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.

Morgan 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.<o:p></o:p>
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<o:p></o:p>

Securities Agent: NE, WA, SC, UT, OR, KY, ME, NV, ID, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2413427
CA Insurance License #: 4231600
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

    Victoria Cone - Registered Associate
    Phone:
    (312) 443-6032(312) 443-6032
    Email:victoria.cone@morganstanley.com
    Victoria came to Morgan Stanley in 2022 after moving to Chicago from Fort Lauderdale, FL. Victoria supports clients of Therese Dolezal with everything from account opening and maintenance, money movement, Morgan Stanley online tutorials, and more. Her main focus is to help ensure each individual experiences the highest level of service and white glove experience that Morgan Stanley is known for delivering. Victoria graduated from Florida State University with a Bachelor's Degree in Finance and holds active Series 7 and 66 licenses. In her free time, Victoria enjoys reading, running, and exploring the beautiful city of Chicago.

Location

233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3281(312) 419-3281

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Mike Manson

Mike Manson is a Private Banker serving Morgan Stanley Private Wealth Management and Wealth Management offices in Illinois.

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.
NMLS#: 728335

About Mamta Shah

Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.

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 R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
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.
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.

Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
2025 Midyear Economic Outlook: A Widespread Deceleration
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2025 Midyear Economic Outlook: A Widespread Deceleration

Global growth is likely to slow in 2025 and 2026 as the shock of higher U.S. tariffs crimps demand around the world.

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

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.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Therese R. Dolezal today.
Market Information Delayed 20 Minutes
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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:
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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), 3582895 (6/2024)