing for homeless families.

    Location

    227 West Monroe St
    Suite 3400
    Chicago, IL 60606
    US
    Direct:
    (312) 917-7440(312) 917-7440
    Toll-Free:
    (800) 334-2446(800) 334-2446

    Meet The Hesdorffer Team

    About Me

    Jay leads The Hesdorffer Team with more than 29 years of experience in personal wealth management.  Having served at Morrison & Morrison Ltd. and Deposit Guarantee National Bank, Jay brings an extensive background in accounting and banking to the team. He received his BA in Professional Accounting from Mississippi State University and was awarded his Financial Planning Specialist designation in 2005.  Chicago Magazine recognized Jay as a Five Star Wealth Manager for the last 4 years.

    In addition to serving clients, Jay is committed to serving the needs of others.  He is a Member of the National Board of Directors for the Institute of Southern Jewish Life, an organization dedicated to enhancing Jewish education in communities where Jewish resources are limited.  He is the past President of Congregation Hakafa in Glencoe, IL.
    Securities Agent: TX, IL, FL, WI, VA, UT, TN, SD, SC, PA, OR, OK, OH, NY, NV, NE, NC, MS, MN, MI, MD, MA, LA, IN, ID, IA, HI, GA, DC, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1265189

    About Me

    Marietta has educated clients and elevated their financial know-how for more than 30 years.  Early on at EF Hutton, she recruited her soon-to-be husband from a prestigious Chicago accounting firm and the husband-wife team has worked together ever since.

    Marietta’s career began as a broadcast journalist after graduating from the University of Michigan. She served as Public Affairs / Editorial Director for WFYR Radio in Chicago. She combined her love of personal finance and broadcast as a weekly guest on WCIU-TV for 17 years.  Chicago Magazine recognized her as a Five Star Wealth Manager for the last 4 years. Marietta is honored to currently serve as Co-Chair of The  Wealth Management National Diversity & Inclusion Council at Morgan Stanley.
    Marietta is invested in her family and is the proud mom of two kids and a mini labradoodle.
    Securities Agent: TX, IL, FL, WI, VA, UT, TN, SD, PA, OH, NY, NV, NE, NC, MS, MN, MI, MD, MA, LA, IN, IA, HI, GA, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1270258

    About Me

    Vic has an impressive background in investment analysis and portfolio construction.  Prior to joining Morgan Stanley, Vic was an Institutional Associate for Calamos Investments Inc., managing direct institutional relationships for U.S and foreign corporations, foundations, endowments, non-profits and pension funds. Relationship Management included client reviews, Investment Policy Statement management, RFP responses and reviews. 

    Previously, Vic was a Consulting Group Analyst for Morgan Stanley Smith Barney, where he focused on client portfolio management, investment manager due diligence and selection.  Vic received his Bachelor of Science in Finance from DePaul University.

    Vic serves as treasurer for his condo board association in Chicago and currently resides in Downers Grove with his wife and son.
    Securities Agent: TX, IL, WI, WA, VA, UT, TN, SD, SC, PA, OK, OH, NY, NV, NE, NC, MS, MN, MI, MD, MA, LA, IN, IA, HI, GA, FL, DC, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1268294

    About Me

    Lin is Senior Registered Associate with The Hesdorffer Team at Morgan Stanley.  With 31 years of experience in the financial services industry, Lin knows the meaning of outstanding client service.  She is dedicated to delivering an exceptional client experience. Professional, thorough and kind our clients have come to know Lin as a dependable source they can trust to get things done.

    A Queens New York native, Lin graduated from Ladycliff College in Highland Falls, NY.  She holds the Series 7 and 63 securities licenses.

    Lin is actively involved with her parish, St. John the Baptist in Winfield.  She is a volunteer at PADS, a shelter providing meals and interim housing for homeless families. For leisure, she enjoys race walking, traveling and reading.  Lin resides in West Chicago with her husband and two cherished pugs.
    From Our Team

    Hesdorffer Winnetka Current 07.20.2017


    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

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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 Hesdorffer Team 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.

    2Morgan 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.

    3Morgan 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.

    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.

    5Income 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.

    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.

    7Annuities 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.

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