Anita D. Kraus - Morgan Stanley Financial Advisor - DEERFIELD, IL
Morgan Stanley
Anita D. Kraus
Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
111 S PFINGSTEN RD STE 200
DEERFIELD, IL 60015
tel: (847) 480-5430
toll-free: (800) 543-3623 
fax: (847) 498-1546

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Member, Greater North Shore Estate and Financial Planning Council
  • Member, Chicago Estate Planning Council
  • Member, Northwest Suburban Estate Planning Council
  • Supporting Member, National Association of Women Business Owners (NAWBO)
  • Member, Professional Women's Club of Chicago
  • Member, North Shore Professional Women's Association
  • Member, Deerfield Bannockburn Riverwoods Chamber of Commerce
  • Member, Buffalo Grove Chamber of Commerce
  • Member, Chicago Bar Association
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Municipal Bonds
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Exchange Traded Funds
  • 401k Rollovers
  • Annuities
  • Life Insurance
Education and Licensing
  • J.D. (with Honors)
    IIT - Chicago Kent College of Law
    Chicago, IL
  • B.S. - Business Administration / Finance
    Roosevelt University
    Chicago, IL
  • Northwestern University, School of Continuing Studies
    Accelerated Financial Planning Program
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Illinois Life Insurance License
  • Illinois Long Term Care License
  • Certified Financial Planner
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 2000 - Present: Morgan Stanley*

    Vice President
    Financial Advisor
    Certified Financial Planner
    Deerfield, IL
  • 1998 - 2000: Bank One

    First Vice President
    Investment Management Group
    Chicago, IL
  • 1995 - 1998: The First National Bank of Chicago

    First Vice President
    Private Banking and Investments
    Evanston, IL
  • 1987 - 1995: NBD Bank, N.A.

    Vice President
    Trust and Investment Management Division
    Evanston, IL
  • 1992 - 2002: John Marshall Law School

    Adjunct Professor

Bulletin Board
  • As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.

  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a strategy to help achieve the retirement you envision.

Anita D. Kraus holds the following registrations:
Securities Agent: AK, AL, AZ, CA, DC, FL, GA, IL, IN, MI, NY, TN, VA, WA; General Securities Representative; Investment Advisor Representative;

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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