About Us

We formed our advisory team in November 2004, with the mission to offer comprehensive financial planning and consultative financial advice to our clients.  We believe every individual deserves the opportunity to engage in an objective financial discussion concerning their current finances, investments, and future objectives.  We strive to build long-term client relationships and are committed to being a trusted financial advisor.
Services Include
  • Retirement Planning1
  • Wealth Management2
  • Divorce Financial Analysis3
  • 401(k) Rollovers
  • 529 Plans4
  • Annuities5
  • Asset Management6
  • Defined Contribution Plans7
  • Life Insurance8
  • Long Term Care Insurance9
  • Planning for Education Funding10
  • Financial Planning11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

221 East 4th St Atrium Two
22 Fl
Cincinnati, OH 45202
US
Direct:
(513) 852-4412(513) 852-4412
Toll-Free:
(800) 659-6599(800) 659-6599

Meet The NKYGroup

About Me

A twenty-five 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 Consolidation of Assets. She also works in reviewing all aspects of a financial plan including Insurance, Educational Funding, Investments and Estate Planning. MaryAnn is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®s®. She has attained her Series 3, 7,8 24, 63, 65 and life and health insurance licenses and was on the Morgan Stanley Wealth Management Directors Club in 2002. MaryAnn completed her Bachelor of Arts degree from the University of New York, College at Oneonta. She also served as the Branch Manager 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 awards in 2012, 2013, 2014, and 2015.

A native of New York, MaryAnn has resided in Kentucky for fifteen years with her husband, Matt Grannen and two sons. When she is not enjoying one of her son’s sporting event and being with the family, she enjoys spending time travelling with the family. MaryAnn earned a black belt in karate in 2015 after seven years of training at the dojo. MaryAnn is also an avid reader and enjoys running, yoga and wine tasting. She has served as Chairperson for HealthPoint Family Care Foundation and has led their HealthPoint at the Pops annual event. She is a previous board member of the Northern Kentucky Chamber of Commerce and is currently board secretary of Bad Girl Ventures, Inc. She is also on the Gateway Community College Foundation board and serves as chairperson on the Planned Gifts Committee of St. Elizabeth Medical Center.
Securities Agent: TX, OH, KY, WI, WA, VT, VA, UT, TN, SC, PA, OR, OK, NY, NH, NC, MT, MO, MI, ME, MD, KS, IN, IL, GA, FL, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
NMLS#: 1563180

About Me

Having spent most of her career in corporate finance and management in the technology field, Corinne became a Financial Advisor with Morgan Stanley sixteen years ago. She concentrates on assisting women who are seeking financial guidance in retirement and investment management. She also works in pre/post-divorce planning in addition to helping families and couples with their income and financial management needs. Along with her Series 7, 31, 66 and life, health, accident and variable insurance licenses, she has also earned the designations of CHARTERED RETIREMENT PLANNING COUNSELOR®, CERTIFIED DIVORCE FINANCIAL ANALYST® and of an INVESTMENT MANAGEMENT CONSULTANT. Corinne achieved the Five Star Wealth Manager Award by Cincinnati Magazine 2012-2017. She is fluent in Spanish and completed her MBA in International Business Management after earning her Bachelor of Science degree in English.


Corinne was featured in the Women Financial Advisors Forum with Morgan Stanley in May 2010. She has served as a board member and Treasurer for the Northern Kentucky Collaborative Law Committee and serves on the finance committee for The Girl Scouts Western Ohio Council. Corinne has been a season subscriber and supporter of the Cincinnati Symphony Orchestra for over 25 years. She's a weekly volunteer at Brookdale Hospice in the memory care unit and is also a registered volunteer with the SIFMA foundation and has served as a judge the last six years for the Investwrite National Essay Competition sponsored by McGraw Hill Financial.
Securities Agent: TX, OH, KY, WI, WA, VT, VA, UT, TN, SC, PA, OR, OK, NY, NC, MT, MO, MI, ME, MD, MA, KS, IN, IL, GA, FL, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1563181

About Me

27 years of investment experience
2015 - Present     Morgan Stanley
2004 - 2015        PNC Investments
1988 - 2004        Fifth Third Securities
Series 7 licensed since 1997
Series 63 licensed since 2000
Financial Planning Associate since 2016

About Me

Morgan Stanley
   1997 - Current
Operations, Service, Logistics
First Quarter Service Award 2012
MSSB Ace Award 2009

Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The NKYGroup today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

11Morgan 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.

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 suitable 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”) 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.


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