Steven Ploder, CFA®

Managing Director, Financial Advisor @ Morgan Stanley

About

As a Managing Director and Senior Portfolio Management Director at Morgan Stanley, Steve’s primary focus is working one-on-one with select ultra-high net worth families and institutions. He creates and maintains long-term financial plans that aim to be transparent with a focus on diversification and tax management strategies. By working closely with Morgan Stanley’s professionals, Steve has the ability to leverage the global resources and tools of Morgan Stanley in his practice. In addition, Steve is a firm-designated Insurance Planning Director. Steve has over 25 years of experience in the financial industry, beginning his career at Deloitte & Touche (New York) and spending 7 years at Goldman Sachs working with foreign currency options and other asset classes in New York and London. He continued working with ultra-high net worth families and institutions at Lehman Brothers and Credit Suisse. From 2017-2023, he has been named a member of the Morgan Stanley’s prestigious President’s Club, an elite group of the firm’s top Financial Advisors and in 2024, Chairmans Club. He has also been named to the Forbes Best-in-State Advisors list (2019,2020, 2021, 2022, 2023, 2024, 2025). Steve holds a Bachelor of Science degree in Accounting from Lehigh University in Bethlehem, Pennsylvania, where he was part of Varsity Crew (Rowing). He also holds a Master of Business Administration (MBA) from Kellogg School of Management, Northwestern University. As a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)(currently non-practicing), Steve is an active member in the Chicago CFA Society and a member of the American Institute of Certified Public Accountants (AICPA). 2019, 2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

Country

United States

City

Greater Chicago Area

Industry

Financial Services

Skill

Experience

Managing Director, Financial Advisor

Morgan Stanley

2015-11 - Present · 10 yrs 11 mos

Chicago

Providing wealth management services for ultra-high net worth families. Disclosures: ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/steven.ploder. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. Asset Allocation does not assure a profit or protect against loss in declining financial markets. NMLS#: 1475817