Kelly Kashmiry
Business Development Associate
Phone:
(614) 798-3234(614) 798-3234
Joseph Vinciguerra
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(614) 798-3232(614) 798-3232
My Mission Statement
Working with you to preserve and grow wealth for your long-term goals
My Story and Services
Whatever your personal goals may be, Joe will work with you to develop a personalized financial approach designed to help you pursue what is most important to you.
Joe focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then he helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Joe provides access to the investment insights of Morgan Stanley to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
As a graduate from The Ohio State University, Joe follows the deep-seated Morgan Stanley tradition of participating in the communities he and his team serves. This drives their interest in spending time volunteering with organizations in their community.
Joe focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then he helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Joe provides access to the investment insights of Morgan Stanley to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
As a graduate from The Ohio State University, Joe follows the deep-seated Morgan Stanley tradition of participating in the communities he and his team serves. This drives their interest in spending time volunteering with organizations in their community.
Securities Agent: TN, CA, SC, NY, NJ, KY, IN, GA, RI, NC, VA, WA, PA, MD, WV, MO, TX, OH, FL, DE, CT, MT, MA, AZ, OR, IL, MN, WI, NH, MI, KS, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 591051
NMLS#: 591051
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
545 Metro Place South
Suite 300
Dublin, OH 43017
US
Direct:
(614) 798-3232(614) 798-3232
Meet My Team
Crystal Cecala
Senior Registered Associate
Phone:
(614) 798-3237(614) 798-3237
About Kelly Kashmiry
Kelly is a Youngstown Ohio native and has been in the financial services industry for more than 26 years. Kelly focuses on account administration and client relations along with priding herself on delivering a high level of client service. Kelly resides with her husband and their three children in Powell Ohio.
About Crystal Cecala
Crystal and her husband, Phil, owned a successful Italian Restaurant for 25 years where she developed an appreciation and commitment to providing impeccable experiences for all of their guests.
Crystal is passionate about building strong client relationships based on trust and personalized service. She believes every client is entitled to the highest level of care. She responsively handles their transactional, account and administrative needs and continues to focus on surpassing client expectations with each interaction.
Crystal and Phil reside in Dublin and have four children and seven grandchildren (who are the loves of their life)!! Crystal has volunteered with the Komen Race for the Cure since 1999, Inner-City School Children reading programs and local community events.
Crystal is passionate about building strong client relationships based on trust and personalized service. She believes every client is entitled to the highest level of care. She responsively handles their transactional, account and administrative needs and continues to focus on surpassing client expectations with each interaction.
Crystal and Phil reside in Dublin and have four children and seven grandchildren (who are the loves of their life)!! Crystal has volunteered with the Komen Race for the Cure since 1999, Inner-City School Children reading programs and local community events.
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
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Joseph Vinciguerra 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 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
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)
