Susan R. Milanak,  CFP<sup>&reg;</sup> - Financial Advisor

Susan R. Milanak, CFP®

Senior Vice President

Morgan Stanley

207 E. Westminster, Suite 300
Lake Forest, IL 60045
8476047309

General

Susan Milanak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Lake Forest, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: Illinois and Florida
  • Health/disability insurance: Illinois and Florida
  • Variable annuities: Illinois and Florida

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources