The Scampini Dunn Group at Morgan Stanley

Tom has dedicated the past twenty-five years building a comprehensive Financial Advisory practice that services clients in over twenty states from New Jersey to California. His extensive experience encompasses the disciplines of Planning, Financial Management, Risk Management, Investments and Portfolio Management. The application of this cumulative experience has resulted in a Practice that is focused in the customized design and implementation of Financial and Retirement Plan strategies. The Practice seamlessly integrates each client’s unique goals and objectives with tax efficient and cost-effective Financial Services and Portfolio Strategies. The ultimate goal of Tom and his associates is the prudent and timely attainment of the desired objectives. As a Financial Advisor at Morgan Stanley, he holds the titles of Senior Vice President, Senior Portfolio Management Director, and Senior Investment Management Consultant.

Prior to affiliation with Morgan Stanley and its predecessor firms, Tom taught Finance and Investments at the University of Toledo, where he also worked at Financialysts Inc., a Financial Consulting firm, emphasizing in the strategic planning, the implementation of Mergers and Acquisitions and the formation of Bank Holding Companies for his Financial Institution clients. Tom has co-authored two editions of a book entitled Modern Banking, as well as several articles on the topics of Profitability, Planning and Senior Debt Securities. Over the years, Tom has been a featured speaker at Professional and Industry seminars as well as formally presenting topics to several Civic and Educational organizations. He has also appeared on TV and Radio and been quoted in Newsprint addressing a variety of topics relating to Finance and Economics. Tom previously held various Senior level positions at publicly traded Bank Holding Companies and their affiliates overseeing functions including Strategic Planning, Profit Planning, Mergers and Acquisitions, Risk Management, Investments as well as Treasury and Capital Management. He also maintained Investor relationship responsibilities. Tom previously held various titles including Vice President and Director of Research, Vice President and Controller, Vice President of Corporate Planning and Senior Vice President and Chief Financial Officer.

When Tom is not attempting to help clients achieve their goal of Financial Independence, he enjoys spending time with family especially taking advantage of outdoor activities. He regularly swims, bikes, and enjoys most all forms of physical exercise. His spouse has recently introduced him to the sport of Pickleball. When weather permits, Tom looks forward to boating, kayaking, golfing, and taking quiet walks on their favorite beaches and trails.

When weather does not cooperate Tom’s curious and creative side usually involves some form of the Arts. Drawing and painting, using a variety of mediums, has always been part of his life. Tom enjoys reading and learning new subject matter and when his spouse is not around, he will take every opportunity to try to create recognizable sounds from one of his several musical instruments. One of his goals is to be functionally proficient in a two of the romance languages. Over the years, Tom has been deeply involved with various civic, charitable, and religious organizations by chairing fund raising events, sitting on several boards and finance committees, and functioning as Treasurer to various organizations.

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Courtney has always had a love for people and hearing their stories. So, when a job opened at Smith Barney in 2004, she jumped at the chance to work directly with clients and Financial Advisors. She has spent the past 20 years walking with clients through life changes, along with retirement planning and execution. She was in a role as Portfolio Associate with Tom Scampini and other Financial Advisors until she decided to become a Financial Advisor herself. She now is on an official team with Tom Scampini as part of the Scampini Dunn Group at Morgan Stanley. The Group aims to integrate each client’s unique goals and objectives with tax efficient and cost-effective Financial Services and Portfolio Strategies. The Scampini Dunn Group also understands that there is a lot of noise, information, and news that busy people encounter daily so she and her team work to filter through all the information to provide confidence and clarity for clients to be able to make wise choices regarding their investments and finances to move forward. Courtney is a Financial Planning Specialist and uses her insight to help clients make educated and informed decisions that will benefit their families, businesses, and long-term goals.

Courtney has previous experience in the estate planning field and worked closing with firms in Kalamazoo to develop their estate planning documents. She is knowledgeable in estate planning strategies and language. This background has been beneficial to assisting clients with their long term, legacy planning. Courtney also ran a small business for several years as a photographer. The experience of running a small business and dealing with everything from marketing to scheduling to customer service to meeting deadlines has enabled her to work closely with small business clients and understanding the pressures they are under and optimize their business plans.

When not working on behalf of clients, Courtney is spending time with her husband and their girls. She has been married for over 15 years and has two middle school girls. Her and her husband, Derek, are very involved in their church, Kalamazoo Community Church, and the Plainwell School District. Their family loves to entertain and open their 1850’s Greek Revival home to others. Their house is often filled with lots of kids and families. Courtney believes we are built for community and should try to bless those that cross our path, so their family makes every effort to live that out daily. Her motto that she tells her girls daily is SHINE AND BE KIND!


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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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