Morgan Stanley Private Wealth Management


David Villalobos, CFP, CRPC

Senior Vice President, Private Wealth Advisor

Contact Me
David Villalobos, CFP, CRPC

I help my clients address the complex issues of managing wealth so they can focus on their careers, families and other passions.

Welcome

Welcome

My primary focus as a Private Wealth Advisor is to develop a robust understanding of my clients’ current needs and long-term objectives in order to craft highly customized plans designed to make their goals a reality. To serve in this capacity, I work hard to stay current with changes in markets, tax laws, technological enhancements and regulatory matters. I also work hard to maintain a current understanding of my clients’ evolving challenges and aspirations.

As financially successful people, you and your family will eventually face a broad range of complex, multigenerational financial issues. Drawing on my own experience and the vast resources of my firm, I can help create and implement a comprehensive plan to address those challenges and maintain control of your financial life. This plan will include advice on structuring and investing your assets, and will encompass your liabilities, risk management, philanthropic objectives and even the personal dynamics of raising a family in a high net worth environment. My goal is to serve as the proactive, thoughtful advisor who can help you relax and enjoy the opportunities you have worked so hard to create.

Services Include:

  • Comprehensive Wealth Planning
  • Investment Management
  • Retirement Planning
  • Asset Allocation
  • Manager Selection
  • Proprietary Investment Opportunities
  • Sustainable and Responsible Investing
  • Risk Management
  • Philanthropy Management
  • Concierge Services
  • Family Dynamics and Wealth Education

 

Securities Agent: CA, CO, DC, FL, IL, MD, ME, MI, MO, NC, NM, NY, TX, VA, WA; General Securities Representative; Investment Advisor Representative


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About Us

David Villalobos, CFP®, CRPC®
Senior Vice President
Private Wealth Advisor

Drawing on nearly 20 years of wealth management experience, David Villalobos offers advice and guidance to affluent families and individuals about retirement planning, education funding, wealth-transfer and other important life goals. Emphasizing a long-term outlook, David focuses on developing strategies to manage risk, generate sustainable income and minimize taxes in investment portfolios.

David earned a Bachelor’s Degree in Economics and Political Economy from Washington University in St. Louis, and went on to earn designations as a Certified Financial Planner TM and as a Chartered Retirement Planning Counselor.

David is a first-generation American, born on Independence Day, and grateful for the opportunities he has been given by his parents and his country. He seeks to give back to his community so that others may enjoy the same advantages. David is a member of the Circle of Champions for the Midtown Educational Foundation, and previously served on the Board of Directors of the Onward Neighborhood House from 2012 to 2018. He and his wife, Melissa, live in the western suburbs of Chicago with their children.


Lauren Moore
Wealth Management Associate

A financial services industry veteran for 12 years, Lauren Moore’s hard work and pleasant demeanor create an outstanding overall service experience for the team’s clients. Lauren provides an extensive range of administrative support, including onboarding, statements, credit cards, credit lines and more. She is the first point of contact for many client inquiries and integral to the servicing of our clients’ day-to-day needs.

Lauren graduated from Northwestern University, where she was an All-American swimmer, and earned a Bachelor’s Degree in Anthropology. She lives in Chicago, and is an avid hiker, triathlete and adventure traveler.




Our Philosophy

Although I studied with a Nobel Laureate and a former White House economic advisor at Washington University in St. Louis, I actually learned about wealth management from my parents. They are hard-working people who ran a small accounting practice out of our home in El Paso, Texas. Growing up, I watched them service hundreds of tax and accounting clients on our front porch, which they had converted into an office. I saw how they took the time to understand each client’s concerns, how they paid attention to the details, and most importantly, how they respected the trust that was placed in them.

Like most families, my clients are primarily seeking independence and increased comfort. They want assurances that they are on track to achieve their most important goals. They need an advisor who will work just as hard as they do: someone who can tell them where they stand and who can supply the insight, experience and resources to help them get where they want to go. Just as I learned growing up, that’s exactly what I try to deliver.




CRC 2199066
8/2018


Our Clients

Clients

Our clients include hard-working professionals, investment managers and other successful individuals who are well on their way to creating significant wealth. Beyond the demands of their careers, they are raising families and remaining active in their communities. With so many competing demands on their schedules, they often do not have the time to focus on their personal finances. Our goal is to help them gain control of their futures – creating and implementing comprehensive, long-term plans to educate their kids, sustain their lifestyles in retirement and pursue whatever other goals they wish. We are on call to answer any of our clients’ questions, address any financial challenge and help them live the lives they want to lead.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 227 West Monroe St
  • Suite 3400
  • Chicago, IL 60606


    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1594390 10/16

    Awards Disclosures