Jennifer Chapman
Client Relationship Analyst
Phone:
(248) 848-8085(248) 848-8085
Joseph Colletti, CFP®, QPFC
Senior Vice President,
Financial Advisor,
Portfolio Management Director,
Financial Planning Specialist,
Workplace Advisor – Equity Compensation,
Alternative Investments Director
Direct:
(248) 848-8012(248) 848-8012
Toll-Free:
(888) 877-0855(888) 877-0855
My Mission Statement
I provide my clients outstanding service and personalized investment strategies to help them preserve and grow their wealth.
My Story and Services
You’ve invested substantial time and effort in creating a comfortable life for yourself and your family. As your wealth has grown, so has its complexity and the resources required to manage it. Working with a professional wealth advisor can help you identify possible solutions to help you feel more confident about your investment strategy and financial future. Thus allowing you to focus on the people, activities, and interest that bring meaning to your life.
As an experienced Financial Advisor, I believe the first step to a lifetime of financial freedom is mapping out all the aspects of your financial life and seeing how the pieces fit together. With a focus on comprehensive planning, I will work with you to articulate the most important goals for your success and how to achieve those goals, avoid pitfalls and prepare you for life’s challenges and opportunities.
Together we will develop confidence, understanding, and create a wealth management plan that is custom tailored to help meet your unique set of circumstances by getting to know what is most important to you. I will bring together the service and possible solutions to help you meet or exceed the financial confidence you have always envisioned.
Along with my team, I am here to serve as the primary point of contact for your financial life, provide insight, and answer any questions you may have pertaining to the capital markets. I will also work closely with your other trusted advisors such as your tax professionals, estate planning attorney and insurance provider, to help ensure you have an efficient, coordinated wealth management strategy.
Joe has been recognized by Hour Detroit as a Five Star Wealth Manager from 2019 - 2023.
After pursuing a career in hockey he earned a Bachelor’s Degree in Finance from Wayne State University. He holds FINRA series 7, 66, 31 securities registrations, Life, Health, Variable, and Long-Term Care insurance licenses. Joe is also a CERTIFIED FINANCIAL PLANNER® and holds the Qualified Plan Financial Consultant (QPFC) designation.
Joe lives in Berkley, MI with his wife Stephanie and son Leo. Outside of work he enjoys spending time with his family, traveling, playing hockey, fishing, and golfing.
As an experienced Financial Advisor, I believe the first step to a lifetime of financial freedom is mapping out all the aspects of your financial life and seeing how the pieces fit together. With a focus on comprehensive planning, I will work with you to articulate the most important goals for your success and how to achieve those goals, avoid pitfalls and prepare you for life’s challenges and opportunities.
Together we will develop confidence, understanding, and create a wealth management plan that is custom tailored to help meet your unique set of circumstances by getting to know what is most important to you. I will bring together the service and possible solutions to help you meet or exceed the financial confidence you have always envisioned.
Along with my team, I am here to serve as the primary point of contact for your financial life, provide insight, and answer any questions you may have pertaining to the capital markets. I will also work closely with your other trusted advisors such as your tax professionals, estate planning attorney and insurance provider, to help ensure you have an efficient, coordinated wealth management strategy.
Joe has been recognized by Hour Detroit as a Five Star Wealth Manager from 2019 - 2023.
After pursuing a career in hockey he earned a Bachelor’s Degree in Finance from Wayne State University. He holds FINRA series 7, 66, 31 securities registrations, Life, Health, Variable, and Long-Term Care insurance licenses. Joe is also a CERTIFIED FINANCIAL PLANNER® and holds the Qualified Plan Financial Consultant (QPFC) designation.
Joe lives in Berkley, MI with his wife Stephanie and son Leo. Outside of work he enjoys spending time with his family, traveling, playing hockey, fishing, and golfing.
Securities Agent: WV, MD, IN, TN, MO, WA, SC, KY, AR, WI, ND, IL, DE, VI, VA, TX, OR, OH, NY, NJ, PA, KS, GA, AL, FL, CO, OK, NM, MN, MI, CT, MA, IA, DC, CA, AZ, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1472953
NMLS#: 1472953
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
- Log into your account via Morgan Stanley Online
- Click the Accounts tab
- Select the Documents tab
- Go to the Statement drop-down tab
- Select Tax Documents and download them
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app. Access your finances and invest in an instant with the help of this resource that is available 24/7.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
MS Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry. In the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
How to Access Your Tax Forms
Core Capabilities
While the strategies and solutions I provide are broad in scope, my approach is tailored to specific needs. I deliver the personalized attention you expect, as I build a structured plan focused on achieving your financial and legacy goals. Here is a brief overview of the solutions offered.
Financial Planning
Goals are personal. Wealth Management should be too. Whatever it is you want to achieve, I am here to help. Working with me as your Financial Advisor, paired with our technology, is a great way to access advice and build a wealth plan. I will work with you to help you uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.
Risk Identification and Management
Life's risks can manifest themselves in many ways— from loss of life to loss of health — and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
Alternative Investments
Our comprehensive strategies, diverse talent, and global resources enable us to offer a range of investment opportunities that help you optimize your portfolio. Leveraging alternative investments can help eligible investors enhance returns, reduce volatility, manage taxes, and generate income.
Lifestyle Management
I pay particular attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement— and other key goals— are not compromised. I understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation.
Asset Growth and Preservation
Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. We offer a wide range of strategies that apply long held investment principles to help your assets appreciate appropriately. We embrace conflict-free decision making within a cost-effective structure.
Retirement Planning
Leading up to, and through retirement, I help you identify the most appropriate ways to acquire the income you need and help ensure that you are on track to achieve your financial goals.
Location
35055 W 12 Mile Rd.
Ste 101
Farmington Hills, MI 48331
US
Direct:
(248) 848-8012(248) 848-8012
Toll-Free:
(888) 877-0855(888) 877-0855
Fax:
(248) 462-7659(248) 462-7659
Meet My Team
Shelley Graunke
Portfolio Associate
Phone:
(248) 848-8069(248) 848-8069
About Jennifer Chapman
Jennifer is a Client Relationship Analyst and has been with Morgan Stanley since 1996. Jennifer has excellent account operations knowledge, systems proficiency, and communication skills. She is dedicated to aid you in the complete client relationship. Jennifer lives in Dearborn Heights with her husband Joe and their two boys Colin and Caleb. They have a brand new puppy named Moose. Jennifer enjoys concerts, travelling abroad and visits to Northern Michigan.
About Shelley Graunke
Shelley is a Portfolio Associate and has been with Morgan Stanley since 1993. Shelley has excellent systems knowledge, as well as organizational and communication skills. She is dedicated and eager to assist you during the entire client experience. Shelley lives in Canton with her husband Jeff and their son Adam. They have a rescue dog named Cooper and a cat named Crystal. In her spare time, Shelley enjoys cruising, golf, bowling and crafting.
Awards and Recognition
Five Star Wealth Advisor
2019-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2019 Award: 8/21/18 - 3/19/19, 2020 Award: 8/1/19 - 3/20/20, 2021 Award - 08/10/20 - 03/03/21, 2022 Award - 09/03/21 - 03/11/22, 2023 Award - 09/05/22 - 03/03/23, Awards Disclosures | Morgan Stanley
Wealth Management
Global Investment Office
Portfolio Insights
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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
Iran Conflict: Seven Takeaways for Investors
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Joseph Colletti today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
