Chad Henry, CFP®, AAMS®, AIF® - UBS Financial Services Inc.

Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600 offices in over 30 countries. The firm provides wealth management, brokerage, and sales and trading services. It offers advisory and consulting services related to debt financing, equity underwriting, and mergers and acquisitions. The firm provides a variety of investment-related products that includes stocks, bonds, mutual funds and annuities. Morgan Stanley also offers various financing products and credit and lending services. The firm provides research reports and analysis of various companies, industries, markets and world economies. It additionally offers multi-asset class solutions and portfolio assessment services. The firm conducts charitable events and supports several educational institutions, medical centers and community organizations. Morgan Stanley is headquartered in New York City and maintains an office in Lisle, Ill.

Rockefeller Capital Management is a financial services firm based in Oak Brook, IL, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment solutions, the company aims to help clients achieve their long-term financial goals. Generated from their business information

Cronin & Green CPA's is an accounting and tax services company in La Grange, IL. For over 40 years, we have served Chicago area businesses and residents with expert accounting and tax services. We specialize in small and medium sized businesses. Call today and schedule an appointment for your consultation.