![]() ![]() 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 AGENCYĤInvestors should consider many factors before deciding which 529 plan is appropriate. 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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.ģMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.ġMorgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.ĢMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. ![]() When not working with clients, he enjoys spending time with his family, biking, golfing, and grilling.Ĭertified Financial Planner Board of Standards, Inc. Brian also attended DePaul University of Chicago and was awarded their Certificate of Financial Planning.īrian lives in the Northwest Suburbs of Chicago with his wife Kristie and their four children, Nora, Evelyn, Thomas, and Peter. Prior to joining the Cozza Tomlinson Group in 2021, he also served as a Senior Portfolio Advisor for Merrill Lynch. He creates and implements highly customized, goals-based wealth management plans and investment portfolios.Īfter graduating from Grand Valley State University, Brian joined The Northern Trust Company in Chicago where he served as a Senior Portfolio Manager. Brian has worked closely with successful business owners, corporate executives, endowments and foundations for nearly two decades. He focuses on providing clients with a full range of investment services, which include manager research and evaluation, asset allocation advice, portfolio risk management strategies, and other specialized services. In her time outside the office, she enjoys running and gardening, and is actively involved with youth sports.īrian is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 17 years of experience in the financial services industry. ![]() Through planning, education and customized investment solutions, we empower our clients to make informed financial decisions confidently.Ĭeleste earned her MBA from DePaul University’s Kellstadt Graduate School of Business, and previously earned her BA in Economics and her BA in Spanish from the University of Illinois.Ĭeleste and her husband, Jim, live in Barrington, where they have raised their two sons, Carter and Griffin. ![]() As a CERTIFIED FINANCIAL PLANNER™ practitioner, Celeste believes a holistic, financial planning process is the foundation of an enduring relationship. With over 30 years of progressive trust and financial services experience, Celeste focuses on working with individuals, families and businesses to develop comprehensive, long-term, financial plans that address their unique personal wealth objectives. He is an outdoor enthusiast and especially enjoys golf, skiing, and Bailey Tom lives in the Northwest Suburbs of Chicago with his wife Kathy and has two grown children. He encourages clients to actively discuss their goals and financial needs and then to remain committed to the portfolio designed to meet those objectives. Tom is firmly committed to long-term client relationships and strives to deliver exceptional client service. Tom joined Jay Cozza to form the Cozza Tomlinson Group in 1998 and has developed and implemented the portfolio management and asset allocation techniques that the team currently employs. Tom is a holder of a Masters/MBA Degree from the Lake Forest Graduate School of Management which he attained following his undergraduate work at the University of Connecticut. Tom started with Morgan Stanley Smith Barney in 1997 following many years as a Director of Retail Operations for Sara Lee. ![]()
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