Elise Defenbaugh
Wealth Management Associate, Assistant Vice President
Phone:
(312) 648-3364(312) 648-3364
Thomas S Sharp
Senior Vice President,
Financial Advisor
Direct:
(312) 648-3422(312) 648-3422
Toll-Free:
(800) 621-5231(800) 621-5231
My Mission Statement
Helping clients like you achieve your retirement and investing goals
My Story and Services
"As your Financial Advisor, I 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, I can help you to preserve and grow your wealth. You will 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."
Securities Agent: CA, VA, CT, CO, OK, NC, MN, AZ, WI, TX, OH, NV, KS, IN, FL, PA, TN, NJ, LA, UT, KY, DE, WY, NM, MA, MD, GA, SC, MO, IA, WA, NY, IL, MI, ID, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1273115
NMLS#: 1273115
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
227 West Monroe St
Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3422(312) 648-3422
Toll-Free:
(800) 621-5231(800) 621-5231
Fax:
(312) 648-3344(312) 648-3344
Meet My Team
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
Rosanne Peel
Private Banker
About Rosanne Peel
Rosanne Peel is a Private Banker serving Morgan Stanley 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.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank, and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, Illinois.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling, and cooking.
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.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank, and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, Illinois.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling, and cooking.
NMLS#: 800017
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
Ready to start a conversation? Contact Thomas S Sharp today.
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
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)
