The Doll Wealth Management Group at Morgan Stanley

David is the leading partner of The Doll Wealth Management Group and has been in the investment business for over 30 years. He has significant experience working with high-net-worth individuals, qualified plans, and non-profits. He spent the early years of his career with Kidder Peabody and later with McDonald Investments. David's areas of focus are in investment strategy, portfolio management, and relationship development.

David earned his Bachelors Degree from Baldwin Wallace University in Ohio and is also a graduate of the Securities Industry Institute at the University of Pennsylvania's prestigious Wharton School. David is active in the community. He currently serves on the boards of several local organizations, including The University Hospitals Cleveland Medical Center and Rainbow Babies and Children’s Hospital boards. Additional he serves on, The Harrington Discovery Institute’s Business advisory board and Northeast Ohio region of the American Red Cross board. He has previously served on the boards of the Cuyahoga Community College Foundation, The Woodruff Foundation, Deaconess Community Foundation, The Cleveland Ballet, Westside Ecumenical Ministries, The Centers for Families and Chrildren and The Gordon Square Arts District.

David and his wife Karen reside in Hunting Valley, Ohio and have three children.

David is a Wealth Advisor and Senior Vice President at Morgan Stanley. David advises clients and provides them with insights, services, and strategies to help them achieve their goals. He is passionate about developing tailor-made solutions for his clients and providing clear, direct communication. He values the stable research Morgan Stanley provides, using this knowledge and his experience to establish transparent pathways to his clients’ goals.

David’s clients include high net worth individuals and families, family offices, and C suite executives. David's areas of focus are portfolio management, investment strategy, lending, and financial relationship development. David also proudly serves on the Morgan Stanley Client Communications Committee.

Prior to joining Morgan Stanley, David was an Executive Director at J.P. Morgan. David earned his Bachelor's Degree from Pepperdine University in Malibu, California. David enjoys sailing, biking, and golfing in his free time. David, his wife, Erin, and their two children reside in Los Angeles’s community of Brentwood in California.

Michael began his career as an investment banking analyst for the Royal Bank of Scotland Group. From 2006 to 2008, he worked on the Equity Derivatives sales desk of BNP Paribas in both New York City and Tokyo. Prior to joining Morgan Stanley, Michael was a Financial advisor at UBS for 6 years.

A graduate of Columbia University where he earned his B.A. In Economics, he holds his series 7, 31, 63, and 66 securities licenses. Michael is a current board trustee for The Cleveland Foundry Rowing and Sailing Center. He also serves as Treasurer for the Columbia Alumni Association of Cleveland.

Outside of his professional career, he enjoys spending time with his wife Jaclyn and their five children; Lucas, Jonathan, Michaela, James, and Victoria. He is a supporter and alumnus of St. Ignatius High School in Cleveland.

Mira has been in the financial services industry for over 25 years. She started her career at Cowen and Company before moving on to McDonald Investments. At McDonald, Mira was the Administrative Director, responsible for managing and implementing strategic and growth initiatives, preparing, and overseeing a large expense budget, motivating, and leading a high-performance team and managing compensation. Prior to joining Doll Wealth Management as a Director of Business Strategy, Mira was a Client Services Manager focused on financial planning and implementation.

Mira earned her Bachelor of Science degree in Business Administration from the University of Akron. She and her husband Mark reside in Kirtland Ohio with their two children.

Kellen is a Wealth Management Associate at Morgan Stanley. He joined Morgan Stanley as a Registered Associate in Vancouver, Washington and became Series 7 & 63 licensed . A native of Renton, Washington, Kellen graduated from California Lutheran University with a degree in Business Management. Kellen played college basketball at California Lutheran University for two years. Kellen joined the Doll Wealth Management Group in 2024 after coming highly recommended by colleagues. His attention to detail and thirst for knowledge on the industry has made him a valued member of the team.

Kellen resides with his girlfriend, in Brentwood, California. They are proud dog and cat owners. They have a Husky named Ghost and a cat named Jeff. In his free time, Kellen is an avid ping pong player and enjoys basketball, football, and soccer.

John is a Client Service Associate at Morgan Stanley. He has been in the financial services industry since 2002. Having worked at McDonald Investments, UBS, Merrill Lynch and New York Life, John brings a diverse skillset to the team. John joined Morgan Stanley in 2021 to reunite with Doll Wealth Management to provide best-in-class service to their clients.

John earned his bachelor’s degree in Marketing from Cleveland State University. In his free time, John enjoys boating on Lake Erie, playing hockey, traveling, and cheering on the Cleveland sports teams. John resides in his hometown of Rocky River.