

The Caruso-Colonna Group at Morgan Stanley

Our Mission Statement
Welcome
The Caruso-Colonna Group at Morgan Stanley has been named to the 2024 Forbes Best-In-State Wealth Management Teams.
Decades of experience. A global worldview backed by international knowledge. Focused on multi-generational wealth planning and management. Pragmatic. Practical. Advice.
Founded in 1988, our team spans three generations rooted in our two senior Financial Advisors as well as the fresh views of our nextgen team members. More than fifty combined years of professional investment & financial planning experience enables us to provide advice rooted in our expansive knowledge of history, business, and markets.
Our mission is to help every client pursue financial freedom. Our vision for our clients' futures is one in which they are successful in meeting their retirement income and family & charitable legacy objectives. In a world that continues to be ever more challenging for individuals and families, we strive to help people achieve our mission and vision.
The Caruso-Colonna Group's Financial Advisors are all CERTIFIED FINANCIAL PLANNER™ Professionals. We believe everyone deserves a comprehensive financial plan focused on effectively accumulating, investing, growing, preserving, and distributing investment assets.
We are seasoned Financial Advisors and Portfolio Managers. Our focus on deep economic & market research enables us to construct and manage investment portfolios tailored to each client's goals, objectives, and values. We are not traders or speculators.
If you are seeking Portfolio Management, Comprehensive Financial Planning, Estate and Retirement Planning strategies, Business Retirement Plan, Risk Management strategies, or Trust Services, we can provide the advice you need, backed by the deep experience and global resources of Morgan Stanley.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://www.morganstanley.com/disclosures/awards-disclosure/)
- Wealth ManagementFootnote1
- 401(k) Rollovers
- Alternative InvestmentsFootnote2
- AnnuitiesFootnote3
- Business Succession PlanningFootnote4
- Corporate Retirement PlansFootnote5
- Estate Planning StrategiesFootnote6
- Financial PlanningFootnote7
- Life InsuranceFootnote8
- Long Term Care InsuranceFootnote9
- Planning for Education FundingFootnote10
- Planning for Individuals with Special Needs
- Trust Services*
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Meet The Caruso-Colonna Group
About Sandra B Caruso
In 2022 and 2023, Sandra was named to the Forbes Top Women Wealth Advisors Best-In-State ranking, an achievement that recognizes her and the Caruso-Colonna Group's shared commitment to taking care of their clients. Outside of the office, Sandra is active in her church.
2022-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State(formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
NMLS#: 1326762
About Keith A Colonna
For more than twenty-three years, he has helped clients accumulate, manage, plan, and distribute wealth. Keith and his team focus on the planning and investment needs of high-net-worth individuals, families, and business owners. His primary focus is on equity & economics research, portfolio management, financial planning. and new business development.
In 2011, Keith earned his CERTIFIED FINANCIAL PLANNER™ Professional designation which identifies financial professionals that have committed themselves to an elevated level of financial planning advice, continuing education, and ethical conduct. Keith Sr. also holds Morgan Stanley’s Senior Portfolio Management Director and Financial Planning Specialist designations.
Prior to Morgan Stanley, Keith was engaged in a fourteen-year engineering and manufacturing career holding positions with United States Steel, Crown Holdings, and The Aluminum Company of America. During his industrial career, Keith specialized in engineering and product development related to food and beverage packaging, enabling him to work closely with the world’s largest food and beverage companies.
Keith earned a BS in Mechanical Engineering in 1986 from Grove City College. In addition to his financial certifications, Keith is a licensed Professional Engineer (inactive). Keith serves on his church congregation’s Leadership Council and is a past board President of the Pittsburgh North Regional Chamber of Commerce. Keith also serves as the Parent Board President of Glade Run Lutheran Services, a United Way agency that annually serves more than 4,000 abused and at-risk children & adults with education and therapy needs.
Keith Sr. resides in Cranberry Twp., PA with his wife Ellen. They have two adult children, Keith Colonna Jr. Rachel Ord, and a very spoiled Golden Doodle, Rigby. Keith Sr. enjoys a wide variety of personal interests including photography, art, reading, music, and spending time with his family.
NMLS#: 1301236
About Keith Colonna
NMLS#: 1827765
About Sarah DePaoli
Sarah graduated in 2008 from La Roche College with a Bachelor of Science degree in Communication, Media and Technology, with a focus in Professional Writing.
Sarah resides in Adams Township, PA with her husband, two daughters and her Portuguese Water Dog. She enjoys watching hockey games, participating in outdoor activities, and spending time with her family.

Contact Sandra B Caruso

Contact Keith A Colonna

Contact Keith Colonna
Hear from Our Clients
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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The Power of Partnerships
About Joshua Gilbert
Private Bankers partner with 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.
Joshua began his career in financial services in 2001 and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Banking Client Manager at U.S. Bank. He also held numerous roles with progressive responsibilities at JPMorgan Chase Bank, where he notably served as a Branch Manager.
Joshua currently resides in Cincinnati, Ohio. Outside of the office, Joshua dedicates his time to various civic organizations focused on fostering the well-being of others, such as Lighthouse Youth & Family Services, and the Freestore Foodbank. In his spare time, Joshua enjoys traveling, hiking, skiing, and staying healthy and active.
About Tyson Abert
Senior Private Bankers partner with 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Caruso-Colonna Group March 2025 Newsletter
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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Awards Disclosures