Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Associate
Phone:
(559) 438-2522(559) 438-2522
The Marini Group at Morgan Stanley
Direct:
(559) 438-2522(559) 438-2522
Our Mission Statement
We take a goal-based approach to wealth management, focusing on your life goals, family values, and long-term objectives to build a clear, actionable plan. Combining experience, intellectual capital, and dedicated personal service to provide ongoing guidance and support as your needs evolve.
Our Story and Services
Our goal is to develop a thorough understanding of your financial priorities and then align the appropriate resources to help you meet—or exceed—them. We'll help you address near-term needs while building a clear plan for long-term goals, serve as a sounding board for investment ideas, and work with you to design and implement a strategy that is tailored to you—one that evolves with your life and helps keep you on track.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Check out the monthly Global Investment Committee on the Markets report to stay up to date with the latest market information and analysis. Also, view our quarterly newsletter to keep up with relevant news and articles.
CLIENT RESOURCES
At Morgan Stanley, We understand that staying informed about the ever-evolving markets, staying up to date on tax-related information, and gaining knowledge from events are crucial components of a successful investment strategy.
We've curated a comprehensive range of resources designed to empower you in managing your wealth effectively and enriching your financial journey. Whether it's investment research from our investment specialists, tax-related information, or firm events, our goal is to provide with the tools you need to make informed decisions and achieve your financial aspirations.
- Your options when you are eligible to take a distribution from a QRP.
- The differences in services and features between a QRP and a Morgan Stanley retirement account.
- The differences in fees between a QRP and a Morgan Stanley retirement account.
- Information about our responsibilities when recommending you roll over your retirement plan assets to a Morgan Stanley retirement account and potential conflicts of interest as well as other important disclosures.
IRA Rollover Guide
Our IRA Rollover Guide provides you with information on the following:
2026 Federal Income Tax Tables
For help filling your taxes this year, I wanted to make the 2026 tax tables available to you.
Investment Research
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Location
5250 N Palm Ave
Suite 321
Fresno, CA 93704
US
Direct:
(559) 438-2522(559) 438-2522
Meet The Marini Group
Phone:
(559) 438-2504(559) 438-2504
Kami McDonald
Senior Registered Client Services Associate
Phone:
(559) 438-2535(559) 438-2535
About Michael A Marini
Michael Marini is a Financial Advisor at Morgan Stanley, entering his 20th year in the wealth management industry. He began his career at Smith Barney in November 2006, following a successful track record in sales leadership across both the technology and produce industries—spending four years in software sales with Legato Systems and Securant Technology and five years as Sales Manager with OK Produce in Fresno.
A graduate of California State University, Fresno, Michael earned his degree in Business Administration–Management in May 1997. While at Fresno State, he competed on the men’s tennis team and served as team captain during his final two years. He was also a member of the Sigma Chi Fraternity.
Outside of work, Michael is deeply committed to family and an active lifestyle. He married his college sweetheart, Stacy, on August 7, 1999, and they welcomed twins, Mason and Mikayla, on August 7, 2001. He spent seven years coaching tennis and basketball while his children were in grades 5–12, and he continues to enjoy daily exercise, dog walking, and playing pickleball. An avid traveler, he especially enjoys beach and coastal destinations. Recently, the family celebrated Mikayla’s marriage to Mac Dalena on April 5, 2025, and welcomed Mason to Morgan Stanley, where he began working alongside his father in June 2025.
A graduate of California State University, Fresno, Michael earned his degree in Business Administration–Management in May 1997. While at Fresno State, he competed on the men’s tennis team and served as team captain during his final two years. He was also a member of the Sigma Chi Fraternity.
Outside of work, Michael is deeply committed to family and an active lifestyle. He married his college sweetheart, Stacy, on August 7, 1999, and they welcomed twins, Mason and Mikayla, on August 7, 2001. He spent seven years coaching tennis and basketball while his children were in grades 5–12, and he continues to enjoy daily exercise, dog walking, and playing pickleball. An avid traveler, he especially enjoys beach and coastal destinations. Recently, the family celebrated Mikayla’s marriage to Mac Dalena on April 5, 2025, and welcomed Mason to Morgan Stanley, where he began working alongside his father in June 2025.
Securities Agent: UT, AZ, NY, MT, OR, GA, WA, NC, ID, FL, CO, TX, MN, CA, MS, AK, NV, NM, MD, MI, OK, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1855517
NMLS#: 1855517
About Mason Marini
Mason Marini grew up in Fresno’s Clovis area, where he learned the value of hard work and service while helping run his family’s farm and small business, Simonian Farms. He earned a Bachelor’s degree in Business Administration with a Marketing option from California State University, Fresno (Fresno State) in 2024, and was a member of the Craig Business Scholarship Program.
After graduation, Mason began his financial services career at Ameriprise in Las Vegas (2024–2025), where he obtained the SIE, Series 7, Series 66, and insurance licenses. In spring 2025, he joined Morgan Stanley as part of the Firm’s three-year Financial Advisor Associate (FAA) program. He works alongside his father, a Senior Financial Advisor, and is pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation with a target of 2027.
Outside of the office, Mason enjoys an active, outdoor lifestyle. His interests include hunting, fishing, and archery, and he prioritizes fitness through consistent gym training. He also enjoys occasional hiking and backpacking trips in the Sierra Nevada, as well as playing pickleball.
After graduation, Mason began his financial services career at Ameriprise in Las Vegas (2024–2025), where he obtained the SIE, Series 7, Series 66, and insurance licenses. In spring 2025, he joined Morgan Stanley as part of the Firm’s three-year Financial Advisor Associate (FAA) program. He works alongside his father, a Senior Financial Advisor, and is pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation with a target of 2027.
Outside of the office, Mason enjoys an active, outdoor lifestyle. His interests include hunting, fishing, and archery, and he prioritizes fitness through consistent gym training. He also enjoys occasional hiking and backpacking trips in the Sierra Nevada, as well as playing pickleball.
Securities Agent: MA, LA, IA, GA, SD, SC, IL, FL, DE, AR, TX, NY, NJ, CO, WY, UT, NM, WA, MI, AZ, OK, MT, MS, MO, ID, WI, NV, VA, MN, MD, AK, OR, OH, CA, TN, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2749993
NMLS#: 2749993
Contact Michael A Marini
Contact Mason Marini
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Isabella Bouvard
Client Relationship Associate
About Isabella Bouvard
Isabella Bouvard is a Client Relationship Associate at Morgan Stanley providing dedicated support to Financial Advisors and their teams. Operating as an extension of the FA/Team, Isabella collaborates with clients to discover how best to engage and enroll in the services available at Morgan Stanley during their onboarding journey, specifically cash management. Isabella provides expertise across a wide suite of cash management offerings and is able to help open cash management accounts, assist with credit cards and provide education on the breadth of what Morgan Stanley has to offer in the cash management space.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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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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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Marini Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)