Welcome

Guiding Pilots from the Flight Deck to Retirement

Having worked with airline pilots since 2001, the Navigation Group at Morgan Stanley helps guide pilots and their families from the “Flight Deck to Retirement.”


Our Complimentary Retirement Income Plan

Our process helps create a secure future for your family in a very insecure airline world. Starting with our Retirement Income Plan Form, we assist you in placing your wealth on a flight path that can work toward the result you desire – being prepared to retire with the resources you will need.


Click on the MARKET INSIGHTS tab, and then click on the 'Retirement Income Plan Form' link to get the process started.

Click on the MARKET INSIGHTS tab, and then click on the 'Flight Plan to Retirement Process' link to see how our checklist can help you.
Services Include
  • Asset Management1
  • Estate Planning Strategies2
  • Financial Planning3
  • Lending Products
  • Long Term Care Insurance4
  • Professional Portfolio Management5
  • Retirement Planning6
  • Wealth Management7
  • Cash Management8
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Upcoming Seminars & Conference Calls

The Navigation Group at Morgan Stanley

Conference Call Dial-In Number (866) 900-0868 / Passcode: 2019

Replay available for two weeks after each call using:
(855) 859-2056 / Passcode 2019

Presented by The Navigation Group
Tom Currey - Senior Vice President, Financial Advisor
Stephene Norwood - Associate Vice President, Financial Advisor
Meg Birch - Financial Advisor



Morgan Stanley Smith Barney LLC, member SIPC
CRC 2344321
  • Learning Series Conference Calls 2019
    The 4th Wednesday of Each Month - **3:30 PM Central Time**
  • Capital Markets Quarterly Update
    January 23, April 24, July 24 & October 23
  • What You Need to Know Before You Retire
    March 27 and September 25
  • Other Important Topics of Your Financial Life
    Retirement Paycheck Planning -- February 27
    Estate Planning Strategies -- May 22
    Understanding Social Security - June 26
    Planning for Families with Special Needs Children -- August 28
    Planning for Long Term Care -- November 20**


    ** Most calls held on the 4th Wednesday of the Month, but due to Thanksgiving the November call is the 3rd Wednesday and no call in December
  • Upcoming Seminar
    06/20/2019 - APA Retirement Planning Seminar (LaGuardia, NY)
    Click here for more information

Our Complimentary Retirement Income Plan

Our process helps create a secure future for your family in a very insecure airline world. Starting with our Retirement Income Plan form, we assist you in placing your wealth on a flight path that can work toward the result you desire - being prepared to retire with the resources you will need.

Location

2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Direct:
(630) 203-6118(630) 203-6118
Toll-Free:
(844) 263-6284(844) 263-6284

Meet The Navigation Group

About Me

Thomas R. Currey, CFP®
Senior Vice President, Financial Advisor

Tom’s role on the team is to understand each client and make personalized recommendations. Tom regularly travels around the nation for client meetings and to conduct seminars. Tom has been with Morgan Stanley since 1995 and has more than 22 years of experience in the financial services industry. In 2009, Tom earned the Certified Financial Planner™ designation. He is a 1994
graduate of Illinois State University, having earned a degree in finance. Tom works out of our Oak Brook, Illinois office. Tom resides in Park Ridge, Illinois with his wife and 3 children. Tom enjoys golf, coaching sports and family road trips.


Professional Details:
1995 - Present - Morgan Stanley
BS - Finance Illinois State University, Bloomington, IL
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Certified Financial Planner™


Thomas R. Currey - Received CFP ® certification in 2010


Contact Information:
The Drake Oak Brook Plaza | 2211 York Road, Suite 100 | Oak Brook, IL 60523
Direct: 630-203-6118 | Toll free: 844-263-NAVI (6284) | Main Fax: 630-572-9030
Email:  Thomas.R.Currey@morganstanley.com
Securities Agent: IL, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1275630
CA Insurance License #: 0D81350

About Me

Stephene Norwood
Associate Vice President, Financial Advisor

Stephene’s role on the team is to work with clients to help them articulate and plan for their short- and long-term goals. She has spent her career with Morgan Stanley, where, before becoming a Financial Advisor in 2010, she worked in various capacities, including as Vice President of Financial Advisor Associate Selection and Development for the Central/Western Division. Stephene, who has a bachelor’s degree from Cornell College, works out of our Oak Brook, Illinois office. She and her husband, Woody, reside in Glen Ellyn, Illinois with their dog, Cora. Stephene serves as the treasurer of the Friends of the Library of Glen Ellyn Board.


Professional Details:
2005 - Present – Morgan Stanley, Associate Vice President, Financial Advisor
Bachelor of Arts – 1997, Cornell College
Series 7 – General Securities Representative
Series 66 – Investment Advisor Representative
Series 31 – Managed Futures Representative
Life Insurance
Annuities


Stephene Norwood won the 2015 & 2016 Five Star Wealth Manager Award - 2 Year Winner


Contact Information:
The Drake Oak Brook Plaza | 2211 York Road, Suite 100 | Oak Brook, IL 60523
Direct: 630-203-6128 | Toll free: 844-263-NAVI (6284) | Main Fax: 630-572-9030 | E-Fax:  630-686-1808
Email:  Stephene.Norwood@morganstanley.com
Securities Agent: IL, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282695
CA Insurance License #: 0107902

About Me

Bill has been with Morgan Stanley since 1993 and has over 34 years of experience in the Financial Services Industry. He is a Certified Financial Planner™, having earned this well regarded designation in 1996. Bill graduated with a Bachelor of Business Administration Degree in Accounting from Ohio University in 1977. Since 2002, he has hosted over 100 retirement planning seminars nationwide for APA Pilots.  He is based in our Naples Florida location.



Professional Details:

1993 - Present: Morgan Stanley*
First Vice President - Investment
Certified Financial Planner™, 1996
College of Financial Planning
Denver, CO
BBA - Accounting, 1977
Ohio University
Athens, OH
Series 3 & 7 & Insurance
Series 65 - Investment Advisory Agent

William Van Zant - Received CFP® certification in 1996


Contact Information:


The Drake Oak Brook Plaza| 2211 York Road , Suite 100 | Oak Brook, IL 60523
Direct: 239-449-7807 | Fax: 630-572-9030
Email: William.VanZant@morganstanley.com
Securities Agent: TX, IL, FL, WI, WA, VT, VA, UT, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1282689
CA Insurance License #: 0C00941

About Me

Michael Puleo
Financial Planning Specialist, Financial Advisor

Michael’s role on the team is to develop and maintain existing client relationships. He has been with Morgan Stanley since 1999 and is an integral part of our team who takes pride in his strong relationships with our clients. Michael graduated from Elmhurst College in 2000 with a bachelor’s degree in Marketing. He works out of our Oak Brook, Illinois office. Michael resides in Addison, Illinois and enjoys traveling and visiting with family and friends
in Italy.


Professional Details:
1999 - Present - Morgan Stanley
Bachelor of Marketing - 2000, Elmhurst College
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor
Life/Health Insurance


Contact Information:
The Drake Oak Brook Plaza | 2211 York Road, Suite 100 | Oak Brook, IL 60523
Direct: 630-203-6158 | Toll free: 844-263-NAVI (6284) | Main Fax: 630-572-9030 | E-Fax:  630-686-1795
Email:  Michael.J.Puleo@morganstanley.com
Securities Agent: TX, IL, WI, WA, VT, VA, UT, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1456865

About Me

Meg Birch
Financial Advisor

Meg’s role on the team is to manage new business development and new client acquisition. She began her financial services career in 1991, selling and trading corporate bonds. Prior to joining Morgan Stanley in 2013, Meg served institutional clients in the financial information and technology fields. She holds a master’s of science degree in finance from Boston College. Meg
works out of our Oak Brook, Illinois location. Meg resides in Downers Grove, Illinois with her husband and 2 kids. She enjoys attending sporting events and playing with her children.


Professional Details:
Bachelor of Science - 1991 University of Illinois
Master of Science in Finance - 2002 Boston College
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor
Life Insurance
Annuities


CA Insurance Lic# 0L36268


Contact Information:
The Drake Oak Brook Plaza | 2211 York Road, Suite 100 | Oak Brook, IL 60523
Direct: 630-203-6185 | Toll free: 844-263-NAVI (6284) | Main Fax: 630-572-9030 | E-Fax:  630-303-9783
Email:  meg.birch@morganstanley.com
Securities Agent: IL, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1279068
CA Insurance License #: #OL36268

About Me

Joanne Allessi
Business Development Associate

Joanne’s role on the team is to manage team operations and new client on-boarding. Having worked in the financial services industry for more than 25 years, she has been a Financial
Advisor, Client Service Associate, and, most recently, a Business Service Manager for the Oakbrook, Illinois office. She is a graduate of Elmhurst College with a bachelor’s degree in
Business Management. She works out of our Oak Brook, Illinois office.


Professional Details:
2015 - Present - Assistant Vice President, Business Development Associate
2012 - 2015 - Business Service Manager
Bachelor of Science - 1987, Elmhurst College
Series 7 - General Securities Represenative
Series 31 - Managed Futures
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor

CA Insurance Lic. 0K63822


Contact Information:
The Drake Oak Brook Plaza | 2211 York Road, Suite 100 | Oak Brook, IL 60523
Direct: 630-203-6141 | Toll free: 800-755-9755 | Main Fax: 630-572-9030 | E-Fax:  630-352-0090
Email:  joanne.allessi@morganstanley.com

About Me

Brenda Badani
Senior Client Service Associate

Brenda’s role on the team is to manage client outreach and cash management. She began her career in 1995 with Dean Witter Reynolds as a Service Associate. Now, as a Senior Client Service Associate at the Navigation Group, she fosters strong working relationships with clients. Brenda works out of our Oak Brook, Illinois office. Together with her husband, Enrique, Brenda and their son, Adrian, reside in Arlington Heights, Illinois.


Contact Information:
The Drake Oak Brook Plaza | 2211 York Road, Suite 100 | Oak Brook, IL 60523
Direct: 630-203-6160 | Toll free: 800-755-9755 | Main Fax: 630-572-9030 | E-Fax:  630-518-4151
Email:  brenda.badani@morganstanley.com
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 Navigation 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 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 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.

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.

4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

5Morgan 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.

6Morgan 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.

7Morgan 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.

8Morgan 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

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 suitable 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”) 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.


CRC 2019752 10/2018