Todd M Price, CRPC®
Executive Director, Wealth Management, Financial Advisor, Alternative Investments Director
Phone:
(312) 419-3579(312) 419-3579
The Price Kadlec McCarthy Neuses Manghera Group at Morgan Stanley
Our Mission Statement
Understanding the unique needs of high-net-worth clients like you
Our Story and Services
"As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What to Expect
Introductory Conversation
The first step is getting to know you. During this initial conversation our goal is to understand your unique situation and lifestyle, uncover goals and identify any roadblocks preventing you from achieving them.
Diving Deeper
After identifying your goals and obstacles, our team can appropriately review your needs and begin strategizing a plan of implementation with regards to your current and future financial situation.
Reviewing Your Preliminary Financial Plan
Together we will review your personalized plan encompassing your goals, risk tolerance, asset allocation analysis, non-economic factors and more. This is a collaborative conversation in which we will discuss adjustments and actionable ideas.
Ongoing Commitment
Our team will continuously monitor your assets and progress towards your goals. Understanding your needs and market conditions are ever-evolving, we check in with you to asses your portfolio and discuss the trajectory of your success.
Important Updates for 2025
We would like to ensure you are up to date on the following changes for the year ahead. Please let us know if you have any questions!
401(k) and IRA limit increases for 2025
The contribution limit for employees who participate in 401(k), 403(b), and most 457 plans, as well as the federal government's Thrift Savings Plan is increased to $23,500, up from $23,000.
Click to Read More
Income Tax Brackets for 2025
Depending on your taxable income, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate.
2025 Tax Tables
2025 Tax Calendar
To help you make sure you don’t miss any important 2025 deadlines, review this summary of when various tax-related forms, payments and other actions are due.
More Information
Social Security Fact Sheet
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter
of 2023 through the third quarter of 2024, Social Security and Supplemental
Security Income (SSI) beneficiaries will receive a 2.5 percent COLA for 2025.
Fact Sheetof 2023 through the third quarter of 2024, Social Security and Supplemental
Security Income (SSI) beneficiaries will receive a 2.5 percent COLA for 2025.
Digital Tools
Morgan Stanley is at the forefront of technology in the industry. As a part of our services, these resources are readily available for clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
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.
Learn More About Total Wealth View
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Spending and Budgeting Tool
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery
Enroll in eDelivery
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Learn More About Digital VaultLocation
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3600(312) 419-3600
Meet The Price Kadlec McCarthy Neuses Manghera Group
Brian Kadlec, CFP®
Senior Vice President, Financial Advisor, Workplace Advisor – Equity Compensation
Phone:
(312) 419-3365(312) 419-3365
Patrick C McCarthy
Senior Vice President, Financial Advisor, Workplace Advisor – Equity Compensation
Phone:
(312) 419-3605(312) 419-3605
Michael J Neuses, CFA
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(312) 419-3642(312) 419-3642
Paul D Manghera, CFP®
Senior Vice President, Financial Advisor
Phone:
(312) 419-3524(312) 419-3524
Megan Vandermeer
Senior Registered Associate
Phone:
(312) 419-3586(312) 419-3586
Anna-Claire Martins
Registered Client Service Associate
Phone:
(312) 419-3619(312) 419-3619
Nick Blaha
Registered Client Service Associate
Phone:
(312) 419-3391(312) 419-3391
Helen Woo
Senior Registered Associate
Phone:
(312) 419-3620(312) 419-3620
About Todd M Price
Securities Agent: MA, LA, FL, CT, CA, AZ, WY, SC, NH, MO, IN, OK, NY, NV, WA, PA, OR, OH, NJ, KY, KS, NM, MD, IA, WV, VA, TX, TN, NE, MN, MI, CO, RI, IL, DE, DC, VT, GA, AL, SD, WI, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1290516
NMLS#: 1290516
About Brian Kadlec
Brian joined Morgan Stanley in 2005, interning for the firm while studying for a Bachelor of Science in Finance & Management from DePaul University (joining full-time post-graduation). A Certified Financial Planner (CFP®), Brian is instrumental in the Price | Kadlec | McCarthy Group’s planning processes and wealth management strategizing.
On the weekends, you may find Brian enjoying time with family & friends; often this includes grilling and watching sporting events.
On the weekends, you may find Brian enjoying time with family & friends; often this includes grilling and watching sporting events.
Securities Agent: WV, WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1278728
CA Insurance License #: 4247127
NMLS#: 1278728
CA Insurance License #: 4247127
About Patrick C McCarthy
Patrick joined Morgan Stanley in 2011 after graduating from Miami University with a Bachelor's Degree in Economics. As a member of the Price | Kadlec | McCarthy team, Patrick helps clients achieve their goals through his robust experience with financial/retirement planning and investment management.
In his free time he enjoys golfing, traveling and spending time with his family.
In his free time he enjoys golfing, traveling and spending time with his family.
Securities Agent: KS, KY, AK, MS, ND, HI, VT, TX, CT, CA, AR, WA, OK, RI, NY, NJ, NH, LA, DC, PA, MI, MA, IN, NM, ME, AZ, AL, WI, NV, NE, CO, WY, VA, UT, SD, OR, MO, MN, ID, GA, WV, TN, NC, MT, IL, IA, FL, DE, SC, OH, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1494485
NMLS#: 1494485
About Michael J Neuses
Mike has over 25 years of investment experience working with institutional clients, as well as high net worth individuals and families. Prior to founding The JMP Group at Morgan Stanley in 2005, Mike was a portfolio manager with Frye-Louis Capital Management for seven years. There he managed large-cap equity and high quality bond portfolios as a part of overall investment plans for multi-generational families. Prior to Frye-Louis, Mike worked at Fiduciary Management Associates as an Institutional Portfolio Manager and as a Research Analyst at Phoenix Duff & Phelps and Stein Roe and Farnham. Mike received his Master of Business Administration from DePaul University and his Bachelor’s degree from the University of Illinois. He is a Chartered Financial Analyst and a member of the CFA Society of Chicago and the CFA Institute. Mike is a volunteer tutor/mentor to Chicago Public School students through Working In The Schools (WITS). Mike lives in Wilmette, Illinois and has three children. He enjoys golf, baseball, and gardening.
Securities Agent: GA, MT, NE, OH, VA, MI, CT, NH, KS, AZ, UT, MD, MN, VT, DE, IL, KY, MO, NJ, PA, WY, AL, IN, NY, WA, LA, WI, NC, OK, SC, TX, HI, DC, MA, NV, NM, IA, OR, FL, SD, CO, TN, RI, ID, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1261976
NMLS#: 1261976
About Paul D Manghera
Paul has over 30 years experience providing integrated comprehensive financial counseling to successful individuals and families. He focuses on helping each client develop a personalized holistic wealth management plan specific to his/her needs, focusing on retirement planning and the efficient transfer of wealth to future generations. Prior to coming to Morgan Stanley in 2005, Paul worked extensively with wealthy individuals, families, and corporate executives at Ernst & Young, Arthur Andersen LLP and Frye-Louis Capital Management (a multifamily Family Office). Paul received his Master’s of Science in Tax from DePaul University and his Bachelor’s degree in Accounting from Marquette University. He is a Certified Financial Planner. Paul resides in Tinley Park, Illinois with his wife, Erin, and their daughter, Morgan. Paul is an avid baseball and college basketball fan and a persistent distance runner.
Securities Agent: VT, LA, NY, OH, TX, WY, TN, WA, KY, KS, IN, IL, ID, AZ, WI, SC, NJ, GA, CT, AL, VA, NV, NM, NC, CO, UT, RI, MO, MN, MA, IA, DC, DE, MD, SD, MI, PA, CA, OR, NH, NE, FL, HI, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1279435
NMLS#: 1279435
Contact Todd M Price
Contact Brian Kadlec
Contact Patrick C McCarthy
Contact Michael J Neuses
Contact Paul D Manghera
Wealth Management
Global Investment Office
Portfolio Insights
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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
Ready to start a conversation? Contact The Price Kadlec McCarthy Neuses Manghera 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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Alternative 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.
5Morgan 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.
6Morgan 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.
7Morgan 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Alternative 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.
5Morgan 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.
6Morgan 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.
7Morgan 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.
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)
