11/27/2023 0 Comments Morgan stanley smith barney chicagoJohn utilizes all of his designations in providing clients comprehensive financial planning and designing portfolios that, given a client’s risk tolerance, not only seek to maximize returns but maximize tax efficiency as well. In addition, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP ®) designation and then joined Morgan Stanley as a Financial Advisor. He later earned the Chartered Financial Analyst ® (CFA) designation while at BlackBerry Finance, performing credit research and accounting for the wholly owned subsidiary that managed the Canadian parent company’s cash in a $2.4 billion fixed income portfolio. He started his career as a CPA with the audit practice at Ernst & Young( non-practicing at Morgan Stanley). John graduated from the University of Notre Dame with a degree in accounting and computer applications. magazine as one of America’s Top 50 Women Advisors in 2011 one of the "Top Wealth Advisor Moms" for Working Mother magazine in 2017, 2018, 2019, 20 Forbes/SHOOK Top Women Advisor 2020, 20 and named to the Forbes Top Women Wealth Advisors Best in State list for 2023.įelicia enjoys spending time with her husband, Bob, and daughter, Carla. She is a member of the Semester at Sea Alumni Council, the Women’s Bar Association of Illinois, University of Chicago Women’s Board, Institute of Shipboard Education - Investment Committee and was a founding member of the State of Illinois Treasurer’s Advisory Board for Women’s Issues.įelicia has been a recipient of the Five Star Wealth Manager award for 2013, 2014, 2015, 2016, 2017, 2018, 2019, 20 recognized in Registered REP. in finance and received a law degree from DePaul University College of Law. She is dedicated to building, managing and preserving wealth through objective, custom investment strategies tailored to clients’ individual needs and goals.įelicia graduated from Miami University with a B.S. Magazine.įelicia has been a Financial Advisor with Morgan Stanley since 1998. Wealth Management Magazine was formerly known as Registered Rep. Only those Advisors for whom a majority of assets correspond to retail clients were eligible for the list. ![]() Advisors are ranked by assets under management, effective November 1, 2011. Registered REP Magazine Top 50 US Women Advisors, 2011 Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.Ģ020-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) The award was not based on a specific time period.Ģ017-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms Source: (2013-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. Registered REP Magazine Top 50 US Women Advisors, 2011.Working Mother Magazine, Top Wealth Advisor Moms, 2017 - 2021.Forbes/SHOOK Top Women Advisor, 2020-2023. ![]()
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