Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Advisor
Phone:
(630) 245-6000(630) 245-6000
The Lymangood Group at Morgan Stanley
William Lymangood Jr., CFP®Jennifer LymangoodTracy Couch, CRPSCharley Hansen, CFP®, CFA®Andrea GrantAlexander Runge, CFP®
Direct:
(630) 245-6000(630) 245-6000
Toll-Free:
(800) 755-3230(800) 755-3230
Our Mission Statement
Congratulations to The Lymangood Group at Morgan Stanley. Named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Management Teams - 2023 and 2024.
Our Story and Services
The Lymangood Group at Morgan Stanley has been assisting families, trusts, corporations, and foundations in achieving their financial objectives since 1981. We are a multi-generational team that includes industry veterans who have helped clients through various market cycles and younger professionals who add a fresh perspective. We provide experience, intellectual capital, and first-class personal service, operating as a cohesive team dedicated to helping your family reach their lifetime goals.
The Lymangood Group at Morgan Stanley takes a comprehensive view. We listen to what is important to you and gain an understanding of your needs Then, and only then, will we utilize the intellectual capital of Morgan Stanley to determine the right strategies needed to achieve your goals. We take a measured approach to risk that pays particular attention to taxes to help protect and grow your wealth and can manage your investments on a discretionary basis if appropriate. Our approach is designed to help you see the big picture and looks to the future by emphasizing estate planning. This approach is built on regular communication and allows us to provide continuity to our family clients, many of whom we service across three and four generations.
Morgan Stanley offers a vast array of resources that can be customized for how you invest and what you want to achieve. In addition to The Lymangood Group’s managed portfolios, you will have access a full spectrum of investment choices, managed by some of the world’s most seasoned and respected investment professionals as well as a premier trading and execution platform. Working together, we can help you accumulate, utilize and effectively transfer your wealth. When you work with any of us, you get the best of all of us.
The Lymangood Group at Morgan Stanley takes a comprehensive view. We listen to what is important to you and gain an understanding of your needs Then, and only then, will we utilize the intellectual capital of Morgan Stanley to determine the right strategies needed to achieve your goals. We take a measured approach to risk that pays particular attention to taxes to help protect and grow your wealth and can manage your investments on a discretionary basis if appropriate. Our approach is designed to help you see the big picture and looks to the future by emphasizing estate planning. This approach is built on regular communication and allows us to provide continuity to our family clients, many of whom we service across three and four generations.
Morgan Stanley offers a vast array of resources that can be customized for how you invest and what you want to achieve. In addition to The Lymangood Group’s managed portfolios, you will have access a full spectrum of investment choices, managed by some of the world’s most seasoned and respected investment professionals as well as a premier trading and execution platform. Working together, we can help you accumulate, utilize and effectively transfer your wealth. When you work with any of us, you get the best of all of us.
Services Include
- Wealth PlanningFootnote1
- Professional Portfolio ManagementFootnote2
- 401(k) Rollovers
- Alternative InvestmentsFootnote3
- Retirement PlanningFootnote4
- AnnuitiesFootnote5
- Trust AccountsFootnote6
- Long Term Care InsuranceFootnote7
- Estate Planning StrategiesFootnote8
- Planning for Education FundingFootnote9
- Cash Management and Lending ProductsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
The Lymangood Group at Morgan Stanley believes that understanding your financial situation, goals, objectives, and risk tolerance is crucial to identifying the right financial solutions. With a disciplined process, we will work closely with you to create tailored solutions that meet your individual needs and align with your interests. Our goal is to provide a clear roadmap focused on what matters most to you.
1. Introductory Call
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
2. Discovery Meeting
We continue our dialogue to fully understand your personal, professional, and family situation so we can clarify your priorities and timelines.
3. Analysis & Plan Development
Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
4. Implementation
We begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through your new statement and introduce all of the resources now available to you.
5. Monitoring & Performance Tracking
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we’ll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
6. More Than Just Investing...
With busy schedules, work, and family responsibilities, it can be easy to simply live in the present, focusing on the next mortgage or tuition payment or getting the best savings rate for your extra cash. We prefer to take a longer view, working with a trusted network of attorneys and accountants to help you put in place an estate plan, develop a will and powers of attorneys, and establish trusts for gifting, wealth transfer and philanthropy. Taking these actions can provide peace of mind that future generations will have the resources to pursue their goals and dreams.
Tax Efficient Strategies
Discover the remarkable influence of tax strategies on your lifetime wealth. By implementing a well-thought-out tax management approach for your investments, you can potentially enhance your returns and safeguard the growth of your financial assets. Explore the range of resources and techniques designed to help you retain more of your wealth as it continues to thrive.
How to Access Your Tax Forms
How to Access Your Tax Forms
1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them
Click Here to Log In to Morgan Stanley Online1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them
Tax-Efficient Portfolios
Morgan Stanley Portfolio Solutions/Parametric Tax Efficient Portfolios are designated for high-net-worth investors seeking a tax-managed, diversified portfolio. Portfolios are monitored, evaluated, and rebalanced to maintain diversification and react to changing market conditions.
Learn More About the Portfolios Here
Tax-Smart Strategies for Retirement
Looking for ideas on how to be more tax efficient when planning for your retirement? You've come to the right place.
Read the Strategies Here
4 Key Tax Questions for Investors to Consider
Factoring the impact of taxes into your investment decisions can help you keep more of your hard-earned money, both now and in the future.
Explore the Questions Here
2023 Tax Tables
If you are interested in seeing the updated tax tables and other details for 2023, see all additional information here.
View the 2023 Tax Tables Here
Paying Your Taxes to the IRS: Your Guide
There are a variety of options of how you can pay your taxes to the IRS.
Learn the Pros and Cons of Each Option HereMedia and Press Recognition
CFP® - Certified Financial Planner™ (William Lymangood Jr., Charley Hansen, & Alex Runge)
The Certified Financial Planner™ designation is awarded to candidates who have demonstrated extensive knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
CFA - Chartered Financial Analyst (Charley Hansen)
A globally recognized professional designation that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. CFA charter holders wield an extensive body of knowledge in investing and global financial markets, placing clients’ interests above their own, dedicating themselves to achieving the best possible outcomes for investors.
CRPS® - Chartered Retirement Plans Specialist® (Tracy Couch)
The Chartered Retirement Planning Counselor helps financial advisors by guiding them through distinctive tax and estate objectives and strategies for a retiree and presents the financial and emotional aspects of financial planning. In short, the program helps advisors define a “road map to retirement,” enabling them to focus on the pre- and post-retirement needs of their clients.
Forbes Magazine Best-in-State Wealth Advisor 2024, 2023, 2022 and 2021
William Lymangood named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Advisors in 2024, 2023, 2022 and 2021, representing the best our industry has to offer.
2024, 2023, 2022 and 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024, 2023, 2022 and 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Click here to see Forbes.2024, 2023, 2022 and 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024, 2023, 2022 and 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Magazine Best-in-State Teams 2023, 2024
The Lymangood Group at Morgan Stanley named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Management Teams 2023. 2024.
Forbes Best-In- State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year prior to the issuance of the award.
Click here to see Forbes.Forbes Best-In- State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year prior to the issuance of the award.
Family Wealth Advisor - William Lymangood Jr.
The FWA designation is granted to those Financial Advisors who have successfully completed an
accreditation program focused on the skills needed to help families communicate about money
and values, share their goals, and grow and protect wealth across generations. With this
specialized knowledge, FWAs are able to provide strategic guidance to families and deliver
wealth management strategies that put families – and their collective values and goals – first.
accreditation program focused on the skills needed to help families communicate about money
and values, share their goals, and grow and protect wealth across generations. With this
specialized knowledge, FWAs are able to provide strategic guidance to families and deliver
wealth management strategies that put families – and their collective values and goals – first.
Chicago Magazine Five Star Wealth Manager | William Lymangood Jr. | 2016-2023
5 Star Manager Award Winner for 8 years: 2016 - 2024
Five Star Wealth Advisor Award
This award was issued in 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from (02/26/2016-7/31/24)
Click here for disclosure link.Five Star Wealth Advisor Award
This award was issued in 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from (02/26/2016-7/31/24)
Chicago Magazine Five Star Wealth Manager | Jennifer Lymangood | 2021-2022
5 Star Manager Award Winner for 2 years: 2021 - 2022
2021-2022 Five Star Wealth Manager Award
Five Star Wealth Advisor Award
This award was issued in 2021 and 2022. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from (12/28/2020-07/29/2022.)
Click here for disclosure link.2021-2022 Five Star Wealth Manager Award
Five Star Wealth Advisor Award
This award was issued in 2021 and 2022. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from (12/28/2020-07/29/2022.)
Investor Resources
Our comprehensive suite of digital tools is designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Click Here to Learn More
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click Here for "GIC Weekly"
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.
Get Started Today
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Click Here for the Latest Episode
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here for "On the Markets"
Data Security
At Morgan Stanley, our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
Click Here to Learn MoreLocation
4225 Naperville Rd
2nd Floor / Suite 255
Lisle, IL 60532
US
Direct:
(630) 245-6000(630) 245-6000
Toll-Free:
(800) 755-3230(800) 755-3230
Our office is located on the second floor of the 4225 building at Central Park of Lisle. We are on the Southeast corner of Naperville and Warrenville Roads.
NOTE - The entrance to Central Park of Lisle is available when traveling North on Naperville Road or when traveling East or West on Warrenville Road. Handicap parking available in front.
Lisle, IL 60532
US
Direct:
(630) 245-6000(630) 245-6000
Meet The Lymangood Group
Jennifer Lymangood
Financial Planning Specialist, Portfolio Associate
Phone:
(630) 245-6030(630) 245-6030
Charley Hansen, CFP®, CFA®
Vice President, Investment Consultant
Phone:
(630) 245-6002(630) 245-6002
Tracy Couch, CRPS
Portfolio Associate
Phone:
(630) 245-6050(630) 245-6050
Andrea Grant
Vice President, Business Development Associate
Phone:
(630) 245-6001(630) 245-6001
Alexander Runge, CFP®
Registered Associate
Phone:
(630) 245-6024(630) 245-6024
About William Lymangood Jr.
William R. Lymangood Jr., CFP
Managing Director, Wealth Management
Financial Advisor
Family Wealth Advisor
Senior Portfolio Management Director
Bill Lymangood is a Financial Advisor, Senior Portfolio Management Director and Family Wealth Advisor at Morgan Stanley where his team assists families with the accumulation, management, utilization and transfer of wealth. Bill’s father opened the first Morgan Stanley office in Naperville in 1981 and Bill worked alongside him at The Lymangood Group for 10 years. Bill has been a Certified Public Accountant since 2000 (licensed, but non-practicing) and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2014. He has been recognized by Forbes Magazine as a Best-In-State Wealth Advisor in 2021, 2022, 2023 and 2024. In 2023 and 2024, The Lymangood Group was recognized as a Best-In-State Wealth Management Team. Bill’s combination of experience and youth will enable him to serve as a financial advisor to his clients and their families for years to come.
Prior to joining Morgan Stanley in 2011, Bill spent over 10 years working as a management consultant in the financial services industry spanning strategy, technology and finance & performance management with Andersen Consulting (subsequently known as Accenture), Ernst & Young and Capgemini. Bill graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Finance and a concentration in Financial Accounting.
Residing in Naperville, IL, Bill and his wife, Meghan, have two active boys: Liam and Charlie. He spends his time enjoying the outdoors with the family and through scouting, fly fishing, traveling and attending the boys’ various sporting competitions.
Securities Agent: OR, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, ME, MD, KY, KS, IN, ID, HI, FL, DE, DC, CT, CO, CA, AK, GA, IL, AZ, AL, MA, WY, WI, WA, VT, VA, TX, TN, SC, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301224
Managing Director, Wealth Management
Financial Advisor
Family Wealth Advisor
Senior Portfolio Management Director
Bill Lymangood is a Financial Advisor, Senior Portfolio Management Director and Family Wealth Advisor at Morgan Stanley where his team assists families with the accumulation, management, utilization and transfer of wealth. Bill’s father opened the first Morgan Stanley office in Naperville in 1981 and Bill worked alongside him at The Lymangood Group for 10 years. Bill has been a Certified Public Accountant since 2000 (licensed, but non-practicing) and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2014. He has been recognized by Forbes Magazine as a Best-In-State Wealth Advisor in 2021, 2022, 2023 and 2024. In 2023 and 2024, The Lymangood Group was recognized as a Best-In-State Wealth Management Team. Bill’s combination of experience and youth will enable him to serve as a financial advisor to his clients and their families for years to come.
Prior to joining Morgan Stanley in 2011, Bill spent over 10 years working as a management consultant in the financial services industry spanning strategy, technology and finance & performance management with Andersen Consulting (subsequently known as Accenture), Ernst & Young and Capgemini. Bill graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Finance and a concentration in Financial Accounting.
Residing in Naperville, IL, Bill and his wife, Meghan, have two active boys: Liam and Charlie. He spends his time enjoying the outdoors with the family and through scouting, fly fishing, traveling and attending the boys’ various sporting competitions.
Securities Agent: OR, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, ME, MD, KY, KS, IN, ID, HI, FL, DE, DC, CT, CO, CA, AK, GA, IL, AZ, AL, MA, WY, WI, WA, VT, VA, TX, TN, SC, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301224
Securities Agent: WY, AK, NY, IL, VT, VA, MI, KY, MT, CA, WI, PA, DE, CT, TN, MN, KS, FL, TX, NM, ME, OH, MO, MD, IN, NV, MA, HI, CO, AZ, WA, SC, NJ, NC, ID, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301224
NMLS#: 1301224
About Jennifer Lymangood
Jennifer Lymangood
Financial Planning Specialist
Portfolio Associate
Jennifer is a Portfolio Associate and Financial Planning Specialist with The Lymangood Group at Morgan Stanley. Jennifer has held a variety of positions at Morgan Stanley since 2015 including Financial Advisor and Wealth Management Associate. She earned her Masters of Science in Psychology from the University of Saint Francis in Indiana and completed her undergraduate degree at Methodist University in North Carolina earning a Bachelor of Science in Business and Marketing as well as her Professional Golfers Association certification.
Prior to joining Morgan Stanley, Jennifer spent 10 years working as a PGA Golf Professional. Her previous positions involving management, coaching and most recently financial advising gives her a broad perspective to make sure every client has a tailored experience as well as an appropriately built financial plan to meet their needs. Jennifer is particularly interested in behavioral finance and economics and is passionate about investing with impact where clients’ moral and social beliefs are properly aligned with their portfolios.
Residing in Frankfort, IL, Jennifer is married to her husband, Chas Minnemeyer, and they have two daughters, Cora and Remi. Outside of the office, she enjoys working out with her friends and sharing her love for sports with her family. In addition, she is a foodie and fond of entertaining.
*Disclaimer: This role cannot solicit or provide investment advice.
Financial Planning Specialist
Portfolio Associate
Jennifer is a Portfolio Associate and Financial Planning Specialist with The Lymangood Group at Morgan Stanley. Jennifer has held a variety of positions at Morgan Stanley since 2015 including Financial Advisor and Wealth Management Associate. She earned her Masters of Science in Psychology from the University of Saint Francis in Indiana and completed her undergraduate degree at Methodist University in North Carolina earning a Bachelor of Science in Business and Marketing as well as her Professional Golfers Association certification.
Prior to joining Morgan Stanley, Jennifer spent 10 years working as a PGA Golf Professional. Her previous positions involving management, coaching and most recently financial advising gives her a broad perspective to make sure every client has a tailored experience as well as an appropriately built financial plan to meet their needs. Jennifer is particularly interested in behavioral finance and economics and is passionate about investing with impact where clients’ moral and social beliefs are properly aligned with their portfolios.
Residing in Frankfort, IL, Jennifer is married to her husband, Chas Minnemeyer, and they have two daughters, Cora and Remi. Outside of the office, she enjoys working out with her friends and sharing her love for sports with her family. In addition, she is a foodie and fond of entertaining.
*Disclaimer: This role cannot solicit or provide investment advice.
About Charley Hansen
Charley is a Vice President and Investment Consultant at Morgan Stanley who brings deep analytical skills focused on a broad range of family wealth management priorities including strategies and tailored solutions for families. He has been a CFA® Charterholder since 2011 and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017.
Charley has held a variety of roles at Morgan Stanley over the last 14 years. Prior to joining The Lymangood Group in 2020, he worked with Morgan Stanley’s Family Office Resources group, combining wealth planning and asset allocation to bring cohesive, personalized solutions to the firm’s ultra-high net worth clients. Before joining Morgan Stanley in 2008, Charley worked as a Systems Engineer in Motorola’s networks division.
Charley graduated from the University of Illinois with a Bachelor’s degree in Engineering and furthered his education with a Master’s in Business Administration from DePaul University in Chicago. He and his wife, Anna, both grew up in Naperville where they currently reside with their two sons. Outside of the office, he enjoys time with his family camping, hiking, playing ping pong and working in the yard.
Charley has held a variety of roles at Morgan Stanley over the last 14 years. Prior to joining The Lymangood Group in 2020, he worked with Morgan Stanley’s Family Office Resources group, combining wealth planning and asset allocation to bring cohesive, personalized solutions to the firm’s ultra-high net worth clients. Before joining Morgan Stanley in 2008, Charley worked as a Systems Engineer in Motorola’s networks division.
Charley graduated from the University of Illinois with a Bachelor’s degree in Engineering and furthered his education with a Master’s in Business Administration from DePaul University in Chicago. He and his wife, Anna, both grew up in Naperville where they currently reside with their two sons. Outside of the office, he enjoys time with his family camping, hiking, playing ping pong and working in the yard.
About Tracy Couch
Tracy brings a depth of retirement plan knowledge to the team, in addition to managing client communications. Tracy joined The Lymangood Group at Morgan Stanley in 2005. She has more than 25 years of management and client service experience, which helps her effectively execute the daily financial needs of our clients and contribute to an exceptional overall client experience.
Tracy lives in Braidwood, IL with her significant other, Greg Clark. Tracy and Greg enjoy feeding the backyard wildlife while relaxing with their dogs, Bonsai Joe and Sam.
Tracy lives in Braidwood, IL with her significant other, Greg Clark. Tracy and Greg enjoy feeding the backyard wildlife while relaxing with their dogs, Bonsai Joe and Sam.
About Andrea Grant
Andrea joined The Lymangood Group at Morgan Stanley in May 2017. Prior to joining us, she spent more than 6 years working as part of the management team in the Chicago West Branch of Morgan Stanley.
Andrea has 30+ years of experience in the financial services industry primarily in management and operations, along with earlier experience as an Investment Specialist. She has a strong background in operations and excels in resolving client issues. Andrea is a valuable addition to our team as we continue to elevate The Lymangood Group’s Family Wealth Advisory Services.
Andrea and Ian were married in 2019 at Niagara Falls Canada. They live on the Kankakee River in Wilmington, IL. They enjoy traveling and participating in car shows in Andrea’s 1957 Ford Thunderbird. Ian, golf pro at Oak Brook Golf Course, has been teaching Andrea how to golf.
Andrea has 30+ years of experience in the financial services industry primarily in management and operations, along with earlier experience as an Investment Specialist. She has a strong background in operations and excels in resolving client issues. Andrea is a valuable addition to our team as we continue to elevate The Lymangood Group’s Family Wealth Advisory Services.
Andrea and Ian were married in 2019 at Niagara Falls Canada. They live on the Kankakee River in Wilmington, IL. They enjoy traveling and participating in car shows in Andrea’s 1957 Ford Thunderbird. Ian, golf pro at Oak Brook Golf Course, has been teaching Andrea how to golf.
About Alexander Runge
Alex is a Registered Associate and a CERTIFIED FINANCIAL PLANNER™ with The Lymangood Group at Morgan Stanley. As a graduate of Aurora University, Alex brings a wealth of knowledge and dedication to our team. Alex supports the daily operations of the team with a focus on financial planning.
His passion for helping clients reach their financial goals is matched only by his love for family, especially his niece Noelle and his nephew Levi. Beyond finance, Alex is a competitive natural bodybuilder, an outdoor enthusiast, and an avid angler. His well rounded approach to life combined with his financial expertise makes Alex an invaluable member to our team.
His passion for helping clients reach their financial goals is matched only by his love for family, especially his niece Noelle and his nephew Levi. Beyond finance, Alex is a competitive natural bodybuilder, an outdoor enthusiast, and an avid angler. His well rounded approach to life combined with his financial expertise makes Alex an invaluable member to our team.
Contact William Lymangood Jr.
Contact Jennifer Lymangood
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
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
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Lymangood Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
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 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.
3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4When 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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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.
9When 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.
10Morgan 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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
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 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.
3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4When 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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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.
9When 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.
10Morgan 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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
