The Seymour Group at Morgan Stanley

With more than 35 years of industry experience, Jo focuses on helping clients identify risks that can impede their ability to achieve important life as well as financial goals. Through comprehensive financial planning that focuses on retirement, estate and education planning strategies, she helps them understand what “possible” can look like and achieve their dreams through an educational and process driven approach.

Jo was introduced to financial services through a lifelong friend who worked in the industry. She immediately fell in love with the fast-paced environment and what opportunities the industry had to offer. Jo joined the firm officially and worked her way up through many different roles to include operations, service and eventually management. With the ultimate desire to work directly with clients and obtain her CFP^® certification, Jo made an important career decision to join Morgan Stanley as a Financial Advisor. As a founding member of The Seymour Group, Jo spent the next 20 year’s building a multiple-member, successful financial planning practice that helps individuals, families and business owners solve problems and manage wealth more effectively.

An education advocate, Jo remains committed to advanced learning for herself, her team members and her clients. A Malone University graduate and attendee of The American College of Financial Planning, she has earned some of the industry’s most prestigious designations, including Certified Financial Planner (CFP^®) and Chartered Financial Consultant^® (ChFC^®). Throughout her career, she has also received numerous awards. Which include two years in Morgan Stanley’s Pacesetters Club (2002 and 2003), along with achievement into the firm’s Century Club standings (2018). Most recently, Jo was honored to be recognized by Forbes as one of “America’s Top Woman Wealth Advisors- Best in State” for 2022.

An Ohio native, Jo believes balance is vital to a happy life. She and her husband, Dan, have been married for 41 years and live in Massillon. Their daughter, Brandi, and son-in-law, Aaron, are vital members of the team, making it a family wealth management practice in more ways than one. Outside of the office, Jo is an active member of the Massillon Woman’s Club. She is a past president and former board member of the Kiwanis Club of Norton. In her free time, Jo likes to travel to experience new places and cultures with her family. She enjoys camping, going to beach and an occasional motorcycle ride.

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.

As a highly skilled advisory team member, Aaron enjoys working with financially successful individuals and families, providing tailored advice and customized solutions to help them accomplish their goals. His primary responsibilities include building and monitoring sound financial plans and helping clients understand and utilize the vast technology tools available to them.

Prior to joining Morgan Stanley, Aaron worked in a fast-paced customer service role for more than 14 years at what is now a national company. This experience taught him the importance of providing an “above and beyond” service experience. He brings these valuable skills to his role as a Financial Advisor and is committed to helping all the team’s clients resolve issues and concerns thoroughly.

With a focus on financial planning, Aaron’s goals-based process begins with asking the right questions and actively listening. This ongoing dialogue serves as the foundation for the development of a comprehensive strategy that reflects each client’s goals for the future. Aaron receives great satisfaction knowing he is helping make a significant impact on the quality of clients’ lives and often becomes one of the most important relationships to them and their families.

Aaron graduated Magna Cum Laude from Franklin University earning a bachelor’s degree in financial planning. Aaron also holds the Financial Planning Specialist Designation along with his Series 7, Series 66 and Insurance licenses. Aaron resides in Perry Township with his wife and colleague, Brandi, and their two children, Lucas, and Lexi. In his free time, Aaron enjoys camping and traveling with his family.

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 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 gives her the ability to assist with client and Financial 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.

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 Fiancé, Mark along with their son Charlie. In her free time, you can find Cady traveling with her family, camping or just exploring new places.

Tracey Evans, a Senior Registered Client Associate, joined The Seymour Group in 2024. Tracey is a seasoned Financial Professional with over 30 years of experience in Financial Services Industry.

Tracey previously worked at FirstMerit Bank, (now known as Huntington National Bank), as a Vice President & Retirement Plan Specialist for 24 years where she was responsible for gathering new business as well as managing over 60 client relationships including individual and corporate investment clients as well as employer sponsored group retirement plans. Tracey then joined a team at Merrill Lynch as a Senior Financial Advisor where, for 7 years, she helped grow new client relationships while also supporting current client relationships for the team’s book of business.

Today, Tracey lives in Perry Township with her husband, Mike along with their two daughters, Haidyn and Raegan. In her free time, you can find Tracey at the Perry High School tennis courts watching Haidyn’s tennis matches, or at the Perry football field watching Raegan cheerleading for the Perry Team.