Christopher N. Pipa, CRPC®
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant, Financial Planning Specialist, Portfolio Manager
Phone:
(585) 389-2283(585) 389-2283
The Pipa Tagliarino Group at Morgan Stanley
Our Mission Statement
World-Class Service. Personalized Planning. Lasting Success.
The Pipa Tagliarino Group
Founded in 2001, The Pipa Tagliarino Group provides objective, personalized and comprehensive advice to an exclusive clientele including corporate officers, executives, and other high net worth professionals. Our experience has found that our clients desire specific, thoughtful solutions to help simplify their complex financial lives.
We understand that the services and advice that we provide have a direct impact on our client’s well-being. Our overall success is measured by our ability to accurately set and consistently achieve our clients’ long-term wealth management needs and goals. We are a team that is committed to excellence and we take pride in demonstrating that to our clients.
We understand that the services and advice that we provide have a direct impact on our client’s well-being. Our overall success is measured by our ability to accurately set and consistently achieve our clients’ long-term wealth management needs and goals. We are a team that is committed to excellence and we take pride in demonstrating that to our clients.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our wealth management process starts with an in-depth understanding of each client’s individual situation. By using comprehensive financial planning software, our team is able to create a roadmap which is based on their goals, time horizon, liquidity and tolerance to risk.
Our investment approach is designed to help our clients reach their financial objectives by maintaining a diversified portfolio and managing their exposure to volatility. We implement an agreed upon asset allocation strategy and identify the specific investments based on their best interests. Our team has a comprehensive follow-up process in place which involves consistent and timely contact to ensure their objectives are being met.
The Pipa Tagliarino Group is committed to being present with our clients every step of the way and it is our mission to help transform their goals into reality.
Our investment approach is designed to help our clients reach their financial objectives by maintaining a diversified portfolio and managing their exposure to volatility. We implement an agreed upon asset allocation strategy and identify the specific investments based on their best interests. Our team has a comprehensive follow-up process in place which involves consistent and timely contact to ensure their objectives are being met.
The Pipa Tagliarino Group is committed to being present with our clients every step of the way and it is our mission to help transform their goals into reality.
2024 - 2025 Forbes Best-In-State Wealth Management Teams
The Pipa Tagliarino Group named to the 2024 & 2025 Forbes Best-In-State Wealth Management Teams:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Charitable Contributions
-Juvenile Diabetes Research Foundation
-United Way Organization
-Willow Domestic Violence Center
-Women’s Foundation of Genesee Valley
-HUGS Foundation
-Full Circle Home
-Foodlink Organization
-Rochester Philharmonic Orchestra
-United Way Organization
-Willow Domestic Violence Center
-Women’s Foundation of Genesee Valley
-HUGS Foundation
-Full Circle Home
-Foodlink Organization
-Rochester Philharmonic Orchestra
Location
300 Linden Oaks Drive
Suite 200
Rochester, NY 14625
US
Direct:
(585) 249-4301(585) 249-4301
Toll-Free:
(800) 825-5334(800) 825-5334
821 Preemption Road
Building 400
Geneva, NY 14456
US
Direct:
(315) 789-2833(315) 789-2833
Meet The Pipa Tagliarino Group
Nicholas J. Tagliarino
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant, Financial Planning Specialist, Portfolio Manager
Phone:
(585) 389-2273(585) 389-2273
Phone:
(585) 385-5133(585) 385-5133
Senior Vice President, Wealth Management, Financial Advisor, Branch Manager, Portfolio Manager
Phone:
(315) 787-3016(315) 787-3016
Phone:
(315) 787-3014(315) 787-3014
Brittany L. Bieger, CFP®
Assistant Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(585) 385-5112(585) 385-5112
Karen S. Walsh
Client Service Associate
Phone:
(585) 249-4301(585) 249-4301
Thomas J. Goebel
Registered Client Service Associate
Phone:
(585) 385-5166(585) 385-5166
Melisa Bahtiri
Client Service Associate
Phone:
(585) 389-2238(585) 389-2238
Lisa Tagliarino
Client Service Associate
Phone:
(315) 787-3017(315) 787-3017
About Christopher N. Pipa
Christopher is a founding partner of the Pipa Tagliarino Group at Morgan Stanley. He joined the firm back in 2001 and is currently Senior Vice President of Wealth Management. Chris attended Iona University in New Rochelle, NY and graduated with his degree from the Hagan School of business. He also obtained the “Chartered Retirement Planning Counselor” designation, CRPC® from the College for Financial Planning.
Chris previously served on the board of directors and finance committee for the Rochester Philharmonic Orchestra and currently volunteers as a coach for St Joseph’s School CYO girls basketball & Rochester Rattlers softball. In his spare time, Chris enjoys spending time with his family, playing golf and skiing. He resides in the Rochester area with his wife and two children.
Chris previously served on the board of directors and finance committee for the Rochester Philharmonic Orchestra and currently volunteers as a coach for St Joseph’s School CYO girls basketball & Rochester Rattlers softball. In his spare time, Chris enjoys spending time with his family, playing golf and skiing. He resides in the Rochester area with his wife and two children.
Securities Agent: WY, WV, WI, VT, VA, UT, TN, SD, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, OH, IA, HI, GA, FL, DE, DC, CT, TX, CO, CA, AZ, WA, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255379
NMLS#: 1255379
About Nicholas J. Tagliarino
Nicholas is a founding partner of the Pipa Tagliarino Group at Morgan Stanley. He joined the firm back in 2001 and is currently Senior Vice President of Wealth Management. Nick holds a B.S. from Plattsburgh State University in Plattsburgh, NY.
Nick formerly served on the board of directors as the Treasurer of RapShaw Club Inc. in the Adirondacks. He was previously on the business planning committee at the Alzheimer’s Association of Rochester. He currently coaches soccer for the Pittsford Mustangs in Pittsford, NY. In his spare time he enjoys spending time with his wife Lisa and their three sons, Mason, Max & Miles.
Nick formerly served on the board of directors as the Treasurer of RapShaw Club Inc. in the Adirondacks. He was previously on the business planning committee at the Alzheimer’s Association of Rochester. He currently coaches soccer for the Pittsford Mustangs in Pittsford, NY. In his spare time he enjoys spending time with his wife Lisa and their three sons, Mason, Max & Miles.
Securities Agent: NC, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261828
NMLS#: 1261828
About William R. Blackmon
I've provided families with investment advice for north of 28 years and have been with Morgan Stanley since 1994. I graduated from Guilford College, a small Quaker school in North Carolina, with a degree in Economics. I’m married with two children; my wife Kathy works at the University of Rochester. I’m on the board of The Episcopal Senior Life Communities and am a member of the Pittsford Presbyterian Church, where I serve on the Stewardship Committee. I enjoy golf, cycling and vacationing in the FL Gulf Coast and the Adirondacks.
Most of my work involves retirement planning. When my Dad retired from Rochester Products in 1978, he received a pension from General Motors along with Social Security, so he and my Mom knew exactly how much they could afford to spend. Today, pensions are rare; most people have 401Ks and IRAs instead. With all the choices these plans offer, it can be challenging to construct a portfolio which meets the cash flow requirements your family will need once you retire. This makes professional advice more important than ever.
My process starts with understanding your objectives. Some clients are retiring in a couple of years and want to be sure they’re able to generate a particular level of income, other clients have more time until retirement and are looking for a safe, reliable return. Morgan Stanley’s Wealth Management tools help families make better decisions around retirement; these tools include cash flow models, along with risk and asset management programs. I’ll show you how we can use these technologies to understand whether your portfolio matches your retirement goals both in terms of the expected returns as well as the level of risk taken to generate them. At that point, we’ll discuss ways to make sure your portfolio gives you the greatest opportunity to meet your goals. Additional services include investment management, estate planning, life insurance and charitable giving.
Most of my work involves retirement planning. When my Dad retired from Rochester Products in 1978, he received a pension from General Motors along with Social Security, so he and my Mom knew exactly how much they could afford to spend. Today, pensions are rare; most people have 401Ks and IRAs instead. With all the choices these plans offer, it can be challenging to construct a portfolio which meets the cash flow requirements your family will need once you retire. This makes professional advice more important than ever.
My process starts with understanding your objectives. Some clients are retiring in a couple of years and want to be sure they’re able to generate a particular level of income, other clients have more time until retirement and are looking for a safe, reliable return. Morgan Stanley’s Wealth Management tools help families make better decisions around retirement; these tools include cash flow models, along with risk and asset management programs. I’ll show you how we can use these technologies to understand whether your portfolio matches your retirement goals both in terms of the expected returns as well as the level of risk taken to generate them. At that point, we’ll discuss ways to make sure your portfolio gives you the greatest opportunity to meet your goals. Additional services include investment management, estate planning, life insurance and charitable giving.
Securities Agent: AL, AZ, CA, CO, KY, UT, CT, DC, DE, FL, GA, ID, KS, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, WA, WV, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1393546
NMLS#: 1393546
About John L. Resch
John Resch grew up in Phelps, NY and graduated from Midlakes High School with High Honors. He went on to earn a Bachelor's Degree in Mathematics with a minor in Business Management from SUNY Geneseo. John began his career in the Financial Services Industry in 2000 where we worked at Bank of America in a number of roles, including Branch Manager and Premier Client Manager, where he managed over 300 high net worth households. He joined Morgan Stanley in 2011 as a Private Banker and in 2015 decided to move to the Geneva Office as a Financial Advisor. John brings his banking and lending experience to the team. He is also heavily focused on financial planning.
In his free time, John enjoys hiking, running and spending time with friends, family and his dogs.
In his free time, John enjoys hiking, running and spending time with friends, family and his dogs.
Securities Agent: WA, WY, MT, MI, WV, SC, WI, FL, MO, OH, ME, OK, LA, KS, NM, NJ, OR, VA, UT, PA, TN, TX, NY, VT, CT, DE, CA, IL, RI, NV, ID, IA, HI, MD, AZ, CO, IN, KY, MA, SD, NH, NC, MN, GA, AK, DC, AL, VI, PR, AR, MS, ND, NE; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 804481
NMLS#: 804481
About Richard B. Thorn
Rick Thorn began his career in the Financial Services Industry in 1980. He has been with Morgan Stanley and its predecessors since 2006.
He is currently a Financial Advisor out of the Geneva, NY branch. With over 40 years of experience, Rick has helped his clients navigate through many financial markets.
Rick was raised in Clyde, NY. He earned a degree in Communications from Herkimer County Community College.
In his spare time, he enjoys spending time with his wife, children and grandchildren.
Rick volunteers at the local high school sporting events. His hobbies include golfing, hunting and fishing.
He is currently a Financial Advisor out of the Geneva, NY branch. With over 40 years of experience, Rick has helped his clients navigate through many financial markets.
Rick was raised in Clyde, NY. He earned a degree in Communications from Herkimer County Community College.
In his spare time, he enjoys spending time with his wife, children and grandchildren.
Rick volunteers at the local high school sporting events. His hobbies include golfing, hunting and fishing.
Securities Agent: NH, MD, DC, DE, VT, OR, NY, NV, AZ, WY, MT, IN, WI, SC, NJ, ME, CO, RI, PA, MO, CT, WV, OH, MI, VA, MN, KY, IL, FL, CA, AK, UT, NC, LA, GA, TX, SD, ID, TN, NM, KS, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 2039093
NMLS#: 2039093
About Brittany L. Bieger
Brittany has been with Morgan Stanley since 2015. Before coming to Morgan Stanley, she worked as a Client Services Associate at Manning and Napier where she serviced high net worth individuals. Brittany received her B.S. in Corporate Finance from St. John Fisher College. She has also completed the highly respected Certified Financial Planner designation, CFP®. In her spare time she likes to play tennis in the summer and go skiing in the winter.
About Karen S. Walsh
Karen joined the Pipa Tagliarino Group in 2015. She previously worked at Gates-Chili High School as a grade level secretary. She obtained her Associates Degree in Marketing from Monroe Community College and currently resides in Honeoye Falls. In her spare time, Karen likes to spend time with her two boys, TJ and Andrew.
About Thomas J. Goebel
Tom has been with Morgan Stanley since 2021 and joined The Pipa Tagliarino Group in early 2022. He is coming from Morgan Stanley's operations department and previously worked at JP Morgan Chase. He obtained his Bachelors Degree in Business Administration from SUNY Oswego and currently holds his Series 7 and 66 licenses. In his spare time, he likes to go out on his boat in Sodus bay.
About Melisa Bahtiri
Melisa grew up in Central New York before making her way to Minneapolis, where she earned both her bachelor’s degree and MBA from Capella University. After completing her studies, she returned to her roots and now lives in the Farmington area with her husband, daughter, and their toy poodle.
Since 2022, Melisa has been a Client Service Associate at Morgan Stanley, joining The Pipa Tagliarino Group in 2025. With over a decade of experience in customer care, she understands the significance of delivering outstanding service to clients and their families while fostering strong relationships. Melisa is eager to leverage her skills to support both new and existing clients, ensuring their needs are addressed promptly.
Outside of her professional life, Melisa enjoys spending quality time with family and friends, exploring new places through travel, or getting lost in a captivating book.
Since 2022, Melisa has been a Client Service Associate at Morgan Stanley, joining The Pipa Tagliarino Group in 2025. With over a decade of experience in customer care, she understands the significance of delivering outstanding service to clients and their families while fostering strong relationships. Melisa is eager to leverage her skills to support both new and existing clients, ensuring their needs are addressed promptly.
Outside of her professional life, Melisa enjoys spending quality time with family and friends, exploring new places through travel, or getting lost in a captivating book.
About Lisa Tagliarino
Lisa is a licensed CPA originally from Rochester, NY. She has worked in the accounting/internal control field for most of her career specializing in financial services and not-for-profit industries.
Lisa was most recently the Controller of J&L Dental, a Rochester based dental distributor and has also been the VP of Sarbanes-Oxley Compliance with The Student Loan Corporation and a Manager with Rochester accounting firms The Bonadio Group and DeJoy & Co.
She is married to Nicholas Tagliarino and is busy surviving being the mom of 3 boys ages 19, 17 and 13.
Lisa was most recently the Controller of J&L Dental, a Rochester based dental distributor and has also been the VP of Sarbanes-Oxley Compliance with The Student Loan Corporation and a Manager with Rochester accounting firms The Bonadio Group and DeJoy & Co.
She is married to Nicholas Tagliarino and is busy surviving being the mom of 3 boys ages 19, 17 and 13.
Contact Christopher N. Pipa
Contact Nicholas J. Tagliarino
Contact William R. Blackmon
Contact John L. Resch
Contact Richard B. Thorn
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Retirement
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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Ready to start a conversation? Contact The Pipa Tagliarino Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)