Top Content Curve
Portfolio Management
111 S. Pfingsten Road
Suite 200
Deerfield, IL 60015
Suite 200
Deerfield, IL 60015
tel: 847-480-5416
toll free: 800-543-3623
fax: 847-498-1546
toll free: 800-543-3623
fax: 847-498-1546
Group Details
Darren A. Golde, CIMA®
Senior Vice President - Wealth Management
Senior Portfolio Management Director
Senior Portfolio Management Director
tel: 847-480-5401
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1994
- Entered Financial Services Industry in 1986
- Certified Investment Management AnalystSM Program, Wharton School of Business
University of Pennsylvania, Philadelphia, PA - Consulting Group University Graduate School, Smith Barney
- Consulting Group University, Smith Barney
- B.A. - Indiana University, 1986, Bloomington, IN
- Investment Management Consultants Association, Greenwood Village, CO
- Association Professional Investment Consultants, South Bend, IN
Darren A. Golde, CIMA® is licensed in the following state(s): AK, AL, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
William C. Johnson
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
tel: 847-480-5468
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1987
- Consulting Group University Graduate School, Smith Barney
- Consulting Group University, Smith Barney
- M.A. - Northwestern University, 1975 Evanston, IL
- B.A. Wittenberg University, 1972, Springfield, OH
William C. Johnson is licensed in the following state(s): AL, AZ, CO, DC, FL, IA, IL, IN, KY, MD, MI, MO, NC, NM, OH, OR, RI, SD, TX, VA, WA
Paul A. Levitt, CFP®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
tel: 847-480-5445
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1990
- Entered Financial Services Industry in 1985
- CERTIFIED FINANCIAL PLANNER™
- Certified Financial Planning Education Program
Northwestern University
Evanston, IL - Consulting Group University Graduate School, Smith Barney
- Consulting Group University, 1995, Smith Barney
- B.A. - University of Arizona, 1976, Tucson, AZ
Paul A. Levitt, CFP® is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Rhonda B. Salins
Senior Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 847-480-3603
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1979
- Assistant Manager, Smith Barney 1982 - 1985, Chicago, IL
- M.B.A - Kellogg Graduate School of Business, Northwestern University, 1978 - Evanston, IL
- B.S. - University of Illinois, 1976, Champaign - Urbana, IL
- Cancer Wellness Center, Committee Member, Northbrook, IL
- U.S. Holocaust Memorial Museum, Committee Member, Washington, D.C.
Rhonda B. Salins is licensed in the following state(s): AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Howard Felix
First Vice President - Wealth Management
Senior Portfolio Manager
Senior Portfolio Manager
tel: 847-480-5466
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1991
- Entered Financial Services Industry in 1976
- Dorsey Wright Institute of Technical Analysis, Richmond, VA
- Portfolio Management Institute, Smith Barney
Howard Felix is licensed in the following state(s): AL, CA, CT, FL, IA, IL, KY, ME, MN, NC, NM, NY, OR, SC, TX, VT, WI
Clark J. Gapen
First Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Senior Investment Management Specialist /
Financial Advisor
tel: 847-480-6363
toll free: 800-343-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1979
- Branch Manager, Smith Barney 1984 - 1997, Evanston, IL
- M.B.A. - Keller Graduate School of Management, 1978, Lake Forest, IL
- B.S. - University of Illinois, 1974, Champaign, IL - Urbana, IL
Clark J. Gapen is licensed in the following state(s): AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Carol L. Passalaqua, CFP®, CIMA®, CRPS®
Vice President - Wealth Management
401(k) Consulting Director
401(k) Consulting Director
tel: 847-480-5442
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1995
- 12 Years Experience in the Bank Trust Industry
- CERTIFIED FINANCIAL PLANNER™
- Certified Financial Planning Education Program
College for Financial Planning
Denver, CO - Chartered Retirement Plan Specialist Designation Program, College for Financial Planning, Denver, CO
- Certified Investment Management AnalystSM Program, Wharton School of Business
University of Pennsylvania, Philadelphia, PA - Chicago Estate Planning Council
Member - M.B.A. - Keller Graduate School of Management, 1987, Lake Forest, IL
- B.A. - Southern Illinois University, 1981, Carbondale, IL
- Lake County Estate Planning Council, Lake County, IL
- Financial Planning Association
- Investment Management Consultant Association, Denver, CO
Carol L. Passalaqua, CFP®, CIMA®, CRPS® is licensed in the following state(s): AL, CA, DE, GA, IL, IN, MD, MI, MS, NJ, NV, OH, PA, TX, VT, WI
Scott P. Berk
Second Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 847-480-5420
toll free: 800-543-3623
fax: 847-498-1546
Professional Details
- Joined Morgan Stanley Smith Barney in 1996
- Consulting Group University, Smith Barney
- B.A. - Northern Illinois University, 1992, Dekalb, IL
- Red Cross Volunteer
Scott P. Berk is licensed in the following state(s): AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, VT, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Bottom Content Curve