The Seymour Group at Morgan Stanley

With more than 35 years of industry experience, Jo Seymour is the Founding Partner of the team and the visionary behind its disciplined, planning-first philosophy. Over the decades, she has built a multigenerational wealth management practice grounded in integrity, education, and long-term client relationships. Her leadership continues to shape the team’s strategic direction as it evolves and gains recognition — including consistent acknowledgment by Forbes among top women wealth advisors and Forbes Best in State Wealth Management Teams from 2024 to current.

Jo focuses on comprehensive wealth management, helping individuals, families, and business owners identify risks that may hinder their ability to achieve meaningful life and financial goals. Her holistic approach integrates retirement planning, estate planning strategies, education funding, risk management, and investment oversight into a cohesive, goals-based framework. Through a structured and educational process, she helps clients clearly define what is possible and implement strategies designed to help bring those goals to life.

Her career in financial services began with the encouragement of a lifelong friend in the industry. Drawn to the fast-paced and impactful nature of the profession, Jo worked her way through operations, service, and management roles before making the pivotal decision to focus directly on client advisory work and pursue her CFP^® certification. As a founding member of the practice more than 20 years ago, she built what is now a thriving, team-based wealth management practice designed to serve clients across generations.

A lifelong advocate for education and professional excellence, Jo is a graduate of Malone University and has completed advanced studies through The American College of Financial Services. She holds the Certified Financial Planner™^® (CFP^®) and Chartered Financial Consultant^® (ChFC^®) designations — two of the industry’s most respected credentials. Throughout her career, she has received numerous honors, including membership in Morgan Stanley’s Century Club(2018, 2023 & 2026). Most notably, she has been recognized by Forbes as one of “America’s Top Women Wealth Advisors – Best in State” (2022-2026).

An Ohio native, Jo believes that balance is essential to a fulfilling life. She and her husband, Dan, who just celebrated their 45th wedding anniversary, reside in Massillon. Their daughter, Brandi, and son-in-law, Aaron, serve alongside her on the team, creating a truly family-centered wealth management practice. Outside the office, Jo remains active in her community as a past president and board member of several local organizations. She enjoys traveling, camping, spending time at the beach, and the occasional motorcycle ride with family.




Named Forbes Top Women Wealth Advisors Best-In-State 2022-2025

2022-2025 Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (Awarded 2022-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award. Source: Forbes.com

Named Forbes Best-In-State Wealth Management Teams 2024-2026

2024-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2026) Data compiled by SHOOK Research LLC based on a 12 month time period concluding in March of the year prior to the issuance of the award.

Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June or September of the previous year the award was issued having commenced in September of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see ww.SHOOKresearch.com. ©202X Morgan Stanley Smith Barney LLC. MemberSIPC

Morgan Stanley Wealth Management Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. This accolade recognizes Antoinette’s consistent excellence in helping clients, such as yourself, achieve their personal and financial goals. In addition to demonstrating leadership through best practices of wealth management, our recognition programs acknowledge the highest professional standards and first-class client service.

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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

Morgan Stanley Smith Barney LLC. Member SIPC.

Aaron Good is a Financial Advisor who plays an increasingly strategic role in the continued growth and evolution of the team’s practice. Aaron remains focused on delivering a disciplined, holistic wealth management experience grounded in thoughtful planning and long-term relationships.

Aaron focuses in working with financially successful individuals and families, helping them navigate complexity with clarity and confidence. His approach integrates investment management, risk considerations, tax awareness, retirement planning, and legacy strategies into a cohesive financial framework. By aligning each element of a client’s financial life, he delivers customized strategies designed to help support both immediate priorities and multigenerational goals.

Known for his steady leadership and analytical perspective, Aaron is deeply committed to a goals-based planning philosophy. He begins every relationship by listening carefully and asking insightful questions, building a foundation of understanding that guides the development of comprehensive, adaptable strategies. He believes that true advisory relationships are built on mutual respect, transparency, and consistent communication — values that underpin every client interaction.

Before entering the financial services industry, Aaron spent more than 14 years in a high-performance customer service environment at what is now a national company. That experience shaped his commitment to operational excellence, responsiveness, and delivering an elevated client experience.

Aaron graduated Magna Cum Laude from Franklin University with a bachelor’s degree in Financial Planning. He holds the Financial Planning Specialist designation, along with his Series 7, Series 66, and Insurance licenses.

He resides in Perry Township with his wife and colleague, Brandi, and their two children, Lucas and Lexi. Outside the office, Aaron enjoys traveling, camping, and spending time with his family.

Morgan Stanley Smith Barney LLC 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 visit us at https://advisor.morganstanley.com/the-seymour-group or consult with your Financial Advisor to understand these differences. CRC 4665150 02/27



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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 5247251 8/27

An experienced financial services professional since 2012, Brandi’s primary responsibilities include effectively managing all logistics of the team’s busy schedules to assure continuous communication, which is vitally important to helping clients stay on track with achieving their goals. She interacts with clients to collect important information for creating and maintaining their financial plans, as well as following up to help ensure activities are completed in a timely fashion.

Growing up in Norton, OH, Brandi learned firsthand about the power of top-notch service through financial planning from her mother, Jo Seymour. Prior to joining Morgan Stanley, Brandi worked several years at Prudential Securities in both service and administrative roles. Brandi’s talents lie within her ability to take on and organize challenges that allow clients to have the most positive experience. She enjoys building longstanding relationships with clients through daily interactions and tailored events. Over the years, she has continued to build very special connections with them.

Today, Brandi lives in Perry Township with her husband, Aaron, who is a Financial Advisor on the team. Married for nearly 14 years, they have two children, Lucas, and Lexi, who keep them busy with their many activities. Brandi is currently the Booster Club President for her daughter’s dance competition team focusing on funding and organization. Outside of the office, Brandi and Aaron enjoy traveling as a family. They are also avid campers and like to spend their summer weekends travelling and exploring new places.

After nearly 7 years in the banking industry, Cady Crow, joined The Seymour Group as a Customer Service Associate in 2022. Cady’s dedication lies in customer service and training and development.

Cady previously worked at Huntington National Bank where she started her career as a teller and worked her way a Branch Service Manager. Her background in retail banking and business development brings a different perspective to the team. Her clients find that she is truly invested in their future, exhibits exceptional attention to detail, and eagerly works alongside them to help accomplish their goals.

Today, Cady lives in Perry Township with her Husband, Mark along with their son Charlie. In her free time, you can find Cady traveling with her family, camping or just exploring new places.

Drawing on more than 35 years of financial services experience, Carol is often the first line of contact on a wide range of client
services. A consummate professional, she is committed to providing each client with an exceptional level of personal service, integrity and attention to detail. Carol has been an important member of The Seymour Group at Morgan Stanley since joining the team in 2002.
From the largest task to the smallest request, Carol works diligently to exceed client expectations. Her core responsibilities are essential to enabling the team to carry out its mission of helping financially successful individuals and families plan, invest and lead fulfilling
lives. She coordinates various client service activities, including onboarding new clients, consolidating investments to
Morgan Stanley, executing trade orders and transferring of funds at client requests. Carol began her career in financial services
at Prudential-Bache securities, working as both a Registered Associate and Operations Manager. She joined Morgan Stanley in 1990. Carol maintains her FINRA Series 7 and 66 licenses which provides a better ability to assist with client and advisor requests.
Originally from Parma, OH, Carol now lives in Canal Fulton with her husband, Troy. They have three grown children Sara, Gina & Kyle.
When away from the office, Carol enjoys reading and bird watching.