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
Biographies

Douglas E. Wells
Senior Vice President
Financial Advisor
Portfolio Management Director

Doug oversees the model that drives the investment selection, and helps develop the asset allocation that adapts to the current economic/market environment.

He’s a graduate of The Ohio State University, where he earned a BA in Finance in 1977.  Prior work experiences include working for a division of Sara Lee as a Financial Analyst, and in 1982 he joined Paine Webber as a Financial Adviser.  In 1986, Doug was one of 35 selected to begin the Portfolio Management Program at Paine Webber.  That program now has more than 400 Financial Advisor participants.  In 2008, The Wells Trecaso Financial Group joined Smith Barney, now Morgan Stanley, and continues managing assets in the Portfolio Management Group, using the same model and skill sets established at Paine Webber.

Doug serves on the board of Walsh Jesuit High School, Boys Hope Girls Hope of Northeast Ohio, is Vice Chair of the Holy Family Parish Finance Council, and has served on the board of Catholic Social Services of Summit County. 

Doug married Missy (Cheryl Conway) in 1977, and they have five children; Ryan, Courtney, Meghan, Mollie, and Kevin.  Doug is an enthusiastic golfer and tennis player.  He is a resident of Stow, Ohio.


Ralph E. Trecaso
Senior Vice President
Financial Advisor
Portfolio Management Director

Ralph implements wealth-management strategies for clients by concentrating on retirement and estate planning strategies.  With his previous experience as a Certified Public Accountant*, he brings value to the team by designing and implementing retirement plans that aim to help our clients attain the retirement lifestyle they aspire to.  He listens to their goals, values, and concerns to help develop customized investment strategies and advise high net worth clients with a perspective in wealth management.

Ralph joined Paine Webber in 1985, and in 2008 he joined Smith Barney, now Morgan Stanley.  He  earned a B.S. degree in accounting from the University of Akron in 1983.  Ralph’s community involvement includes Bluecoats, Italian-American Professional & Businessmen’s Club (past President), University of Akron Estate Planning Professionals, St. Vincent - St. Mary High School Advancement Committee.

Ralph and his wife, Joan, reside in Cuyahoga Falls, Ohio, and have three children; Samuel, Lauren, and Andrew.  His hobbies include boating, travel, his children’s activities, skiing, food, and Cleveland professional sports.


Christopher C. Walters
Financial Advisor

Chris works to help develop the group’s asset allocation strategy, investment research and selections, and prepares many of the financial plans we use with our clients.  Utilizing the Morgan Stanley* research databases and spreadsheets, Chris prepares many of the equity valuations used by the group, and he conducts the trading in our managed accounts. Chris also works with our institutional clients on manager selections, evaluation, and investment policy plan guidelines.

Chris joined the Wells Trecaso Financial Group in 1999 while finishing his B.S. degree from the University of Akron in Finance, with a minor in Economics.

Chris lives in Medina, Ohio, with his wife, Kelly, and their two small children; CJ and Patrick.  His hobbies include bowling, skiing, fishing, and reading.  He is an avid sports fan.


Michelle L. Weaver
Portfolio Associate

Michelle focuses her talents on servicing the needs of our high net worth clients.  She oversees the client service team within the group, maintaining responsibility for the team’s activities to help assure the clients’ needs are understood and met.  She concentrates on the affluent client needs and supports the team in Portfolio Management with the operation of managed accounts.  She is fully committed to long-term relationships and strives to deliver exceptional client service.

Michelle joined the team in 1993 after graduating the University of Akron with a B.S. degree in Business Finance.  She has been fully licensed since 1996, and is pursuing a career that brings her enjoyment.

Michelle and her husband, Greg, live in Portage Lakes, Ohio.  Her hobbies include traveling, boating, mountain biking, hiking, and playing with her two Shih Tzus; Dexter and Bentley.


Andrea B. Otte
Portfolio Associate

Andrea began her career with Morgan Stanley in 2000 after graduating from Kent State University with a Bachelors of Science in Business Finance.  She recently joined the Wells Trecaso Financial Group to assist in all aspects of the client experience, operations and marketing.  Andrea is fully licensed with her Series 7, 63, 65 and 31.  She is committed to not only uphold the high standard of service that our team believes in but to improving the client experience through communication and procedure.

Andrea and her husband Aaron live in North Canton, Ohio with their daughter Emma.  She enjoys arts and crafts, golf and a good book.

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