Orchard Wealth Management at Morgan Stanley

Mason Champion is a Sports & Entertainment Director, Senior Portfolio Management Director, Senior Investment Management Consultant, and Financial Advisor with Morgan Stanley in Lutherville, Maryland. As an NFLPA Registered Institutional Player Financial Advisor since 2006, a member of the Professional Golfers Association (PGA) of America for twenty-two years, and an devoted scholar of sports and entertainment business affairs for twenty-five years, Mason retains unique perspectives and considerations in his service to clients’ complex wealth management needs.

Mason works closely with his clients in order to define budgetary and cash flow needs, anchor a comprehensive wealth management game plan, serve philanthropic convictions, and affect strategies designed for growth and protection of core wealth resources. Mason’s clients have come to value his level-headedness, candor, and distinctive professional insight relative to serving their journey on and off the field.

Mason overlays a disciplined investment management methodology with an extensive white-glove service model to create a client experience that is uniquely engaging, intentional and authentic. Within his practice at Morgan Stanley, Mason also serves a collaborative role with other advisors who require his specific assistance and insight relative to serving professional athletes.

Mason is committed to utilizing his professional resources and expertise in order to help change the narrative regarding Athletes and Money. Accordingly, he dedicates considerable time to developing and delivering financial literacy initiatives with individual Big Ten athletic programs. This finds Mason traveling regularly in order to meet with student athletes around the country, in order to help them anchor proper disciplines and insights well before the arrival of their first professional contract.

Mason founded the Champion Scholarship for Creative Thought at Penn State University, is an Alumni Board Member of the Penn State College of Health & Human Development, has served as the President of the Golfers’ Charitable Association, is the former PGA Head Golf Coach at The Boys’ Latin School of Maryland, is a Twelve-Time Recipient of the Five Star Wealth Manager Award (2012-2023) as noted in Baltimore Magazine, and is a Two-Time Recipient of the Forbes Best-in-State Wealth Advisor Award (2019-2020). Mason has been featured and quoted numerous times in a number of Sports Business articles, white papers, and podcasts.

Originally from Mill Hall, Pennsylvania, Mason and his wife, Juliet live in Phoenix, Maryland with their son, Davis, and their daughter, Darcy Rose.

2012 - 2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012 - 2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

2012 Award: 6/16/11 - 11/9/11
2013 Award: 6/16/12 - 11/9/12
2014 Award: 6/16/13 - 11/9/13
2015 Award: 6/16/14 - 11/9/14
2016 Award: 6/16/15 - 11/9/15
2017 Award: 3/26/16 - 11/11/16
2018 Award: 4/21/17 - 11/6/17
2019 Award: 4/19/18 - 11/7/18
2020 Award: 4/1/19 - 11/13/19

2019, 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

John Magiros, CFP^® Family Wealth Directors at Morgan Stanley and is co-founder of Orchard Wealth Management at Morgan Stanley. He primarily works with entrepreneurs, high net worth families, and high trajectory young professionals. His focus is on helping them make the best financial decisions for themselves and their stakeholders throughout the different stages of their journey. John accomplishes this with custom, full spectrum advice that incorporates client personal values as well as by providing specialized resources for complex needs.

John’s interest in personal wealth management began at the University of Maryland where he graduated with dual degrees in Economics and Psychology in 2005. These areas of study allowed him to find the link between the personalized lens through which people view the world and the resulting financial decisions people make. This connection motivated John to continue to strengthen his acumen in helping people uncover their true decision drivers, and led to the pursuit of his Financial Advisor role. Over his 12 year tenure in the wealth management field, John has developed a specialized service model and philosophy to successfully address his client’s needs. The foundation of this model is based on a client-first-always mentality and minimizing the unknown to develop more predictable outcomes.

In pursuit of his passion for helping responsible businesses, John serves on advisory boards of emerging companies as well as providing informal guidance on the topics of growth, gathering resources, and strategic planning. He also co-founded the non-profit Volunteering Untapped ™ in 2013 to lower the barrier to civic engagement for millennials in US cities, create real impact, and find friendship amongst their community.

John lives in Cockeysville, MD with his wife Kristen, daughter Andi, and 2 dogs Kevin! and Fern. When he’s not in the office, John enjoys spending time with his family, playing the drums, and rooting for the University of Maryland’s basketball team.

Dominic Nicolini is a Managing Director, Senior Portfolio Management Director, and Financial Advisor with 20 years of industry experience, all with Morgan Stanley. His primary role within Orchard Wealth Management is constructing and managing customized client investment portfolios. Dominic believes that genuinely understanding each client’s unique financial position, objectives, and tolerance for risk are the key factors in building an individualized wealth program.

A native of Merrillville, Indiana, Dominic attended the United States Naval Academy in Annapolis, Maryland where he was the captain of the NCAA Division 1 baseball team. He graduated with a B.S. in Political Science and served in the Unites States Navy as a Naval Aviator before joining Morgan Stanley. In 2011, Dominic earned the CERTIFIED FINANCIAL PLANNER™ designation, completing a comprehensive accreditation curriculum to best provide clients with retirement, investment, insurance, and tax planning. In 2019, Dominic attended Columbia University and received his designation as a CERTIFIED PORTFOLIO MANAGER™ from the Academy of Certified Portfolio Managers. In 2018 and 2019, Dominic was named to Forbes Magazine’s Top Next-Gen Wealth Advisor’s list. In 2020, Dominic was named by Morgan Stanley to the President’s Club, a group composed of the firm’s top Financial Advisors.

Dominic resides in Lutherville with his wife Kristin, daughters Sutton and Campbell, his sons Quinn and Peyton, and the family boxer, Chopper. Outside of the office, Dominic enjoys nothing more than spending time with his family: travelling, taking his kids to museums, and coaching their youth sports. He is an avid fan of Navy football, Indiana University basketball, and the Chicago White Sox.
Dominic is a founder and board member of the LD1940 fund, a 501(c)3 memorial fund that provides scholarships and retreat activity funding for children undergoing treatment for cancer. He is also an active fundraiser, runner, and volunteer with Athletes Saving Athletes, a local nonprofit organization that pairs young individuals whom have limited mobility with volunteer runners so that they may participate together in racing.

2018 and 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

James Lillie is a Senior Vice President and Wealth Management Advisor who has over 35 years of Industry experience in Financial Services.

Jim graduated from Lafayette College with honors in Economics and Finance. He holds the Certified Private Wealth Advisor^® designation from the Investments & Wealth Institute through the University of Chicago Booth School of Business. He holds the Certified Investment Management Analyst^® designation from the Investments & Wealth Institute in conjunction with the
Wharton School, University of Pennsylvania and IMCA. Jim holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc.

Jim is a committee member for the Baltimore Estate Planning Council and can work with your attorney in coordinating your wealth distribution strategy.

Jim lives in Phoenix, Maryland with his wife Marina and his 2 sons. He enjoys riding his horses, fishing and hunting with his dog.

Drawing on more than 28 years of financial services experience, Susan Scarborough serves an exceptional clientele of highly accomplished executives, entrepreneurs and stewards of multigenerational wealth. Following a disciplined planning process, Susan creates and implements comprehensive wealth planning solutions and investment strategies tailored to each client’s specific needs and aspirations. She enjoys analyzing her clients’ financial circumstances and engaging Morgan Stanley’s vast resources to improve their position.

As a designated Morgan Stanley Family Wealth Advisor, Susan is among the select Advisors who can connect clients to an extensive range of specialized resources to address the complex, multidimensional challenges of managing significant wealth. Working to create enduring multigenerational relationships, Susan focuses on educating her clients on financial matters and helping them prepare for life’s anticipated and unexpected moments. She takes particularly joy in helping women discover financial independence.

Susan joined one of Morgan Stanley’s predecessor firms in 1994. Along the way, she earned designations as a Financial Planning Specialist, and as a CERTIFIED FINANCIAL PLANNER ™ (CFP^®). Susan graduated from the University of Richmond’s E.C. Robins School of Business with a B.S. in business administration. She also attended Ecole Superieure de Commerce a Dijon, France and is a graduate of the Garrison Forest School.

As a long-time resident of the Baltimore area, Susan is active in the community. She is a past board member of the YMCA – Baltimore County North, House of Ruth, and Garrison Forest School – Alumnae. She is currently a member of the Baltimore Women’s Giving Circle, the GCA and volunteers at various community centers.

Susan and her husband, Jason, have two boys, Patrick and Teddy. Their home also brims with five pets, including three rescue animals. When not at work, Susan enjoys gardening, playing golf, pickleball, and attending her sons’ high school and college lacrosse games.

Stephen Ross is a Vice President and Senior Financial Advisor with over 20 years' experience in the Financial Services Industry.

Steve is a graduate of the Pennsylvania State University. He holds Retirement Management Advisor^® designation through the Investments & Wealth Institute, the Certified Divorce Financial Analyst^® designation through the Institute for Divorce Financial Analysts, and the Certified Plan Fiduciary Advisor^® designation through the National Association of Plan Advisors.

Steve lives in Perry Hall, Maryland with his wife and 3 children. He enjoys golfing, as well coaching and playing sports with his children.

Frederick Davis is a Registered Senior Wealth Management Client Associate who has over 25 years of industry experience in Financial Services. He is a graduate of the University of Baltimore.

Fred lives in Pikesville, Maryland with his wife Cyndy. He enjoys cooking, golf, travel and playing with his dogs, Max and Harry.