Our Story and Services

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

    Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
    Awards Disclosures
    2024 Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
    Award Disclosures

Working With You

Our work with you starts with one or more in-depth, exploratory meetings. We need to understand your unique financial situation so we can offer you the best possible advice and solutions.
When you work with us, you can expect us to:
Develop a comprehensive financial strategy based on your individual needs
Substitute discipline for emotion in the investment process
Adjust your holdings in response to new opportunities and risks
Maintain strict financial objectivity
We can also coordinate our work with other key members of your financial team, including your:
Tax specialist
Trust attorney
Insurance professional
Family office

Location

500 Dupont Field Blvd
Ste 300
Greenville, DE 19807
US
Direct:
(302) 778-8494(302) 778-8494
Toll-Free:
(866) 482-1927(866) 482-1927

Meet The Randolph Brandt Group

About Christine Randolph

Christine is a Senior Vice President, Financial Advisor, and co-founder of the Randolph Brandt Group at Morgan Stanley in Wilmington DE. She has worked in the financial industry for over 32 years. In her current role, she ensures the group provides comprehensive financial planning while focusing on the investment needs of our clients including Profit and Non-Profit Corporations. Her mission is to design and implement financial and retirement plans to help our clients attain the lifestyle they aspire through her planning experience and knowledge of client strategies. Being committed to providing clients with unbiased, comprehensive holistic solutions and educating clients on how to create a comprehensive plan for their income needs, legacy strategies and the overall financial wellbeing is her goal.

During her tenure here at Morgan Stanley, she became a member of the Morgan Stanley’s Master club in 2020 and 2021. Christine was also named to the Forbes America’s Top Women Wealth Advisors in 2021 and also named to the Forbes’s Top Women Wealth Advisors Best-In-State in 2022.

Christine graduated from the University of Delaware and has served on the boards of many organizations including: Board Member, Treasurer and Chair of the Finance Committee with the Ronald McDonald House of Delaware, Host committee member with the Elwyn Institute., Board Member and Chair of the Advancement Committee with the Forum of Executive Women, Board Member of the Wilmington Rotary Club and former Treasurer and Chair of the Office Systems. She also is a former member of the Wilmington Corporate Council with the American Cancer Society and served as a Board Member and Chair of the Finance Committee of the YWCA of Delaware.

Christine lives in Wilmington with her husband. In her spare time, she enjoys gardening, travel and reading mysteries.

​Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

​Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
Securities Agent: UT, PA, OH, NY, OR, NC, IN, GA, VT, CA, WI, TN, SC, IL, FL, DE, CT, LA, ID, AL, WV, VA, KY, DC, AZ, MA, TX, MO, MD, WA, NJ, MI, ME, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295573

About Kevin Brandt

As a fully licensed investment professional for more than 20 years, Kevin implements wealth management strategies for clients by concentrating on portfolio construction and management. Kevin uses many industry leading tools provided by Morgan Stanley* to create personalized investment plans for his clients using institutional money management tools.

Kevin is firmly committed to long term relationships and strives to deliver exceptional client service. He listens carefully to clients’ goals, values, aspirations and concerns in order to help achieve their long term dreams.

Kevin is an alumnus of Towson State University with a Bachelor of Science degree in Economics. Kevin has also furthered his investment education by attending a comprehensive Investment Advisory program at the University of Pennsylvania's Wharton School of Business. Here he achieved the Certified Investment Management AnalystSM designation.

Kevin is active in the community and is a board member of the Delaware Zoological Society . He is also actively involved in several sports associations for his two young daughters. Kevin and his family currently reside in North Wilmington.
Securities Agent: OR, DC, WA, TX, NJ, NC, MO, PA, MD, IL, CA, SC, IN, GA, CT, NY, MI, ID, DE, AL, WI, KY, FL, CO, AZ, UT, TN, OH, ME, MA, LA, WV, VT, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295541

About Felicia D. Woods

As a Portfolio Associate and a Financial Planning Specialist, Felicia works closely with the partners to assist in providing comprehensive planning and asset allocation opportunities. During this process, it is an important first step to cultivate new and foster existing relationships to maintain trust and confidence with the families. She is an intricate part of the team, and uses the certifications and knowledge completed within Morgan Stanley to guide and provide families the opportunities to meet their goals and needs. Felicia prepares financial plans for the advisors and works with them using the firm’s resources to create a blueprint that will help clients prepare for a successful future. Felicia also provides a broad array of administrative and operational support, as well as maintaining the marketing strategy of the team.
Felicia earned the Financial Planning designation in 2017. She also served as a Complex Coach for the Support Professionals in the Mid-Atlantic Complex 2019-2020.

Originally from New Jersey, Felicia began her career at Merrill Lynch in 1994 and in 2001 worked at ADP as a 401k Conversion Manager before relocating to Delaware in 2006. She joined Morgan Stanley and The Randolph, Brandt Group in 2007 as a Client Service Associate. Felicia lives in Delaware with her husband and daughter. She is a graduate of Rutgers University and enjoys traveling and spending time with her family.

Phone: 302-657-2055
Email: Felicia.woods@morganstanley.com
Location: 2751 Centerville Rd. | Ste. 104| Wilmington, DE 19808

Professional Details:
•2007-Present: Morgan Stanley | Portfolio Associate, Financial Planning Specialist | Wilmington DE
•Series 7 - General Securities Representative
•Series 63 Uniform State Exam
•Series 65 - Uniform Investment Adviser Law Exam
•Series 31 – The Futures Managed Funds Examination

About Donna C. Meriggi

About Donna C. Meriggi
Donna began her career in the securities industry in 1974 in the credit department of Dean Witter (now Morgan Stanley) as a margin and option specialist. During her time there she worked as a team lead as well as in many different operational departments. Later transferring to the Greenville Delaware sales branch of Morgan Stanley, she worked as a sales assistant and assistant to the branch manager. Donna later moved to Prudential Securities (now Wells Fargo) where she worked as a senior administrative assistant before being promoted to branch operations manager. While there she went on to become a senior operations manager and was promoted to team leader for 6 other sales offices located throughout the lower eastern states and additionally became a consultant for the Operations Manager Review Board. In 1994 she was awarded Prudential Securities’ President’s award. Following her tenure there, she joined Tucker Anthony (now RBC Wealth Management) as a senior operations manager, assistant VP and was awarded the chairman’s award in 2002. In 2013, Ms. Meriggi rejoined Morgan Stanley as a senior registered associate. In 2014, she earned the title of Portfolio Associate. Donna holds series 7 & 63 licenses. She lives in Wilmington with her two dogs. She enjoys cooking, gardening, and spending lots of time with her grandchildren.
Wealth Management
Global Investment Office

Portfolio Insights

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.

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
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Randolph Brandt Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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3Morgan 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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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)