OUR MISSION STATEMENT
Experienced wealth planning services for your life and legacy goals
Experienced wealth planning services for your life and legacy goals
As Financial Advisors at Morgan Stanley, we provide customized investment strategies for affluent to ultra high net worth clients looking to manage, grow, preserve and transition their wealth. Every client has unique goals and circumstances. Working together we will design and help clients implement a targeted investment plan that helps address your distinct needs. You will receive personalized advice, objective guidance and a focused dedication to you as an investor.
The Licata Group believes that helping our clients achieve their financial goals begins with completely understanding their needs. Only then can we provide the comprehensive guidance that seeks to answer their most fundamental question: Can I attain my goals? To address questions like these, we take a holistic approach to helping our clients grow and manage their wealth, which means that we will focus on all aspects of their financial lives, not just parts of it. Our group believes that our clients deserve a financial advisor who shares their vision, earns their trust and works diligently to uncover a multitude of possible strategies that help them address their aspirations and create a legacy for future generations and charitable organizations.
Since Carlo joined Morgan Stanley in 2010, he has given advice to corporations and individuals; deploying innovative and actionable investment, retirement, and banking strategies to tactically maneuver his clients’ assets during calm and volatile market conditions.
Carlo’s career in the financial services industry began in 2005 upon graduating from Oakland University with a Bachelor’s of Science in Business Management. During his tenure, he has developed a focus on safeguarding his clients’ investments which is evident in every financial decision that he and his clients’ make. Carlo has been rewarded for his relentless pursuit of wealth management excellence by Chicago Magazine as a “Five Star Wealth Manager” in 2014, 2015 and 2016.
In his spare time Carlo is the treasurer of Les Gourmets of Chicago, a society devoted to the education and experience of all aspects of food and wine. Carlo also serves as an Ambassador for Oakland University’s Alumni Program. He’s also passionate about playing ice hockey, boating, and deep sea sport fishing.
Securities Agent: CA, CO, FL, GA, HI, IL, MI, NC, NY, OH, PA, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Kyle Wolseley is a Financial Advisor with Morgan Stanley who has a reputation for efficiently expanding and enhancing his client’s wealth potential while managing downside market risk. Since October 2014, Kyle has worked as a Financial Advisor with Morgan Stanley where he continues to deepen his financial expertise and provide white glove service to his clients.
Previously, Kyle was a Financial Representative and an Associate with Northwestern Mutual. He also spent time at the Chicago Board of Trade as a Commodities Broker with Olympus Futures. Kyle holds FINRA Series 63, 66 and 7 licenses along with an NFA Series 3 license (Futures/Commodities).
In his spare time, Kyle is an avid soccer player, boxer, snowboarder, reader and traveler.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Joseph A Bommarito is a Financial Advisor at Morgan Stanley in the firm’s Chicago office. He joined The Licata Group in May of 2018, joining his partners in their goal of helping clients achieve their aspirations through holistic financial planning & management.
Joseph’s career in financial services began during his time at Walsh College, where he graduated with a Bachelor’s of Business Administration specializing in Finance. While attending, Joseph held multiple positions at both LPL and AXA Financial, which allowed him to broaden his financial knowledge by working under two successful senior financial advisors and implementing the best of their practices into his own.
Over the years, Joseph had been an activist for the Italian American Delegates, a philanthropy organization in the local Detroit area. Working alongside multiple generations in his family, Joseph assisted in the IAD’s mission of providing aid for local charities benefiting children in need including, the Children’s Hospital, the St. Louis Center, and the Capuchin Soup Kitchen amongst many others.
In his leisure time, Joseph enjoys spending it on the golf course, playing racquet sports, including tennis and squash, or training for his next marathon.
Securities Agent: CA, CO, FL, GA, HI, IL, MI, NY, OH, OR, PA, VA, WI; General Securities Representative; Investment Advisor Representative
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
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.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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.
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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.
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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