Jay Hesdorffer & Marietta Hesdorffer - Morgan Stanley Team - Chicago, IL
Morgan Stanley
Jay Hesdorffer & Marietta Hesdorffer
at Morgan Stanley
227 West Monroe Street
Suite 3400
Chicago, IL 60606
tel: (312) 917-7441
toll-free: (800) 334-2446
fax: (312) 648-3344
Welcome

The Hesdorffer Team at Morgan Stanley understands the unique circumstances of high net worth individuals and families with $1MM or more in investable assets.

This husband-wife team knows some clients simply want to get to the finish line and retire with the knowledge they can really afford to do so. Others are philanthropically minded and want to leave an imprint on their community. Still others are more concerned about leaving a legacy to their grandchildren and perhaps passing on their values along with their assets.

For more than 27 years, Jay and Marietta Hesdorffer have helped a wide variety of clients reach a wider variety of objectives. Today the Hesdorffer Team is four professionals strong with more than 90 years of combined experience. *

Our comprehensive financial planning services guide you through every financial lifestage – from accumulating wealth to preserving what you’ve accumulated to eventually distributing your wealth. You’ll find us to be your committed ally in your quest for financial fulfillment. Our clients come to us for objective advice on any financially related question. They have come to rely on us as a dependable source of knowledge they can trust.

When we get started, we take the time to discover what is really important to you…about your money and most everything else. With this information we develop your customized plan. Before implementing, we communicate with your other financial advisors to make sure your strategies are coordinated.

Our process is thorough and straightforward:

  • Assess your objectives, time frame, risk tolerance, assets, liabilities, values and relationships

  • Make sure the planning you have in place reflects your wishes by reviewing your account titling, beneficiaries, wills and trusts

  • Review your cash flow, income tax information and estate structure,

  • Customize your asset allocation

  • Provide investment manager strategy, search and selection

  • Provide ongoing review and monitoring

  • Provide comprehensive performance reporting and ongoing communications

  • through regularly scheduled meetings both in person and by phone


To execute your customized asset allocation, we may combine a professionally managed approach that can include third party investment managers, mutual funds, exchange traded funds and alternative investments, as well as individually selected stocks, bonds and even annuities. Each plan is created specifically for your unique circumstances, objectives, time frame and comfort level. We have no allegiance to any particular investment or management organization. Our commitment is to you.

 

Click here to view our Biographies

Click here to view our Mission Statement

 

 

*Jay Hesdorffer, Senior Vice President, Wealth Management
Financial Planning Specialist, Financial Advisor
27 years experience
*Marietta M. Hesdorffer, First Vice President, Financial Advisor
31 years experience
*Vic Katwala, Financial Advisor
7 years experience
*Lin Edral, Senior Registered Associate
30 years experience




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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.
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.
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