Lillian Rohrbach

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Morgan Stanley
  Chicago, IL
• 01/2025 → 05/2025
  Flex Hr
  Remote, IL
• 06/2024 → 08/2024
  Hawthorn Surgery Center
  Vernon Hills, IL
• 01/2024 → 08/2024
  Panhellenic Council
  Dallas, TX
• 06/2023 → 08/2023
  Wintroy Supply
  Waukegan, IL
• 09/2022 → 08/2023
  Kappa Kappa Gamma, Gamma Phi Chapter
  Dallas, TX
• 09/2022 → 01/2023
  Kappa Kappa Gamma, Gamma Phi Chapter
  Dallas, TX
• 06/2022 → 08/2022
  State Farm Insurance
  Lake Forest, IL
• 08/2021 → 05/2025
  Southern Methodist University
  Dallas, TX
• 08/2017 → 06/2021
  Lake Forest High School
  Lake Forest, IL
• 08/2013 → 05/2017
  Deer Path Middle School
  Lake Forest, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-04-01