Senior Vice President, Financial Advisor, Morgan Stanley; Age 36
When John Pappas helps clients put together financial plans, he starts by asking what is important to them. Their answer is often family, a sentiment shared by Pappas himself.
As a third-generation financial advisor in the Pappas Group at Morgan Stanley, Pappas also values family. His main priority involves continuing the legacies of his grandfather — who started the practice — and, more recently, his father.
“It’s not often you have three generations in the same line of work,” he said. “It’s important for me to build on the great reputation my grandfather and father have established.”
Pappas finds the most satisfaction helping families organize their finances and form a plan that works for them and the generations that follow. This approach has made him a top producer in the Springfield Morgan Stanley office and has brought national recognition.
Forbes magazine included him on its most recent list of America’s Top Next-Gen Advisors. While he appreciates the honor, he credits it to the people around him.
“This is not a one-man show,” he said. “I received the honor thanks to a whole team of people dedicated to continuous improvement.”
Early in his career while working in Boston, Pappas became a Big Brother to a young man and saw for himself that positive mentoring works.
“There are no bad kids, just kids brought up in tough circumstances,” he said. “Positive mentoring can change someone’s life. Again, it’s about family and taking care of the next generation.”
Now treasurer and board member of Big Brothers Big Sisters of Hampden County, Pappas has continued his connection with the organization. “I like the idea of helping children find a path to success because it makes them and their family proud.”
This fall, he will be the next board president for the Children’s Study Home, following a proud family tradition. Both grandmothers have served on the board, with his grandmother on his mother’s side a past president. His father is also a past president.
“This is another third-generation opportunity afforded me because many years ago, my family recognized the important work Children’s Study Home does in our community,” he said.
In short, Pappas lives by the credo to always help others.
“If you can lend a hand to help someone achieve their goals, then you should do it. That’s how I live and what I would like to be known for.”
— Mark Morris