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
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
Senior Vice President, Financial Advisor
Jun 2015 — Present
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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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