View Our Brochure

Team Brochure CRC1546733.pdf
Services Include
  • 401(k) Rollovers
  • Retirement Planning1
  • Asset Management2
  • Cash Management3
  • Wealth Management4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1250 Pittsford Victor Rd
Ste 350, Bldg 200
Pittsford, NY 14534
US
Direct:
(585) 987-6092(585) 987-6092
Toll-Free:
(855) 420-0608(855) 420-0608
Fax:
(716) 748-6091(716) 748-6091

Meet The Sartini Group

About Me

A native of New England, John attended the University of Rhode Island and earned a Bachelor of Science degree in Economics and Business Administration.  Pursuing a career that aligned with his education and interests, he joined Morgan Stanley in 1993.

 

With nearly 25 years of investment experience, along with the practical wisdom one accrues over time, John uses his knowledge to advise on and then implement wealth management strategies for his clients.  He listens carefully to his client's values, aspirations, concerns and objectives, then works with them to help achieve their financial goals. He is firmly committed to long-term relationships and strives to deliver exceptional client service.

 

During significant market events, John believes in proactively contacting his clients to explain what is happening in an easy to understand, calm manner, often reminding clients that financial planning is a long-term proposition, but the market reacts daily to shorter term events.

 

John and his wife, Karen, have been happily married for 45 years and have proudly raised 3 children. He devotes his limited spare time to enjoying his 7 grandchildren. He also has a passion for nature and likes spending time in the great outdoors with his two dogs. He firmly believes in helping others in their time of need, and supports and contributes to many worthwhile charities and organizations that provide beneficial services to the community.
Securities Agent: TX, WA, VA, TN, SC, RI, PA, OH, NY, NJ, NH, NC, MI, MD, MA, KY, ID, GA, FL, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1268328

About Me

John has focused his talents on serving the investment needs of his clients. Drawing on over 23 years of experience, John understands the importance of taking the time to develop a strong relationship with his clients in order to fully understand their needs, preferences, and aspirations. He helps clients articulate their life's goals by carefully listening to what is important to them, but he also endeavors to determine their level of investing experience and personal risk tolerances.

 

It is with this interactive analysis that John is not only able to formulate a customized financial plan to help his clients achieve their goals, but as important, it is also a plan his clients are comfortable adhering to because it's a personalized investment strategy utilizing the most suitable resources for their individual situations.

 

He attended SUNY Brockport and graduated with a Bachelors of Science degree. He joined the Sartini Group at Morgan Stanley in 1993 to begin a career that brings him enjoyment by helping people work towards their life’s goals. He earned his CFP® designation in 2006.

 

John enjoys spending time with his four children. He is the proud father of two daughters, and twin sons.  John also works with local charities and supports many local charitable events.  When he finds spare time, his hobbies include traveling (especially to Florida), cooking, golfing and fishing.
Securities Agent: TX, WA, VA, TN, SC, RI, PA, OH, NY, NJ, NH, NC, MI, MD, MA, KY, ID, GA, FL, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1270106

About Me

Holley started in the financial industry in 1993 as a sales assistant for Community Securities, Inc., a subsidiary of Rochester Community Savings Bank.  A few years later she was promoted to wire operator for the same company.

 

In July, 1996, Holley accepted a position as Registered Sales Assistant with Dean Witter, working for three financial advisors.  In 2007, she added the position of Client Service Associate Coach for the Morgan Stanley office where she trained new and existing Client Service Associates.  In September 2007, she was promoted to Branch Service Manager.  Holley accepted a position as Complex Service Manager in February, 2010. In September 2011, she joined the Sartini Group. 

 

She has enjoyed many years working as the liaison between the clients and the financial advisors within the team and is responsible for providing operational and service support.   Her cheerful personality, in depth operational knowledge, and problem solving expertise have made her an integral part of the Sartini Group. 

 

She has one daughter, who is recently married.  Holley enjoys spending time with her boyfriend doing outdoor activities including camping, boating, snowmobiling, motorcycling, and off-roading as well as traveling.  She also relaxes with hobbies such as reading and jig-saw puzzles.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Sartini Group 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 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

4Morgan 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.

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.


CRC 2019752 10/2018