Retirement Plan Services/Advisors, Consultants & Advisors

William (Bill) Obrien - Morgan Stanley

Retirement Plan Services/Advisors in Chicago, IL

Bill has been focusing on ESOPs and capital markets since 1989. He is Co-head of The ESOP Group at Morgan Stanley, assisting business owners and corporations, including several in the Fortune 100, in areas such as corporate liquidity transactions, business succession planning, retireme...

Jim Massey - Morgan Stanley

Retirement Plan Services/Advisors in Dallas, TX

Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader....

Ann Kim - Morgan Stanley

Retirement Plan Services/Advisors in Chicago, IL

Ann is an accomplished ESOP executive with 20+ years of experience in a multitude of industries. Prior to joining The ESOP Group at Morgan Stanley, she was the General Counsel and Chief Administrative Officer at a $500MM employee-owned company. Prior to her tenure in private industry, ...

Retirment Plan services describe the multidiscipline approach toward savings invested for the future; that is, for retirement. Implicit It is sometimes referred to a person's "nest Egg," a metaphor that some day this "nest egg" will be hatched.

Our ESOP Retirement Plan advisors have learned the definition of retirement is changing, meaning different things to different people. With life expectancy now averaging close to 80 years ola, people's financial goals are now re-shaped to include longer, more rewarding lives. Our ESOP Retirement Plan Advisors engage in “longevity planning;” combining wealth, health and legacy issues.