Cheryl A Snook - Morgan Stanley Financial Advisor - GENEVA, IL
Morgan Stanley
Cheryl A Snook
Associate Vice President, Wealth Management
Financial Advisor
Portfolio Manager
10 WEST STATE ST. SUITE 204
GENEVA, IL 60134
tel: (630) 262-2288

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.

Services
  • Financial Planning
  • Wealth Management & Divorce
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Alternative Investments
  • Annuities
  • Access to Lending Services
  • Life Insurance
  • Exchange Traded Funds
  • Insurance Services
  • Certificates of Deposit
  • Foreign Exchange
  • Professional Portfolio Management
  • Education Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Estate Planning Strategies
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Syndicate
Education and Licensing
  • BBA Finance
    University of Wisconsin - Eau Claire
  • Series 7 NYSE/NASD General Securities Representative
  • Series 63 Uniform State
  • Series 31 Managed Futures Funds
  • Series 65 Investment Advisory
  • Insurance Life/Annuity/Long Term Care
  • Registered Nationwide Mortgage Licensing System
  • Retirement Planning Specialist
  • Portfolio Management Certification
Honors and Recognition
  • Retirement Standard
  • PaceSetter's Club 2011, 2012, 2013, 2014, 2015, 2016
Business Experience
  • February 2002 - Present: Geneva, IL
    Portfolio Manager, Financial Advisor
    Morgan Stanley Wealth Management

  • June 1998 - September 2000: Pittsford, New York
    Vice President
    Clover Capital Management

  • March 1995 - January 1998: Milwaukee, Wisconsin
    Financial Services & Investment Representative
    Marshall & Illsley Trust & Investment Management

  • February 1989 - January 1995: Milwaukee, Wisconsin
    Operations Manager
    Kemper Securities (Blunt Ellis & Loewi)


Bulletin Board
  • See November On the Markets from the Global Investment Committee featuring

    “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.

    “Resolving Uncertainty”  Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.

    “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.

    • Plus, look for more on US and international equities, fixed income and economics. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Cheryl A Snook holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MO, MS, MT, NC, NJ, NY, PA, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1265066

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. 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.
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.
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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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