Dean A. Spagnoli
Senior Vice President,
Wealth Advisor,
Portfolio Management Director
Direct:
(808) 525-6932(808) 525-6932
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Me
Whether you are a current client, future client, or simply exploring, I appreciate your interest. This site is outlines my approach to wealth planning, which is built on experience, supported intellectual capital, and delivered with a personal touch. My goal is to provide thoughtful guidance as you navigate the financial decisions to help support your life goals.
Within these pages, you will find information about how personalized strategies can be aligned with your unique objectives, and how Morgan Stanley's extensive research and insight can help you inform your understanding of today's complex economic, political, and social environment.
I have been with Morgan Stanley since 1995 and have had the privilege of working with individuals and families through various life stages and market conditions. My educational background includes a B.A. in Economics from the University of Massachusetts Amherst, international business studies at the University of Siena in Italy, and completion of the Investment Consultant's Program at Wharton School of Business. Each of these academic achievements contribute to my investment insight.
Thank you again to my current clients for your continued loyalty and confidence. For my future clients, I look forward to earning yours.
Within these pages, you will find information about how personalized strategies can be aligned with your unique objectives, and how Morgan Stanley's extensive research and insight can help you inform your understanding of today's complex economic, political, and social environment.
I have been with Morgan Stanley since 1995 and have had the privilege of working with individuals and families through various life stages and market conditions. My educational background includes a B.A. in Economics from the University of Massachusetts Amherst, international business studies at the University of Siena in Italy, and completion of the Investment Consultant's Program at Wharton School of Business. Each of these academic achievements contribute to my investment insight.
Thank you again to my current clients for your continued loyalty and confidence. For my future clients, I look forward to earning yours.
Securities Agent: MD, PA, MA, MT, HI, TX, OH, ID, CO, VT, NY, DE, VA, FL, SC, NV, IL, CA, AZ, AK, WV, WA, UT, NC, OR, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285100
NMLS#: 1285100
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Media and Research
Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future. There are also the 2024 and 2025 federal tax tables below as well.
On The Markets Research Reports
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
On The Markets Research Report
Global Investment Committee Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
2026 Tax Tables
Please view the following attachment to find the 2026 federal tax tables.
2026 Tax TablesAsset Allocation and Portfolio Planning
I will work with you using a process that focuses on you and your goals, integrating investment decisions with your immediate financial needs and desired aspirations. This process encompasses four steps:
1 Personal Review
Before I can advise you, I must understand you and your goals. I will guide you through an extensive discovery process to identify your objectives, time horizon, tolerance for risk and other considerations that may play a role in shaping your investment strategy.
2 Asset Allocation and Portfolio Planning
Your input drives the development of a personalized financial strategy. Designed to help you meet your specific needs, it addresses areas such as retirement, education expenses, and tax management strategies. When my analysis is complete, I will present to you an investment strategy that helps to identify appropriate diversification for your portfolio.
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
3 Implementation
After I have discussed and refined your strategy, I will work closely with you to bring the elements to life. Should we decide that outside money managers are appropriate for you, I will help you select from the hundreds of investment management firms available to you. If you prefer to invest in individual securities, I can help identify specific stocks, bonds and other securities that may be appropriate for your portfolio.
4 Ongoing Communications and Reporting
I view ongoing communication as the foundation of our successful collaboration with you. I will make every effort to keep abreast of your changing financial needs and provide comprehensive strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, I will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.
Comprehensive Plans for individuals like you
No matter where you are in life, whether you are advancing your career, enjoying retirement, or somewhere in between, I can help you pursue your financial goals.
With a full suite of goal-oriented tools, I will work with you to develop a realistic and holistic strategy designed to help bring together virtually every aspect of your financial life, including investments and cash flow management.
Together we can create a personalized roadmap designed to help you reach your objectives and connect your life goals with financial resources.
With a full suite of goal-oriented tools, I will work with you to develop a realistic and holistic strategy designed to help bring together virtually every aspect of your financial life, including investments and cash flow management.
Together we can create a personalized roadmap designed to help you reach your objectives and connect your life goals with financial resources.
Goals-Based Planning
Utilizing Morgan Stanley's goals-based planning tool, I work to help turn your financial goals into a clear, actionable plan. Whether you are planning for retirement, saving for a major purchase, or building long-term wealth, I can help you track your progress over time.
Click Here to Learn More
Alternative Investments
Alternative investments are assets beyond traditional stocks, bonds, and cash. They are often used to help further diversify a portfolio and pursue returns different from public markets.
Click Here to Learn MoreLocation
733 Bishop Street
Suite 2800
Honolulu, HI 96813
US
Direct:
(808) 525-6932(808) 525-6932
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Ready to start a conversation? Contact Dean A. Spagnoli today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
