Jack F Lasday
Executive Director, Financial Advisor
Phone:
(847) 480-5404(847) 480-5404
The Summit Wealth Management Group at Morgan Stanley
Direct:
(847) 480-5404(847) 480-5404
Toll-Free:
(800) 543-3623(800) 543-3623
Our Mission Statement
Leveraging our expertise in due diligence, portfolio risk analysis, and estate planning to integrate all aspects of your financial life while providing institutional-grade custom solutions to achieve your family's unique goals
Who We Are
In today's fast-paced world, many investors -- especially those with substantial assets -- confront a host of complex issues including tax planning, risk management, credit needs, investment management, estate planning and charitable giving. Under these circumstances, balancing the needs of family, finances and career while finding time for personal interests has become increasingly difficult.
Faced with these considerable challenges, many high net worth families wonder if their broad wealth planning needs are being adequately addressed by their current array of specialized lawyers, accountants and brokers. Even when these individual spheres are well-managed, these families may wonder how well these distinct components of their strategy are working together to achieve financial and life objectives. In many cases, wealthy families determine it is in their best interest to integrate these siloed pieces to ensure they work smoothly and complementarily to achieve their overall goals.
Disentangling and managing these numerous yet related needs can oftentimes be overwhelming. To deal with these concerns, some families are turning to a wealth consultant such as The Summit Group. Using institutional strategies to protect and manage assets, sophisticated wealth transfer techniques and other advanced wealth planning methods, we offer our clients assurance that the various areas of their families' financial lives are working together harmoniously. By creating and executing a comprehensive wealth plan that addresses all of our clients' complex needs, we give families the increased comfort to focus on the things that matter most to them.
Faced with these considerable challenges, many high net worth families wonder if their broad wealth planning needs are being adequately addressed by their current array of specialized lawyers, accountants and brokers. Even when these individual spheres are well-managed, these families may wonder how well these distinct components of their strategy are working together to achieve financial and life objectives. In many cases, wealthy families determine it is in their best interest to integrate these siloed pieces to ensure they work smoothly and complementarily to achieve their overall goals.
Disentangling and managing these numerous yet related needs can oftentimes be overwhelming. To deal with these concerns, some families are turning to a wealth consultant such as The Summit Group. Using institutional strategies to protect and manage assets, sophisticated wealth transfer techniques and other advanced wealth planning methods, we offer our clients assurance that the various areas of their families' financial lives are working together harmoniously. By creating and executing a comprehensive wealth plan that addresses all of our clients' complex needs, we give families the increased comfort to focus on the things that matter most to them.
Services Include
- Alternative InvestmentsFootnote1
- AnnuitiesFootnote2
- Asset Management
- Business PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Fixed IncomeFootnote5
- Lending Products
- Life InsuranceFootnote6
- Long Term Care InsuranceFootnote7
- Philanthropic Services
- Planning for Education FundingFootnote8
- Professional Portfolio ManagementFootnote9
- Retirement PlanningFootnote10
- Wealth ManagementFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Summit Group Advantage
We utilize a similar money-management and investment-selection approach as managers of institutional wealth by emphasizing precise asset allocation, fuller diversification (e.g. evaluating investment overlap) and careful manager selection. This tactical approach seeks to determine where market and economic conditions are headed -- not merely where they have been -- and to invest accordingly.
Choosing the Right Managers
Our rigorous proprietary screening process helps select the best available managers for your assets. Unlike many other advisors, we do not generally select individual securities. Our focus is helping you develop an appropriate asset allocation for your unique goals, and choosing the most skilled professional outside money managers in each asset class to help you achieve them.
Managing Risk
We want to enable you to accomplish your goals by generating the greatest possible return with the least amount of risk. We measure risk through a variety of quantitative techniques common among institutional asset managers -- for example: alpha, beta, standard deviation and upside / downside capture. These risk measures can help you put your portfolio's performance in the right context, and are vital tools as we seek to allocate your assets within your risk parameters.
Location
111 S. Pfingsten Rd.
Suite 200
Deerfield, IL 60015
US
Direct:
(847) 480-5404(847) 480-5404
Toll-Free:
(800) 543-3623(800) 543-3623
Meet The Summit Wealth Management Group
Bryan Lasday
Financial Advisor
Phone:
(312) 827-6884(312) 827-6884
Hilary Bryson
Portfolio Associate
Phone:
(847) 480-5417(847) 480-5417
About Jack F Lasday
Jack Lasday is a founding partner of the Summit Group at Morgan Stanley. Jack began his career in the financial services industry in 1979. Before joining Morgan Stanley in 2000, he held positions as Senior Vice President of Investments at both Prudential Securities and Rodman & Renshaw. Prior to becoming a financial consultant, Jack was a Certified Public Accountant with Coopers & Lybrand.
Jack graduated with high honors from the University of Illinois at Urbana-Champaign in 1979 with a Bachelor of Science in Accounting. In the intervening years, Jack has earned his FINRA licenses 5, 7, 8, 15, 63 and 65, and maintains licenses in life, health and variable insurance. Jack has served as president of Hillcrest Country Club, the Children's Brittle Bone Foundation and the Business Executives Association. Additionally, he has held various board positions with assorted charities and publicly held corporations.
In the past, Jack has appeared on financial programming across a number of platforms. He has been a guest on financial television programs and live radio shows (such as WBBM Newsradio 780 and AM 560 WIND) and has been quoted in the print media by publications including the Chicago Tribune.
Jack and his wife, Lucy, have two children: Bryan and Alexis. He is an avid golfer and enjoys following professional sports.
Jack graduated with high honors from the University of Illinois at Urbana-Champaign in 1979 with a Bachelor of Science in Accounting. In the intervening years, Jack has earned his FINRA licenses 5, 7, 8, 15, 63 and 65, and maintains licenses in life, health and variable insurance. Jack has served as president of Hillcrest Country Club, the Children's Brittle Bone Foundation and the Business Executives Association. Additionally, he has held various board positions with assorted charities and publicly held corporations.
In the past, Jack has appeared on financial programming across a number of platforms. He has been a guest on financial television programs and live radio shows (such as WBBM Newsradio 780 and AM 560 WIND) and has been quoted in the print media by publications including the Chicago Tribune.
Jack and his wife, Lucy, have two children: Bryan and Alexis. He is an avid golfer and enjoys following professional sports.
Securities Agent: NY, TX, IL, VA, SC, PA, OR, NC, MI, KS, FL, CO, CA, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262067
NMLS#: 1262067
About Bryan Lasday
Bryan Lasday is a Financial Advisor with The Summit Wealth Management Group at Morgan Stanley. Bryan has been in the financial services industry since 2012. Before joining Morgan Stanley in 2016, he held a position as an Investment Banking Analyst at Macquarie Capital in New York, working within the Real Estate Group in the capacity of private placement agent / LP investor.
In 2012, Bryan graduated from Duke University with a Bachelor of Arts degree in History and a minor in Economics. While working in the financial field he has earned his FINRA licenses 7, 63, 66 and 79.
Bryan is an avid weightlifter, and enjoys both playing and following many sports. He is also a voracious consumer of financial and entertainment media across various platforms of digital content.
NMLS #1717490
In 2012, Bryan graduated from Duke University with a Bachelor of Arts degree in History and a minor in Economics. While working in the financial field he has earned his FINRA licenses 7, 63, 66 and 79.
Bryan is an avid weightlifter, and enjoys both playing and following many sports. He is also a voracious consumer of financial and entertainment media across various platforms of digital content.
NMLS #1717490
Securities Agent: AZ, CA, CO, FL, IL, KS, MI, MO, NC, NY, OR, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1717490
NMLS#: 1717490
About Hilary Bryson
Hilary Bryson is a Registered Client Service Associate with The Summit Wealth Management Group at Morgan Stanley. She has over twenty years of experience in the investment industry across a wide range of positions including client sales associate, cashier / broker services, and even financial advisor.
Hilary has FINRA Series 7, 63, and 66 registrations, as well as Illinois Life, Annuity, and Long Term Care insurance licenses.
A native Chicagoan, Hilary has spent most of her life here. She attended Triton College in River Grove, Illinois and is married to Stefan. In her spare time, Hilary enjoys outdoor sports, spending time with friends and family, and gardening.
Hilary has FINRA Series 7, 63, and 66 registrations, as well as Illinois Life, Annuity, and Long Term Care insurance licenses.
A native Chicagoan, Hilary has spent most of her life here. She attended Triton College in River Grove, Illinois and is married to Stefan. In her spare time, Hilary enjoys outdoor sports, spending time with friends and family, and gardening.
Contact Jack F Lasday
Contact Bryan Lasday
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
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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 Summit Wealth Management Group today.
1Alternative 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.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan 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.
4Morgan 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When 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.
9Morgan 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.
10When 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.
11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan 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.
4Morgan 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When 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.
9Morgan 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.
10When 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.
11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
