John Pappas

Senior Vice President | Senior Portfolio Management Director | Family Wealth Advisor | Financial Advisor at Morgan Stanley

Role
Senior Vice President, Financial Advisor at Morgan Stanley
Location
Springfield, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Pappas

John Pappas works in a multi-generational family financial advising practice that is focused on helping their client\'s families achieve their financial goals. The Pappas Group at Morgan Stanley has 38 years* of combined experience in the financial industry. We employ a systematic, yet well-rounded, process to help our clients grow, preserve and transfer their wealth.Areas of focus: InvestmentsImpact InvestingEnvironmental, Social, Governance (ESG) InvestingSocially Responsible InvestingMutual FundsFinancial Planning401(k) RolloversIRA Rollovers529 PlansLife InsuranceAnnuitiesEducation PlanningRetirement PlanningAlternative Investments*Please see my team website, for details about the members, their functional titles and their individual years of experience.

Experience

  1. Senior Vice President, Financial Advisor

    Morgan Stanley

    Jun 2015 — Present

    2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 20•••84

Education

  • Allegheny College

    B.A., Managerial Economics

    2003 — 2007

  • University of Massachusetts at Amherst - Isenberg School of Management

    Master of Business Administration (M.B.A.), Finance

    2013 — 2015

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John Pappas — Senior Vice President, Financial Advisor at Morgan Stanley in Springfield, MA, US | Unifers