The Militti Group at Morgan Stanley

EJ brings a lifetime of experience to his role as a wealth management professional. His diverse background enables him to help highly successful executives, families and business owners understand the intricate details of their personal wealth. He focuses on what is most important to each family, so he can develop strategies that help simplify their financial lives and leave the legacies they desire. EJ brings both breadth and depth of experience to multi-generational wealth transfer solutions. He enjoys helping clients articulate their personal principles and values, so they may be honored and passed down to future generations.

Over the years, EJ has remained committed to professional development. He earned a B.S. degree in Finance from the University of Nebraska-Lincoln and his M.B.A. from Creighton University. In 2013, he was named a Portfolio Manager by Morgan Stanley.

EJ currently lives in Omaha with his daughter, Sadie. When he’s not assisting clients or visiting with family and friends, EJ enjoys freshwater and saltwater fly-fishing. He is an ardent supporter of Nebraska Cornhusker and Creighton Bluejay athletics.

With more than 20 years of experience, Carroll is a seasoned Portfolio Manager, Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ at The Militti Group at Morgan Stanley. She works with a variety of professionals, families and business owners, but especially with women managing life-changing events, such as divorce or the loss of a spouse. She enjoys providing highly personalized advice and tailored investment strategies that are aligned with each client’s goals and investment horizon.

As a discretionary Portfolio Manager within the firm’s distinguished Portfolio Management Program, Carroll has developed a deep and thorough understanding of the world’s financial markets and how various economic conditions impact those markets. She believes investing should be based on a strategy that is easy to understand and implement. Through a goals-based process and world-class resources, Carroll works diligently to provide clients with clarity and confidence about their finances, so they can invest their time on the people and activities that bring their lives joy.

Throughout her career, Carroll has been dedicated to continuing education for herself and her clients. After earning her B.S. degree in Finance with a minor in International Business from the University of Nebraska-Lincoln, she continued her studies, receiving her M.B.A. in Management from Loyola University in Chicago. In 2018, Carroll earned the CFP^® designation from Certified Financial Planner Board of Standards. This certification is the recognized standard of excellence for personal financial planning.

Outside of the office, Carroll spends as much time as she can with her husband, four young adult children, and two Goldendoodles.

A successful Financial Advisor, former Branch Manager and founding partner of The Militti Group, Ed is proud to be a vital member of Morgan Stanley’s history and its predecessor brands for more than 45 years. This rare tenure has enabled him to build longstanding relationships with the firm’s senior leaders.

An industry veteran, Ed draws upon his unique management and investment experience to provide clients with tailored financial advice and customized portfolios. His approach begins with a face-to-face meeting to fully understand each client’s specific goals, personal values and family circumstances. This information serves as the foundation for the development of a comprehensive financial plan that includes a sophisticated approach to estate planning, asset allocation, alternative investments and retirement strategies. He is committed to long-term relationships. He listens carefully to clients’ goals, values and concerns and works tirelessly to help them achieve their personal financial objectives.

Ed received both his M.B.A. and undergraduate degree in Finance from Creighton University. He also attended an advanced consulting certification program from the University of Pennsylvania’s Wharton School of Business. A native of Omaha, Ed enjoys the outdoors, specifically hunting and fly-fishing. Favorite leisure activities include golfing and spending time with his grandchildren.

Drew Fox began working for The Militti Group shortly after graduating from the University of Nebraska in Lincoln, NE. He studied Finance and Marketing, which helped to grow his passion for a relationship-driven career in the financial services industry. Like the Milittis, Drew aims to bring clarity to clients’ lives through effective communication and implementation of a strategic financial plan.

Outside of work, Drew spends his free time with family and friends watching sports and the latest streaming shows. He especially enjoys this and anything else when he can do it with his dogs, Herbie, a Pembroke-Welsh Corgi, and Henry, a Golden Retriever.