Steven Esposito

Senior Vice President, Wealth Advisor, Senior Portfolio Management Director

Contact Me
Steven Esposito

MY MISSION STATEMENT

Excellence in family wealth planning for your family’s unique goals

My Story and Services

We live in a world of uncertainty. Here at the Lake Forest Group at Morgan Stanley we believe experience matters. The most common and often impersonal assembly-line approach to wealth management we believe, are simply inadequate when it comes to the preservation, growth, and generational transfer of your wealth. You have worked too hard to leave your financial wellbeing to a software program. Steven’s group combines decades of experience with the state-of-the-art resources and cutting edge technology of Morgan Stanley.

With more than 33 years of experience in Wealth Management, Steven’s insight is based on a long history of advising, managing, guiding and tailoring every portfolio to the specific needs of each and every client. His financial knowledge and opinion are frequently sought by the media news outlets. Steven has appeared on WGN TV, ABC-7, Fox News, CBS News, NBC News, WTTW, WIND Radio and WBBM Radio “Noon Business Hour”. He has also been quoted in publications such as Crain’s, The Sun-Times, and The Chicago Tribune.

In High School Steven became intrigued with the financial markets after taking a stock market class. “At the age of 15, I was certain I knew what I wanted to do with my life”. He was the first in his family to attend college and graduate from DePaul University in 1983 with a B.A. in Finance. Steven has earned the designation of Senior Portfolio Management Director, at Morgan Stanley, a designation reserved for only a specific few Financial Advisors. 

When you work with the Lake Forest Group at Morgan Stanley you will have access to all of the latest advances in the financial services industry along with the infrastructure of one of the largest wealth management firms in the world. You will experience a personalized approach designed specifically to achieve and maintain the quality of life you envision for you, your family and future generations.

Securities Agent: AZ, CA, DC, FL, GA, HI, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NV, NY, OH, TX, VA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1294102


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

Services

  • Wealth Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Retirement Planning
  • Trust Accounts
  • Fixed Income
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • 401(k) Rollovers

Client Service Team

Client Service Team

Stephanie

Client Service Associate


Stephanie serves as a Client Service Associate for The Lake Forest Group at Morgan Stanley. She has been working for Morgan Stanley with her father, Steven, as an Intern for 3 years while attending school. She graduated in December 2014 from Lake Forest College with a B. A. in Business. Her proficiency in marketing, technology, and communications is an added bonus for the group and their clients.

Phone: 847-604-7313
Email: stephanie.esposito@ms.com

Working With You

Working With You

Our approach to wealth management is centered on your quality of life. The Lake Forest Group at Morgan Stanley focuses on good old fashioned personalized wealth management. We sit down and listen to what is important to you and your family. We want to hear all your concerns, your needs and desires for the future. From there we can work towards a financial plan that will provide you with the quality of life that you want and deserve. Thirty-four years in wealth management has taught us that “experience matters”. We believe building strong client relationships and working together as a team is essential. A software program with pre-packaged portfolio choices is not the answer. We don’t manage “A” portfolio we manage “your” portfolio.  In these volatile and uncertain times, nothing can replace personal attention and experience.

Call for a free no obligation conversation: 847-604-7321.

Community Involvement

Community Involvement

Philanthropy should be a part of every successful individuals life. Making a difference in others’ lives is a vastly rewarding experience. Listed are a few of the charitable organizations that The Lake Forest Group at Morgan Stanley has supported.

Lake Forest Police Foundation - Board of Directors
United Way of Lake County - Board of Directors
Heal Team 6 - Board of Directors
Gateway For Cancer Research
Assistance in healthcare.org
Bcureful
Rally for Ryan
Association of Horizon, Inc.
AIR-ONE Emergency Response Coalition
American Heart Association
Liv For A Cure
The Independence Fund

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 Steven Esposito today.

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