Johnny Volpe
My Mission Statement
My Story and Services
Johnny earned a Finance degree from Rider University and completed a Leadership minor through Rutgers. He holds the SIE as well as the Series 7 and Series 66 licenses. He prioritizes personal connections with clients, taking the time to understand who they are, what matters most to them, and how their financial strategy can support the life they want to live.
Outside the office, Johnny enjoys going to the beach, working out, and golfing. A former Division I baseball player at Rutgers and Rider, he brings the same consistency and discipline that helped him achieve over 200 hits and earn a Gold Glove to his work with clients, helping them pursue their goals and enjoy life to the fullest.
NMLS#: 2780301
Our Process
Many of our clients are either contemplating retirement or already retired. Others are corporate executives whose wealth may be overly concentrated in the stock of their employers. Still others are business owners who are seeking the most efficient way to sell their company or perhaps transfer ownership to family members. For all these clients, we employ a planning-based process that includes the following steps:
- As Financial Advisors, we understand the importance of listening before we offer possible recommendations
- Our conversations will explore your aspirations, apprehensions, and unique circumstances
- Only when we have a thorough understanding of these will we be able to proceed to the next phase of our process
- Our sophisticated wealth planning platform helps us provide you with an understanding of where you are on your journey and whether you will be able to reach your destination within your required timeframe
- Once we understand whether you have a gap or a surplus between the projected cost of your goals and your overall resources, we will create a plan with customized recommendations
- We monitor your performance on an ongoing basis
- We may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets
- When those markets turn turbulent, you can count on us to help you understand what's going on and avoid emotional decisions that may impede your long-term progress
- Working closely with you to bring your plan to life
- Consulting with Morgan Stanley professionals who specialize in estate planning, lending strategies, insurance, and other disciplines
- Developing an investment strategy to meet any challenges
- Ongoing analysis and adjustment of your positions to manage risk or take advantage of prevailing market conditions
KNOWLEDGE & RESOURCE CENTER
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
We've assembled the following tools and resources that reinforce the fundamental investment strategies and concepts of our practice. Additionally, we've provided links and hope you'll return often to learn more about the topics that can impact your wealth.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
This report from Wealth Management Chief Investment Officer Lisa Shalett highlights the GIC's latest thinking on the markets.
Make the most of your cash at a competitive rate here at Morgan Stanley.
Click on the link below to explore Morgan Stanley's CD Promotion, it's newest rates, and why this may be a suitable option for you.
At Morgan Stanley, we offer a robust suite of insurance and annuities solutions backed by its licensed insurance agency affiliates that can aid in safeguarding you and your loved ones.
Private market investing enables eligible investors to access attractive companies before they are publicly available making you a part of their story. Watch this video to learn more about investing in Private Markets with Morgan Stanley and consider whether such investments might be right for you.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Location
Portfolio Insights
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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.
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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.
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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.
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