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
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(561) 669-0858(561) 669-0858

Meet My Team

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.
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.

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.
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
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.

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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.

*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)