Our Story

Wealth is about more than money, true wealth is about your life and the things you value most.  Capital can work to benefit all of society.  We make this belief a reality by structuring our process with four key elements: putting clients first, doing the right thing, leading with exceptional ideas, and giving back.Our straightforward approach begins with listening to understand what you care about most.  Successful solutions should help align your investments with the priorities, goals, and beliefs that matter to you.  A boutique client experience coupled with the resources of a global leader and a disciplined investment process is what makes us unique.Whether you are working closer to retirement, own a business, inherited assets, or planning a legacy; there are interests, motivations, and relationships that need to be at the heart of your wealth plan. Our passion is crafting financial plans and investment strategies designed to help preserve assets, organize and simplify finances, and move you towards your unique goals.
Services Include
  • Estate Planning Strategies1
  • Business Succession Planning2
  • Professional Portfolio Management3
  • Divorce Financial Analysis4
  • Corporate Retirement Plans5
  • Corporate Cash Management
  • Cash Management6
  • Sustainable Investing7
  • Retirement Planning8
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The LeRose Group at Morgan Stanley Wealth Management strives to optimize what’s important to you and make advice easy.  Whether your goals are retirement, leaving a legacy, protecting assets, charitable planning or enhancing business finances; we do our utmost to give advice that will add value on many levels. 

With over 40* combined years of experience you can be confident that whatever your question, challenge or requirement may be, we can provide the solutions you and your loved ones need for the future.  You can expect strategies tailored to your unique situation and designed to help you protect and grow your wealth.

Our disciplined investment management process is paired with comprehensive financial planning services, allowing us to deliver the full resources of a global leader.  We are proud to work with Morgan Stanley, one of the most well respected wealth management firms in the world. With global reach and local presence, Morgan Stanley can bring expertise and resources to our clients’ needs and challenges, as well as a commitment to sustainability, innovation, philanthropy, and diversity.

We go well beyond investment advice and offer personalized solutions for your entire financial life.  A solid financial plan brings confidence. Our team has the breadth and depth of knowledge and the resources to help you start planning for the future you envision.  We would like to get to know you and learn how we can help.  For more information, please call us to set up an appointment with our team.



*Joan LeRose, 36 years; John LeRose, 7 years

    Location

    411 E Wisconsin Ave
    Suite 2200
    Milwaukee, WI 53202
    US
    Direct:
    (414) 226-3118(414) 226-3118

    Meet The LeRose Group

    About Me

    Joan’s goal is to be a trusted financial life coach to her clients, understanding that true wealth is about life and the things that people value most, not just the money they have accumulated.  She guides her clients through a holistic wealth management process that begins with listening and is designed to instill confidence throughout retirement.  Once goals are set, the work begins to develop a comprehensive financial plan to help achieve them.  A high level of service is paramount, and she is committed to reaching out to her clients on a regular basis to touch base about their portfolio and their lives. Joan believes that her exceptional client service, wealth of experience, and detailed analysis distinguish her from other advisors.  

    Joan has earned the Certified Financial Planner (CFP®) designation which provides her with the knowledge and tools to develop specific strategies to help mitigate taxes, preserve assets, and transfer wealth.  As a senior portfolio manager, Joan has the training, skill and experience to analyze investments, construct portfolios and manage risk for her clients.  She works diligently to take the fear out of retirement and implement plans in an effort to ensure that clients do not outlive their wealth.  

    Joan is a four-time recipient (2013-2016) of the Five Star Wealth Manager Award, as seen in Milwaukee Magazine, achieved by advisors providing exceptional service that is based on research with peers, firms, consumers and regulatory sources.  Having worked in the financial services industry for more than 36 years, Joan began her career in banking and lending.  In 1989 she started to focus on working with clients to build financial plans and investment strategies. She has been with Morgan Stanley since 2010 and is a founding partner of The LeRose Group at Morgan Stanley.  Having a highly skilled and experienced team allows Joan to spend more time with her clients.  

    Truly motivated by helping others, Joan volunteers much of her personal time and experience to a variety of organizations.  She has served on the board of directors for the American Heart Association, HBC Services and the Living Word Church.  She currently leads an AODA recovery group at Living World Church.  Joan lives in Milwaukee with her husband, Jack, and terrier, Diva.  She spends her free time playing piano, traveling, and with her two sons, Kyle and Brad.
    Securities Agent: WI, CA, TX, PA, OR, OH, NV, NJ, MI, IN, IL, ID, IA, GA, FL, DC, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1278687

    About Me

    John works to be a personal Chief Investment Officer for his clients to support their businesses and families.  Capital creates change, and your capital should work to benefit your family, business, and all of society.  Financial plans and investment portfolios are structured to provide confidence to enjoy life today without sacrificing tomorrow.  He uses a straightforward approach to investing that begins by listening and is centered on what you care about most.  

    John is passionate about keeping his clients well informed and poised for success by providing exceptional ideas, personal service, in-depth analysis of markets, a disciplined investment process, and custom tailored financial solutions that leverage the full resources of a global leader.

    As a financial planning specialist and portfolio manager, John designs solutions that can help safeguard assets, organize and simplify finances, and move his clients closer to their unique objectives.    Whether your goals are business succession, legacy planning, risk management or enhancing business finances; you can expect a custom strategy that is both flexible and comprehensive. 

    John was proud to join Morgan Stanley and form The LeRose Group in 2013 after beginning his career as a financial advisor in 2010.  John earned his degree in Economics from the University of Wisconsin-Madison.  When he is not working John enjoys reading, traveling and volunteering his time to improve the lives of others.  He became a member of MENSA in 2012 and serves as the Membership Officer for the state of Wisconsin. He is also a member of Roma Lodge, Big Brothers Big Sisters of Milwaukee and St. Stephen’s Church.  John resides in Oak Creek, Wisconsin with his wife, Evelyn, and son, Leonardo.
    Securities Agent: WI, TX, PA, OR, OH, NV, NJ, MI, IN, IL, ID, IA, GA, FL, DC, CA, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1282665
    From Our Team

    John LeRose Named to Morgan Stanley Pacesetters Club


    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.

    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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    Morgan Stanley and Justin Rose: A Winning Team

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    Reserved | Living & Giving

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

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

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact The LeRose 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 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.

    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’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.

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