The Gillespie Group at Morgan Stanley

Contact Us
The Gillespie Group


The Gillespie Group’s core strengths are honest client-centric Portfolio Management programs and Investment services.

Our Story and Services

The Gillespie Group

We bring, collectively, ninety-five years of experience to financial services. For clients, we listen and craft holistically personal and family financial plans that incorporate both lifetime needs and interests. We are also sensitive to multigenerational relationships. We have always encouraged working with the next generation (our “Young Persons Tour”), thus encouraging the legacy of your values and estate.

Portfolio Management:
The portfolios (Growth, Income, Green) are fee-based with zero transaction, transfer, or back-end fees.

We prefer individual common stocks because:
   - We better understand what we own,
   - We recommend the buy-and-hold approach as contrasted to mutual funds and other investment products,
   - We can better manage tax efficiencies,
   - Lower fees.

Our selection of individual common stocks is based on rigorous screens, management meetings, investment seminars and institutional research, including Morgan Stanley top rated research.
We build portfolios using our ninety plus years of investment experience and in some cases, we are able to adapt individual managed portfolios to be sensitive to a clients preferences and insights without compromising performance.

Fixed Income Investments:
It is preferable to invest in Fixed Income investments in a traditional investment brokerage account. These accounts are transaction based, which is less expensive because bonds are typically held until maturity.

Services Include

  • Wealth Management
  • Financial Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Asset Management
  • Fixed Income
  • Retirement Planning
  • Trust Accounts

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



  • 3 First Nat'L Plaza Ste 5100
  • Chicago, IL 60602

    Working With You

    Working With You

    We are your Quarterback. Whenever you have a financial question, you should call us first.

    Between equity investments, inheritances, 401(k)s, real estate and legacy investments, some investors appreciate us in a quarterback role, coordinating various accounts as to asset allocation, sector weightings and individual security concentrations, and capital gains and loss coordination across multiple platforms and outside vendors or brokers.

    Meet The Gillespie Group


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

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


    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


    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


    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 The Gillespie Group today.

    Dow    -460.19


    Nasdaq    -196.29


    S&P 500    -54.17

    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: 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