Wells Trecaso Financial Group - Morgan Stanley Team - AKRON, OH
Morgan Stanley
Wells Trecaso Financial Group
at Morgan Stanley
3700 EMBASSY PARKWAY STE 340
AKRON, OH 44333
tel: (330) 670-7792
toll-free: (800) 488-0480
fax: (330) 670-4660
Douglas E. Wells
Douglas E. Wells
Senior Vice President
Financial Advisor
Portfolio Management Director
tel: (330) 670-7788
toll-free: (877) 466-9708
fax: (330) 670-4660
Professional Details
  • Financial Advisor since 1982
  • BA - The Ohio State University, 1977
  • Previous Experience with a Division of Sara Lee As a Financial Analyst
  • Helped Develop The Asset Allocation and Investment Selection for the Team
  • Oversees the Model That Drives the Investment Selection
Douglas E. Wells holds the following registrations:
Securities Agent: AL, AR, AZ, CA, DC, FL, GA, IA, ID, IN, KS, KY, MD, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Ralph E. Trecaso
Ralph E. Trecaso
Senior Vice President
Financial Advisor
Portfolio Management Director
tel: (330) 670-7789
toll-free: (877) 466-9708
fax: (330) 670-4660

View my profile on LinkedIn

Professional Details
  • Financial Advisor since 1985
  • BS - Accounting, 1983
    The University of Akron
  • Prior Experience As a Certified Public Accountant
  • Directs the Teams Financial Planning Including Retirement & Estate Planning Strategies
Ralph E. Trecaso holds the following registrations:
Securities Agent: AL, AR, AZ, CA, DC, FL, GA, IA, ID, IN, KS, KY, MD, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Christopher C. Walters
Christopher C. Walters
Financial Advisor
tel: (330) 670-7791
toll-free: (877) 466-9708
fax: (330) 670-4660
Professional Details
  • Joined the Team in 1999
  • BS - Business Finance / Minor in Economics, 2000
    University of Akron
  • Experienced in Investment Research and Selection, Financial Planning and Asset Allocation Strategy
  • Series 7, 31, 66 & Insurance Licensed
Christopher C. Walters holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;

Michelle L. Weaver
Portfolio Associate
tel: 330.670.7792
fax: 330.670.4660
Professional Details
  • Financial Industry Experience since 1993
  • Series 7, 63 Licensed
  • BS - Finance, 1993
    University of Akron
  • Notary Public State of Ohio
  • CSA Coach

Andrea B. Otte
Portfolio Associate
tel: 330.670.7794
fax: 330.670.4660
Professional Details
  • Morgan Stanley since 2000
  • Series 7, 63, 65, and 31 Licensed
  • BS - Finance 1999
    Kent State University

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