David DiMitro
Senior Vice President, Financial Advisor
Phone:
(585) 264-4543(585) 264-4543
The Great Lakes Polaris Group at Morgan Stanley
Direct:
(585) 264-4543(585) 264-4543
Toll-Free:
(800) 877-4697(800) 877-4697
Our Mission Statement
Trust . Integrity . Stability
Tailored solutions to help strengthen your financial future, so you can focus on what brings true meaning to your life.
Tailored solutions to help strengthen your financial future, so you can focus on what brings true meaning to your life.
About Us
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Journey Together
The hallmark of our wealth management approach is an enduring commitment to building customized solutions from the ground up, utilizing the global resources of Morgan Stanley. Our process identifies strategies and solutions that reflect your personal values, priorities and goals, while striving to achieve specific financial targets. We look forward to working with you.
1. Introduction
It all begins with a conversation.
It's important to understand your concerns and determine how we can add value. Since not every advisor is a good match for every client, We introduce you to our approach and share our fee structure. If we all agree to move forward, we schedule our next meeting and request important financial information.
It's important to understand your concerns and determine how we can add value. Since not every advisor is a good match for every client, We introduce you to our approach and share our fee structure. If we all agree to move forward, we schedule our next meeting and request important financial information.
2. Discovery
We continue the dialogue we started, learning about the values that shape your decisions and identifying any unique circumstances around your wealth. We review the documents you prepared and begin to define your priorities and timelines.
3. Plan an Achievable Strategy
We utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future wealth management decisions.
4. Implementation
Upon your approval of recommendations, we begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through the details of your new statement and introduce all of the tools and resources now available to you.
5. Ongoing Service and Care
Committed to a first-class experience, we focus on developing longstanding relationships that provide special value to you and your family. We speak regularly to provide updates on your accounts. We also monitor progress towards each of your goals, adjusting your financial plan accordingly as changes in your life occur.
Location
300 Linden Oaks
Suite 200
Rochester, NY 14625
US
Direct:
(585) 264-4543(585) 264-4543
Toll-Free:
(800) 877-4697(800) 877-4697
Meet The Great Lakes Polaris Group
Patrick Reynolds
Vice President, Wealth Management, Financial Advisor
Phone:
(585) 264-4517(585) 264-4517
Georgiann Vallee Collins
Assistant Vice President, Business Development Associate
Phone:
(585) 264-4544(585) 264-4544
About David DiMitro
David DiMitro joined Morgan Stanley in 1997 while completing his studies at Nazareth College.
Building and managing a successful investment program requires a significant amount of time and attention. His comprehensive knowledge developed over the years, accompanied by his genuine interest for the clients he serves, brings a distinctive quality to his advisory approach. David plays a major role in investment research and plan development as well as implementing and continually reviewing our clients’ financial plans. Along with the rest of the team, he is committed to helping clients achieve their financial goals and objectives.
David is an avid sports enthusiast, particularly college basketball, and is passionate about animals, especially when it comes to horses. However, his most coveted time is that spent with Maggie and their children.
Building and managing a successful investment program requires a significant amount of time and attention. His comprehensive knowledge developed over the years, accompanied by his genuine interest for the clients he serves, brings a distinctive quality to his advisory approach. David plays a major role in investment research and plan development as well as implementing and continually reviewing our clients’ financial plans. Along with the rest of the team, he is committed to helping clients achieve their financial goals and objectives.
David is an avid sports enthusiast, particularly college basketball, and is passionate about animals, especially when it comes to horses. However, his most coveted time is that spent with Maggie and their children.
Securities Agent: VA, SC, NC, ME, MA, MI, DE, OH, MD, AZ, OK, MN, GA, CT, WI, IL, NJ, FL, CA, OR, NH, TX, PA, CO, WA, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
About Patrick Reynolds
Patrick Reynolds is a dedicated Financial Advisor at Morgan Stanley, where he has been working alongside David DiMitro since 2021.
With a deep passion for helping individuals achieve their financial goals, Patrick brings a strong belief to his practice: that time is one of the most valuable assets people have, and the money they earn is in exchange for the time they’ve invested in their careers. As a result, it is imperative that he and the team are responsible stewards of clients’ hard-earned funds, ensuring that their decisions align with both their financial goals and personal values.
Patrick holds an MBA from the Rochester Institute of Technology and completed his undergraduate studies at Elon University. Outside of his professional work, he enjoys a range of hobbies that keep him active and engaged, including golf, skiing, paddle boarding, CrossFit, and pottery. A loving husband and father to a young daughter, Patrick values spending time with his family and cherishes being able to watch his family grow.
With a deep passion for helping individuals achieve their financial goals, Patrick brings a strong belief to his practice: that time is one of the most valuable assets people have, and the money they earn is in exchange for the time they’ve invested in their careers. As a result, it is imperative that he and the team are responsible stewards of clients’ hard-earned funds, ensuring that their decisions align with both their financial goals and personal values.
Patrick holds an MBA from the Rochester Institute of Technology and completed his undergraduate studies at Elon University. Outside of his professional work, he enjoys a range of hobbies that keep him active and engaged, including golf, skiing, paddle boarding, CrossFit, and pottery. A loving husband and father to a young daughter, Patrick values spending time with his family and cherishes being able to watch his family grow.
Securities Agent: OH, ME, MD, AZ, NC, GA, OK, CA, WA, KY, FL, CT, WI, MO, ID, TN, SC, PA, NY, MA, IL, UT, OR, NJ, NH, VT, VA, TX, MN, MI, DE, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2229777
NMLS#: 2229777
About Georgiann Vallee Collins
Georgiann Vallee Collins originally came to Morgan Stanley in 2000 with many years of industry experience and joined the group in 2004. Being responsible for all facets of client service and team operations, she thrives on elevating the client experience beyond expectations.
Georgiann resides in Livonia with her husband, Dan, and their very spoiled cat, Oliver. Now that their daughters are older, they have plenty of free time to enjoy cooking for friends and family, golfing, boating and exploring new places. They also volunteer with Mercy Flight Central and The Conesus Lake Association.
Georgiann resides in Livonia with her husband, Dan, and their very spoiled cat, Oliver. Now that their daughters are older, they have plenty of free time to enjoy cooking for friends and family, golfing, boating and exploring new places. They also volunteer with Mercy Flight Central and The Conesus Lake Association.
Contact David DiMitro
Contact Patrick Reynolds
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Ready to start a conversation? Contact The Great Lakes Polaris Group today.
1When 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.
2Morgan 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
