Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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- Asset Management
- Cash Management
- Endowments and Foundations
- Estate Planning
- Financial Planning
- 529 Plans
- Education Planning
- Fixed Income
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- Lending Services
- Business Succession Planning
- Professional Portfolio Management
B.S. - Mathematics w/Honors, 1993
Northern Illinois University
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- Present: Morgan Stanley*
Portfolio Manager / Financial Advisor
Oak Brook, IL
- 2007: US Bancorp Investment
Senior Financial Consultant
Glen Ellyn, IL
- 1997: Barrington High School
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Chris Urosevich holds the following registrations:
Securities Agent: AZ, CA, DE, FL, GA, IA, IL, IN, KS, MI, MN, NE, OH, OR, UT, WI;
General Securities Representative;
Investment Advisor Representative;
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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