Thomas Benedict Email & Phone Number

What does it mean to work with a trusted financial advisor? It means having someone who listens to what you truly need and want out of life, and who helps you implement a plan to turn those goals into reality. With more than fifty years of combined experience, The Davis Benedict Group at Morgan Stanley, located in Glenview, Illinois, listens to what, and who, matters to you the most. Our conversations explore your values, key relationships, and aspirations, so that we can understand the unique characteristics that make up your life and finances. We provide you with comprehensive financial planning and asset reviews, making sure that you are positioned according to your evolving needs.We believe that ongoing communication is a vital component of our relationship with you. We check in with you regularly, and we pride ourselves on responding to your needs promptly, professionally and thoroughly. We are committed to keeping abreast of your changing financial needs and goals. Drawing on the vast resources at our disposal, we work closely with you and your existing professional advisors, such as your accountant or estate planner, to map and navigate the road to your financial health. [Start date with Morgan Stanley: Financial Advisor Scott E. Davis (1996); Financial Advisor Thomas L. Benedict (2005); Lisa Pappageorge Registered Associate; Registered Sales Associate Candice McLaws (1998)]Areas of focus: Financial PlanningPortfolio ManagementRetirement Planning/ Cash Flow AnalysisEducation PlanningEstate Planning StrategiesTax-sensitive Investment StrategiesInsurance PlanningInsurance Licensed: AZ, CA, CO, FL, IA, ID, IL, IN, MI, NC, NJ, PA, SC, TX, WI; NMLS# 1272727; CA# 0K39638Series 7, 31, 63 & 65 Licensed

Listed skills include Financial Services, Services, Planning, and Financial Planning.

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  Northwestern University

  B.A. History