Morgan Stanley Financial Advisor from Lake Zurich Earns National Honor

Morgan Stanley announced recently that one of its advisors was named to the National Association of Plan Advisors (NAPA) inaugural list of Top Women Advisors serving retirement plans.

Financial Advisor , Vice President and Corporate Retirement Director Carol Passalaqua, CFP®, CIMA®, CRPS®, who currently lives in Lake Zurich, was one of 12 women named to the national list.

Nominees were asked to respond to a series of questions about their experience and practice. Those questionnaires were then reviewed on an anonymous basis by a panel of judges.

Passalaqua, who also has more than 30 years of experience as a financial advisor, was named an MVP. MVPs are recognized as outstanding players who are part of a team. A member of the Lakeshore Group at Morgan Stanley in Deerfield, she focuses on retirement planning and is a Certified Financial Planner.

“This recognition speaks to the professionalism of our financial advisors and we are very excited for Carol,” said Blake Mackenzie, Managing Director of Morgan Stanley Wealth Management Deerfield Branch. “Providing the best possible service to clients is our top priority, and clearly, she has set a tremendous precedent.”

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.