Stacy Hajduk
Registered Client Service Associate
Phone:
(713) 968-3026(713) 968-3026
Dominic Cellitti, CFP®
First Vice President,
Wealth Advisor,
Senior Portfolio Manager
Direct:
(713) 968-3034(713) 968-3034
Toll-Free:
(800) 359-4358(800) 359-4358
My Mission Statement
We gain insight into your goals, dreams, feelings and family dynamics to help you develop a plan that helps meet your financial needs.
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.
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.
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
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.
Personalized Portfolios
As Portfolio Managers, we can use our discretion to identify an investment strategy tailored to meet your needs.
Comprehensive Communications
Throughout our relationship, you’ll have direct access to our team.
Client Focus
Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
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.
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a strategy that helps to meet your individual financial needs:
1. Develop a thorough understanding of your financial goals and objectives.
2. Review and analyze your current financial situation.
3. Identify and tailor solutions that can help you meet your individual needs
4. Implement your customized strategy, including personalized services and
benefits.
5. Review your strategy, meeting periodically to discuss your goals and needs.
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success.
Flexible
Responsive to changes in your life and in your priorities over time.
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
1. Develop a thorough understanding of your financial goals and objectives.
2. Review and analyze your current financial situation.
3. Identify and tailor solutions that can help you meet your individual needs
4. Implement your customized strategy, including personalized services and
benefits.
5. Review your strategy, meeting periodically to discuss your goals and needs.
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success.
Flexible
Responsive to changes in your life and in your priorities over time.
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
Through Morgan Stanley, my clients have access to a broad range of financial strategies. These strategies may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances.
Please contact me to learn more about my areas of focus.
Please contact me to learn more about my areas of focus.
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
Financial Planning and Financial Goal Analysis
Retirement Planning
Estate Planning
Personal Trust
Life Insurance
Long Term Care Insurance
Financial Planning and Financial Goal Analysis
Retirement Planning
Estate Planning
Personal Trust
Life Insurance
Long Term Care Insurance
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
Equities
Fixed Income
IRAs
Credit and Lending Services
Cash Management Services
Business Cash Management Services
Structured Investments
Managed Futures (for qualified investors)
Hedge Funds (for qualified investors)
Real Estate / Real Assets (for qualified investors)
Private Equity (for qualified investors)
529 Plans
Annuities
Equities
Fixed Income
IRAs
Credit and Lending Services
Cash Management Services
Business Cash Management Services
Structured Investments
Managed Futures (for qualified investors)
Hedge Funds (for qualified investors)
Real Estate / Real Assets (for qualified investors)
Private Equity (for qualified investors)
529 Plans
Annuities
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Strategies, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our strategies provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs, each with their own unique features, and all based on the firm's consultative approach to investing.
Separately Managed Account Programs
Financial Advisor-Directed Programs
Separately Managed Account Programs
Financial Advisor-Directed Programs
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
401(k) Plans
Nonqualified Deferred Compensation Plans
Profit Sharing and Money Purchase Plans
Defined Benefit Plans (10b5-1 Plans)
Taft-Hartley Plans
SEP, SIMPLE and SAR-SEP Plans
Stock Plan Services
Restricted Securities / Cashless Stock Options
Preset Diversification Programs
Directed Share Programs - Corporate and Business Solutions
Business Cash Management and Lending
401(k) Plans
Nonqualified Deferred Compensation Plans
Profit Sharing and Money Purchase Plans
Defined Benefit Plans (10b5-1 Plans)
Taft-Hartley Plans
SEP, SIMPLE and SAR-SEP Plans
Stock Plan Services
Restricted Securities / Cashless Stock Options
Preset Diversification Programs
Directed Share Programs - Corporate and Business Solutions
Business Cash Management and Lending
Sharing What Matters Most
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 MoreExplore 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 MoreBuild 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 MoreLocation
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
From My Desk
Family Philanthropic Mission Vacation Part 6
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
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
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
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
Article Image
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
Article Image
Ready to start a conversation? Contact Dominic Cellitti today.
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.
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.
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.
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.
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
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.
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.
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.
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.
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)
