The NKY Group at Morgan Stanley

A thirty-one year veteran of the financial services industry, MaryAnn has been with Morgan Stanley Wealth Management since 1999. Her business focus is Cash Flow Management, Divorce Planning and Transition and Consolidation of Assets. She also focuses on reviewing various aspects of a financial plan including Insurance, Educational Funding, Investments and Estate Planning strategies. MaryAnn is a CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analysts^®. She has attained her Series 3, 7, 8, 24, 63, 65 and life and health insurance licenses and has been on the Morgan Stanley Wealth Management Century Club since 2019. MaryAnn completed her Bachelor of Arts degree from the University of New York, College at Oneonta. She also served as Branch Manager of the Morgan Stanley Northern KY office until 2005 when she decided to step down from the responsibility to focus more on her client’s and family’s needs. MaryAnn has also achieved the Five Star Wealth Manager award since 2012, most recently in 2021, and was named to Working Mother and SHOOK Research’s Top Wealth Advisor Moms since 2017, most recently in 2021. MaryAnn also made the Forbes Top Women Wealth Advisors Ranking 2020 and 2021.

A native of New York, MaryAnn has resided in Kentucky for 21 years with her husband, Matt Grannen, and their two sons, Alex and Joey. When she is not enjoying one of her son’s sporting events and being with the family, she spends time doing yoga, reading and running. MaryAnn has a black belt in karate which she achieved in 2015. She has served as Chairperson for HealthPoint Family Care Foundation and Board Chair for Aviatra Accelerators. She was also a previous executive board member of the Northern Kentucky Chamber of Commerce and Gateway Community and Technical College Foundation. MaryAnn serves on the Alliance for Catholic Education (ACUE) Development Advisory Board.



Disclosures:
Five Star Wealth Advisor Award
This award was issued in 2011-2022. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

2020 & 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com 2020 & 2022. Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.

After a decade in the financial industry, Casey’s business model is strongly rooted in financial planning to include insurance needs, educational funding, wealth management and estate planning strategies. Casey is a Morgan Stanley Financial Planning Specialist and Financial Advisor; she attained her Series 6, 7, 63, 65 and life and health insurance licenses. She was recognized as a young, evolving leader in the financial industry in 2021-2023; when she was awarded the Five Star Wealth Manager recognition and named to the Firm’s Pace Setters Club. Casey prides herself in client service and relationships.

Casey earned her Bachelor’s degree in Criminal Justice from Bowling Green State University in Ohio, which led to her strong community ties with law enforcement officers. She also holds her Master’s Degree in Marketing and Communication from Franklin University in Columbus, Ohio.

Casey is passionate about her work with children and supporting those who protect others at risk. Casey is active with several nonprofit organizations that assist families of first responders and others in crisis. Casey volunteers much of her time with children services as a foster and adoptive parent. In her free time, she enjoys traveling, sampling new restaurant menus and spending time outside with her husband, David, their children and two dogs.


Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

"This award was issued in 2023 based on the evaluation process below. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

Beth Adkins is a versatile Registered Associate whose 21 years of experience in banking has made her a valuable addition to The NKY Group at Morgan Stanley. She has a passion for delivering exceptional service to clients in assisting Financial Advisor, MaryAnn Pietromonaco, with onboarding, financial planning, and helping clients with transitions. Beth works behind the scenes with MaryAnn to create and maintain holistic financial plans that are customized for each client. Beth holds her Series 7, 66, and Life & Health Insurance Licenses.
Beth grew up on her family’s farm in Brookville, Indiana. She earned her Bachelor of Arts Degree with a major in Business Administration and a minor in Economics from Hanover College. Beth moved to Ohio in 2005 and now lives in Maineville with her husband Marty, stepsons Marty and Cooper, and their dog Baxter. Outside of work she enjoys watching the boys play football and baseball as well as taking Barre, Pilates, and hot yoga classes.

Beth Niemeyer has joined Morgan Stanley as a part-time Client Service Associate where she will be assisting the NKY Group at Morgan Stanley. Beth is brand new to the industry. A graduate of the University of Cincinnati, she earned her bachelor’s degree in Industrial Management. With a background in Project Management, serving as a team leader for Pella Corporation for several years, she is excited to utilize her organizational and interpersonal skills to better serve the NKY Group. Beth is grateful for this opportunity and is looking forward to learning and growing within the industry.

Growing up as a Cincinnati native, Beth resides in Green Township with her children Kenley, Chase, and Camden. She has a deep passion and love for coaching youth sports, devoting a lot of her time to developing children in all the different aspects of being a part of a team. She coaches two club soccer teams and select basketball teams for her older two children. Outside of work she enjoys hiking, taking her children to Kings Island, and going to UC football and basketball games.