The Williamsburg Capitol Group at Morgan Stanley

Peter Kokolis is a Senior Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley Wealth Management in Williamsburg, VA, where he has been a resident since 1976.

After earning an Economics and Business degree from the Virginia Military Institute, Peter started his career in financial services with Merrill Lynch Wealth Management in August 1996. Peter adopted an early belief that financial planning is the foundation of advising clients successfully toward their goals. As his client base grew, Peter and his brother, John, formed a partnership to better serve their clients’ needs.

During the financial crisis of 2008-2009, many of their clients became concerned about the direction of the investment industry. In January of 2009, Morgan Stanley and Smith Barney announced that they would merge into one company, making them one of the largest financial firms in the industry. The Kokolis’ considered this combination would create the stability and a robust investment platform that would be essential to advising their clients in the future. Peter and John decided to move their practice to Morgan Stanley in April of 2009.

Peter and his wife, Christina, have three children, Noelle, Arianna, and James. Outside of work, Pete is an active member of the James City County Rotary Club, the local VMI Alumni Chapter. He is also a member of St. Demetrios Greek Orthodox Church in Williamsburg, VA. Pete enjoys spending quality time with his family, exercising and coaching his children in sports.

John Kokolis is a Senior Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley Wealth Management in Williamsburg, VA.

John has been a resident of Williamsburg, VA since 1976. After earning a Business and Economics degree from the Virginia Military Institute, John started his career in the financial services industry at Merrill Lynch in August 2000. As his practice grew, John and his brother Peter decided form a partnership to better service their clients.

During the 2008-2009 financial crisis the investment industry landscape began to change rapidly. During that time Morgan Stanley and Smith Barney decided to merge, making them one of the largest financial institutions in the industry. John and Pete believed the new firm would provide the financial stability and investment resources their clients would require going forward.

John and his wife, Joanna have a son, Nicholas. Outside of work, John is an active member of the VMI Alumni Williamsburg Chapter and the St. Demetrios Greek Orthodox Church. John enjoys spending quality time with his family, coaching his son in sports, and oil painting in his spare time.

Mitchell Harry serves as Senior Vice President, Portfolio Management Director and Financial Advisor at Morgan Stanley, where he brings a distinctive blend of academic insight and practical experience to wealth management. A graduate of the University of Virginia with dual degrees in Economics and Government, Mitchell approaches client portfolios with a deep appreciation for financial market history, allowing him to provide context-rich guidance in an ever-evolving market environment.

His unique perspective on family business dynamics and long-term financial planning was shaped by his family’s experience in owning and operating a commercial beef cattle ranch in Northern California. This background has proven invaluable in helping clients navigate the complexities of wealth preservation and business succession planning.

Mitchell’s clients value his balanced approach to wealth management—maintaining focus on long-term objectives while demonstrating the agility to adapt to changing market conditions.

Based in Williamsburg, Mitchell maintains an active presence in his community as a board member of the Rotary Club of The Historic Triangle. When not serving clients, he can be found on the golf course or pickleball and tennis courts. Mitchell and his wife, Anna, share an enthusiasm for travel and wine exploration, and remain loyal supporters of the Virginia Cavaliers.

Melanie Walton’s attention to detail and commitment to delivering the highest possible level of personal service to clients makes her an integral part of The Williamsburg Capitol Group. Melanie oversees the monitoring of the team’s client service model to ensure superior service. In addition, she focuses on client inquiry resolution, financial planning solutions, and portfolio reporting.

Melanie joined Morgan Stanley in 2007 after seven years as an administrative assistant with a local engineering company. She has served as the CSA coach twice for local branches and has also been involved in new hire training. Melanie is actively involved in the Daughters of the American Revolution, Newport News-Warwick Chapter, and the Yorktown Elementary School PTSA.

Melanie has been a resident of the local area for over forty years. She and her husband, Leo, have three adult daughters, Hailie, Abbey and Kaitlyn, and a son, Gray. Hailie is a graduate of VCU and is currently attending nursing school with Riverside. Abbey and her husband, Brandon, are residents of Chesapeake and in 2024 they welcomed their son, Baylor. Abbey is a therapy dog trainer and Brandon serves our country in the United States Navy. Kaitlyn has worked hard to build her thriving pet sitting business. Gray is ten years old and loves playing baseball and soccer. Their goldendoodle, Bodhi, rounds out the family.

Melanie enjoys spending time with her family, playing piano, reading, and spending summers on their boat or at the beach. She has a passion for traveling and exploring new places.

Beth joined the Williamsburg Capitol Group in 2023 after working many years in Corporate Accounting and the real estate and mortgage industries. When her children, Jacob and Carly, were younger she volunteered extensively at their schools, the York County School Division and Girl Scouts of America. During that time, she also worked as a Professional Organizer.

She is a native of Northern Virginia and graduated from the University of Arizona (BSBA Finance) and the American University (MBA with a concentration in Marketing). She enjoys traveling, reading, being outdoors and spending time with family and friends.