In the News

Wanting More – How I Became an Independent RIA

An interview with Jesse Giordano, Lee Korn, and Joseph Filosa of Opal Wealth Advisors and Schwab Advisor Services. At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer… more

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

A conversation with Lee Korn, Principal, Opal Wealth Advisors and Mindy Diamond. When Lee Korn and his partners left Morgan Stanley in January of 2019 to launch their independent firm Opal Wealth Advisors, the thought of managing through an… more

Ones to Watch in Wealth Management – Katherine Dean

A certified financial planner, Katherine Dean is managing director of operations at Opal Wealth Advisors in Jericho. She previously founded Living Your Worth, a women's empowerment and coaching organization. Prior to that, Dean was a group director at… more

Long Island People On the Move – Jesse Giordano

Jesse Giordano of Glen Cove, principal at Opal Wealth Advisors in Melville, has been elected interim chair of the board of trustees of the Leukemia & Lymphoma Society, Long Island Chapter in Melville. more

Opal Wealth Advisors’ Jesse Giordano Named to Forbes 2019 Best-in-State Wealth Advisors List in New York

Opal Wealth Advisors, a registered investment advisory firm, today announced that Jesse Giordano, CFP®, co-founder and principal, has been recognized as a 2019 Best-In-State Wealth Advisor by Forbes. The list honors over 3,000 top advisors across the country... more

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Should Your Firm Hire a Life Coach?

What are your goals? Jesse Giordano, an advisor and one of the founders of Opal Wealth Advisors, hates that question. He feels like it puts him on the spot—as if he must come up with the perfect answer. Consequently, he doesn’t… more

Ex-Morgan Stanley Execs Launch New Jericho Firm

A team of former Morgan Stanley executives have launched a new financial advisory firm in Jericho. The new company, Opal Wealth Advisors, is headed by Lee Korn, Jesse Giordano and Joseph Filosa, who were formerly members of the… more

$650M Morgan Stanley Team Leaves to Form RIA

A group of veteran Morgan Stanley financial advisors with about $650 million in assets has gone independent and formed its own registered investment advisory firm. The former 360 Group is now doing business as Opal Wealth Advisors in Jericho,… more

$650M Team Ditches Morgan Stanley for Independence

Morgan Stanley has lost a $650 million team as advisors Lee Korn, Jesse Giordano, Joseph Filosa and their team go independent—and leverage a life coach to boost their holistic financial planning offering. The ability to build a more client-centric… more

Morgan Stanley Loses Brokers Producing $6 Mln-Plus to RBC and a New RIA

In a sign that advisors may be gaining more confidence about steering their way out of firms that have left the Protocol for Broker Recruiting, a multi-million-dollar Morgan Stanley producer in New York City and a four-advisor team… more