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, 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, IL, IN, KY, MA, MD, ME, MI, NC, NE, NJ, NY, OH, PA, SC, TX, UT, 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, KY, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA; General Securities Representative; Investment Advisor Representative
On the Markets
Creating customized financial strategies for the challenges 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15