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John Schwalbach

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John Schwalbach

First Vice President - Wealth Management - Financial Advisor | Morgan Stanley

Chicago, Illinois, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Industry-specific interests

Organisational experience

Corporate Experience

John Schwalbach

Work Experience

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First Vice President - Wealth Management - Financial Advisor at

Morgan Stanley

October 1993 - Present

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FVP, Branch Manager at

Morgan Stanley

March 2009 - April 2011

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Regional Officer at

Morgan Stanley

December 2006 - March 2009

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VP, Sales Manager at

Morgan Stanley

October 2005 - December 2006

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John Schwalbach

Education

Northwestern University, Certified Financial Planning Education Program

January 2005 - January 2006

Purdue University

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

mail

***************@morganstanley.com

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