dos Santos Group at Morgan Stanley

Domitilia M. dos Santos believes that every client, whether they’re an entrepreneur who just sold their company, a successful executive with two rollovers and stock options, or a young professional just starting out, deserves top-notch service and experienced financial guidance. For all of her extensive experience during more than three decades years in financial services, managing the assets of small institutional investors and high net worth private clients, Domitilia still derives great joy from helping people who are in the process of building their wealth. Her goal is to make every single client a better-informed investor.

Domitilia was born in Faro, Portugal and was the first in her family to graduate college when she received her bachelor’s degree from Drew University and then her J.D. from Rutgers. Fluent in Portuguese, Spanish and French, she joined the Secretariat of the United Nations as an Associate Legal Officer right out of law school. Pursuing her entrepreneurial dreams, Domitilia became a Financial Advisor, first with Merrill Lynch and then with Morgan Stanley, forming the dos Santos Group in 1992. She has achieved multiple Morgan Stanley specialist designations and is also a member of the firm’s President’s Club and a Senior Director of its Portfolio Management Group. Domitilia has served as an Arbitrator and Hearing Officer with Financial Industry Regulatory Authority (FINRA) for more than 30 years.

A passionate runner, Domitilia has completed more than 306 marathons in 167 countries. She is a Life Member of New York Road Runners, as well as a member of Marathon Maniacs, Marathon Globetrotters, and the 50 States Marathon Club. Despite her devotion to her clients and running, Domitilia slows down long enough to champion the arts in New York City as a supporter of The Metropolitan Opera, Carnegie Hall and Lincoln Center.

2020 Crain’s Notable Women In Financial Advice Award

The Economic Club of New York
The Trilateral Commission
Concordia
Aspen Institute – Society of Fellows
Foreign Policy Association
French Institute Alliance Française
Circulo Eca de Queiroz
Gremio Literario
Cervantes Institute
Circumnavigator’s Club
FAE (Forum de Administradores e Gestores de Empresas)
Conselho da Diaspora Portuguesa
SEDES
The Portuguese American Leadership Council of the United States (PALCUS)
Portugal-US Chamber of Commerce
Instituto de Medicina Molecular
Instituto Portuguese Corporate Governance
International Club of Portugal
New York Philharmonic
The Metropolitan Opera
Carnegie Hall
Lincoln Center
Alvin Ailey Dance Theatre
Irish Repertory Theatre
92nd Street NY
Joyce Theatre
Portfolio Management Institute (PMI)
Association of Professional Investment Consultants (APIC)

Paranj Patel focuses on developing financial plans and conducting portfolio risk analyses for the clients of the dos Santos Group. As the group’s Wealth Management Analyst he also regularly tracks and reports on how client plans and portfolios are faring based on shifts and trends in the economy and markets. Paranj enjoys discussing and reviewing investment strategies and Morgan Stanley’s range of resources with clients, in an effort to help inform and empower them.

Growing up in India, Paranj knew he wanted to help others. He eventually became fascinated by numbers and business and decided to study Entrepreneurship and Finance at the Kelley School of Business at Indiana University. It was there that he realized he could combine his goals and interests by following a career in the financial advisory business. After graduating, Paranj became an Investment Advisor at Allied Millenial Partners before joining Morgan Stanley in 2020. He has obtained his Certified Financial Planner, Chartered Financial Analyst, Retirement Management Advisor, and Certified Exit Planning Advisor certifications.* Paranj is a member of the Portfolio Management Institute, and Association of Professional Investment Consultants.

While Paranj likes to play tennis, he admits that his love for business and finance spills over into his spare time. He obsessively spends much of his out of office time studying the financial markets and international economics and researching companies, much to his girlfriend’s chagrin.

*This role cannot solicit or provide investment advice

Adam Goldstein is the first point of contact whenever someone calls or emails the dos Santos Group. As the Registered Client Relationship Analyst of the group, he is responsible for responding to all client requests and questions in a timely, efficient manner. He focuses on all aspects of the Group’s operations and takes pride in the attention to detail, accuracy, accountability, and he provides clients with the highest level of service possible and ensures all clients are presented to the Firm’s robust products and policies.

Born in New Jersey, Adam is a graduate of the Kelley School of Business at Indiana University, interned in finance at the Corcoran Group, a New York City real estate brokerage, and then at Morgan Stanley Wealth Management. Upon graduation, he joined Better, an online mortgage and real estate firm and became an Operations Coordinator. He joined Morgan Stanley in 2022 and earned his Series 7 and 66 licenses and Financial Planning Specialist* title shortly after. Adam is a member of the Portfolio Management Institute, and Association of Professional Investment Consultants.

Adam is an avid New York sports fan, and he still roots for his Hoosiers on the football field & basketball court. Adam lives in Manhattan and continues to pursue his love of golf and attends the various musical and cultural events that New York City has to offer.

*This role cannot solicit or provide investment advice

Tom is a Registered Client Service Associate. He is responsible for ensuring client contentment through prompt responses and diligent follow-up. Tom develops procedures for helping solve client concerns and follows through on resolution of client service projects and operational issues. Additionally, he plays active role in creating, sustaining, and executing all market initiatives to enhance the business of the Group. His role serves as the lead contact with clients for administrative problem resolution and fields client questions on a wide spectrum of topics.

Before joining Morgan Stanley, Tom worked at Fidelity Investments as an Investor Center Intern, and upon college graduation, he was offered a full-time position at Fidelity Investments as a Financial Representative. He is registered with his SIE, Series 7, and Series 66.

Tom is from Long Island, New York. He enjoys playing golf, going to the gym, spending time with friends and family, and watching sports.

*This role cannot solicit or provide investment advice