Michael Psaltis
Senior Vice President, Financial Advisor at Morgan Stanley
Based in Chicago, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
101K
Contact information
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m•••••••@morganstanley.com
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Background
About Michael Psaltis
Michael Psaltis is a Senior Vice President and Financial Advisor in the downtown Chicago Morgan Stanley office.He was named to Forbes'"America's Top Next-Generation Wealth Advisors" list in 2023 and Forbes'"Best-In-State Wealth Advisors" list in 2024. The Psaltis Group at Morgan Stanley was named to Forbes'"Best-In-State Wealth Management Teams" ranking in 2023 and 2024.Michael resides in Western Springs, IL with his wife, Lindsay, and their three children.Licenses- Series 7, 9, 10, 31, 63, 65, FINRA registrations- Life, Health, and Variable Insurance- CRPS®, Chartered Retirement Plans Specialist℠ designation*Chartered Retirement Plans Specialist℠ and CRPS® are registered service marks of the College for Financial Planning.2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-StateSource: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23. 2023-2024 Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Award Disclosures:
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