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 will 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
  • 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 July On the Markets from the Global Investment Committee featuring

    • "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.

    • "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.

    • "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.

  • 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, MA, MD, MI, MO, MS, NC, NJ, NY, PA, TX, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1265066

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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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