Stephanie Marie Morawski

Employer firm

Expressive Wealth LLC CRD 329974

$165M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2021 → 05/2022
  Unemployed
  Grosse Pointe, MI
• 09/2019 → 12/2021
  Blue Cross Blue Shield Of Michigan
  Detroit, MI
• 01/2016 → 08/2019
  Michigan State Senate
  Lansing, MI
• 02/2018 → 05/2018
  University Of Michigan Center For Healthcare Research And Transf
  Ann Arbor, MI
• 05/2022 → Present
  Mid Concierge, Llc
  Grosse Pointe, MI
• 10/2022 → 12/2024
  Equitable Advisors, Llc
  Troy, MI
• 12/2022 → Present
  Equitable Advisors, Llc
  Troy, MI
• 12/2024 → Present
  Expressive Wealth Llc
  Chicago, IL

Previous Registrations

• 2022-12-14 → 2024-12-05
  Equitable Advisors, Llc
  Troy, MI
  Grosse Pointe, MI

Other Businesses

MID Concierge, LLC; No; Grosse Point, MI; Divorce Coaching & Consulting; Owner; 05/2022; 80/ HRS MO; 20/ HRS MO; Provides coaching and consulting services to divorce related professionals.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02

Other Names

• Stephanie Morawski
• Steph Morawski