Chris Menconi

Chris Menconi Email and Phone Number

Financial Advisor with The MCMP Retirement Planning Group at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Chris Menconi's Location
Greater Chicago Area, United States
Chris Menconi's Contact Details

Chris Menconi personal email

n/a
About Chris Menconi

For more than 30 years, we at the MCMP Retirement Planning Group at Morgan Stanley have been helping corporate retirees plan for and transition into retirement. Offering individually designed retirement planning strategies that are customized to your specific needs, our primary goals are to help you seek to preserve your hard-earned wealth, help focus on income planning and striving to deliver consistent strategies with a focus on risk management.As both a Financial Advisor and Portfolio Manager, I seek to offer timely, prudent and unbiased advice; a disciplined investment philosophy; and a transparent and competitive fee structure.Please contact me at 312-648-3587 for a complimentary retirement analysis, or email me at christopher.l.menconi@morganstanley.comAreas of focus: Comprehensive retirement planning strategies, retirement income planning, portfolio management, tax management and estate planning strategies.NMLS#: 1279315AR Insurance License #: 13343372The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Chris Menconi's Current Company Details
Morgan Stanley

Morgan Stanley

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Financial Advisor with The MCMP Retirement Planning Group at Morgan Stanley
new york, new york, united states
Employees:
78669
Chris Menconi Work Experience Details
  • Morgan Stanley
    Managing Director - Wealth Management | Senior Portfolio Management Director | Financial Advisor
    Morgan Stanley 1991 - Present
    Greater Chicago Area
    With over 20 years of experience in financial services, I am passionate about helping clients build confidence in planning for and enjoying retirement. Since joining the firm in 1991, I have worked extensively with corporate employees to help them plan for and transition into the retirement. As a Senior Portfolio Management Director, I am among a select group of Morgan Stanley Financial Advisors and have been qualified to manage investment advisory accounts on a discretionary basis based on training, experience, and my commitment to client service. I earned a Bachelor’s degree in Economics from Loyola University Chicago and hold Series 7, 63 and 65 Licenses.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-mcmp-retirement-planning-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

Chris Menconi Skills

Economics Retirement Planning Portfolio Management Planning

Chris Menconi Education Details

  • Loyola University Of Chicago
    Loyola University Of Chicago
    Economics

Frequently Asked Questions about Chris Menconi

What company does Chris Menconi work for?

Chris Menconi works for Morgan Stanley

What is Chris Menconi's role at the current company?

Chris Menconi's current role is Financial Advisor with The MCMP Retirement Planning Group at Morgan Stanley.

What is Chris Menconi's email address?

Chris Menconi's email address is ch****@****ssb.com

What schools did Chris Menconi attend?

Chris Menconi attended Loyola University Of Chicago.

What skills is Chris Menconi known for?

Chris Menconi has skills like Economics, Retirement Planning, Portfolio Management, Planning.

Who are Chris Menconi's colleagues?

Chris Menconi's colleagues are Stephen Bifulco, Shubham Prakash, Madhu Heble, Chris D. Walsh, Akhilesh Chitte, Luke White, Ryne Ely.

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