The Marinelli Group at Morgan Stanley

Domenic joined the predecessor firm of Morgan Stanley in 1994. For over 30 years, he has been providing highly customized advice and investment solutions to high net worth individuals, corporate executives, and successful business owners.

Domenic’s knowledge covers the entire spectrum of traditional and non-traditional asset classes. He advises clients on all aspects of wealth planning, including asset allocation, portfolio management, legacy and trust planning, risk management, and developing income strategies. Additionally, he has extensive experience working with corporate executives. Domenic has been able to effectively use 10b5-1 plans and tax-efficient strategies to integrate concentrated restricted stock positions and company stock options into a comprehensive wealth management strategy.

As a Financial Planning Specialist, Domenic is passionate about helping his clients achieve their financial goals. Under Domenic’s direction, his team works closely with each client to develop and implement solutions-based, comprehensive portfolios, with a specific emphasis on risk management. Through many market cycles, Domenic and his team have remained committed to helping simplify their clients’ investing lives and providing attentive client service.

Domenic earned his Bachelor of Science degree in Business Administration and his MBA, both with a concentration in Finance, from Suffolk University. He is Series 7, 63, 65 registered and holds Life and Health Insurance licenses.

Domenic was named to the 2024 Forbes Best-In-State Wealth Advisors List in Massachusetts- Ranking 3rd in the state as well as named to Forbes Best-in-State Wealth Management Teams for 2023 and 2024. In addition, Domenic was named to the prestigious Barron’s Top 1200 Financial Advisors list for 2022 and 2023. Domenic has been a member of Morgan Stanley Wealth Management’s distinguished Chairman’s Club since 2015 and was recognized by Financial Times as one of the top 400 Financial Advisers in the U.S. in 2014.

In his free time, Domenic serves on several non profit boards. Domenic lives on Boston’s north shore with his wife, Erica, and their 3 children.

Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2023
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Jillian is a Financial Advisor with The Marinelli Group at Morgan Stanley. She earned the designation of Financial Planning Specialist in 2013 and became a CERTIFIED FINANCIAL PLANNER™ in 2016.

Jillian works with clients to develop comprehensive financial plans using diversified asset allocations and progressive strategies designed to fit each individual’s short and long term goals. Jillian is dedicated to helping clients make informed, confident decisions about planning for their future.

Jillian joined Morgan Stanley in 2010. She earned a Bachelor of Arts degree in Business Communications and Accounting from Assumption College in Worcester, Massachusetts. She is FINRA licensed Series 7, 66, 31 and holds Life and Health insurance licenses. Jillian has been included as a member of Morgan Stanley Wealth Management's prestigious Pacesetter's Club since 2021.

Jillian currently resides on the South Shore of Massachusetts.

A Financial Advisor with 12 years of experience at Morgan Stanley, Andrew is committed to guiding his clients through every aspect of their financial lives. He believes that honesty and focusing on the facts are of utmost importance and he sees these principles as foundational to any successful investment strategy or financial plan.

Andrew began his career in financial services as an operations associate within Morgan Stanley’s branch management in Boston. As an intermediary between advisors and management, he saw firsthand the importance of exceptional client service, and the depth of Morgan Stanley’s product offerings.

Andrew works with individuals, families, and entrepreneurs to help them organize their financial lives, achieve their goals, and preserve their wealth.

In his free time, Andrew enjoys running, mountain biking, rock climbing, traveling, and spending time with his family. He lives in the suburbs west of Boston with his wife, daughter, son, and labradoodle.

Courtney is responsible for developing and maintaining the teams service standard, used to provide you with the best possible client experience. In addition, she works closely with clients in the preparation and execution of their financial and wealth planning strategies. She holds a Bachelor's of Science Degree in Finance from Bryant University where she was also a member of the business fraternity, Delta Sigma Pi. Courtney is Series 7 and 66 registered, holds Life and Health Insurance licenses as well as the prestigious CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Courtney is actively involved with the American Heart Association, she enjoys travel, cooking and currently resides in Windham, NH with her husband and their two young children.

Callie runs the operations for the team. Her primary functions include client service, administration, practice management, and Financial Advisor support.
Most importantly, she maintains positive client relationships and experiences through proactive attention to and assistance with the client’s everyday financial needs.

Callie began working at Morgan Stanley in 2013 as a Service Associate in the Branch Operations Department. Prior to joining the firm, she worked in the Corporate Actions Department with Brown Brothers Harriman. She holds a Bachelor of Arts Degree in Economics from The College of the Holy Cross in Worcester, MA. Callie is Series 7, 63 and 66 registered. She also holds Life and Health Insurance Licenses.

Callie enjoys volunteering, baking, vacationing to the beach, and spending time with friends and family. She currently resides on the South Shore of Massachusetts with her husband and young son.

Garret assists in running the daily operations for the team. His functions include: dedicated client service, administrative duties, and overall team support. His primary goal is to provide top-tier service to clients and process requests in a timely manner.

Garret started his career with Morgan Stanley in 2019 as a Service Associate in the New Haven, Connecticut office. He then transferred to the Boston office to join The Marinelli Group in August of 2020. Garret holds a Bachelor of Science degree with a focus in Finance from Quinnipiac University in Hamden, CT. He is Series 7 and 66 registered.

In his free time, Garret enjoys watching and participating in various sports, kayaking, reading, and spending time with family and friends. He currently resides in South Boston, MA.

Ryan joined The Marinelli Group in September 2024. In his role as Registered Associate, Ryan handles administrative and operational tasks for the team and clients. Ryan is FINRA licensed and holds the SIE, Series 7, Series 66 and health and life insurance. He seeks to be a resource for clients by providing service while also building and maintaining client relationships.

Ryan holds a Bachelor of Business of Science in Business Administration degree with a focus in finance and economics from Stonehill College. In his free time, Ryan enjoys playing golf and spending time with family and friends. He currently resides in West Bridgewater, MA.