Michael J. Devries

About Michael J. Devries

I primarily focus my time on helping my clients advance and preserve their net worth and help by guiding them to achieve their goals. I focus my time on a couple areas of wealth management. I assist Individuals, High Net-worth Families, Executives, and Successful Business Owners. I assist my clients on their Equity compensation programs, Wealth Accumulation, Education, Retirement and Estate Planning Strategies. Areas of focus: Financial/investment services including detailed financial strategies, retirement planning, estate planning strategies, succession planning, corporate benefits, college planning, and investment portfolio management. For more information or to set up a meeting please visit our team site at https://advisor.morganstanley.com/the-blue-lake-group or my personal site at https://advisor.morganstanley.com/michael.devries

Experience

1. Financial Advisor

   Morgan Stanley

   Sep 2013 — Present · Chicago, IL, US

   Focus on working with businesses and individuals and High-Net worth Families in assisting to guide them down the right path to achieve their financial goals. With an unbiased approach I provide a wide selection of financial/investment services including detailed financial strategies, retirement planning, estate planning strategies, succession planning, corporate benefits, college planning, and investment portfolio management, which I am consistently supported by specialists and top-rated research.© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted 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 service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/michael.devries. The information or content is for US residents only and subject to the following terms: 12•••57

Education

• University of Illinois Chicago

  BBA