Our Story and Services

At the heart of our practice is a commitment to delivering a truly full-service financial experience, grounded in thoughtful strategy, and personal attention. Our team of experienced financial advisors proudly serves a diverse and distinguished clientele, including business owners, multigenerational families, high-net-worth individuals, medical professionals, retirees, and young professionals.

We specialize in comprehensive portfolio management, offering custom-built equity portfolios and asset management solutions designed to meet our clients’ evolving needs and goals. Beyond an investment strategy, we also provide financial planning that integrates estate planning, risk management, insurance, and mortgage guidance, ensuring every piece of our clients’ financial lives is working in harmony.

Whether you’re building wealth, preserving it, or planning your legacy, we are here to guide you. Our mission is to help our clients make informed decisions and achieve long-term financial success with a plan tailored specifically to their vision.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Expertly Managed Portfolios Aligned with Your Goals

Portfolio management has been a core focus of our team for decades—and it remains our area of deep expertise. We take a disciplined, strategic approach to building and managing portfolios tailored to your individual goals, risk tolerance, and time horizon. Drawing on years of experience, we construct customized portfolios that may include individual stocks and bonds, professionally managed models, and third-party strategies. Whether your priority is long-term growth, income, or capital preservation, we continuously monitor and adjust your portfolio to reflect evolving market conditions and your personal financial objectives.

Our Process

At our core, we believe personalized wealth management starts with being accessible and responsive to your unique needs. With offices across the country and team members who speak multiple languages including Spanish—we are equipped to serve a diverse client base across locations and backgrounds. Whether you prefer to meet in person or connect virtually, our team is here to support you with thoughtful guidance, wherever you are.

Tab Image
Step 1: Discovery

We take time to fully understand you and your family's needs and goals. Whether you're planning for retirement, purchasing a home, or living out your retirement years - we take in to account your aspirations, challenges, risk tolerance and other factors to help us develop your financial plan.

Step 2: Formulating Your Strategy

Using your goals as a guide, we create a detailed strategy with recommendations aimed to help you grow, preserve, and transfer your wealth. We use proprietary financial planning tools in tandem with your personal priorities to help formulate a plan that fits your needs.

Step 3: Implementing Your Plan

In this step, we present the strategy we created for you. Upon your approval, we begin to implement the strategy using the firm's world class platforms.

Step 4: Monitoring and Evaluation

Continuing the conversation allows us to help ensure that your current goals are top of mind when working on your wealth management strategy. We monitor your plan and portfolio to help make certain your assets are positioned to align with your changing circumstances.

Legacy Planning

Financial planning customized to your family's needs is essential to preservation of wealth. Keeping the next generation informed is key to their future financial goals.

    Icon Image
    Financial Literacy

    Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. It's never too early to start improving financial literacy in your family.

    Learn More
    Icon Image
    Conversation Guide

    Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

    Learn More
    Icon Image
    "Thoughts on the Market" Podcast

    Listen in as Morgan Stanley colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.

    Listen Here
    Icon Image
    "What should I do with my Money?" Podcast

    Join us as our guests share their stories around life's major moments. On this award-winning podcast, we match real people, asking real questions about their money, with experienced Financial Advisors.

    Listen Here

Digital Resources for Clients

Access your financial world at your convenience.

    Icon Image
    Morgan Stanley Online

    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

    Mobile App & Online Wealth Management | Morgan Stanley
    Icon Image
    Total Wealth Tool

    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, along with convenient connectivity.

    Online Financial Tools | Morgan Stanley
    Icon Image
    Portfolio Risk Management

    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers. Providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.

    Portfolio Risk Management: Mitigating Risks | Morgan Stanley
    Icon Image
    MS Reserved

    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

    Learn More
    Icon Image
    The GIC Weekly

    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.

    Learn More

Location

8889 Pelican Bay Blvd
Suite 300
Naples, FL 34108
US
Direct:
(239) 449-7842(239) 449-7842
61 Paramus Road
3rd Floor
Paramus, NJ 07652
US
Direct:
(201) 444-1200(201) 444-1200
55 East 52nd Street
New York, NY 10055
US
Direct:
(212) 603-6100(212) 603-6100

Meet The Viola Group

About Me

Ed Viola is an accomplished wealth advisor with over 39 years of experience in the financial services industry. As a Financial Advisor at Morgan Stanley, he provides comprehensive wealth management solutions to affluent private clients, corporate executives, and institutional investors. Known for his client-focused and strategic approach, Ed helps individuals and organizations navigate complex financial decisions with confidence.

Throughout his career, Ed has built a deep specialization across a broad range of financial services, including equity and fixed income management, structured products, hedging strategies, alternative investments, insurance, and annuities. He also offers access to mortgage and lending services, allowing him to address both sides of a client’s balance sheet and deliver holistic financial planning.

Ed’s ability to build lasting relationships is rooted in his commitment to understanding each client’s unique goals and designing investment strategies tailored to their needs. His work is grounded in thoughtful portfolio construction, long-term planning, and disciplined risk management.

He resides in Naples, Florida, and maintains a second home in Franklin Lakes, New Jersey. Outside of his professional life, Ed enjoys golf, boating, and playing guitar year-round.
Securities Agent: AL, AZ, CA, CO, CT, LA, MD, MO, NH, NJ, NY, NC, OR, PA, SC, TX, VA, FL; General Securities Representative; Investment Advisor Representative

About Me

Securities Agent: FL, MO, NC, MD, VA, PA, TX, SC, CT, CO, AL, NH, AZ, LA, NY, NJ, CA, OR; General Securities Representative; Investment Advisor Representative

About Me

Andrea brings a dynamic and client-focused approach to the team, focusing in comprehensive, goal-based financial planning. With a strong emphasis on aligning each client’s strategy with their financial situation, risk tolerance, and life priorities, Andrea is instrumental in helping individuals and families stay on track—no matter how their needs evolve or how markets shift.

Her passion for building meaningful relationships is evident in her dedication to transparent communication. Clients working with Andrea can expect consistent access to the decision-maker managing their assets, ongoing updates on portfolio performance, insights on market developments, and clearly defined strategies for moving forward.

Andrea holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Retirement Planning Counselor™ (CRPC™) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. She also holds FINRA Series 7 and 66 registrations. Andrea earned her B.A. from The George Washington University.

She lives in Manhattan and enjoys theater, skiing, tennis, and yoga. Andrea is actively involved with Read Ahead, a reading-based mentorship nonprofit.
Securities Agent: LA, FL, CA, CO, NY, NC, AZ, VA, NJ, PA, NH, TX, MD, CT, MO, AL, OR, SC, MA; General Securities Representative; Investment Advisor Representative
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
  • Annuities
A Simple Six-Step Retirement Checkup
Article Image

A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
The Robots are Coming
Article Image

The Robots are Coming

Adam Jonas, Morgan Stanley?s Head of Global Autos and Shared Mobility Research, discusses the fast transition of artificial intelligence into the physical world in the form of humanoid robots.

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
529 Plans: A Powerful Tool to Save for Education
Article Image

529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving�
Article Image

Donor Advised Funds: A Smart Way to Manage Your Giving�

There?s more to charitable giving than you may realize. Here?s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Viola Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

Back to top



2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

Back to top



3Morgan 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.

Back to top



4Morgan 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.

Back to top



5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

Back to top



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)