The Calandro Group at Morgan Stanley

Working directly with clients since 1979, John has long dedicated himself to developing a “walking in their shoes” appreciation of their personal passions and pursuits. John believes the key to his success is his personalized approach. Methodical and scientific in creating retirement planning strategies, for example, he accounts for clients’ overall wealth and health, personal concerns and family situations, while providing a detailed (but simplified) plan for taking distributions, and considering issues of estate planning (working with clients' attorneys and other specialists). As John proudly says, “We design income strategies that seek to provide predictable and sustainable retirement income.” John feels personally rewarded from the satisfaction clients express and the referrals he’s received to friends, family members and business associates.

John received his undergraduate degree from Michigan State University and continues to root (loudly) for the Spartans. John believes passionately in giving back to his industry, community and those less fortunate. John is a past president of the North Texas Chapter for the International Association for Financial Planning, he is an annual participant and past president of the Park Cities YMCA Fund Drive and, for the past 18 years, he has provided guidance and coaching to young adults through one of his passions, the sport of soccer. John’s efforts have resulted in hundreds of thousands of dollars in scholarship money being raised for students, who, in many cases, would not have considered a college education. In his free time, John is a trainer of English Labradors, a member of the Dallas Gun Club, previously served as the President of the Texas Sporting Clay Association, a member of the National Sporting Clay Advisory Council, and a “master-class” sporting clays competitor. John and Kim (his wife of nearly 30 years) have three children.

A respected member of the financial services industry since 1985, Kevin joined his brother, John, in 2002 and guides wealthy families, trusts, corporations, and successful entrepreneurs with advanced asset management strategies. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional (CFP^®) and holds the Chartered Advisor in Philanthropy^® (CAP^®) designation.

In 1981 the Eastman Kodak Corporation awarded Kevin a full academic scholarship making him one of only four Kodak Scholars in his class at Michigan State University. Kevin graduated with honors from Michigan State University in 1985 receiving a Bachelor of Science degree in Mechanical Engineering. Kevin married to his wife Debbie in 1990, is a fitness enthusiast and spends much of his time chasing his two children. Kevin currently serves on the Parkland Foundation Planned Giving Council and is a Board Member of the Foundation for Batten Hope.

Chris was born and raised in Dallas, Texas where he attended Highland Park High School. Chris went on to attend Texas Tech University where he received a degree in accounting and another degree in finance with an investment concentration. Chris joined the Calandro group in 2014 as a financial advisor where he started off assisting in new business development. Throughout his tenure with the team, he became increasingly more involved with developing retirement planning solutions, formulating customized investment strategies, and assisting with estate and insurance planning for clients.
Chris has been fortunate to learn from the vast experience John and Kevin bring to the team which he believes has given him unique insight into the complex financial scenarios he has seen on an ongoing basis. With this experience, Chris has made client service an integral part of the experience our team delivers to our clients. Chris executes on developing long lasting relationships with clients by ensuring continuous communication and transparency between clients. Chris also consistently commits the necessary time, effort, and patience to fully understand what individuals look to achieve in their financial life and to solve, develop and implement solutions for the complex issues that an individual might be facing. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association Dallas chapter. Chris is married to his wife Hillary where they reside in the Lakewood area with their son Will.

Shea was born and raised in McAllen, Texas where she attended Harvest Christian Academy High School and then went on to Texas A&M University. Shea graduated in May of 2016 from A&M with a degree in Agribusiness and a minor in Russian. After graduation, she went to work for The Calandro Group as a Registered Client Associate where she enjoys building relationships with current and new clients while working together to efficiently accomplish client’s lifelong goals. Shea is focused on serving the clients present and future financial needs. Shea enjoys traveling, painting, and participating in Sporting Clay and Helice tournaments all over the world. She is a 2017 World Helice Champion and a 2015, 2016 National Champion. Shea also enjoys serving on the board of the Higgins Branchini Shooting Foundation which awards scholarships to high school and collegiate athletes participating in all types of different sporting disciplines.

Chris is a Registered Financial Advisor who joined Morgan Stanley in 2021 and was previously with Merrill Lynch. He enjoys playing a role in which he is helping individuals achieve their financial and retirement goals. Chris takes great pride in helping others get rid of the burden of financial stress.
Chris graduated from Baylor University in Waco, Texas with a degree in Finance and Economics. Some of Chris’s hobbies include playing golf and giving back to his community through his involvement in volunteering for the Special Olympics.

Jacob was born in Oakland, California, but grew up most of his life in Flower Mound, Texas. He graduated from Baylor University in 2021 with a degree in Biology and a minor in Business Administration and was previously employed at Robinhood where he was a representative on their brokerage team. From his time at Robinhood, Jacob was able to gain experience in understanding questions and concerns client's generally have about their accounts. He is now a Client Service Associate for the Calandro Group and hopes to use all the same skills and experience to help their clients reach their financial goals.