The Javaheri Group at Morgan Stanley

Wealth management is the only business Dave has ever known. As the team’s founder and a Family Wealth Director, Dave focuses on helping clients create a carefully coordinated wealth strategy to navigate the complex multi-generational challenges of managing significant wealth. In addition, he oversees interactions with external tax and estate advisors to deliver a collaborative and unified strategy. This helps ensure that each client’s tax-minimization, philanthropic and estate planning goals are reflected in the wealth management process.

“We are proud of the many distinctions the team has earned because they reflect the skills and commitment of our advisors and the quality of our work. But the real reward is the satisfaction of our clients – demonstrated by relationships that span two, three and even four generations.”

Dave’s commitment to his craft is highlighted through numerous recognitions from Forbes Best-In-State, Barron’s Top 1200, and Financial Times Top 400 Financial Advisors. He also achieved the advanced designation of Certified Investment Management Analyst (CIMA) from the Wharton School at the University of Pennsylvania.

Dave attended Castleton State College, earning degrees in both in Finance and Economics. Dave and his wife, Stephanie, currently live in Dover, MA with their three children. Outside of the office, he enjoys all things outdoors – mountain and road biking, hiking, snowboarding, surfing and skimboarding.

2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2017-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2013-2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by Financial Times based on the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12

A graduate of Brandeis University, Marni has her undergraduate degree in American Studies and Master’s Degree in Project Management. Though she is new to the financial industry, she has vast experience managing teams, organizing projects, and cultivating relationships.

A former Associate Athletic Director at Wellesley College, Marni loves sports, and all things winning. She adds her competitive nature to the Javaheri Team and always strives for success.

Marni is responsible to managing the Javaheri Team operations and administrative functions. She also connects with clients to provide them with the modern wealth management experience.

Outside of the office, Marni spends time with her husband and two young kids, coaching their sports teams and being a personal chauffer to their various activities. In the tiny bit of spare time that she has, Marni has a passion for food, both cooking and eating. She chronicles her food adventures through photography and is willing to travel any distance for a great food find.

They say money never sleeps, and the way Kirk ingests coffee, he must think he should never sleep, as well. He has a passion for portfolio construction, investment theory, yet grounded in practical applications. Kirk has a thirst for knowledge and a passion for economics and financial markets. Some people take pleasure reading to the beach and Kirk takes The Economist magazine.

He is responsible for overseeing the institutional and private client businesses and managing the accounts with daily trading. Kirk collaborates with David around the investment strategy and changes to portfolio positioning and investment vehicles. He leverages Morgan Stanley research as well as outside resources to enhance decision making.

After attending the Kelley School of Business at Indiana University in Bloomington, Indiana, Kirk began his career in financial services in Jacksonville, Florida. The year was 2004 and the Google IPO was looming, the housing market was on the rise, and times were good. Since then, he’s seen his share of turbulent markets and difficult economic environments.

Kirk met his wife in Jacksonville and moved to Boston in 2014, with a quick stop in the District of Columbia. Kirk is a family man and enjoys running after his boys and navigating their extracurricular activities on the weekends in Walpole, Massachusetts.

Kirk is a CFA^® charterholder and a member of the CFA Society of Boston.

Since graduating from Providence College in 2017, Ian had always pursued his desire for wealth management. He greatly enjoys working with individuals and families to help navigate their ever-changing financial lives. Ian uses a financial planning background to help plan for long term success by understanding clients’ needs and goals. Prior to joining the Javaheri group, he worked as a consultant helping clients maintain confidence through a turbulent and difficult market environment.

Ian is responsible for financial planning for the Javaheri Group. They say a goal without a plan is just a wish, and Ian is here to help clients put a plan in place for long term success.

Outside the office, Ian enjoys spending time with friends and family. You may find him at the beach or at the tennis courts in the summer, and at the ski mountain in the winter. He also enjoys traveling to experience different food and cultures around the world.

Following his college graduation, Griffin became a member of the Javaheri Group in August of 2023. Griffin graduated Cum Laude from the University of Massachusetts Amherst with a degree in Managerial Economics and a minor in Business. During his time at Umass, Griffin developed a strong passion for economics and financial markets fueled by his curiosity of consumer behavior and business strategy.

Griffin is responsible for the Javaheri Group administrative operations and acts as the initial point of contact for client inquires. He is always seeking to provide the highest level of client satisfaction and leverages his charismatic personality to cultivate trusting, long lasting relationships with clients. Griffin brings an impressive skill set to the team, as well as a value-driven approach and extensive client service and leadership experience.

On the weekends, you can find Griffin either spending time with friends and family, visiting Cape Cod, hiking in New Hampshire, or watching old Blockbuster movies. However, if there is a winter storm in the forecast, you are most likely to find Griffin snowboarding up North or out West. Griffin currently resides in his hometown of Bedford, MA.