The Lakeshore Group - Morgan Stanley Team - DEERFIELD, IL
Morgan Stanley
The Lakeshore Group
at Morgan Stanley
111 S PFINGSTEN RD STE 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, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, 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;

Rhonda B. Salins
Rhonda B. Salins
Senior Vice President
Financial Advisor
Financial Planning Specialist
tel: (847) 480-3603
toll-free: (800) 543-3623
fax: (847) 498-1546

View my profile on LinkedIn

Professional Details
  • Joined Morgan Stanley* through predecessor firms in 1979
  • Assistant Manager, Smith Barney 1982 - 1985, Chicago, IL
  • Senior Investment Management Consultant – Morgan Stanley*
  • Series 7, 31, 63 & 65 Licensed
  • Life, Health & Long Term Care Insurance Licensed
  • M.B.A - Kellogg Graduate School of Business
    Northwestern University, 1978 - Evanston, IL
  • B.S. - University of Illinois, 1976
    Champaign - Urbana, IL
  • Certified Divorce Financial Analyst
Rhonda B. Salins holds the following registrations:
BM/Supervisor; Securities Agent: AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, 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;

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, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, 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;

Carol L. Passalaqua
Carol L. Passalaqua, CFP, CIMA, CRPS
Vice President - Wealth Management
Financial Advisor
Corporate Retirement Director
CHARTERED RETIREMENT PLAN SPECIALIST
tel: (847) 480-5442
toll-free: (800) 543-3623
fax: (847) 498-1546

View my profile on LinkedIn

Professional Details
  • Joined Morgan Stanley* through predecessor firms in 1995
  • 12 Years Experience in the Bank Trust Industry
  • Certified Financial Planner
  • Certified Investment Management Analyst
  • Chartered Retirement Plans Specialist
  • Corporate Retirement Director – Morgan Stanley*
  • Series 7, 31, 63 & 65 Licensed
  • Life, Health & Long Term Care Insurance Licensed
  • Certified Financial Planning Education Program, College for Financial Planning, Denver, CO
  • Certified Investment Management Analyst Program, Wharton School of Business
  • Chartered Retirement Plan Specialist Designation Program, College for Financial Planning, Denver, CO
  • M.B.A. - Keller Graduate School of Management, 1987, Lake Forest, IL
  • B.A. - Southern Illinois University, 1981, Carbondale, IL
  • Chicago Estate Planning Council Member, Chicago, IL
  • Lake County Estate Planning Council, Lake County, IL
  • Financial Planning Association
  • Investment Management Consultant Association, Denver, CO
Carol L. Passalaqua, CFP , CIMA , CRPS  holds the following registrations:
Securities Agent: AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, 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;

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
pp:7972 mp: 2796