

Therese R. Dolezal, CFP®, CRPC®

My Mission Statement
We’re not chasing trends—we’re building legacy.
We’re not transactional—we’re transformational.
This is not just wealth management.
This is purpose-driven relationship.
Built on Purpose. Driven by Values. Focused on Legacy.
Here at Morgan Stanley, Therese Dolezal and team work with executives and their families who don't just lead businesses—they shape industries. These leaders face high-stakes decisions every day, yet when it comes to personal wealth, there is little time or space to reflect on what success really means outside the boardroom.
WHY. Our mission is to empower these individuals and their families to live with clarity, confidence, and purpose. Our "why" is rooted in the belief that wealth is not the end—but a powerful means to connect with your values, forge a path toward making lasting impact, and creating generational resilience. Integrity, stewardship, and genuine collaboration form the foundation of everything we do.
WHAT. Some of us are wired with an eternal drive to win. Helping define that "next game to win" is foundational in moving though the now, toward whatever comes next. This is not just about financial growth—it's helping our clients achieve freedom on their own terms. That means aligning strategy with purpose, growing with intention, and measuring success not just in returns, but in full and authentic lives. Winning this game means our values remain intact—and amplified.
WHO. Any good executive knows they are only as effective as the team surrounding them. Our team is built of advisors, skilled professionals, and support who lead with empathy, curiosity and conviction—all at a warp-speed, efficient pace to match the high-performing individuals we support. When it comes time to execute, our team is comprised of professionals in the areas of executive compensation, tax mitigation strategy, trust & estate planning strategy, wealth education for the next gen, health & wellness, and more. Together, we elevate the conversation around wealth.
HOW. Our competitors love how. They pride themselves on how. For us, the "how"—the plans, portfolios, the projections—comes only after we've earned the right to walk alongside you. Unlike firms that rush to tactics, we slow down to ask the right questions first. We serve as your point of integration—connecting the dots across your complex financial world so no ball is dropped, nothing is missed. Our "how" is backed by Morgan Stanley's global platform, private banking capabilities, and institutional resources to help implement at the highest level.
Because when your why is clear, the how becomes powerful.
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The Power of Partnerships
About Mike Manson
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.
Mike began his career in financial services in 2010 and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Senior Wealth Strategist and Banking Consultant at UBS. He also was a Bank Manager at BMO Harris Bank.
Mike is a graduate of Roosevelt University, where he received a Bachelor of Business Administration in Accounting. He also received a Post-Baccalaureate Certificate in Finance from Northwestern University.
Mike and his family reside in Glenview, Illinois. Outside of the office, Mike enjoys early morning workouts, golf, and playing 12-inch softball.
About Mamta Shah
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Lynn King
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
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
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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