The Barnes-Reid-Walz Group at Morgan Stanley

A seasoned professional for more than 35 years, Jack enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined investment management approach. His extensive industry knowledge and skills enable him to help clients understand the intricate details of their personal wealth.

For his experience and dedication, Jack was ranked among the top advisors on the 2024 Forbes list of “Best in State Wealth Advisors” for Connecticut.

Jack grew up in a household focused on finance. After graduating from Hobart College, he worked in the institutional bond industry in Manhattan, including a five-year stint as a Corporate Bond Research Analyst. It was during this experience, that Jack earned his M.B.A. from The Stern School of Business at New York University. In 1998, Jack joined Morgan Stanley for the opportunity to share his institutional knowledge with individuals and families and build more personal relationships with clients.

Throughout his career, Jack has developed advanced skills in portfolio management, asset allocation and fixed income investments. His passion has always been to help his clients fulfill their financial goals. He takes pride in helping them oversee and manage their finances, so they may enjoy the wealth they have worked so hard to create.

Originally from Chicago, Jack and his wife, Eleanor, currently live in West Hartford. They have two grown children, Marshall and Cricket. Jack’s favorite leisure activities include spending time with family, being outdoors and playing squash and golf.

Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.

A results-driven Financial Advisor, Ethan combines his deep knowledge of wealth management with solid leadership skills and a disciplined, consultative and educational approach to help guide affluent families and business leaders towards the achievement of their specific financial goals. His areas of concentration include comprehensive financial planning, customized investment solutions and integrating retirement assets and executive benefits into a client’s overall investment strategy.

In 2008, Ethan earned the distinguished CERTIFIED FINANCIAL PLANNERTM (CFP^®) designation, demonstrating his commitment to helping clients address the complicated issues facing today’s wealthy families. He takes pride in his ability to put advanced financial planning concepts into action and works diligently to demystify the investment process by deeply understanding his clients and articulating the key activities needed to help achieve their specific objectives. Most importantly, Ethan focuses on creating trusting relationships with his clients to help them simplify their lives, so they may pursue their passions and enjoy the wealth they have created.

Ethan began his career in 2000 with A.G. Edwards and moved to Morgan Stanley in 2006. Born and raised in Hartford, Ethan graduated from the University of Connecticut and now lives in Glastonbury with his wife and three young children. He currently serves on the board of High School Inc., a four-year college prep school for Hartford Public School students who are interested in pursuing careers in the insurance and financial services industries.

Ethan was a former board member of the Hartford Insurance and Finance Academy and is past President of InterCommunity Inc. When he’s not working directly with clients or actively volunteering, Ethan enjoys spending quality time with friends and family. Favorite activities include coaching and cheering for his 3 children’s sports teams.

Eleanor is a Vice President, Financial Advisor and Certified Financial Planner™ at The Barnes-Reid-Walz Group at Morgan Stanley. She enjoys educating clients on how to create and implement an effective financial plan and helping them make more informed and confident decisions about their wealth. For Eleanor, professional success is measured in terms of client well-being and goal achievement.

Upon graduating from Washington & Lee University, Eleanor began her career at CNN Business News in New York City. Five years later, she was a proud recipient of the Knight-Bagehot Fellowship, studying Economics and Business Journalism at Columbia University, and earning her M.B.A. a year later. In 1996, Eleanor joined Money Magazine’s New Media department, working in product development. After taking a few years off to raise her children, Eleanor re-entered the workforce in 2007 with a focus on fundraising for nonprofits, including The Ethel Walker School and the Bushnell Center for the Performing Arts.

She joined her husband, Jack Barnes, at The Barnes-Reid Group in 2014 for the opportunity to share her knowledge with clients and continue to help enhance the client experience. In 2020, Eleanor earned her Certified Financial Planner™ (CFP^®) designation, the recognized standard of excellence for personal financial planning from the CFP^® Board of Standards.

As a CFP^® and Financial Advisor, Eleanor enjoys deeply listening to her clients, so she may truly understand their values, wishes and goals for the future, and get to the heart of what matters most to them now and in the future. This information then serves as the foundation for the development and implementation of a custom financial plan that can be adapted to respond to changes over time.

Eleanor’s passion for working with her clients is equaled only by her dedication to her family and community. She is on the Board of Directors of the Hartford Golf Club and on the Board of Directors of Seabury, an affiliate of the Episcopal Diocese of Connecticut. She is also an active member of St. John’s Episcopal Church, serving on the Stewardship Committee. Eleanor and Jack have two adult children, Marshall and Cricket. In her leisure time, she enjoys running, hiking, yoga and golf.

Charles F. Walz, IV (Chip) has been an investment banking and financial professional since 2002 advising clients on strategic alternatives, mergers, acquisitions, corporate finance decisions, financing and capital raising while working at Merrill Lynch.

Awarded FIVE STAR Wealth Manager as published in the Connecticut Magazine
2015 – 2017 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2015 – 2017) 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.

Chip joined Morgan Stanley in early 2013 and Series 7 Licensed since 2002.
Chip earned an MBA degree with Honors from Kellogg Graduate School of Management, Northwestern University in 2002.

Prior to a career in finance, Chip spent seven years as a commissioned officer in the U.S. Navy serving on three different destroyers after graduating from the U.S. Naval Academy with Honors in 1993 (Awarded Frederick L. Sawyer Prize in Economics). Served six deployments, including five to the Persian Gulf region. Recalled to active service for nine months following September 11, 2001. Active runner, sailor and triathlete, completed numerous marathons and half Ironmans. Chip is married to Erin McAvoy and they have three sons, Quin, Nate and Alex.

Amanda is a Financial Advisor with The Barnes-Reid-Walz Group at Morgan Stanley. She focuses on helping clients with virtually every aspect of their financial lives – from purchasing a new home and putting children through college to preparing for retirement and leaving a lasting legacy. Amanda believes successful people all share a common bond: They encounter important life events that require timely guidance to help them make the right financial decisions for themselves, their careers, and their families. She wants to be there each step of the way.

Growing up in Coventry, CT, Amanda learned firsthand about finance from her mother, who taught her the importance of managing money and saving for the long-term. While attending the University of Connecticut, she began taking courses in economics and finance, confirming her decision to pursue a career in business. Amanda earned her B.A. degree in Business Administration in 2017. She then pursued her education further at the University of Hartford. It was here that she earned her Master’s in Business Administration with a concentration in finance in 2018.

In 2021, Amanda earned her CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation, the recognized standard of excellence for personal financial planning from the CFP^® Board of Standards. In 2024 Amanda was named to the Firm's Pacesetter's Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.

With an emphasis on financial planning and relationship management, Amanda enjoys working with like-minded clients who value and appreciate the level of service she delivers. Her goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan that reflects each client’s goals for the future.

Amanda currently resides in Cromwell. Outside of the office she enjoys spending time with her Husband, Australian Shepherd puppy and boating in Deep River, CT.

Maria helps empower clients to make sound financial decisions for themselves and their families. She gives attention to understanding deeply her client’s interests, passions, and legacy objectives. Maria accomplishes this by developing customized wealth management plans that include goal-specific analysis for retirement planning, education assistance, and asset preservation strategies. Leveraging her experience, clients are able to model complex topics in their financial plans such as stock options, estate planning strategies, and insurance needs. Her Investment Management Consulting process also includes Environmental and Social Governance and sustainable investments.

Every individual has a unique set of circumstances and resources. Maria manages client wealth with the highest integrity and respect. Morgan Stanley has superior intelligence about every major asset class and utilizes investment research from some of the world’s most respected analysts. Maria uses these resources to help her clients achieve their most important goals in an effort to empower clients to pursue their passions.
Maria holds degrees in Business Management (BS) and Teaching (MAT), she is a member of the Rotary Club of Orange and has volunteered at New Haven Reads, IRIS and The Connecticut Food Bank. Maria resides in Orange, CT with her husband and two children.


Disclaimers
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Serving high net worth clients since 1992, Maura is a Portfolio Associate at The Barnes-Reid-Walz Group. Often the first line of contact on a broad array of client-specific services, Maura is committed to providing each client with caring and personalized attention. Her exceptional interpersonal skills make her the go to professional to help solve problems and ensure clients enjoy a positive experience with every interaction.

Through ongoing outreach and communication, Maura leads a number of important aspects of the Groups business management and client servicing activities, helping gain a deeper understanding of each clients set of priorities. And as a Portfolio Associate with her Series 7, 9, 10, 31, 63 and 65 securities licenses, she is able to execute trades on behalf of the Financial Advisors on the team.

Over the course of her career, Maura has had the opportunity to work in a variety of client service roles. She began her career at Morgan Stanley as a Sales Assistant, and spent several years in the Operations area as an Assistant Operations Manager and as Control Administrator for the branch. She joined The Barnes-Reid-Walz Group for the opportunity to work more directly with clients again.

Serving high net worth clients since 1992, Deb is a Portfolio Associate for the Barnes-Reid-Walz Team. Often the first line of contact on a broad array of client-specific services, Deb is committed to providing each client with caring and personalized attention. Her exceptional interpersonal skills make her the go to professional to help solve problems and ensure clients enjoy a positive experience with every interaction.

Through ongoing outreach and communication, Deb leads a number of important aspects of the teams business management and client servicing activities, helping gain a deeper understanding of each clients set of priorities. As a Portfolio Associate with her Series 7, 63 and 65 securities licenses, she is able to execute trades on behalf of the Financial Advisors on the team.

Over the course of her career, Deb has had the opportunity to work in a variety of client service roles. She began her career at Paine Webber as a cashier.

Originally a native of Saskatchewan, Canada, Deb currently resides in Oakdale, CT with her two dogs, Paisley and Diego and enjoys spending time around the pool with her children and grandchildren.

Josephine (Jo) Ferriola is the newest member to the Barnes-Reid-Walz Group. Often the first line of contact on a broad array of client-specific services, Jo is committed to providing each client with caring and personalized attention. Her exceptional interpersonal skills make her the go to professional to help solve problems and ensure clients enjoy a positive experience with every interaction.