BS, Commerce, DePaul University
Joe is currently Executive Director in downtown Chicago, where he heads The
Silich Group at Morgan Stanley, a preeminent Wealth Advising team. For the past twenty seven years, he and his team have applied first-class knowledge and service in delivering and executing wealth management plans for high net worth individuals and families. This management is blended with financial
planning, tax sensitivity, and estate planning, ensuring that every piece of
the client’s financial puzzle is working together harmoniously.
Joe has made appearances with MSNBC, CNBC, and
Bloomberg. He has also been quoted in Crain’s Chicago Business, Smart Money
Magazine, Chicago Tribune, CS Magazine, and Kiplinger’s Personal Finance
Magazine, among many other financial publications.
Throughout his career, Joe has garnered numerous
accolades. He was named one of Barron’s Magazine top financial advisors
nationwide from 2009 - 2015 and again in February of 2016. Also, you may have
been seeing the “Silich Group at Morgan Stanley” in Barron’s on a monthly
basis, highlighted as one of the top 20 teams across all firms in the State of
Illinois. For the group, this exclusive list is a reflection of their focus on
delivering superior results for individuals and families.
In 2013, he was included in the inaugural list of
the Financial Times Top 400 Advisors in the USA. It was announced in 2014, Joe was
again included in the Financial Times Top 400 rankings as one of the top 30 advisors
across all full service brokerage firms in the State of Illinois.
For the 6th year in a row, in the November
2016 issue of Chicago Magazine, he was honored again as a “Five Star Wealth
Manager”. The honor reflects those wealth advisors nationwide who have rated
highest in overall customer satisfaction. The award is based on number of years
as an advisor, client retention rate over one and five years, assets under
management, and the most important is favorable regulatory and consumer history
reviews. In April 2008, Chicago Magazine recognized the team as one of the Top Midwest
Wealth Advisors. From 2006 to 2015, Joe
has been named to the prestigious Chairman’s Council which includes the top Morgan
Stanley wealth advisors in the nation.