

The Viola Group at Morgan Stanley

Our Mission Statement
Our Story and Services
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.
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.

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.
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.
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.
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.
Location
Meet The Viola Group
About Me
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.
About Me
About Me
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.

Contact Ed Viola

Contact Susan Davis

Contact Andrea Viola
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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