Colleen McCorry Rapp

Financial Advisor, Financial Planning Specialist at Morgan Stanley Wealth Management

Role
Financial Advisor at Morgan Stanley
Location
Barrington, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Colleen McCorry Rapp

Our mission is to become an essential advocate for our clients. We leverage our…

Experience

  1. Financial Advisor

    Morgan Stanley

    Mar 2022 — Present · Barrington, IL, US

    One-to-one financial adviceWe begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.Personalized recommendationsWe provide investment, asset allocation strategies and portfolio recommendations based on your individual goals and personal risk tolerance.Regular meetingsWe document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.Anytime accessAt any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 23•••53

Education

  • Dominican University

    Master of Business Administration - MBA

  • Eastern Illinois University

    Bachelor of Science - BS

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Colleen McCorry Rapp — Financial Advisor at Morgan Stanley in Barrington, IL, US | Unifers