Stacey Marino

CFA, CAIA, Financial Advisor, Portfolio Manager

Contact Me
Stacey Marino

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

Managing wealth involves far more than managing an investment portfolio.

As a member of the Javaheri Group at Morgan Stanley, I am part of a team of wealth management professionals committed to delivering a full range of financial solutions to our clients.

We will help you define what is most important, and then formulate the strategies that are suited to help meet your unique needs.

Through Morgan Stanley, we offer clients access to industry-leading financial resources, including portfolio management, comprehensive financial planning, Cash management and lending solutions as well as global market and economic insight.

The combination of personal attention and differentiating capabilities can create opportunities for your long term wealth management objectives.

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. 

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Business Succession Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Institutional Services
  • Professional Portfolio Management
  • Retirement Planning
  • Stock Option Plans
  • Trust Accounts
  • Wealth Management

Securities Agent: CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1484205


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

Stacey Joined Morgan Stanley in 2016 and is a portfolio manager for The Javaheri Group.  She focuses on providing goals-based investment strategies for multi-generational families and their businesses.  In addition, Stacey works with educational and healthcare related endowments and foundations.

Prior to joining Morgan Stanley, Stacey led the client facing multi asset class portfolio management team at State Street Global Advisors in Boston for ten years.  Before that she worked as a senior portfolio manager at Vanderbilt Capital Advisors in New York, MOSAIC Investment Advisors in Chicago, Bankers Trust in Sydney, Australia and Shawmut Investment Advisors in Boston. 
 
Stacey holds a Bachelors’ degree from Simmons College and a MBA from DePaul University. She earned the Chartered Financial Analyst® designation in 1996 and has been a Chartered Alternative Investment Analyst since 2008. Stacey works with numerous charitable and nonprofit organizations and is passionate about working with organizations that focus on education and serving the needs of children.
 
Stacey currently chairs the Women’s Investment Management Network (“WIMN”) for CFA® Society Boston and serves as a Director on the Board at Samaritan’s and Brookview House as well as the advisory board for Charity Warriors.  She also volunteers as the Treasurer for the Broadmeadow Elementary School PTC in Needham, where she resides with her two children.

Associations

Associations

  • Boston Women in Finance
  • Brookview House Board of Directors
  • CFA Institute
  • CFA Society Boston WIMN Chair
  • Charity Warriors Advisory Board
  • Charterered Alternative Investments Anayst's Association
  • Dana Farber Breakthrough Society
  • Newton Needham Chamber of Commerce
  • Samaritans Board of Directors
  • Women in ETFs

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Stacey Marino today.

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*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.

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