

The Market Square Group at Morgan Stanley

Our Mission Statement
Our Story
At THE MARKET SQUARE GROUP, we combine excellence in portfolio management with financial planning skills and strategies. Our comprehensive and consultative approach focuses on your full financial needs – from putting your children through college and preparing for retirement to buying a second home and leaving a lasting legacy. Collaborating with a seasoned advisory team can help simplify your life, so you can focus on what truly matters to you and your family.
MEETING A BROAD RANGE OF CLIENT NEEDS
Over the years, we have cultivated a successful practice that serves a diverse group of clients: • Families spanning multiple generations:
• Retirees and individuals planning for retirement
• Busy professionals, business owners and corporate executives
• Individuals experiencing a significant life event, such as retirement or the sale of a business
• Referrals from existing clients
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy. We help them manage and protect their assets, so they may enjoy their wealth and leave the legacy they desire.
THE MARKET SQUARE GROUP ADVANTAGE
As an experienced team of caring advisors, we are committed to helping you navigate the distractions of challenging markets, while strengthening your family's financial security now and for generations to come. Our strength lies in our ability to help you prevent financial mistakes and make sound investment decisions through ongoing education, a rigorous and detailed process and a commitment to doing the right thing. We are proud of the services and solutions we provide our clients and welcome the opportunity to deliver this same level of excellence to you and your family.
OUR CORE VALUES
The following core values distinguish us from other advisory teams and serve as our guiding principles.
1. CARING RELATIONSHIPS
Successful wealth management begins with personalized service and attention. We enjoy working with clients who value long-term, fully engaged relationships. The relationships we form are vital to our mission and span generations.
2. PERSONALIZED ADVICE, COMPREHENSIVE SOLUTIONS
As an experienced team, our priority is to help you prepare for all of life's milestones and be your first call for all things financial. We manage all your assets and liabilities in one cohesive strategy and are happy to review outside investments – such as 401(k) plans – to help ensure your collective investments are working together to meet your goals. What's more, we work in collaboration with your accountant, attorney and other professionals to build a comprehensive plan that encompasses all aspects of your life.
3. INVESTMENT EXCELLENCE
We have extensive experience as a portfolio manager, managing investments for corporations, high net worth families and other financial advisors at Morgan Stanley. You benefit from our knowledge and investment insights, yet you will never feel overwhelmed by technical jargon. We make it easy to ask questions and take the time to explain every concept to ensure you fully understand each strategy and recommendation.
4. SUPERIOR SERVICE
We emphasize communication, highly personalized service and transparency, so we always know what's happening in your life, and you always know what's happening with your wealth.
Location
Meet The Market Square Group
About F L Kirby
In 1976, F.L. moved his practice to the Chicago-based firm Rodman & Renshaw, where he was a principal and a board member for 22 years. F.L. joined Morgan Stanley in 2000, where he has since been awarded a position on the Chairman’s Club and has cultivated strong relationships with his clients.
F.L graduated from Norwich University and served as a helicopter pilot and Squadron Flight Leader for the 11th Cavalry in 1968 during the Vietnam War. He was the recipient of many honors, including the Distinguished Flying Cross and Bronze Star. He and his wife, Judy, currently reside in Lake Forest. They have three grown children. Outside of the office, F.L. enjoys playing golf.
NMLS#: 1282418
About Peter A. DuBois
Peter began his career at Stotler Management Corp., a registered Commodity Trading Advisor. Peter managed the division and assisted with market analysis and trading decisions. In 1991, he joined Morgan Stanley as a broker in the Institutional Futures Division, handling overseas customers and high net worth individuals. Peter made the decision to enter the private wealth management division in 1993 for the opportunity to work more directly with families. Peter focuses on thoughtful strategies for building and preserving wealth.
Peter received his B.A. degree in Business from Lake Forest College and is currently a resident of Deerfield, where he lives with his wife, Ann, their two grown children, and their two rescued dogs. He is an avid reader, enjoys sailboat racing, and golf.
NMLS#: 1279034
About Steven J. Zimmerman
A CERTIFIED FINANCIAL PLANNER™ (CFP) professional, Steve began his career in financial services in 1998 and has been in Lake Forest for over 20 years. In 2007, he joined Morgan Stanley and has been a valuable member of the firm ever since. Over the years, Steve has built a successful practice advising families on how to better understand and manage their wealth through the development and implementation of a comprehensive financial plan.
Steve earned his B.S. degree in Business Administration from Arizona State and his M.B.A. from Olivet Nazarene University. A strong believer in giving back, Steve is active with the Boy Scouts of America. He currently lives in Lake Forest with his wife, Viviana, and has four children. When he’s not assisting clients, you can find Steve enjoying sporting activities with his children and making his own wine.
NMLS#: 1278900
About Monica Arnolde
About Myiesha Allen
Myiesha enjoys spending quality time with family and the extracurricular adventures of her children.

Contact F L Kirby

Contact Peter A. DuBois

Contact Steven J. Zimmerman
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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