Economic Forecasting In Stormy Weather
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Chad E. Fox - Morgan Stanley
Smith Barney
Associate Vice President
Wealth Advisor
Rule 144 Specialist
70 West Madison Street
Chicago, IL 60602
Chad E. Fox is a member of the elite Wealth
Advisor Group, of which only 1% of Morgan Stanley Smith Barney
employees have gained membership. He believes that comprehensive
solutions are best achieved through a thorough due diligence
process, then tailoring solutions toward the clients’ risk
tolerance, time horizons and goals. A small number of high net
worth relationships allows Chad to have regular contact with his
clients, resulting in a thorough understanding of their ever
changing needs and concerns.
Prior to joining Morgan Stanley, Chad was employed with Merrill
Lynch for over 6 years. During his time with Merrill Lynch, he
was recognized a number of times by senior management for
various career and client achievements. Chad was a member of
their elite Executive’s Club for multiple years.
Chad attended Illinois State University, where he studied
Political Science and Criminal Justice. He currently resides in
Chicago with his Stacy, two sons, Lincoln and Parker and his
Labrador Retriever, Bella. Chad enjoys travel, extreme fitness,
politics and world history. He and his family are active
fundraisers and volunteers for various areas of Philanthropy.
Chad currently holds FINRA licenses Series 7, 9, 10, 31, 63 and
65. He also holds Life and Health insurance licensing.
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