Sabina A. Sewillo, CFP®

Vice President, Financial Advisor, Family Wealth Advisor

Contact Me
Sabina A. Sewillo, CFP®

MY MISSION STATEMENT

Financial Success needs direction! Let’s navigate together.

My Story and Services

Story

As a Family Wealth Advisor, I deliver tailored and objective financial advice designed to give you and your family the opportunity to pursue your passions, dreams and talents.

With my team, The Silich Group, I use a disciplined planning process that offers the clarity, consistency and structure necessary to make wise financial decisions while staying true to your core values and objectives.  
 
Together, we will create a roadmap that guides you toward your personal and financial destinations, allowing you to take control of your future with confidence. I look forward to helping you and your family on this journey.

 

Securities Agent: AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, 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; Managed Futures

NMLS#: 1275646


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Professional Portfolio Management
  • 401(k) Rollovers
  • Asset Management
  • Lending Products
  • Estate Planning Strategies
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Planning for Education Funding
  • Alternative Investments
  • Life Insurance
  • Long Term Care Insurance
  • Divorce Financial Analysis

Biography

Sabina joined Morgan Stanley in 2002 and has been a member of the Chicago-based Silich Group at Morgan Stanley ever since. As a Certified Financial Planner, she focuses on meeting the financial planning needs of high-net-worth individuals and families and helps them organize and simplify the complexities of managing their wealth. She favors a goal-oriented perspective, where success is defined by her clients’ ability to achieve their financial objectives, and she seeks to develop long-term client relationships by continuously delivering exceptional service. 

In 2016, Sabina attained Morgan Stanley’s Family Wealth Advisor (FWA) designation. The FWA designation is granted to those Financial Advisors focused on the skills needed to help families communicate about money and values, share their goals and grow and protect wealth across generations. 

In 2017, she was named to Forbes’ Magazine’s inaugural list of America’s Top Next Generation Advisors. An honor reserved for a select group of individuals, as it is a reflection of the professionalism, service and dedication that is brought to every client relationship.  Sabina has also been recognized among the Top Wealth Advisor Moms by Working Mother Magazine in 2017.  From 2015 to 2017, Chicago Magazine named Sabina a “Five Star Wealth Manager”.

Sabina earned her Bachelor of Science degree in Finance and Accounting from DePaul University. She completed the Certified Financial Planning program in 2007, obtaining the CFP® marks. Prior to joining Morgan Stanley, Sabina spent 5 years in the insurance industry with Allstate Insurance.  She has held insurance licenses since 1998 and securities licenses since 2003.  Sabina is fluent in Polish. She is a member of the Chicago Estate Planning Council, and UNICEF Next Generation. Sabina enjoys gardening, traveling, and spending time with her husband and twin boys.  


Awards

Awards

  • Forbes' Top Millennial Advisors: 2017.
  • Working Mother Magazine's Top 200 Wealth Advisors: 2017.
  • Chicago Magazine's Five Star Wealth Manager: 2015, 2016, 2017.

Working With You

Working With You

For more than 15 years, I have helped clients simplify the complexities of managing their wealth. My advice extends to matters beyond investments, including issues related to estate planning, insurance, liability management and wealth transfer.

Most importantly, I offer advice only after getting to know you and discovering who you are. This means asking the right questions about what you value, what you want your wealth to accomplish and what you believe the challenges may be.

With access to Morgan Stanley’s vast resources, my team and I can help you organize, protect, manage and grow your wealth, so you can enjoy the lifestyle it affords.

 

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Sabina A. Sewillo, CFP® today.

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