The Lakeshore Group - Morgan Stanley Team - DEERFIELD, IL
Morgan Stanley
The Lakeshore Group
at Morgan Stanley
111 S PFINGSTEN RD
SUITE 200
DEERFIELD, IL 60015
tel: (847) 480-5441
toll-free: (800) 543-3623 
William C. Johnson
William C. Johnson
Senior Vice President
Wealth Advisor
Senior Investment Management Consultant
tel: (847) 480-5468
toll-free: (800) 543-3623
fax: (847) 498-1546

View my profile on LinkedIn
Professional Details
  • Joined Morgan Stanley* through predecessor firms in 1987
  • Senior Investment Management Consultant – Morgan Stanley*
  • Series 7, 31, 63 & 65 Licensed
  • Life, Health & Long Term Care Insurance Licensed
  • M.A. - Northwestern University, 1975
    Evanston, IL
  • B.A. Wittenberg University, 1972
    Springfield, OH
William C. Johnson holds the following registrations:
Securities Agent: AK, AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1262153

Clark J. Gapen
Clark J. Gapen
First Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Planning Specialist
tel: (847) 480-6363
toll-free: (800) 343-3623
fax: (847) 498-1546

View my profile on LinkedIn
Professional Details
  • Joined Morgan Stanley* through predecessor firms in 1979
  • Branch Manager, Smith Barney 1984 - 1997, Evanston, IL
  • Senior Investment Management Consultant – Morgan Stanley*
  • Series 3, 5, 7, 8, 63 & 65 Licensed
  • Life, Health & Long Term Care Insurance Licensed
  • M.B.A. - Keller Graduate School of Management, 1978, Lake Forest, IL
  • B.S. - University of Illinois, 1974, Champaign, IL - Urbana, IL
Clark J. Gapen holds the following registrations:
BM/Supervisor; Securities Agent: AK, AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1347371

Alec Johnson
Alec Johnson, CFA
Financial Advisor
tel: (847) 480-5427
toll-free: (800) 543-3623
fax: (847) 498-1546

View my profile on LinkedIn
Professional Details
  • Joined Morgan Stanley in 2010
  • Series 7, 31, & 66 Licensed
  • Chartered Financial Analyst
  • Life, Health & Long Term Care Insurance Licensed
  • B.S. – Indiana University, 2007
    Bloomington, IN
Alec Johnson, CFA  holds the following registrations:
Securities Agent: AK, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270183

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