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John Schwalbach
John Schwalbach
First Vice President - Wealth Management - Financial Advisor | Morgan Stanley
Chicago, Illinois, United States
John Schwalbach
Summary
John Schwalbach is a seasoned financial advisor with over two decades of experience in wealth management at Morgan Stanley. As the Senior Vice President and Portfolio Management Director, he specializes in crafting personalized financial strategies that guide clients towards financial independence. His consultative approach emphasizes thorough discovery, detailed analysis, and proactive implementation of wealth plans. John is committed to fostering long-term relationships with clients, ensuring that their financial needs evolve alongside their life changes. His educational background includes a Certified Financial Planning Education Program from Northwestern University and a degree from Purdue University. He has held various leadership positions within Morgan Stanley, showcasing his ability to navigate and adapt in the financial sector. Outside of work, he may have interests in community engagement or mentorship, given his extensive experience in leadership roles.
John Schwalbach
Work Experience
First Vice President - Wealth Management - Financial Advisor at
Morgan Stanley
October 1993 - Present
FVP, Branch Manager at
Morgan Stanley
March 2009 - April 2011
Regional Officer at
Morgan Stanley
December 2006 - March 2009
VP, Sales Manager at
Morgan Stanley
October 2005 - December 2006
John Schwalbach
Education
Northwestern University, Certified Financial Planning Education Program
January 2005 - January 2006
January 1988 - January 1992
Loyola Academy
Frequently Asked Questions about John Schwalbach
What is John Schwalbach email address?
John Schwalbach's primary email address is ***************@morganstanley.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does John Schwalbach work for?
John Schwalbach is a First Vice President - Wealth Management - Financial Advisor at Morgan Stanley, a company specializing in National commercial banks.
Where John Schwalbach graduated from?
John Schwalbach holds a degree in from Northwestern University.
How can I directly contact John Schwalbach?
To contact John Schwalbach directly, you can use the email address ***************@morganstanley.com. Complete contact information is available upon registration with Muraena.
Who is John Schwalbach?
John Schwalbach is a seasoned financial advisor with over two decades of experience in wealth management at Morgan Stanley. As the Senior Vice President and Portfolio Management Director, he specializes in crafting personalized financial strategies that guide clients towards financial independence. His consultative approach emphasizes thorough discovery, detailed analysis, and proactive implementation of wealth plans. John is committed to fostering long-term relationships with clients, ensuring that their financial needs evolve alongside their life changes. His educational background includes a Certified Financial Planning Education Program from Northwestern University and a degree from Purdue University. He has held various leadership positions within Morgan Stanley, showcasing his ability to navigate and adapt in the financial sector. Outside of work, he may have interests in community engagement or mentorship, given his extensive experience in leadership roles.
John`s contact details
***************@morganstanley.com
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