1/1/2024 0 Comments Smith barney logo![]() ![]() ![]() The Chicago Tower Complex has recently added diversity and inclusion to its core values. Management makes sure that all the firm’s vast resources are available and utilized. It has a great respect for the job of an FA understands that it is there to support both the FA and their clients. The management team is extremely seasoned, has broad based knowledge of wealth management, and has a "Can do" attitude. Every client at Morgan Stanly deserves a top notch experience, whether this is through advisors creating comprehensive financial plans, or by providing some of the best technology in the industry including risk management analytics, modern wealth planning tools, and Morgan Stanley Online. The mission of the Chicago Madison Complex is to be the best it can absolutely be, deliver sound advice to clients, and provide excellent service. He believes in “Do the Right Thing” - by acting with integrity and putting clients first, the Complex will succeed. He enjoys providing career guidance as well as coaching. Mark’s passion is helping professionals develop to their full potential. He started out as a Financial Advisor for 12 years, moved into management as a Sales Manager, followed by 23 years as a Branch Manager, and then most recently 13 years as the Complex Manager for Chicago Tower. During the course of his career, Mark has held several roles at the firm. He is currently the 559 Branch Manager at the Chicago Tower Complex. Today, as mentioned previously, the Morgan Stanley Smith Barney name will change to Morgan Stanley Wealth Management.Mark Evans has over 35 years of wealth management experience and has spent his entire career with Morgan Stanley.Instead, Citi opted to agree to sell its remaining stake. In March, Citigroup announced that it will be selling off its remaining stake in Morgan Stanley Smith Barney, though at the time Morgan Stanley only had the right to purchase an extra 14 percent of the company, which would have pushed its stake to 65 percent.Morgan Stanley paid $2.7 billion in upfront cash for a 51 percent stake in what would now be known as Morgan Stanley Smith Barney, giving a new birth to Smith Barney name that had been absent from Wall Street for five years. In 2008, during the start of the most recent financial crisis, Citigroup suffered significant losses and was forced to sell a portion of its wealth management division to Morgan Stanley. While the name was gone, the services provided by Saloman Smith Barney remained in tact.In 2003, the name was ultimately abandoned after a number of financial scandals was destroying the bank's reputation.The Saloman Smith Barney name was now housed by Citigroup. 1998 saw a huge merger between Citicorp and Travelers, forming what is now known as Citigroup.In 1997, Travelers purchased Saloman Brothers, and created an investment arm named Saloman Smith Barney, as it carried both the Salomon and Smith Barney brands.Smith Barney went through a series of purchases in the 1980's, eventually being known as the Travelers Group Inc, with the brokerage business operating under the Smith Barney name.The holdings company was then renamed Smith Barney Inc in 1982. Eventually merging with Harris, Upham & Co. was one of the most successful securities companies in the country. was founded in 1892, with the two companies eventually merging together in 1938. Account icon An icon in the shape of a person's head and shoulders. ![]()
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