


My Mission Statement
My Story and Services
Heartfulness and capitalism can co-exist.
Having wealth empowers us to make choices, shape our lives, and uplift others. I learned this from my grandmother, who, despite being illiterate, built a business empire from nothing in Bengbu, Anhui, China. At age 14, I earned a full scholarship to study abroad and with $5,000 from her, ventured to Australia. That experience taught me the value of resilience and the power of dreams.
My career began in law, where I worked in international firms focusing on M&A, banking and finance, and climate change. After earning my MBA from Yale, I pivoted to private banking and wealth management, becoming a Relationship Manager at Credit Suisse in Zurich, Switzerland and covered the Netherlands, UK, and Greater China market respectively.
In 2018, I returned to the US and continued my entrepreneurial journey at First Republic Bank, building my client base from scratch.
In 2024, I joined Morgan Stanley with a clear vision:
I am fueled to serve those with vision and passion to help make this world a better place. It is a philosophy I call Heartful Capitalism.
Building and growing wealth through resilience, action and community, can make the wealth more “heartful”. I am here to help ultra-high-net-worth female, immigrant and diverse founders, innovators and entrepreneurs navigate their way in wealth, stay grounded and fulfilled.
My husband and I are both proud first-gen immigrants. We are settled in New Jersey with our two toddlers. We’re instilling in them the lesson taught by my grandmother and now by my extraordinary clients: that anything is possible.
- Investment management
- Alternative/legacy investing
- Tax and estate planning strategies
- Comprehensive financial planning
- Facilitating professional networking
- Lifestyle and business advisory services
- Philanthropy creation and management
- Multicultural family governance and wealth education
- Succession planning for charitable and business efforts
Whether your efforts began with sweat equity, a financial settlement, an investment windfall, or inheritance, all female trailblazers face obstacles that wealth alone can't overcome.
Some of these hurdles are external, such as gender inequality and defying social or cultural expectations. Others are self-generated, like fear of failure, discomfort with self-promotion or simply navigating self-worth amongst the many hats women often wear.
I've learned defeating internal fears is vital to overcoming external obstacles and that the fellowship of other visionary women and men allies is key to victory over anxieties.
In addition to providing financial advice and guidance, I can help facilitate the development of your support systems and networks, by introducing you to other aspiring and inspiring women and men allies who share your values.
- Financing Female Founders: How to Infuse Capital Into Your Dreams
- Becoming the Change You Wish to See in the World
- The story of a female trailblazer
As a three-time immigrant I understand the challenges and complications that confront an innovator moving to a new country, whatever their financial resources and hard skills.
No amount of schooling can convey the nuances of a language, a new culture or the jargon of an industry or profession. It can be difficult to absorb the norms of another nation's financial, business and cultural etiquette. A lack of a local connections makes access to information, guidance and advice more difficult.
I discovered that joining a network of compatible immigrant innovators speeds the path to success. Informal social settings are a better language lab than any classroom. Those who have developed cross-border cultural literacy are extraordinary guides to a new world. And this new network can provide you with the very social capital you may lack.
Besides providing help with the traditional financial and investment needs I'll be able to help you find and join supportive groups of those who've overcome the very obstacles you're facing.
Your own inspirational spark was enough to create significant wealth. But to fan that ember into a visionary triumph you'll need a supportive, intentional tribe.
One of the most important things I can help you do is develop your own community. My goal is to help you put together a team who can teach as well as nurture, who can offer contacts as well as expertise, and who can provide access to social as well as financial capital.
Proximity fosters growth. Female, immigrant and diverse individuals often face obstacles that cannot be overcome just through individual brilliance. To transcend the barriers we all face, requires the help and advocacy of others who share similar experiences – those who are facing the same hurdles or have successfully navigated them.
The tribe I help you form can include tax and estate professionals, family office advisors, immigration and compensation experts, business and banking advisors and fellow entrepreneurs or philanthropists. Our goal will be to assemble the network you need to make your vision real.
Location
The Power of Partnerships
About Ronia Dolabany
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ronia joined Morgan Stanley in 2021 as a Wealth Management Branch Analyst serving Morgan Stanley’s Wealth Management offices in the Philadelphia Complex.
Ronia is a graduate of the Hofstra University, where she received a Bachelor of Business Administration with a concentration in International Business and a minor in Finance, as well as a Bachelor of Science in Economics with a concentration in Global Business from Dongbei University of Finance and Economics.
She lives in New York City, New York. Outside of the office, Ronia volunteers with Bridges to Community, Glasswing International, and Frutos Del Cielo, all non-profit organizations focused on improving health, education, housing, and economic development for communities globally. In her free time, she enjoys traveling, spending time with family, cooking and trying new restaurants. Ronia also enjoys playing tennis, and was the Captain of Hofstra University’s Division 1 Women’s Tennis Team.
About Colin Brady
Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent the last 5 years working as a Wealth Management Advisor with TIAA. In his time at TIAA, he advised clients in various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.
Colin graduated from Pace University and holds his Certified Financial Planner® designation. Colin lives in Stewart Manor, New York with his wife, Lauren, and his son, Liam. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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