Barbara J Finder

Senior Vice President, Financial Advisor, Senior Investment Management Consultant

Contact Me
Barbara J Finder

MY MISSION STATEMENT

You need an advisor who looks at the big picture - what you need and when you need it.

My Story and Services

Our Story

We are The Finder Group at Morgan Stanley, a three-member team of financial professionals who provide wealth management for families, business owners, attorneys, physicians, couples preparing for retirement, and women who are in transition.

After doing this for over 33 years, what's the one question everyone asks? The one question we get regardless of how much wealth the client has?

"Will I be okay?"

It's not always in those words, but it's always the subtext. Every time. And it's asked in many different ways. It could be in regards to retirement, business profitability, or how multigenerational wealth will eventually transfer.

To answer this question, we will study your assets, liabilities, income, and expenses. We will work together to understand your needs and your goals. We want to know it all.

Our team has many years of experience. We can help you spot opportunities, minimize risk, and stay on a plan to help you grow, preserve, and optimize all aspects of your wealth.

Access to Private Banking >

Services Include

  • Divorce Financial Analysis
  • Estate Planning Strategies
  • 401(k) Rollovers
  • Asset Management
  • Financial Planning
  • Lending Products
  • Long Term Care Insurance
  • Retirement Planning
  • Wealth Consulting
  • Wealth Management

Securities Agent: AR, AZ, CA, CO, CT, FL, IA, IL, IN, MA, ME, MI, MN, NC, NH, NM, NV, NY, OH, PA, SC, SD, TN, TX, VI, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1273005


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

Video

Experience and Awards

Experience

For over three decades, we've provided clients with financial guidance in the following areas:

  • Financial Planning
  • Retirement Planning
  • Wealth Consulting
  • Wealth Management
  • Women's Wealth
  • Estate Planning Strategies
  • Lending Products and Short-Term Liquidity Needs
  • Divorce Financial Analysis
  • IRA Rollovers
  • Risk Management
  • Life Insurance
  • Long-Term Care Insurance



Awards

  • 2018 - Named to Forbes' Top 250 Women Wealth Advisors
  • 2017 - Named to Forbes' Top 200 Women Financial Advisors
  • 2017 - Featured in "Make It Better"
  • 2017 - Featured in "Make It Better"
  • 2016 - Appeared on WTTW's Chicago Tonight as lead panelist discussing market volatility
  • 2015 - Named to Morgan Stanley's Financial Advisory Council (FAAC) - acts as a liason between colleagues and Senior management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within the organization
  • 2013 - Named to Morgan Stanley's prestigious President's Club - an elite group composed of the firm's leading Financial Advisors
  • 2013 - Invited to attend the 8th annual Barron's Winner's Circle Top Women Advisors Summit in Florida
  • 2013 - Named to Chicago Magazine's November 2013 FIVE STAR Wealth Managers list
  • 2011 - Invited to Morgan Stanley's Business Owner Executive Council
  • 2009 - Featured in Research Magazine's cover article, "Leadership in Tough Times"
  • 2008 - Named one of the top fifty Financial Advisors in "Chicago Magazine"
  • 2008 - Named one of the top one hundred women Financial Advisors in the nation by "Barron's Magazine"
  • 2007: Named one of the top one hundred women Financial Advisors in the nation by "Barron's Magazine"
  • 2006 - Selected as one of Research Magazine's "Winner Circle Advisors" for the state of Illinois
  • 2002 - Appeared on a panel for the Women's Bar Association on WTTW's "Chicago Tonight"
  • 2002 - Chosen as a guest speaker on panel for the Chicago Retail Management Conference
  • 2000 - Appeared in "Today's Chicago Woman" magazine
  • 1998 - Appeared as feature broker on "On Wall Street" magazine


Working With You

Working With You

Our clients are discriminating, high-achieving, and results-oriented. They often have accumulated significant wealth, but need expertise in managing and ultimately transferring their assets. Most of our clients have been with us a long time, some for 33 years. Many have become close friends.

  • We work hard but we don't work alone

In helping to manage your financial affairs, we coordinate with your other trusted advisors, including attorneys and CPAs. With this powerful combination, we provide a 360-degree financial strategy that's not only coordinated, but comprehensive.

  • We want to know the nitty-gritty
We want to know if you're thinking about buying a house or a car, and when it's your son or daughter's birthday. We want to learn about your family values and if you have any medical issues or health concerns. We also want to learn about your parents: Are they stable financially? What will their long-term care look like? By paying attention to every nuance, we can help you make the best financial decisions possible.
  • We believe in women taking charge of their wealth

Statistics show that women are now the primary breadwinners in 50 percent of U.S. households (Source: “https://www.thestreet.com/story/13523929/1/almost-50-of-u-s-household-breadwinners-are-women.html").  While guidance around wealth is largely the same for both genders, there are important differences for women to consider. We work with women to help them navigate these important details.

Client Service Team

Client Service Team

Kylie Pearson

Assistant Vice President, Wealth Management Associate


Direct: (312) 648-3497
Email: Kylie.Pearson@MorganStanley.com 
 

Kylie Pearson is an Assistant Vice President, Wealth Management Associate with The Finder Group at Morgan Stanley. With over 12 years of experience in the financial services industry, Kylie focuses on the analytical work for the team, which includes review preparation, manager/fund comparisons, and allocation updates.

 

Committed to delivering professional and attentive personal service, Kylie works closely with clients to ensure that all their needs are met. Prior to joining the firm, she was part of the Dealer Marketing Team at AllianceBernstein. Born and raised in Iowa, Kylie received her Business Administration degree from the University of Illinois.

 

Outside of work Kylie enjoys traveling with her family, which includes her husband and 5-year-old son.

Location

Location

  • 227 West Monroe St.,suite 3400
  • Chicago, IL 60606


    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

    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

    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

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact Barbara J Finder today.

    Dow    110.59

    25669.32
    4:49PM

    Nasdaq    9.81

    7816.33
    5:15PM

    S&P 500    9.44

    2850.13
    4:49PM
    Market Information Delayed 20 Minutes

    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. 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.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures