Paul B. Majauskas

Managing Director, Wealth Management | Financial Advisor with SkyPointe Wealth Management Group at Morgan Stanley

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

About Paul B. Majauskas

I founded The SkyPointe Wealth Management Group at Morgan Stanley where our vision is to help a select group of families grow, preserve and pass along their wealth. Our group provides financial structure, a comprehensive platform, on-going evaluation, and stewardship of capital. We strive to have our clients refer to us as a \'Senior Advisor\' to their family. It is our life-long passion. I have wealth management experience since 1986, all with Morgan Stanley and its predecessor firms. I lead a team who advises families on education funding, career transitions, sale of a business, retirement income, and the transfer of wealth between generations. As a Senior Portfolio Manager, I also manage a group of equities, fixed income and indexed securities for select clientele on a discretionary basis. I consider myself a life-long student of the markets. I have been a member of the President\'s Club, a recognition group within MS, since 1995. In \'01-\'0-3, I served as co-chair of the Director\'s Advisory Group in which I worked with Senior management on operations policy. I have been named to *Forbes Best-In-State lists in 2019, 20••••••••19, 20••••23 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019, 20••••23). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures:

Experience

  1. Managing Director Financial Advisor

    Morgan Stanley

    Jan 1986 — Present · Oakbrook, IL, US

    2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.The individuals mentioned as Portfolio Managers are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor.NMLS#: 12•••76

Education

  • Northwestern University

    Bachelors of Science, Communications/Speech

    1981 — 1985

  • Northwestern University - Kellogg School of Management

    Masters, Management

    1989 — 1993

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Paul B. Majauskas — Managing Director Financial Advisor at Morgan Stanley in Chicago, IL, US | Unifers