Dominic Cellitti is a Wealth Advisor, First Vice President, Senior Portfolio Manager, and CERTIFIED FINANCIAL PLANNER™ (CFP®) with The Metzger Group at Morgan Stanley. He's been with Morgan Stanley and its predecessor firms since 1988.
Dominic graduated Cum Laude from Bowling Green State University with a Bachelor of Arts in Business Administration with an emphasis in Finance in 1988. In the spring of 2004, he received a Master’s of Science degree in Financial Planning. Using the resources of the American College, Dominic became a Certified Financial Planner™ practitioner in 2001 after three years of course work. As a CFP practitioner, he has experience in investment planning, income tax planning, estate planning related issues, retirement planning, and insurance issues.
Dominic works closely with a small number of wealthy families, foundations and businesses. His objective is to help achieve and maximize his client’s financial position through extensive knowledge of a wide range of financial products and services. Since Dominic enjoys philanthropy, he has written a number of published articles on philanthropic topics. His network of personal and professional contacts has been an asset to his growing client base.
Dominic enjoys his involvement in charitable activities such as the 4th Wall Theatre and New Avenues to Independence. In his spare time, his hobbies include collecting and creating art, racing his bike, reading business related books, taking his therapy dog to medical centers, and showing his Golden Retriever in confirmation dog shows.
Services Include
- Certificates of Deposit
- Endowments and FoundationsFootnote2
- Philanthropic Management
- Professional Portfolio Management
Securities Agent: OK, AL, WY, PA, KS, CT, TX, MO, MA, GA, UT, SC, NM, LA, CA, VT, MS, MD, AZ, AR, WA, OH, NY, ME, FL, DC, WI, TN, MT, IL, VA, OR, NJ, NC, MN, MI, ID, NH, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1401642
CA Insurance License #: 4169109