Joan D. Cordell
Financial Advisor,
Financial Planning Specialist
Direct:
(781) 431-6712(781) 431-6712
My Mission Statement
My mission is to empower business owners, individuals planning for retirement, families, and women navigating life changes by helping you build financial clarity and confidence. By listening first and comprehensive planning, I strive to align your wealth with your life goals, enabling you to concentrate on growth, purpose, and the aspects of life that matter most.
My Story and Services
Joan D. Cordell is a Financial Advisor and a member of the Wellesley Compass Group at Morgan Stanley.
She brings 14 years of experience serving on the leadership team at Morgan Stanley, where she helped grow and support a $40+ billion business in client assets. Throughout her tenure, Joan built strong partnerships across the organization, leveraging the firm’s intellectual capital and world-class resources to deliver exceptional Modern Wealth Management strategies. Joan brings a disciplined approach to building, preserving, and sustaining client wealth.
Joan works with small business owners to help preserve and grow their assets so they can stay focused on expanding their businesses. She also advises women in transition, guiding them through the financial complexities of divorce to help preserve and enhance their wealth for themselves and their families.
Her planning approach begins with understanding each client’s unique needs, vision, and values. Joan develops a comprehensive financial plan that integrates investments, retirement strategies, tax considerations, estate planning, and cash management into a cohesive roadmap. This integrated approach allows clients to focus on present priorities while building confidence in their long-term future.
Joan graduated from Suffolk University in 2004 and resides in Medfield, Massachusetts, with her two teenage children and her very energetic English Setter, Sara. Her passion for fitness and health not only enriches her personal life but also informs her professional practice, promoting a disciplined, resilient, and holistic approach to wealth management.
She brings 14 years of experience serving on the leadership team at Morgan Stanley, where she helped grow and support a $40+ billion business in client assets. Throughout her tenure, Joan built strong partnerships across the organization, leveraging the firm’s intellectual capital and world-class resources to deliver exceptional Modern Wealth Management strategies. Joan brings a disciplined approach to building, preserving, and sustaining client wealth.
Joan works with small business owners to help preserve and grow their assets so they can stay focused on expanding their businesses. She also advises women in transition, guiding them through the financial complexities of divorce to help preserve and enhance their wealth for themselves and their families.
Her planning approach begins with understanding each client’s unique needs, vision, and values. Joan develops a comprehensive financial plan that integrates investments, retirement strategies, tax considerations, estate planning, and cash management into a cohesive roadmap. This integrated approach allows clients to focus on present priorities while building confidence in their long-term future.
Joan graduated from Suffolk University in 2004 and resides in Medfield, Massachusetts, with her two teenage children and her very energetic English Setter, Sara. Her passion for fitness and health not only enriches her personal life but also informs her professional practice, promoting a disciplined, resilient, and holistic approach to wealth management.
Securities Agent: CA, VI, DE, CO, AL, UT, HI, AR, WY, NV, NM, ND, IN, GA, AZ, WV, TN, PR, OR, MN, MI, WA, VT, SD, PA, OK, NJ, NH, NC, MS, ME, KY, IA, DC, AK, TX, MT, LA, OH, MO, MD, CT, WI, NY, NE, MA, IL, FL, VA, SC, ID, RI, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 2780303
NMLS#: 2780303
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 431-6712(781) 431-6712
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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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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
Ready to start a conversation? Contact Joan D. Cordell today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
