Joseph C. Adornato, CFP®, CRPC®

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.

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.

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.