Dominic Villani, CRPC®
My Mission Statement
My Story and Services
His career in wealth management began over 12 years ago when he was recruited into the industry while working as a Branch Manager at a national bank. Inspired by the opportunity to make a lasting difference, he transitioned into financial advising and has since built a practice grounded in trust, care, and disciplined strategy. Watching clients progress and knowing he played a role in helping them succeed is his greatest motivation.
Dominic joined Morgan Stanley in 2025 after a successful career at J.P. Morgan Securities, where he first became a Financial Advisor in 2015. He views Morgan Stanley as the most prestigious platform in the wealth management industry and is proud to bring his experience and dedication to clients here.
As a Chartered Retirement Planning Counselor (CRPC®), Dominic specializes in guiding clients through retirement planning and wealth preservation. He believes in creating highly personalized strategies, helping families feel empowered about their finances as they plan for both today and tomorrow. Clients appreciate his approachable nature, proactive communication, and commitment to simplifying complex financial conversations.
Outside the office, family is his greatest source of inspiration. He is grateful for the love and support of his parents and takes the most pride in being a devoted father to his daughter, who continually motivates him to be his best. Deeply connected to his community, Dominic is also involved in volunteer activities and enjoys giving back whenever possible.
A graduate of Sacred Heart University in Fairfield, CT, Dominic earned a double major in Finance and Business Management, with a minor in Economics.
In his free time, Dominic enjoys coaching his daughter’s sports, volunteering with her Girl Scout troop, and being active in the PTA. He also loves exploring new restaurants, fishing trips, and spending time outdoors with his family. An avid surfer since the age of 15, Dominic continues to ride waves whenever he can and has been actively competing in triathlons since 2010. His faith keeps him grounded and guides both his personal and professional life.
YOUR PARTNER IN WEALTH AND LEGACY
At Morgan Stanley, you have access to vast resources, combined with our unique capabilities, that will help support your goals at every and any stage.
We understand that clients and their families have unique financial needs. Our lending and cash management solutions are designed to simplify your financial life and complement your investment strategy, helping you pursue your goals with confidence.
Morgan Stanley has built of on the industry's leading cyber defense organizations. Our in-house experts, many from senior government and security agencies, work to monitor threats across the globe and safeguard your digital assets in an evolving security landscape.
Our platform offers access to over 200 third-party and proprietary funds, providing qualified investors with opportunities to enhance returns, reduce volatility, and diversify portfolios. With first-look access and exclusive strategies, we help align investments to long-term objectives.
We provide strategies designed to reduce your tax burden and maximize after-tax returns. Through proactive year-round tax-loss harvesting and tailored planning, we help clients preserve wealth and take advantage of evolving opportunities.
PLANNING THAT FITS YOU
My approach to wealth planning begins with what matters most – your goals, values, and long-term vision. We take a holistic view of your financial life, from investments and cash flow to retirement and beyond, ensuring each piece works seamlessly together. By combining advanced planning tools with personalized guidance, we help you build a clear, practical strategy to support every stage of your financial journey.
LifeView is a powerful planning platform designed to create customized, goal-based strategies. Working together, we develop an integrated plan that connects all aspects of your financial life – from investments to cash management – so you remain aligned with your long-term objectives.
When and how you withdraw assets can have a major impact on your financial future. We help you build withdrawal strategies with taxes in mind, so you can reduce liabilities and optimize your portfolio for long-term growth and stability.
As retirement approaches, we partner with you to design strategies that generate income and help maintain long-term financial security. Our goal is to keep you on track before and throughout retirement, so you can approach the future with confidence.
At Morgan Stanley, we aim to understand your financial goals and work with you to create a plan designed to help you achieve them.
INVESTOR RESOURCES
I strive to simplify complex financial concepts so clients can make confident, well-informed decisions about their financial future. The resources below provide timely insights and perspectives on the trends shaping today's markets and tomorrow's opportunities.
Each week, Lisa Shalett and the Global Investment Committee deliver in-depth analysis of market movements, asset classes, and the key forces driving global investing.
Stay ahead with expert commentary from Morgan Stanley thought leaders on equities, fixed income, monetary policy, and more – helping you understand what's next for the markets.
Join Mike Wilson and other Morgan Stanley strategists as they unpack market dynamics and share actionable viewpoints on the factors influencing today's financial landscape.
Learn how evolving tax policies may affect your financial strategy. The 2025 Tax Tables provide essential updates to help you plan effectively and stay aligned with your goals.
OUR SUITE OF DIGITAL TOOLS
Digital technology is reshaping the way we live, work, and manage our finances. My suite of integrated digital tools is designed to simplify, streamline, and enhance every aspect of your financial life. These innovative solutions help you stay informed, connected, and in control.
Easily manage your investments and day-to-day finances in one secure, centralized platform.
Gain a complete view of your financial world by linking your Morgan Stanley and external accounts. This integrated tool supports smarter planning and personalized guidance.
Harnessing advanced institutional-grade analytics, the Portfolio Risk Platform evaluates exposures, analyzes market behavior, and models potential scenarios. This technology helps you better understand portfolio risk and make more informed decisions.
Securely store, organize, and share key documents – such as statements, tax filings, and authorizations – through our encrypted Digital Vault. This solution keeps your information safe while giving you and your Financial Advisor easy access when needed.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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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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
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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 (“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 and other legal matters.
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