The Green Weitzman Group at Morgan Stanley

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The Green Weitzman Group


Helping to create, manage, and preserve wealth for our clients throughout the generations

Our Story and Services

The Green Weitzman Group

As Wealth Managers, we educate and guide families, professionals, affluent individuals, and business owners as they strive to achieve their financial goals. Whether it is to accumulate wealth, reduce taxes, develop an education fund, or plan for retirement, we use our financial planning skills to best suit our clients. What sets us apart is our ability to build customized and personalized portfolios and investment plans for our clients. The Green Weitzman Group has a well-defined Wealth Management Process which has been built over three decades with the vision to build lasting relationships that will extend intergenerationally through families.

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Alternative Investments
  • Long Term Care Insurance
  • Life Insurance
  • Cash Management

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



Kevin H. Green CFP®, CIMA®
Senior Vice President
Portfolio Management Director
Financial Advisor
Firm Since 1993

Institute of Certified Financial Planners, 1994

C.I.M.A. - Certified Investment Management Analyst
The Wharton School, 2004
University of Pennsylvania

J.D., 1983
Northwestern University
Evanston, IL

B.S. - Accountancy
CPA, 1980
University of Illinois
Urbana-Champaign, IL

Susan G. Weitzman, CFP®

Senior Vice President
Portfolio Management Director
Family Wealth Advisor
Financial Advisor
Firm Since 2000

Northwestern University, 2007
Certification Education Program
Evanston, IL

MBA - Masters of Business Administration, 1982
University of Illinois
Urbana-Champaign, IL

BS - Psychology, 1981
University of Illinois
Urbana-Champaign, IL

Nicholas D. Korn, CFP®
Financial Planning Associate
Registered Associate
Firm Since 2014/Team Since 2014

Northwestern University, 2015
Certificate in Financial Planning
Evanston, IL

BA in Communication, 2013
University of Illinois
Urbana-Champaign, IL

Series 7 & 66 Licensed
Life, Health, Accident, & Variable Insurance Licensed

Jon E. Meek, CFP®
Registered Associate
Firm Since 2012/Team Since 2017

DePaul University, 2007
Certificate in Financial Planning
Chicago, IL

BA in Political Science and German Language & Literature
Marquette University, Milwaukee WI
Series 7, 63 & 66 Licensed

Working With You

Working With You

Family Wealth Management

I. Investment Management
   a. Investment Policy, Manager Selection
   b. Asset Allocation (stocks, bonds, risk tolerance)

II. Financial Independence
   a. Financial Goals (statement of goals, financial plan, ‘Lifeview’, tax planning)
   b. Incorporation of Holistic Wealth Management

III. Retirement Planning
   a. Retirement Plans (401(k), IRAs/Roth & Traditional)
   b. Social Security/Healthcare
   c. Cash Flow Planning

IV. Insurance Planning
   a. Umbrella Liability Planning
   b. Property and Casualty Reviews
   c. Life Insurance Planning
   d. Long Term Care

V. Banking & Lending

VI. Estate Planning
   a. Heirs 
   b. Charitable Giving 

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Since life insurance and long term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force.  A change to your current policy may incur charges, fees and costs.  A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy.  You should consult with your own tax advisors regarding your potential tax liability on surrenders.

Our Clients


The Green Weitzman Group has a well-defined Wealth Management process that answers two important questions:

1) How am I doing?
2) What could go wrong and have a material impact on my financial plan?

The question "How am I doing?" is unique to each client. The question "What could go wrong and have a material impact on my financial plan?" is the second part of what The Green Weitzman Group strives to deliver to clients. Kevin, Susan, Nicholas, and Jon all have their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have undergone extensive education to obtain this certification. This designation has given them the insight for developing creative investment strategies for safeguarding clients' assets, whether it is for wealth accumulation, an education fund, a retirement portfolio, or an estate plan. The Green Weitzman Group's experience also encompasses assisting clients with liability management, insurance planning, and tax management needs.

CRC #1545119



  • 111 S Pfingsten Rd, Ste 200
  • Deerfield, IL 60015

    Meet The Green Weitzman 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 Green Weitzman Group today.

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    *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.

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    *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.

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    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

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