John J. Kokolis

About John J. Kokolis

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 As his practice grew, John and his brother Peter decided form a partnership to better service their clients. During the 20••••09 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. NMLS ID 12•••99

Experience

1. Senior Vice President, Portfolio Management Director, Financial Advisor

   Morgan Stanley

   Apr 2009 — Present · Williamsburg, VA

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Education

• Virginia Military Institute

  Bachelors

  1992 — 1996