OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
BM/Supervisor; Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Dana Cornell is a Senior Portfolio Manager of The Wilday Group at Morgan Stanley. His practice focuses on helping individuals, small business owner's, and working professionals develop customized strategies to help meet all of their financial goals.
Dana has extensive experience as a Financial Advisor focusing on financial planning strategies and customized portfolio management strategies. He is also recognized as a CERTIFIED FINANCIAL PLANNER™ , and Certified Investment Management Analyst professional.
Areas of focus: 401(k) Rollovers, Retirement Planning, Estate Planning Strategies, Investment Management, Asset Risk Management Strategies, Philanthropic Giving Strategies, NMLS#: 1383181
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
BM/Supervisor; Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Jamie joined Morgan Stanley in February of 2012. As a Financial Planning Specialist, Jamie focuses on comprehensive wealth management for business owners, executives and retirees across the United States. Jamie works closely with clients developing customized wealth management and financial planning strategies. He helps individuals and families by overseeing the wealth management and planning process, whether it is Asset Accumulation and Growth, Distribution and Income, or Multigenerational Transfer and Planning. Since joining Morgan Stanley, Jamie has been named to firms elite Pacesetters Club in 2015 and 2017, for Financial Advisors who, within their first five years, demonstrate the highest professional standards.
Prior to joining the firm, Jamie competed as a professional golfer on various mini tours throughout the United States, Canada and Mexico including the PGA Tour Canada. He is a graduate of Augusta State University (GA) where he earned a B.B.A. in Finance and where he was a team leader on its Division I golf team. His competitive drive and work ethic give him the proper foundation to help affluent people navigate the life cycles of their financial affairs. He is an active amateur golfer throughout the United State and volunteers for various golf associations and not for profits in the community. He currently serves on the Executive Committee of the New York State Golf Association, serves on the board of the Buffalo District Golf Association, Pursue Your It Foundation, and the PGA Reach of Western New York Foundation. He also serves on the Golf Committee’s for The Children’s Hospital of Buffalo Foundation and Buffalo and Hearing and Speech.
Jamie is from Silver Creek, NY and is an avid Buffalo sports fan. He currently lives in Orchard Park, NY with his wife Candice and their French Bulldog, Howard Hughes.
Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Debbie has worked in the financial industry with the Wilday Group for over 30 years. She holds her series 7 and 63 licenses. Debbie brings a wealth of knowledge and experience to the group. She assists clients with all of their servicing needs – from establishing new accounts to working through administrative issues. She takes great pride in the longstanding relationships she has developed with the group’s clients, which include second and third generations. Debbie resides in the Olean area with her husband Mark.
Joining the Wilday Group in 2012, Vicky brought over fifteen years of experience in customer service and administrative support to the team. She holds her Series 7 License and continues to expand her knowledge in the industry. Having earned a Bachelor’s of Science in Communications from SUNY Fredonia with a concentration in writing, Vicky is passionate about further developing client relationships for the team. She resides in the Ellicottville area with her family and has been a lifelong resident of Western New York.
Tallena joined Morgan Stanley in March 2015. With over 10 years of experience in the local banking industry, Tallena has developed strong connections within the Olean community. She enjoys assisting clients with their day to day financial needs as the primary contact for the group’s clients. She resides in Olean with her husband Danny and their two children.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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.
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