The Tadayon Kountis Group at Morgan Stanley

I started in the financial services industry in 2006. I developed an affinity early on for investments. I had an appreciation for the relationships that you can create and build when discussing someone’s personal finances. I built my practice on a foundation of providing exceptional level of service to every client. My clients are like family to me. I care for them and respect them. The personal gratification I get to experience seeing someone achieve their financial goals drives my motivation to continue my work at the optimal level.

My wife Karri and I have been married since 2008 and we have three wonderful children Laila, Thomas, and Ellie. My father immigrated from Iran when he was 16 years old. He left his family for a better future and opportunities. My mom and dad have been married for over 40 years and I have a younger sister as well who is married to my wonderful brother-in-law Steve. They share two children, Ariana, and Enzo. My dad and mom instilled an appreciation for multi cultures, respect, integrity, compassion, and to treat everyone fairly. Our family is very close and remain close to this day. We enjoy watching the kids’ sporting events, swimming, ATV/UTV riding and family vacations.

I hold my Series 7, 6, 63 and 66 licenses, as well as my Group 1 Insurance Life & Health License.

I began my career in financial services in 2009, earning my Series 7, 63, 65, and 24 licenses, along with my Life and Health Insurance licenses. Over the years, I’ve had the opportunity to serve in several roles across the industry — as an independent advisor, OSJ, and mutual fund wholesaler. While each experience shaped my perspective, I ultimately discovered that what fulfills me most is building meaningful relationships and helping clients move confidently toward their financial goals.

For more than 16 years, my practice has been rooted in trust, service, and putting relationships first. I take great pride in being accessible, thoughtful, and fully committed to the families and business owners I serve. My promise is simple: I will always act in your best interest and treat your financial future with the same care and responsibility I would my own. Education is central to my approach, because I believe confidence comes from understanding — and my goal is for every client to feel informed and empowered about the strategies we implement together.

I am the son of hardworking Greek immigrants who came to this country in pursuit of the American Dream and a better future for their family. My parents have owned and operated their own business for over 44 years. Watching their discipline, sacrifice, and perseverance shaped who I am today. Seeing firsthand the challenges small business owners face has given me a deep appreciation for the risks they take and the responsibilities they carry — and it allows me to relate to many of the clients I serve on a very personal level.

My wife, Stephanie, and I have been together since 2011, and we are proud parents to a beautiful son and daughter. Family is at the center of everything I do. Whether we are traveling, spending time outdoors, or simply enjoying everyday moments together, those experiences remind me why I care so deeply about helping other families build security, opportunity, and lasting legacies

I started my career in the financial services industry in 2021, shifting my focus to investments and wealth management in 2023. I got my Series 6, Series 63, and Life & Health insurance licenses in the spring of 2023. I joined the Tadayon Kountis Group at Morgan Stanley in February of 2025, and since then, I have also obtained my Series 7 and Series 65 licenses. I strive to provide exceptional client service and make each client feel like part of the family.

My husband, Aaron, and I got married in November 2025. We enjoy spending time with family and friends, reading, traveling, and being outdoors. My favorite place to be is on a beach somewhere with my toes in the sand. We reside in Canton, OH, with our 3 cats: Lou, Milo, and Oliver.