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 September On the Markets from the Global Investment Committee featuring

    “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.

    “Say What? Biotech Is Cheaper Than Pharma?”  Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.

    "Higher Oil Prices and Reforms Give MLPs a Lift"  Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    • Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets. 

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.
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*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.
Awards Disclosures

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