Stephen M. Parlier - Morgan Stanley Financial Advisor - Chicago, IL
Morgan Stanley
Stephen M. Parlier, CPM
Vice President - Wealth Management
Wealth Advisor
227 West Monroe St.
Suite 3400
Chicago, IL 60606
tel: (312) 917-7453
toll-free: (800) 334-2446 
fax: (312) 917-7450

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Acadamy of Certified Portfolio Managers
Services
  • Wealth Management
  • Professional Portfolio Management
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Lending Services
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Municipal Bonds
  • Annuities
  • Fixed Income
  • Alternative Investments
  • Cash Management
Education and Licensing
  • Columbia University -- Certified Portfolio Manager
  • Northern Illinois University --BS in Finance
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 31 - NFA Associate member
  • Insurance/ Annuity Licensed
  • Registered Investment Advisor
Honors and Recognition
  • Three-time Recipient of the 5 Star Wealth Manager Award 2012-2014
Business Experience
  • 2008 - Present: Morgan Stanley*

    Vice President- Wealth Management
    Certified Portfolio Manager
    Portfolio Management Director
    Chicago, IL
  • 1989 - 2008: Merrill Lynch

    Certified Financial Manager
    Vice President
    Senior Financial Advisor
    Chicago, IL

Bulletin Board
Stephen M. Parlier holds the following registrations:
Securities Agent: AL, AR, CA, CO, DC, FL, GA, IA, IL, IN, LA, MD, MI, MO, NC, NJ, NV, NY, PA, SC, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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.
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.
Awards Disclosures

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