SUSAN REICHERT MILANAK, FINANCIAL ADVISOR: MORGAN STANLEY

Susan Reichert Milanak was motivated to become a financial advisor through her experience helping her mother navigate complex financial charts when meeting with her financial advisory. The experience prompted Milanak to want to help others the way she was helping her mother. She says she felt there was a need not to just advise, but to educate, especially in working with women, because men have traditionally handled family finances. With more than 25 years of experience in the finance and investment field, her approach to working with clients is to first understand their goals and aspirations then focus on the investments. Milanak is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor at Morgan Stanley. She holds a B.A. in Economics from DePauw University and an MBA from Harvard Graduate School of Business. In addition to her work at Morgan Stanley, Milanak serves as the Executive Director of the Reichert Foundation, a charity founded by her parents to support the disadvantaged. Milanak is a long time member of the Lake Forest community and attended Lake Forest High School. She moved back in 2000 and her children have also grown up and attend school in Lake Forest.

For more information, visit advisor.morganstanley.com/susan.milanak.

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