Cheryl A Snook - Morgan Stanley Financial Advisor - GENEVA, IL
Morgan Stanley
Cheryl A Snook
Associate Vice President, Wealth Management
Financial Advisor
Portfolio Manager
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.

  • 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 October On the Markets from the Global Investment Committee featuring

    “Frozen” We are close to a record percentage of investors who are “neutral” on the outlook for stocks, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, which also coincides with a survey showing a record number of consumers saying they’re uncertain about the next 12 months. What’s behind this uncertainty?

    “We Think US Stocks Are Going Higher”  Adam Parker, chief US equity strategist for Morgan Stanley & Co. lifted his 12-month S&P 500 forecast based not on higher earnings, but higher price/earnings ratios.

    “The Gender Advantage” Companies that score well in gender diversity also tend to do well for those who invest in them, according to studies by Morgan Stanley & Co. analysts.

    • Plus, look for more on equities, fixed income and a Q&A with John Bellows of Western Asset Management and former assistant US Treasury secretary. 

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.
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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.
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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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