The Waypoint Group's Mission

Our mission is to provide superior service to our clients. We are driven by providing our clients with service that is tailored to their specific needs. We strive to understand the needs and goals of our clients in order to help service them best. We listen carefully to identify a client’s specific needs and then recommend strategies that balance risk and reward appropriately. We believe that our success is measured by our client’s success.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Cash Management2
  • Asset Management3
  • Financial Planning4
  • Life Insurance5
  • Long Term Care Insurance6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

3635 Boardman Canfield Road
Canfield, OH 44406
US
Direct:
(330) 286-4400(330) 286-4400
Toll-Free:
(800) 535-0017(800) 535-0017

Meet The Waypoint Group

About Me

As a Financial Advisor with 30 years of experience in the financial services industry, I have developed a diverse knowledge of the markets and economic conditions. I have helped provide highly customized advice, investment strategies and other financial services to high net worth individuals, families and institutions. I strive to provide clients with solutions based on product recommendations while placing great emphasis on developing an asset allocation strategy based on sound principles of risk and reward. I am Series 3, 7, 8, 63, and 65 registered all states and insurance licensed in AZ, FL, NC, OH and PA. 

I graduated from Youngstown State University with a degree in Finance and have been a Producing Branch Manager in the Youngstown office since 1999. I am a member of the Investment Management Consultants Association (IMCA) and the Association of Individual Investors (AII) and I am a board member of the Mahoning Valley Historical Society. I am an avid fan of Youngstown State University football and a member of the Penguin Club. I reside in Canfield, Ohio with my wife, Bethann and son, Noah.
Securities Agent: OH, WI, WA, VT, VA, UT, TX, SD, SC, RI, PR, PA, OR, NY, NV, NM, NJ, NE, ND, NC, MS, MN, MI, MD, MA, KS, IN, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Me

I have been in the financial industry for 42 years, a financial advisor for the past 36 years. I help my clients plan and implement their financial goals by close monitoring of their needs and changing market conditions. I examine future goals for retirement, college education expenses and special needs planning. I work closely with accountants and attorneys to help facilitate tax, estate and long-term financial planning. I am Series 7, 8 and 63 registered and am insurance licensed in OH, PA, FL, GA, HI, MD and VA.

I am a graduate of Youngstown State University majoring in Marketing and Accounting. I am a past president of Hospice of the Valley and a graduate of the Class of 2009 Leadership Mahoning Valley. I am also a proud member of TEAM SHAMROCK which raised over $20k as a two year silver award sponsor for the American Cancer Society, Relay for Life. My husband Tim and I live in Liberty Township and have four children Nicholas, Kaytlin, Patrick, Evan and his wife Elizabeth. I also have three grandsons Brandon, Adam and Caden. Tim and I are proud sponsors of various Educational Foundations lending our knowledge of food and wine for fund raising events. I enjoy being outdoors gardening and socializing with family and friends.
___________________________

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) , its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
Securities Agent: OH, WA, VT, VA, TX, TN, PA, OR, NY, NM, NJ, NC, MS, MI, MD, MA, IN, IL, HI, GA, FL, CO, CA, AZ; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Me

As a Financial Advisor for over 10 years, my primary goal is to help clients build globally diversified portfolios in an effort to produce potentially competitive risk-adjusted performance based on the client’s unique goals. I am Series 7, 31, and 66 registered and insurance licensed in AZ, FL, HI, NC, OH and PA.

I am a graduate of Youngstown State University and worked in family business before joining the firm. I am a Chartered Retirement Planning Counselor, CRPC® and focus on retirement income planning. I live in Boardman, Ohio with my wife of 30 years, Erin and we have two children Lauren and Nicholas. I am a board member of the Boardman Local School District where I serve as President and The Boardman Civic Association where I serve as Treasurer. I enjoy spending my free time in beautiful, Mill Creek Park running and cycling. 

 NMLS 1393584
Securities Agent: OH, WA, VT, VA, TX, TN, PA, OR, NY, NM, NJ, NC, MS, MI, IN, HI, GA, FL, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1393584

About Me

I joined Morgan Stanley in 2012 as a Wealth Advisory Associate.  In this role, I focused on comprehensive financial planning and worked with many financial advisors at the firm to provide this valuable service to their clients.  Now, as part of the Waypoint Group, I strive to understand, and many times help to define, clients’ financial goals and long term needs.  I work with the team to provide suitable strategies to help clients meet their financial objectives.  I am Series 7 and 66 registered and insurance licensed in AZ, FL, NC, OH and PA. 

I graduated from Miami University of Ohio with a B.S. in Accounting.  Before getting into the financial service industry, I worked in public accounting and residential real estate.  Born and raised in the Youngstown area, I moved back to town from Columbus in 2010.  I am a past Treasurer of the Junior League of Youngstown.  I live in Boardman and enjoy spending time with my husband, Keith and dog, Chauncey.
Securities Agent: TX, OH, WA, VT, VA, PA, OR, NY, NM, NJ, NC, MS, MI, IN, HI, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

About Me

I have been working with the Waypoint Group since 2004. I am a registered associate and have successfully completed my Series 7 and 66 examinations. I am responsible for a variety of client services including entering and processing all institutional security transactions, processing all new accounts and account consolidations as well as aiding individual clients with specific order requests. I further support the Waypoint Group by working with clients' attorneys to help family estate issues. I provide private client service by using my attention to detail to help investigate and resolve account and operational questions and issues. Prior to joining Morgan Stanley, I spent 6 years working at Merrill Lynch and 17 years in the Banking Industry where I received my General Bank Diploma, Customer Service Certificate, and Lending Certificate.

 

I live in Youngstown, Ohio with my husband of 35 years, Jim and we have two sons, Jimmy and Matthew. I am very active in our church where I have taught CCD for 25 years. I am a sponsor for RCIA, a member of GROW, Adult Formation, Youngstown Cursillo, and Project Grow. In my free time I love to read and cook.

About Me

I am currently a part-time employee with The Waypoint Group at Morgan Stanley since 2013. I evaluate and implement various marketing methods to develop business opportunities with clients and prospects. I am responsible for developing marketing strategies that will help guide our team's business plan.  I am also responsible for heading up Client Appreciation Events, as well as touching our clients with monthly newsletters.

Prior to joining, I worked as a full-time employee for two years in Buffalo, NY as a Branch Manager's Assistant. I attended Bradley University, IL and graduated Cum Laude with a Bachelors degree of Finance in 2009. A year after I earned my Cum Laude Masters of Business Administration with a concentration in Finance, also from Bradley University. While attending the university, I worked as an intern in the Chicago office of Morgan Stanley for four years. I enjoy spending my free time with my husband, Jawad and kids, Elias and Ella
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
The Tao of Guy

The Tao of Guy

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Ready to start a conversation? Contact The Waypoint Group today.
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1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

4Morgan 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.

5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 suitable 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”) 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.


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