The Summit Wealth Management Group - Morgan Stanley Team - DEERFIELD, IL
Morgan Stanley
The Summit Wealth Management Group
at Morgan Stanley
111 S PFINGSTEN RD STE 200
DEERFIELD, IL 60015
tel: (847) 480-5413
toll-free: (800) 543-3623
fax: (847) 498-1546
Welcome

We are Family Wealth Directors, designated financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm.  In fact, it is a type of relationship that you have probably never encountered at any other firm.  As Family Wealth Directors, we bring the scope and influence of two of the most powerful names in the industry to our most valued clients through the differentiating resources of Morgan Stanley.

This combination of personal attention and financial possibilities creates opportunities for you.  Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and more rewarding.




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  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

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.
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