My Story and Services

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

WHAT TO EXPECT

We study investment trends and leverage the global resources of Morgan Stanley to help you develop a personalized investment strategy.
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    Personalized Portfolios
    As Portfolio Managers, we can use our discretion to identify an investment strategy tailored to meet your needs.
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    Comprehensive Communications
    Throughout our relationship, you’ll have direct access to our team.
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    Client Focus
    Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
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    Asset-Based Fee
    Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.

Overview

Thanks to the unwavering commitment of helping clients and families achieve their investment goals, Dominic and The Metzger Group have received the following industry awards:
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    The Metzger Group: 2024 - 2025 Forbes Best-In-State Wealth Management Teams
    Disclosures:
    2024-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
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    Certified Financial Planner (CFP®)
    Individuals certified by the CFP® Board have taken the extra step to display commitment and professionalism by submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability in helping their clients achieve their goals. Dominic's well-rounded skills and knowledge can help clients navigate their financial path. See the descriptions below for more information about the CFP® designation and process:
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    Education
    The CFP® professional must develop theoretical and practical financial planning knowledge by completing comprehensive coursework and testing. Once obtaining the CFP® trademark, their education does not stop as continued education is part of the recertification process.
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    Experience
    All CFP® professionals are required to complete several years of experience in financial services prior to obtaining the CFP® designation.
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    Examination
    The CFP® Board requires applicants to pass the 7 hour comprehensive Certification Exam, which tests their knowledge in topics such as financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management, and insurance.
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    Ethics
    The CFP® professional is held to high standards and principles of integrity, objectivity, competence, fairness, confidentiality, and diligence outlined in the CFP® Board's Code of Ethics.

Valuable Tools and Resources:

Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
    Learn More About MSO
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    Total Wealth View
    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
    Learn More About Total Wealth View
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    eDelivery
    eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery to securely save, print, send, and receive documents at any time.
    Enroll in eDelivery
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    Portfolio Risk Platform
    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative tool used by several of the world’s largest institutional asset managers, using this tool provides comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
    Watch A Video About Managing Your Risk
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    Personal Finance
    Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Learn from Morgan Stanley thought leaders about how to manage your wealth and help meet your personal financial goals.
    Explore Personal Finance Ideas
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    Online Security Center
    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
    Learn More About the Online Security Center
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    Reserved Living & Giving
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
    View Offers from Reserved Living & Giving
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    Thoughts on the Market
    Each week, Chief Cross-Asset Strategist Andrew Sheets, or a member of his team, offers perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes.
    Check Out The Latest Episode

Sharing What Matters Most

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Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services. The program provides access to exclusive offers and discounts from luxury brands and curated content.
Enjoy Reserved Living & Giving Partner Offers and Experiences
Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy. Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.
Learn More
Explore Insights & Inspirations
The Insights and Inspiration section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family lifestyles, healthy aging, travel, and philanthropic inspiration.
Learn More
Build a Legacy of Giving
Philanthropy is a key part of the Reserved experience. Morgan Stanley’s enduring philanthropic tradition is shared by many of our clients and their families. We celebrate our clients’ strong desire to make a difference in their communities by sharing inspirational stories and educational insights that help them give back.
Learn More

Location

1330 Post Oak Blvd
Suite 900
Houston, TX 77056
US
Direct:
(713) 968-3034(713) 968-3034
Toll-Free:
(800) 359-4358(800) 359-4358
Fax:
(713) 968-3200(713) 968-3200

Meet My Team

Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Dominic Cellitti today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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4Morgan 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.

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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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
CRC 6491812 (04/2024)