The McPherson Abballe Group at Morgan Stanley

A 1994 graduate of The University of South Carolina, Darla Moore School of Business, and Jeremy earned his Bachelor of Science degree in Finance. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services Inc. from 2008-2023 and Merrill Lynch from 1994-2008 as a Financial Advisor. Jeremy is an industry leader, recognized by Forbes Best-in-State wealth Advisors in 2018, 2019, 2020, 2021, 2022 and 2023.

Originally from Greenville, SC, Jeremy now resides in Charlotte, NC with Dana, his wife of 25+ years, and son’s Michael (21) and Nick (20). In his free time, he enjoys working out and watching his kids play sports.

2018-2023 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.

Prior to joining Morgan Stanley in 2023, Gianni worked for UBS Financial Services Inc. as a Financial Advisor from 2014-2023, Vanguard as a Retirement Advisor from 2013-2014 and J.P. Morgan in New York City in their Investment Banking Division from 2006-2011. Gianni earned his Bachelor of Science degree from Pace University in 2000 with a Major in Criminal Justice and a Minor in Law while playing on the university’s lacrosse team. Originally from Long Island, NY Gianni relocated to Charlotte, NC in 2013 and currently resides in Indian Land, SC. Gianni enjoys spending time with his wife Courtney, daughters Carmela and Lorenza and making pizzas in his hand-crafted wood fired brick oven

Before joining Morgan Stanley in 2023, Allie started her career at UBS Financial Services Inc. in 2014 as a Complex Director Assistant and Client Service Associate where she provided excellent client service. In 2019, Allie transitioned to our Wealth Management Analyst and her responsibilities include Financial Planning, Insurance, Annuities, Referral Administration, and NextGen Relationships. She spends most of her day creating and presenting financial plans, monitoring client goals, insurance and annuity requests, client rollovers and beneficiary reviews.
 
Originally from N.J., Allie moved to Charlotte, N.C. in 2014. She is a graduate of Rutgers University with a degree in Political Science. She has earned the Accredited Wealth Management Advisor SM (SWMA^®) designation and holds her Series 7, 63 and 65 securities licenses.
 
Outside of the office, Allie enjoys spending time with her husband, Jon, their twin boys, Everett and Henry, and dog, Winnie. Allie is an active runner and loves to garden in her spare time.

Anissa has over 27+ years of experience in the financial services industry and has spent her entire career helping clients with their financial lives. As the team’s Group Director her duties include tracking and reporting the progress of the team’s goals, helps with the team’s career development, analyzes our portfolio risk platform, oversees philanthropic planning and donor advised funds for our clients, coordinates with our Regional Trust officer and approved external trust companies, handles discovery, client recommendations and administration on our lending products, ensures the steps of the team’s client experience and onboarding processes are executed correctly.

Prior to joining Morgan Stanley in 2023, Anissa worked as a Team Administrator, Wealth Management Associate, Registered Client Service Associate and Manager’s Assistant at UBS from 2009-2023, Merrill Lynch from 1997-2005 as a Client Service Associate, 2007-2009 as a Financial Advisor and Global View Investments from 2005-2007, gaining knowledge as a Client Services Associate as well as a Financial Advisor.
 
Anissa graduated from Converse College in 1997 with a Bachelor of Art degree in Economics and a Minor in Business Administration. She holds her Series 7, 63 and 65 securities licenses, as well as her life, health and long-term care Insurance licenses which allows her to help the team with client trading and excellence service with insurance needs.
 
Originally from Anderson, S.C., Anissa moved to Greenville, S.C. in 2004. Since 2020, she spends her time between Greenville, Gaffney, and Folly Beach, S.C. Anissa has been involved with many charities in Greenville, S.C. and is a member of Boulevard Baptist Church in Anderson, S.C. where she has been involved with their Honduras Mission Team since 2011, serving as their team leader for the dental clinic. In her free time, Anissa enjoys attending Clemson football games, traveling, and spending time at the beach with her family, friends, Chad and their dog, Jake, and cat, Toby.

Dan joined The McPherson Abballe Group in 2020 as an intern and became a full-time Client Service Associate in 2023 after graduating from The University of North Carolina at Charlotte with his Bachelor of Science degree in Economics with a concentration in Business Administration.

On the team, Dan assists and collaborates in all stages of wealth management while gaining knowledge of the business. Dan spends most of his day on Alternative Investment administration, tracking Capital Calls, onboarding new clients, scheduling appointments, pre-clearing for our accounting executives, client operational requests, as well as Digital Client Engagement where he helps with, client demos, education, and training on all Digital Services – Morgan Stanley Online, Total Wealth View, E-Services, and the Digital Vault. Dan also engages and schedules appointments for the Financial Advisors with our Internal Product Specialist at Morgan Stanley.
 
Originally from N.J., Dan moved to Charlotte, N.C. in 2020 and enjoys hiking, reading, and trying out all the new restaurants in the Charlotte area.

Philip Dusek joined The McPherson Abballe Group at Morgan Stanley as a Registered Client Service Associate in 2024. His role is composed of Client Relationship Management which includes onboarding new clients, scheduling appointments, imputing monthly transactional trades, and client operational requests, as well as Digital Client Engagement where he helps with client demos, education, and training on all digital services – Morgan Stanley Online, Total Wealth View, E-Services, and the Digital Vault.

Philip is a native of Savannah, G.A. and a 2022 graduate of Furman University in Greenville, SC.  He holds a Bachelor of Arts degree in Economics with a minor in Data Analytics and Environmental Studies.  In the fall of 2021, while at Furman University, Philip studied abroad in Austria.  Following his graduation in May, he moved to Charlotte, N.C. to work with Principal Financial Group gaining knowledge in 401K and Retirement Services followed by UBS Financial Services Inc. as a Registered Client Associate for a large service team.  Philip holds his Series 7, 63 and 65 security licenses.

In his free time, Philip enjoys fishing, hiking, traveling, and spending time with his family and friends.

Prior to joining Morgan Stanley in 2024, Ben spent nearly two decades at PwC, LLP where he held senior director roles in US Ethics and Compliance, Marketing and Sales, and Global Risk Management. Before joining PwC, Ben held various marketing and corporate communications leadership roles with Citibank and Coca-Cola Enterprises.

Originally from Winnetka, IL, Ben now resides in Chatham, NJ, with his wife, Julia. In his free time, he enjoys volunteering at Home for Good Dog Rescue, golfing, and spending quality time with friends and family.