Steven Tadayon
Senior Vice President, Financial Advisor
Phone:
(330) 491-4017(330) 491-4017
The Tadayon Kountis Group at Morgan Stanley
Direct:
(330) 491-4017(330) 491-4017
Direct:
(330) 670-4610(330) 670-4610
Our Mission Statement
Sophisticated financial strategies.
Our Story and Services
Taking pride in client service is a top priority for our team. We build confidence through our relationships with our clients over time because their financial goals are deeply personal and unique. Our service is designed for anyone who wants to create a foundation for their legacy and their family. Working with high-net-worth clients, we work to create sophisticated financial strategies that can evolve with them.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
DIGITAL RESOURCES FOR CLIENTS
Access your financial world at your convenience.
Morgan Stanley Online
Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
Online Security Center
Safeguarding your assets and personal information is among our highest priorities.
Morgan Stanley Mobile App
Access your Morgan Stanley Online account from anywhere. Download to your mobile device and login with your MSO login information.
Cybersecurity Checklist
Whether it's strengthening your passwords or treating emails from unknown senders with more caution, you can take these of steps to help reduce the threat of identity theft, online scams, malware, fraud and more.
HELPING ACHIEVE YOUR DEFINITION OF SUCCESS
Below are tools and resources for your convenience that may help in your financial journey.
Planning Your Financial Future
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
Financial Management Tools
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Retirement Roadmap Tools
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Security Center
Learn about how Morgan Stanley protects you through our security measures and how you can protect yourself online.
Location
4455 Dressler Road NW
Suite 202
Canton, OH 44718
US
Direct:
(330) 491-4017(330) 491-4017
3700 Embassy Parkway
Suite 340
Akron, OH 44333
US
Direct:
(330) 670-4610(330) 670-4610
Meet The Tadayon Kountis Group
Anastasios Kountis
Senior Vice President, Financial Advisor
Phone:
(330) 670-4610(330) 670-4610
Jackie Whiddon
Client Service Associate
Phone:
(330) 670-4611(330) 670-4611
Michelle Stamp
Client Service Associate
Phone:
(330) 491-4018(330) 491-4018
About Me
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.
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.
Securities Agent: AL, AZ, CA, CO, FL, GA, IL, IN, KY, MD, MA, MI, NV, NH, NJ, NM, NY, NC, OH, PA, SC, TX, VA, WV, WI; General Securities Representative; Investment Advisor Representative
About Me
I got into financial services in 2009, obtaining my Series 7, 63, 65, 24 licenses and, as well as my Insurance Life and Health License. I have worked in many areas of the industry as an independent advisor, an OSJ and a mutual funds wholesaler, but I found my real passion was helping clients achieve their financial goals. Over the last 15 years, I pride myself in the service I provide, putting relationships first and doing everything I can for their financial betterment. My commitment to my clients is that I will always do what’s best for them and act in their best interest. Education is also a key when I am working with clients, I find it’s crucial to understand what investment instruments we are using when building their financial plan.
I’m the son of hard-working, Greek immigrants who came here for the American dream, and for better lives for their family. My parents have run their own business for over 43 years and watching them throughout my life has instilled in me the hard-working virtues that drive my success. Seeing firsthand the trials and tribulations of small business owners made me aware of the unique intricacies entrepreneur face and has granted me many insights to create sophisticated strategies for my clients.
My wife, Stephanie and I have been together since 2011. We have two beautiful children, Demetri, and Anastasia. Whenever we have free time, my wife and I enjoy playing with our children, traveling, being in the outdoors and spending time with family!
I’m the son of hard-working, Greek immigrants who came here for the American dream, and for better lives for their family. My parents have run their own business for over 43 years and watching them throughout my life has instilled in me the hard-working virtues that drive my success. Seeing firsthand the trials and tribulations of small business owners made me aware of the unique intricacies entrepreneur face and has granted me many insights to create sophisticated strategies for my clients.
My wife, Stephanie and I have been together since 2011. We have two beautiful children, Demetri, and Anastasia. Whenever we have free time, my wife and I enjoy playing with our children, traveling, being in the outdoors and spending time with family!
Securities Agent: AZ, CA, FL, GA, IL, IN, NY, NC, OH, SC, TX; General Securities Principal; General Securities Representative; Investment Advisor Representative
About Jackie Whiddon
Jackie has been in the banking/investment industry since 2001. Focusing on client relationships, and a fantastic client experience. She is the first line of contact for clients and assists them in integrating Morgan Stanley's many capabilities. Her background in retail banking and branch management are what give her the ability to address all clients’ needs effectively.
In her spare time, she enjoys hiking with her husband, Jason, and going on nature walks with her 2 miniature dachshunds, Andy and Ollie. Jackie also partakes in numerous charity marathons throughout the year. Jackie resides in Stow, OH.
In her spare time, she enjoys hiking with her husband, Jason, and going on nature walks with her 2 miniature dachshunds, Andy and Ollie. Jackie also partakes in numerous charity marathons throughout the year. Jackie resides in Stow, OH.
About Michelle Stamp
Michelle brings 3.5 years experience in the financial service industry to the Tadayon Kountis Group. She began her career at Key Bank in Canton, OH, in 2021 where she started her career as a teller and worked her way up to be a licensed banker. She got her Series 6, Series 63, and Life & Health insurance licenses in the spring of 2023. Michelle strives to provide exceptional client service and make them feel like family.
In her free time, she enjoys reading, spending time with family and friends, and traveling. Michelle resides in Canton, OH, with her 3 cats: Lou, Milo, and Oliver.
In her free time, she enjoys reading, spending time with family and friends, and traveling. Michelle resides in Canton, OH, with her 3 cats: Lou, Milo, and Oliver.
Contact Steven Tadayon
Contact Anastasios Kountis
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Tadayon Kountis Group today.
1Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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 legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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 legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
