The Perrone Wolfe Group at Morgan Stanley

Stephen M. Perrone
First Vice President, Financial Advisor
Workplace Advisor – Equity Compensation
Insurance Planning Director
Lending Specialist

A skilled wealth management professional, Stephen enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined investment approach. Stephen aims to understand the intricate details of his client’s wealth along with their most cherished life goals. This approach helps Stephen develop a customized plan that is designed to address his client’s unique goals and circumstances.

Stephen was introduced to the world of finance by his Uncle Joe. A hard-working and successful financial advisor that encouraged Stephen to chart a career in wealth management. After earning his degree in Business Administration from Western Michigan University, he joined Morgan Stanley. Stephen now proudly leads the Perrone Wolfe Group, alongside Morgan Wolfe and his sister Anna. Together, they have built and operate a successful and dynamic practice, serving clients locally and around the country.

Stephen’s results-driven process begins with asking his clients the right questions and then actively listening. This information then serves as the foundation for a comprehensive plan and investment portfolio that reflects a client’s goals for their future. Stephen focuses on creating long-term, trusting relationships to help his clients simplify their lives as they maximize their happiness with their loved ones.

Stephen and his wife, Tara, live in Lansing with their young daughter, Sophia Grace, and their yellow Labrador, C.J. A sports enthusiast, Stephen enjoys bowling and basketball and still travels throughout the summer to play in Gus Macker 3-on-3 tournaments. He is also an avid Detroit Lions fan and proud supporter of MSU athletics, and it doesn’t take much to convince him to toss a few bags of corn should the opportunity arise. Stephen enjoys boating and emphasizes spending quality time with his family and sharing his passions with his daughter.

Anna M. Perrone
First Vice President, Financial Advisor

Anna has dedicated her entire career to serving the specialized needs of families, successful professionals, and business leaders living in the greater Lansing area and around the country. She leads a team of sophisticated professionals working together to develop tailored strategies that fit each client’s personal circumstances. Her mission is to instill confidence within her clients to help them gain their financial freedom and achieve their hopes and dreams.

While earning her Business Marketing degree at Michigan State University, Anna joined Morgan Stanley as a summer intern, working for her Uncle Joe, as she began to establish her own foundation in wealth management. As her responsibilities within the team grew, she began to work more directly with clients. She loved learning and she loved helping others. This newfound experience only solidified her passion for wealth management as she set out to follow in her uncle’s footsteps after graduation. Since her internship, she has been guiding clients, listening to their personal stories and helping them overcome the obstacles that stand in the way of their financial success.

Anna takes great pride in her ability to not only develop advanced solutions, but also to effectively communicate these solutions to her clients. She is responsible for managing the client experience and strives for every individual and family to receive an “A++” experience. She encourages clients to participate in educational events and workshops that provide them with ongoing learning opportunities on relevant topics of interest.

Family is Anna’s main priority. Growing up with five siblings, Anna knows how beneficial fortifying strong bonds with others can be. Working alongside her brother Stephen and the entire Perrone Wolfe Group, they strive to create said bond with their clients. Anna and her husband, Elijah Pitts, are happily raising their 5 year old daughter Maya Rose, 2 year old daughter Lylah Marie and their lovable Rottweilers, Attila and Octavia.

Morgan Wolfe
Financial Advisor
Workplace Advisor - Equity Compensation

Morgan earned her degree in Finance from Central Michigan University, which created the foundation for her career in wealth management. Morgan joined Morgan Stanley in 2017 as a Wealth Advisor Associate, working with different wealth management teams throughout Michigan to help offer a comprehensive approach to financial planning that incorporates all the different aspects that make up a client’s unique financial picture. She then became a Financial Advisor in 2018 and earned her CERTIFIED FINANCIAL PLANNER™ designation (CFP^®) in 2021. She has been leveraging her experience to lead financial planning initiatives with her team, consistently striving to be a dedicated source of guidance and support for her clients to help them navigate through both the joyful and challenging chapters of their lives. Morgan has also been a member of Morgan Stanley’s Pacesetter’s Club since 2021.

As a financial planning professional, Morgan believes there is the opportunity to make a real, lasting impact on the individuals and families that she works with, which is why she recently took advantage of Morgan Stanley’s collaboration with the Foundation for Financial Planning (FFP) to find opportunities to help under-served individuals improve their financial lives.

A native of Swartz Creek, Michigan, Morgan now resides in Clarkston, Michigan. Outside of the office, Morgan enjoys yoga, traveling, relaxing anywhere by or on the water and spending quality time with her family and friends.

With over 20 years of industry experience, Jenn is committed to providing each client with the highest level of personal service. She not only understands how to address client concerns, she knows how to anticipate them as well. Her industry knowledge and attention to detail provide clients with confidence, as she works to find solutions to their particular concerns.

Jenn is often the first line of contact on a wide array of service and operational issues. She enjoys troubleshooting each inquiry by leveraging the firm’s extensive resources. She uses her strong organizational skills to help solve problems, reducing stress and achieving overall financial success for all clients. Her focus and attention have earned Jenn the firm’s ACE Award in 2009 and was named the Top CSA in Morgan Stanley’s Private Banking Group in 2014. She has also earned her FINRA Series 7 and 66 licenses.

A lifelong resident of Eaton Rapids, Jenn has been married to her high school sweetheart, Larry, since 1994. They have three children and two grandchildren. Jenn is an active supporter of the American Cancer Society Relay for Life and the Greater Lansing Food Bank. She also volunteers at her children’s sporting events. In her free time, Jenn enjoys jigsaw puzzles, spending time with family and friends and cheering on her son, who is active in an array of sports.

As a Registered Client Service Associate, Paige is committed to helping clients and her team in a professional and timely manner. She joined Morgan Stanley in 2024 for the opportunity to work directly with clients and to gain knowledge about the financial services industry. Paige earned her bachelor’s degree in marketing from Central Michigan University in 2017. She has also earned her FINRA Series 7 and 66 licenses.

Paige grew up in Rochester Hills before moving to Lansing. She enjoys spending time with family and friends, sports, and traveling. Although, lately she spends most of her time trying to keep her small child entertained.