OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
As your trusted advisors, The Redstone Group at Morgan Stanley delivers personalized financial guidance to clients. Understanding that each client we advise has a unique set of needs and desires, our group works closely with them to develop a plan to assure confidence in a successful financial future – by managing risk, addressing goals, and preserving wealth for future generations. We combine personal attention and professional focus with the intellectual capital and resources of a global financial services institution. We think of ourselves as your advisors in a lifelong journey of achieving financial sustainability.
Tom has implemented investment strategies for his clients for over 27 years. He is committed to finding financial solutions by utilizing the vast capabilities of Morgan Stanley. Tom takes the time to understand the financial concerns of each client and implements strategies to help meet their unique goals. He utilizes the many talents of professionals in Morgan Stanley's Capital Markets, Research Groups.
Tom is an alumnus of Xavier University in Cincinnati, Ohio. He is heavily involved in The Karen Carns Foundation, which he helped found. The foundation has provided over $1.4 million in tuition assistance to students who have lost a parent.
He enjoys golf, bicycling, hiking and spending time with his family. Tom has four children: Katie, Christy, Tommy and Kelly.
Securities Agent: CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Bill has more than 39 years of investment industry experience, including past positions at the supervisory management level. He focuses on managing portfolios for individuals and families. Bill graduated from Miami University in Oxford, Ohio with a BS in Finance and earned the Certified Portfolio Manager designation from Columbia University. He is a member of the Portfolio Management Institute and the Academy of Certified Portfolio Managers. In 2014, the Financial Times recognized Bill as one of America's Top 400 Financial Advisors.
Over the years, Bill has and does serve on the Boards of numerous non-profit organizations. Bill lives in Cincinnati, Ohio with his wife, Janet. They are blessed to have two daughters and three grandchildren. He enjoys time with his family, sports and travel.
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NE, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WI; General Securites Principal; General Securities Representative; Investment Advisor Representative
Lockwood began his career as an Advisor in 2010. He is a CERTIFIED FINANCIAL PLANNER™ who counsels clients in the areas of estate planning, charitable giving, tax planning, investment allocation, and has specialized knowledge in retirement planning, pulling together all facets of client’s financial and personal goals.
Prior to joining Morgan Stanley, Lockwood worked in his family’s homebuilding business. He received his Finance degree from the University of Denver. Lockwood is involved with Cincinnati Children’s Hospital through their Champions Club and various fundraising activities. He lives in Mt. Lookout with his wife and two daughters. In his spare time he enjoys family activities, golf, and volunteering at his church.
Securities Agent: CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MT, NC, NE, NJ, NY, OH, PA, SC, TX, UT, VA, WI; General Securities Representative; Investment Advisor Representative
John Mazza focuses on providing clients with comprehensive wealth management services. These services include wealth management, financial planning, portfolio reviews and construction of risk-adjusted portfolios. Johnny leverages the strength of Morgan Stanley's Global Investment Committee to put together plans that align entirely to the client's specific goals, risks and objectives.
Originally from Cincinnati, John went to St. Xavier High School and continued on to Xavier University where he graduated with a Bachelor of Science in Accounting. John played basketball for the Xavier Musketeer's Men's Basketball program. Upon graduation, John accepted a position at Fifth Third Bank in their Internal Audit Division before being recruited to join The Redstone Group at Morgan Stanley.
Securities Agent: CA, CO, DC, FL, GA, IL, IN, KS, KY, MD, ME, MI, MT, NC, NJ, NY, OH, PA, SC, TX, UT; General Securities Representative; Investment Advisor Representative
On the Markets
Creating customized financial strategies for the challengies that today's families face.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Whether you’re a first time homebuyer or refinancing an existing home, Morgan Stanley can provide a flexible approach to mortgage financing.
Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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