Naperville - Morgan Stanley - Naperville, IL
Morgan Stanley
Naperville
2135 City Gate Lane Suite 100
Naperville, IL 60563

Branch(630) 799-9800
Fax(630) 799-9910
Toll-free(800) 965-6083

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Welcome to the Morgan Stanley Naperville Branch
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As one of the six branches making up the Chicago West Complex of Morgan Stanley, we take pride in our strong team of Financial Advisors who are committed to serving both our clients and the community. We have experience working with a wide range of clients from high net worth families to senior corporate executives to help them reach their personalized financial goals through our various strategic partnerships at our complex.

I’ve been a branch manager in the Naperville office since November 2012, and our Financial Advisors collaborate together regularly, many working in teams incorporating their different backgrounds and financial experience to help create a unique investing plan for our clients. Our team of Financial Advisors regularly use resources provided by Morgan Stanley, which is one of the largest and most respected financial firms in the world. Combining their extensive experience in the financial field, with the top-notch resources Morgan Stanley has to offer, many of our Financial Advisors have received recognition from Barron’s by being named to their “Top Advisors” lists year after year.

I joined Morgan Stanley in 2005 after a career in advertising sales with various local newspapers. I graduated from Wheaton College (Wheaton, IL) with a B.A. in Business and Economics and earned my CERTIFIED FINANCIAL PLANNER designation in 2009. Our complex not only prides itself on helping clients, but helping our communities too. Through our foundation, giving programs, and matching support for employee donations- Morgan Stanley contributes more than $70 million in funding to more than 2,700 communities worldwide.

Getting started? If you need guidance about how to prepare for your financial needs, we invite you to visit our office to meet with a Financial Advisor.

Interested in a second opinion? If you would like an evaluation of financial and investment strategies already in place, please arrange a meeting with one of the Financial Advisors in our branch.

Interested in joining our team of Financial Advisors? If you are an experienced Financial Advisor looking to move in a new direction, please contact us to arrange a meeting.

Want to learn more about careers at Morgan Stanley? If you are interested in learning more about careers at our company, please contact us.

Check out the “Find a Financial Professional” tool to explore the Morgan Stanley financial advisors near you.

If you have any questions for me, feel free to reach me at joel.carlsen@morganstanley.com. Thanks and I look forward to working with you.

Joel Carlsen
Branch Manager
Joel.Carlsen@morganstanley.com
(630) 799-9800


Source: Barron's “Top 1,200 Advisors,” February 24, 2014, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record  and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors  pays a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2014 Morgan Stanley Smith Barney LLC.  Member SIPC.



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