![]() She also enjoys skiing, hiking, reading and relaxing with her family.Ĭertified Financial Planner Board of Standards, Inc. Outside of the office, Molly enjoys volunteering at the Almost Home Pet Foundation and spending time with her dog – Benny. ![]() Molly grew up in Barrington – a Northwest suburb of Chicago. From there, she worked within worked within Deloitte’s Audit Group, primarily focusing on public clients in the financial and insurance sectors. in Personal Financial Planning and a M.S. Prior to her role at Morgan Stanley, Molly attended the University of Colorado where she graduated with a B.S. Molly has been in the financial industry for over 4 years and is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA), now non-practicing. She is passionate about helping others and building a better future for her clients. As a Financial Advisor, she provides individuals and families with in-depth financial planning and investment management. Molly is a Financial Advisor at Morgan Stanley and has been working with The Chicago Group for two years. His performances have been heralded by the Chicago Tribune and Sun Times as “both vocally and comically perfect.” Frank serves as a director at the Union League Club of Chicago, on the Lyric Opera of Chicago's Guild board, and for the Luminarts Foundation. Beyond wealth management, he has been active in oratorio and opera for the past 15 years. ![]() He is also a Senior Portfolio Managment Director with Morgan Stanley, where he and his team manage proprietary strategies focusing on global growth and income.ĭuring his time at Morgan Stanley Frank has served as a coach to incoming advisors, and he also plays a role in making improvements to the investment advisory field in his position on the Morgan Stanley Consulting Group Wealth Advisory council.įrank – a Certified Financial Planner and a Certified Public Accountant (licensed but non-practicing) – graduated from DePaul University with a bachelor's degrees in finance and marketing. ![]() When you work with any of us, you get the best of all of us.įrank is a Senior Vice President at Morgan Stanley and a partner with his team, The Chicago Group, providing financial planning and investment management for families. Together, we are a cohesive team dedicated to helping you achieve your goals. This multi-generational approach allows us to provide continuity to our family clients, many of whom we serve across three generations. Our multi-generational team includes industry veterans who have helped clients through multiple market cycles and younger professionals who add a fresh perspective. We have advisors who have earned the Certified Financial Planner designation (CFP ®), a CPA ® (licensed but non-practicing), a CFA ® charterholder, and a Morgan Stanley Family Wealth Director (a designation signifying expertise in multi-generational planning). Between us, we have some of the most respected designations in our industry. Nearly 40 years later, we have grown into a tightly knit team of seven financial professionals with diverse and complementary talents. The Chicago Group at Morgan Stanley was founded in 1977, when Mike Del Campo and Bill Lenz began a team approach towards wealth management.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |