The Stevens Vellucci Group at Morgan Stanley

I am the co-founder of the Stevens Vellucci Group and lead our strategic vision. I firmly believe that it is essential to develop a panoramic view of a client’s financial picture before I can offer meaningful and effective financial advice. It’s this belief that is the foundation on which The Stevens Group process, D.A.D.A., is built.

I bring more than 35 years of experience to every client I service. During that time, I’ve recognized the importance of setting long term goals, developing disciplined plans and avoiding impulsive reactions to short-term market volatility.

After graduating from Lehigh University with a B.S. in finance and management, I began my financial services career at E.F. Hutton, a Morgan Stanley predecessor firm. The extensive resources available through Morgan Stanley enable me to fulfill my passion for helping people make informed decisions and I take pride in the fact that many of the physicians and small-business owners I advise look at my teammates and me as their virtual Chief Financial Officer.

I have obtained a Certificate in Financial Planning from the College of Financial Planning in Denver and earned the CERTIFIED FINANCIAL PLANNER™ certification as well as the Certified Investment Manager Analyst (CIMA^®) certificate from the Wharton School of Business. I was named to Forbes Magazine’s list of Best-in-State Wealth Advisors for 2022-2025.

When not helping clients, I’ve spent years coaching lacrosse and soccer and giving back to the community through my involvement with the Food Bank of South Jersey and Habitat for Humanity. Over the years, I’ve been a Big Brother for more than a decade and sat on the boards of Jewish Family Children’s Services, the American Heart Association, the Cure Fragile X Foundation and the Cherry Hill Lacrosse Club. My wife Cindy and I live in Cherry Hill, New Jersey where we treasure the time we spend with our greatest assets, our children, Mason, Daryn and Devon and our dog, Rocky.

​Forbes Best-In-State Wealth Advisors 2022-2025
Source: Forbes.com (Awarded April 2022, April 2023, April 2024 & April 2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.

As co-founder of The Stevens Vellucci Group, I help clients clarify what matters most, define measurable financial goals, and build personalized strategies designed to turn those goals into real-world outcomes. Through our D.A.D.A. process, we bring structure and accountability to planning—so clients can make confident decisions and stay focused on the life they want to live.

I’ve spent more than a decade in financial services, including leadership roles, and I became a Financial Advisor because I’m passionate about helping individuals and families protect their financial well-being and expand their options. Whether a client’s vision includes working less, starting a business, or simply feeling more in control, my role is to provide clear guidance, thoughtful planning, and ongoing support.

I hold a Certificate in Financial Planning from New York University and a Certificate in Wealth Management Theory & Practice from Yale School of Management. I am a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor (CPWA^®), and Certified Exit Planning Advisor (CEPA) I was also named to Morgan Stanley’s Pacesetter’s Club in 2021, 2022, 2023, 2024, 2025, and 2026—recognition awarded to a select group of early-career Financial Advisors who demonstrate strong professional standards and performance.

Outside of the office, you’ll usually find me playing the drums or on the golf course (often searching for my ball). Most of all, I enjoy spending time with my wife, Jackie, and our beautiful children, Giovanna and Vincent.

As a Registered Client Service Associate with The Stevens Vellucci Group, I try to ensure the D.A.D.A process progresses in the right direction for each client. I take pride in bringing everything together operationally to make sure nothing and no one is forgotten.

I graduated from the University of Washington with a Bachelor’s Degree in Business, and have worked in the financial industry for over 5 years. My prior experience includes working as a private banker at Wells Fargo, exclusively with high-net-worth families. I’ve, also, worked as a client service associate at UBS and Morgan Stanley. I hold my Series 7 and 66 licenses.

It is my varied experiences in the financial service industry and my knowledge of financial products and markets that enable me to better assist clients with inquiries and resolve issues. I am an advocate for every client. I strive to make sure all our services are not only satisfactory but outstanding, offered with a level of professionalism and personalization beyond expectations.

I grew up in Washington state and moved to New Jersey with my husband, Oray, four years ago. I enjoy exercising, watching soccer, reading thrillers and most of all spending time with my sons, Cristian and Gibril.

As a Client Relationship Analyst with The Stevens Vellucci Group, I assist with crafting and updating financial plans and support the review of portfolios to ensure our clients grow into their plans and never out of them. I also serve as the team’s subject matter expert on the various digital tools available through Morgan Stanley Online and the Morgan Stanley mobile app.

I graduated cum laude from The College of New Jersey in 2024 with a Bachelor’s Degree in Economics and minored in Finance and Psychology. I joined The Stevens Vellucci Group as an intern during my final semester of college and began full-time with the team in July of 2024. I hold my Series 7 and 66 licenses.

I was born and raised in Collingswood, NJ. In my spare time you can find me in the gym training for my next powerlifting competition, in the crowd at one of the dozens of concerts that I attend each year, or spending time with family and friends.