St Croix Group at Morgan Stanley

Aquib began his career with Morgan Stanley in 2016, providing comprehensive financial planning to families and individuals. He joined the St Croix Group at Morgan Stanley at the beginning of 2019 to serve as the team’s primary financial planner. Aquib is dedicated to helping clients achieve their goals while serving as a trusted resource to help them preserve and grow the wealth they have worked hard to achieve. In 2020, 2021, 2022 & 2023 Aquib was awarded the Five Star Wealth Manager award in the Twin Cities for his exceptional work with clients. Aquib has also been included as a member of the prestigious Morgan Stanley Pacesetter's Club for 2023 & 2024.


Aquib graduated from Michigan State University with a degree in Finance and Economics. During his time at MSU, Aquib helped found the Spartans Fighting Cystic Fibrosis, a student led group with a goal to spread awareness about Cystic Fibrosis and raise money for the Cystic Fibrosis Foundation.

An avid basketball fan, Aquib grew up playing basketball and has also been coaching basketball since 2012. Through his coaching experiences is where Aquib developed a passion for helping people.

“Being able to work closely with families and individuals and build long-lasting relationships is what keeps me driven. Whether it’s coaching basketball players or servicing clients, my first priority is always taking the time to understand what matters most to them.”




2020 - 2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2020-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2020 Award - 3/1/19 – 10/25/19
2021 Award - 3/30/20 – 10/23/20
2022 Award - 3/29/21 – 10/8/21
2023 Award - 03/14/22 – 10/18/22
https://www.morganstanley.com/disclosures/awards-disclosure.html

Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.

My primary goal as your Financial Advisor is to help you achieve financial independence. From my 20 years of experience in wealth management, I have found that developing a thorough understanding of client’s financial situation and creating an individualized plan is one of the most effective way for helping clients reach their goals.

I take a holistic, collaborative approach when I meet with you. Not only do I conduct a detailed review of your finances, but I take the time to find out about your family, values, dreams, and thoughts on risk. I use this information in combination with the firm’s modern wealth management analytics and cutting edge research to formulate customized strategies. To help ensure you are comfortable with my approach, I take the necessary time to educate and explain your program’s details.

Your wealth plan will not just include investments, but it can help you manage taxes, plan your estate, and manage your borrowing needs. We will draw upon Morgan Stanley’s extensive network of specialists in insurance, structured solutions, estate planning, and lending services to complement and deepen our advice.

Once your plan is in place, we will communicate with you regularly and set-up meetings to discuss your progress. As your life and the markets change, we will make adjustments to your program as needed.

By putting clients first and sincerely caring about their future, we have developed a successful practice. We take pride in having worked with clients for decades, including families whom we have served for multiple generations. Our dedications to our clients remains our highest priority

Dan brings over 20 years of experience as Financial Advisor. Dan lives in Stillwater with his wife Danielle and 4 children, Izzy, Eli, Charlotte and Elsa. Dan serves on the St. Croix Soccer Club board of directors.

As a Portfolio Associate with more than 25 years of financial industry experience, JoLinda is dedicated to building personal and professional relationships with clients while supporting the needs of the advisors. 
Responsible for administrative oversight, handling client inquiries and facilitating client transactions, her energy and skills result in a first-class experience for the team's clients. 
JoLinda holds her FINRA Series 7, 66, 9/10, 24, 3 registrations and Insurance licenses.

 JoLinda and her husband reside in Cottage Grove.  Together they have a blended family and enjoy spending time with their two sons, two daughters and four 4 grandchildren. 
She and her husband are avid golfers and enjoy playing in Minnesota and Western Wisconsin.

Kathy works diligently to support both the needs of the clients and the advisors at the firm.  As a Portfolio Associate, she is among the key contacts for administrative matters, such as handling monetary transfers or withdrawals, opening new accounts or online account assistance.  Clients appreciate and value her organization, attention to detail and timely response to their concerns.    

She has worked with clients at Morgan Stanley for more than 28 years.  Originally beginning her career with the Smith Barney office in Raleigh, North Carolina, and later transferred to work in Minneapolis before opening the Stillwater branch.  She earned her B.A. from Drake University and is FINRA Series 7 and 63 registered.  

Kathy and her husband live in Rosemount and have 4 adult children and 3 grandkids. In her free time she enjoys spending time with family, working in her yard and traveling.

This role cannot solicit or provide investment advice.