Sam Valeo, CIMA, CFP, CRPS
Senior Vice President - Wealth Management
Senior Portfolio Manager
Corporate Retirement Director
401(k) Consulting Director
Sam Valeo is a Senior Vice President of Wealth Management at Morgan Stanley*. Since 1991, Mr. Valeo has been providing institutions and families with objective advice and premier services to protect, manage and grow wealth.
His focus is sophisticated asset allocation and manager analysis utilized in the development of efficient portfolios suited to client needs and the management of discretionary investment portfolios. Mr. Valeo develops these portfolios with an emphasis on principal protection in addition to wealth creation.
Mr. Valeo obtained the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business at the University of Pennsylvania. He is a CFP (Certified Financial Planner), CRPS, Chartered Retirement Plan Specialist, and AAMS® (Accredited Asset Management Specialist). Sam also holds a Bachelor of Science in Finance from Eastern Illinois University. Since 1992, Mr. Valeo has been teaching investment classes and he has been a frequent speaker for many Fortune 500 companies on a variety of Wealth Management related topics. Mr. Valeo lives with his wife and 3 children in Hinsdale, Illinois. He is an avid runner, coach for his children’s baseball and soccer, and enjoys contributing to the community through a number of local organizations.
Client Service Associate – 630-203-6155
Jessica is a Client Service Associate for Sam Valeo. She is a graduate of the University of Illinois Urbana-Champaign with a B.S. Degree in Finance. She began working in the banking industry while in pursuit of her degree, and then moved into the insurance industry before starting at Morgan Stanley in January of 2016. She is Life & Health Insurance licensed and in pursuit of series 7 and 66 licensing.
She has a passion for developing relationships with clients. Her role includes preparing financial reviews for clients, running analytics on fund line up, compiling fund performance reports, coordinating reviews, conducting research on fiduciary matters and account maintenance. Jessica enjoys spending time with family and friends and traveling.