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

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’ll 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.

Services
  • Financial Planning
  • Wealth Management & Divorce
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Alternative Investments
  • Annuities
  • Lending Services
  • Life Insurance
  • Exchange Traded Funds
  • Insurance Services
  • Investment Policy Statements
  • Certificates of Deposit
  • Foreign Exchange
  • Professional Portfolio Management
  • Education Planning
  • Long Term Care Insurance
  • Municipal Bonds
Education and Licensing
  • BBA Finance
    University of Wisconsin - Eau Claire
Honors and Recognition
  • Retirement Standard
  • PaceSetter's Club 2011, 2012, 2013, 2014
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 March On the Markets from the Global Investment Committee featuring

    • "The Power of Three" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.

    • "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.

    • "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.

    Plus, more on global equities, fixed income securities, currencies and commodities.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

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

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

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