OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
With over 70 years of combined experience in the financial services industry, the CRE Group is well prepared to implement the resources of Morgan Stanley for individual clients. Furthermore, our team has made a significant committment to continuing education in order keep up with current trends affecting our clients. We have multiple team members that have obtained the Certified Financial Planner (CFP®) designation, along with numerous other industry credentials.
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish individual investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
For us, financial planning means more than providing our clients with investment advice. Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Dean has been providing wealth management advice and services since 1984 when he graduated from Western Illinois University with a degree in Agricultural Finance. He has obtained the FINRA Series 7,8,63, & 65 licenses, as well as his Illinois Life and Health Insurance license. In addition, Dean is a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®)℠. Dean concentrates on market trends and history, economic conditions, and portfolio analysis. He is a Senior Portfolio Manager in the firm's Portfolio Management program. Dean and his wife Gina reside in Danville, IL. They have three children: Morgan, Sarah and John.
BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Chris has been providing financial and wealth management advice and services since 1997. He has obtained the FINRA Series 6,7,9,10,63, & 65 licenses, as well as his Illinois Life and Health Insurance license. Chris concentrates on trust and estate planning issues in collaboration with clients’ tax and legal advisors. He also focuses on annuity and insurance services. He is a Senior Portfolio Manager in the firm’s Portfolio Management program, and has achieved the Senior Investment Management Consultant (SIMC) designation with Morgan Stanley's Consulting Group. Chris lives in Champaign, IL, with his wife Jill and three children: Beau, Emmaline and Elliot.
BM/Supervisor; Securities Agent: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Caleb has worked in the financial services industry since 1998, when he graduated from Eastern Illinois University with a Bachelor's Degree in Finance. He has obtained the FINRA Series 7 and 66 licenses, as well as his Illinois Life and Health Insurance license. Over his career, he has also obtained additional industry certifications : the Certified Financial Planner (CFP®) Designation, the Chartered Retirement Planning Counselor (CRPC®), and the Chartered Retirement Plans Specialist (CRPS®). Caleb focuses on development and implementation of long term financial strategies, with a particular emphasis on retirement planning. He is a Senior Portfolio Manager in the firm’s Portfolio Management program. Caleb and his wife, Kelley, live in Tuscola, IL along with their two children.
Securities Agent: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Creating customized financial strategies for the challenges that today's families face.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
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.
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