Joel Rupp, CFP®
Vice President, Wealth Advisor
Phone:
(419) 842-6505(419) 842-6505
The Rupp Williams Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
7311 Crossleigh Court
Toledo, OH 43617
US
Direct:
(419) 842-5321(419) 842-5321
Meet The Rupp Williams Group
Deborah Williams, CFP®
Vice President, Financial Advisor
Phone:
(419) 842-6521(419) 842-6521
Brittany Oldham, CFP®
Financial Advisor
Phone:
(419) 842-6509(419) 842-6509
Connor Brown
Registered Client Service Associate
About Joel Rupp
Joel has over 25 years of experience in the financial services industry. He joined Morgan Stanley in March of 2000. Joel strives to deliver exceptional advice and guidance to a select group of clients. Joel’s areas of focus include: financial planning and portfolio management. He currently holds his Certified Financial Planning designation (CFP®).
A native of Pettisville, Ohio, Joel received his BBA in Finance from the University of Toledo. He and his wife Benét currently reside in Monclova, OH. Active in his community, Joel is Past Chair / Board Member at The First Tee of Lake Erie He has also served on Mercy’s Foundation Board of Trustees and Mercy Children’s Foundation. He also is the co-recipient of the 2021 ProMedica Foundations Philanthropy Volunteer of the Year. When away from the office, he enjoys spending time outside, golfing at Toledo C.C and fishing on Big Otter Lake.
A native of Pettisville, Ohio, Joel received his BBA in Finance from the University of Toledo. He and his wife Benét currently reside in Monclova, OH. Active in his community, Joel is Past Chair / Board Member at The First Tee of Lake Erie He has also served on Mercy’s Foundation Board of Trustees and Mercy Children’s Foundation. He also is the co-recipient of the 2021 ProMedica Foundations Philanthropy Volunteer of the Year. When away from the office, he enjoys spending time outside, golfing at Toledo C.C and fishing on Big Otter Lake.
Securities Agent: NM, AL, OH, MA, WA, VA, TN, NC, ME, NV, IL, HI, CO, CT, MT, MD, LA, VT, NJ, TX, GA, FL, WI, SC, PA, KS, IN, AZ, IA, DC, MN, MI, KY, UT, NY, ND, CA, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1889151
NMLS#: 1889151
About Deborah Williams
With over 30 years in the financial services industry, Debbie has been helping clients achieve their financial goals through planning, guidance and exceptional service. She began her career with Regional Bank as a Trust Officer and in 2000 joined Morgan Stanley. Debbie’s areas of focus include: financial planning, insurance and portfolio management. She received her Certified Financial Planner (CFP®) and Chartered Life Underwriter designations.
Growing up in Toledo, Debbie received her Organizational and Legal Administration degree from the University of Toledo. She currently lives in Manitou Beach, Michigan with her husband, Dennis, and they have three children, Zach, Kyle and Niki. Active in the community, Debbie stays involved through the UW Women’s Initiative and is past president of Northwest Ohio Girl Scout Council and United Way Women’s Initiative.
Growing up in Toledo, Debbie received her Organizational and Legal Administration degree from the University of Toledo. She currently lives in Manitou Beach, Michigan with her husband, Dennis, and they have three children, Zach, Kyle and Niki. Active in the community, Debbie stays involved through the UW Women’s Initiative and is past president of Northwest Ohio Girl Scout Council and United Way Women’s Initiative.
Securities Agent: OH, NC, DC, VT, MT, MI, IN, LA, IA, FL, VA, PA, NV, MN, MA, KY, KS, AL, WA, NM, MD, CA, NY, NJ, CO, TN, OR, HI, WI, IL, GA, CT, AZ, UT, TX, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364417
NMLS#: 1364417
About Brittany Oldham
As a Financial Advisor, Brittany has been servicing investor needs since 2011. She joined Morgan Stanley in 2015. Brittany excels in building trusting relationships with new and existing clients. Brittany’s areas of focus include financial planning and helping clients understand their investment and planning strategies. She currently holds her Certified Financial Planner designation (CFP®).
A lifelong resident of Ohio, Brittany received her BBA in Finance from the University of Cincinnati. She and her husband, Dan, their children, Lila and Emmitt, currently reside in Perrysburg, OH. In her spare time, she enjoys running, boating, and watching her kids in their activities.
A lifelong resident of Ohio, Brittany received her BBA in Finance from the University of Cincinnati. She and her husband, Dan, their children, Lila and Emmitt, currently reside in Perrysburg, OH. In her spare time, she enjoys running, boating, and watching her kids in their activities.
Securities Agent: DC, WI, MN, KY, AL, TN, OK, MI, CO, WA, UT, OH, ND, MA, CA, VA, LA, KS, OR, NJ, MT, MD, CT, VT, NY, NM, ME, IN, NC, IA, GA, AZ, PA, NV, ID, HI, TX, SC, IL, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2579901
NMLS#: 2579901
About Connor Brown
As a Registered Client Service Associate, Connor has been servicing investor needs since 2022. He joined Morgan Stanley in the Operations department before joining the team. Connor’s areas of focus include administrative duties, client service and assisting the advisors in providing a dedicated client experience. He holds a Series 7, Series 63, and Series 65 license.
A lifelong resident of Ohio, Connor received his bachelor’s degree in business administration from Grand Canyon University in Phoenix, Arizona. He and his wife, Maddie, currently reside in Holland, OH. In his spare time, he enjoys golfing, traveling, lake days, and just about any sport.
A lifelong resident of Ohio, Connor received his bachelor’s degree in business administration from Grand Canyon University in Phoenix, Arizona. He and his wife, Maddie, currently reside in Holland, OH. In his spare time, he enjoys golfing, traveling, lake days, and just about any sport.
Contact Joel Rupp
Contact Deborah Williams
Contact Brittany Oldham
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
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
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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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Rupp Williams 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.
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
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)
