The Stumpo Gennari Group - Morgan Stanley Team - Wellesley, MA
Morgan Stanley
The Stumpo Gennari Group
at Morgan Stanley
45 William Street
Suite 130
Wellesley, MA 02481
tel: (781) 431-6737
fax: (781) 352-0768

Silvio Stumpo
Senior Vice President
Financial Advisor

Silvio is a Senior Vice President and Financial Advisor at Morgan Stanley where he focuses on helping to meet the unique financial needs of the affluent investor.  He builds custom equity portfolios for each client.  Silvio adheres to a disciplined planning and investment process focused on a holistic view of his clients and their goals.  Silvio brings to his clients a broad experience and perspective as he has been a Financial Advisor for over 38 years. 

Silvio is a graduate of Stonehill College with a degree in Finance.  He and his wife Kathleen live in Walpole, MA and enjoy spending time with their three daughters and two granddaughters.  Silvio enjoys outdoor activities, especially sea kayaking and cycling. 

James Gennari, CRPC
First Vice President
Financial Advisor

Jim Gennari is a First Vice President and Financial Advisor at Morgan Stanley where he focuses on analyzing each client’s unique situation and providing innovative solutions.  He employs a consultative approach to understand his clients’ values and goals and then provides customized recommendations and strategies to address each client’s individual needs.  Prior to joining Morgan Stanley, Jim was a Wealth Management Advisor at Merrill Lynch for 9 years.  Committed to professional development and industry knowledge, Jim obtained the Chartered Retirement Planning Counselor designation.  As a CRPC designee, he has extensive training in the retirement planning process, pre- and post-retirement needs analysis, asset management, and estate planning strategies.   

Jim is a graduate of the College of the Holy Cross with a BA in Economics, and Saint John’s Preparatory School in Danvers, MA.  He lives in Westwood, MA with his wife Kristen and two daughters, Francesca and Bianca.  Jim enjoys golfing and watching his daughters on the soccer field, basketball court, and dance stage.  He is also very active in the Westwood community.    

Susie Lui
Senior Registered Associate

Susie is a Senior Registered Associate with the Stumpo Gennari Team.  In her role, Susie is focused on providing superior service to clients.  Susie began her career in the financial services industry in 1990 and brings vast experience and knowledge to the group.  Susie’s experience, dedication, organization, and passion for helping people helps clients to enjoy an extraordinary experience working with the team. 

Susie grew up in Brookline and attended Boston University.  Susie lives in Framingham, MA with her husband Patrick, puppy, and her two sons who are attending graduate school at the University of New England for their Doctorate in Pharmacy.  She enjoys reading and traveling with family and friends. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This 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: Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan 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
Awards Disclosures
pp:7960 mp: 2796