Joseph Adornato, CFP®, CRPC®
Executive Director, Wealth Management, Financial Advisor
Phone:
(561) 669-0858(561) 669-0858
Joseph C. Adornato, CFP®, CRPC®
Executive Director, Wealth Management,
Financial Advisor
Direct:
(561) 669-0858(561) 669-0858
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: NE, PR, NC, MI, ME, WV, NH, CA, AL, OH, FL, SC, AZ, VA, NY, NJ, GA, PA, MD, CT, TN, MA, IL, TX, CO, AR, WY, OR, WA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 521514
NMLS#: 521514
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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A HOLISTIC PROCESS, WITH YOU IN THE DRIVER'S SEAT
As a Financial Advisor, my mission is to help clients make some of life's most critical choices, as well as appropriate decisions for where they are and where they want to go. From saving for your ideal retirement or planning for your child's future education expenses, together we will identify what matters most to you and help ensure that your goals are achievable on your timeline. Similar to a well-oiled machine, the "parts" of a financial plan either serve the strategy or they do not. We will diligently monitor your plan to take into account the changing circumstances of your life and the environment, managing risk at each step of the way. Leveraging a sophisticated suite of analytical tools and decades of industry experience, my goal is for my clients to feel a sense of confidence knowing that their financial plan is on track.
1.) Discovery
We begin with an organic discovery process of uncovering you and your family's most pertinent values, personal and financial circumstances, and pressing concerns to determine how we can add value. We will explore the lifestyle you enjoy and hope to lead in the future, key relationships, and the legacy you would like to leave behind for those who matter most to you. Collecting this information will enable us to capture your complete financial picture.
2.) Analysis and Presentation
Based on our initial conversation, I will develop a tailored and cohesive financial plan that balances your attitudes as an investor, risks and opportunities in your profile, and an analysis of the financial markets. With your input, I will then present appropriate investment options and wealth management recommendations that work in tandem to help preserve, optimize, and grow your wealth.
3.) Implementation and Execution
Upon your approval, I will work diligently to help ensure a seamless implementation of the various elements of your financial plan, finetuning each part to adjust for changing circumstances. Wherever appropriate, I will consult with other professional individuals in your trusted circle and suggest that you seek additional advice from subject matter experts on particularly complex issues.
4.) Objective and Performance Review
With ongoing communication at the core of my client relationships, I am committed to keeping you abreast of any changing market conditions and delivering performance metrics, ultimately making certain that your plan continues to align with your goals and your timeline. I will keep a high degree of communication with you to help ensure that your concerns and requests are being addressed in a timely manner.
Location
350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(561) 669-0858(561) 669-0858
Meet My Team
Barbara Ann Marshall
Senior Registered Associate
Phone:
(954) 713-8478(954) 713-8478
Kyle D. Ellis, CFP®, CIMA®
Wealth Management Analyst, Financial Planning Associate
Phone:
(954) 713-8479(954) 713-8479
About Joseph Adornato
As a Financial Advisor and Executive Director at Morgan Stanley Wealth Management with over 28 years of industry experience, Joe helps simplify the complexity of clients’ financial lives by providing education, planning, and guidance based upon the goals and dreams that are most important to each individual. Joe was named to the Forbes 2021 “Best-in-State” Wealth Advisors in the state of Florida. This recognition is an honor and testament to his team, The Adornato Group, and the white glove service which he and his team strive to provide to their clients.
At the heart of his philosophy is a passion to build enduring and trusting relationships with families, business owners, corporate executives, and individuals by offering financial advice as well as a client experience that is tailored toward each client's unique goals.
Joe holds the CERTIFIED FINANICAL PLANNER™ CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor™ CRPC® designation. He is a graduate of Syracuse University, with a B.S. in Aerospace Engineering and earned an MBA from Northeastern University.
Joe is a former associate member of the Executives Association of Fort Lauderdale, former board member of the Ferrari Club of America Fort Lauderdale Chapter, and former board member of the Hellenic Development Group. He is passionate about giving back and helping his community by supporting local charities including Hope Outreach, SOS Children's Villages, Ride 2 Revive, and Make Our School Safe.
Joe resides in Parkland, Florida with his wife Danielle and their four children - Tiffany, Sofia, Alexis, and Melina. Their passions include exotic cars, aviation, and discovering new places.
Certified Financial Planner Board of Standards Inc. Owns the certification CFP®, CERTIFIED FINANICAL PLANNER™, and CFP® in the US, which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning Counselor™ and CRPC® are registered service marks of the College for Financial Planning.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
At the heart of his philosophy is a passion to build enduring and trusting relationships with families, business owners, corporate executives, and individuals by offering financial advice as well as a client experience that is tailored toward each client's unique goals.
Joe holds the CERTIFIED FINANICAL PLANNER™ CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor™ CRPC® designation. He is a graduate of Syracuse University, with a B.S. in Aerospace Engineering and earned an MBA from Northeastern University.
Joe is a former associate member of the Executives Association of Fort Lauderdale, former board member of the Ferrari Club of America Fort Lauderdale Chapter, and former board member of the Hellenic Development Group. He is passionate about giving back and helping his community by supporting local charities including Hope Outreach, SOS Children's Villages, Ride 2 Revive, and Make Our School Safe.
Joe resides in Parkland, Florida with his wife Danielle and their four children - Tiffany, Sofia, Alexis, and Melina. Their passions include exotic cars, aviation, and discovering new places.
Certified Financial Planner Board of Standards Inc. Owns the certification CFP®, CERTIFIED FINANICAL PLANNER™, and CFP® in the US, which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning Counselor™ and CRPC® are registered service marks of the College for Financial Planning.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Securities Agent: NE, PR, NC, MI, ME, WV, NH, CA, AL, OH, FL, SC, AZ, VA, NY, NJ, GA, PA, MD, CT, TN, MA, IL, TX, CO, AR, WY, OR, WA, NV; General Securities Representative; Investment Advisor Representative
About Barbara Ann Marshall
Ann has been in the financial services industry since 1983. Prior to joining Morgan Stanley in 2021, she was with Merrill Lynch for nearly 30 years. As a Senior Registered Client Service Associate Ann oversees the daily business operations of The Adornato Group along with Kyle Ellis. Focused and task oriented, she partners with Executive Director and Financial Advisor, Joseph Adornato and the team to deliver a superior client service experience.
A Fort Lauderdale resident since 1957, Ann graduated from Pine Crest School where she was an All-American swimmer, 5-time state champion and 1972 Olympian finishing 4th in the 200-meter freestyle. Ann went on to become the first female swimming scholarship recipient at the University of North Carolina capturing two AIAW individual national titles as well as being an 18-time first team All-American. She graduated from the UNC Kenan-Flagler Business School with a Bachelor of Science in business administration.
Ann enjoys active travel vacations, Pilates, road biking and trips to Islamorada.
A Fort Lauderdale resident since 1957, Ann graduated from Pine Crest School where she was an All-American swimmer, 5-time state champion and 1972 Olympian finishing 4th in the 200-meter freestyle. Ann went on to become the first female swimming scholarship recipient at the University of North Carolina capturing two AIAW individual national titles as well as being an 18-time first team All-American. She graduated from the UNC Kenan-Flagler Business School with a Bachelor of Science in business administration.
Ann enjoys active travel vacations, Pilates, road biking and trips to Islamorada.
About Kyle D. Ellis
Kyle supports the team by creating and tracking financial plans and conducting investment research using the modern wealth planning tools offered by Morgan Stanley. He also assists clients with their operational requests and is committed to ensuring that clients have an exceptional service experience with the team. Prior to joining Morgan Stanley in 2021, Kyle worked at Merrill Lynch.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Certified Investment Management Analyst (CIMA®) certification.
He graduated with a B.S. in finance from Nova Southeastern University, and he has passed the FINRA Series 7 and 66 licensing exams.
Born and raised in Fort Lauderdale, Kyle now resides in Pompano Beach with his wife Aubrey. In his free time, he is an active member of the community and his church, First Baptist Church of Pompano Beach, where he serves as Chairman of the Finance Committee. He also enjoys playing and coaching basketball, watching movies, and spending time with his friends and family.
Disclaimer:
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Certified Investment Management Analyst (CIMA®) certification.
He graduated with a B.S. in finance from Nova Southeastern University, and he has passed the FINRA Series 7 and 66 licensing exams.
Born and raised in Fort Lauderdale, Kyle now resides in Pompano Beach with his wife Aubrey. In his free time, he is an active member of the community and his church, First Baptist Church of Pompano Beach, where he serves as Chairman of the Finance Committee. He also enjoys playing and coaching basketball, watching movies, and spending time with his friends and family.
Disclaimer:
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
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
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Family
Creating customized financial strategies for the challenges that today’s families face.
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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
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- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Joseph C. Adornato today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)
