Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christine A
Series 65, Series 63
Bethesda, MD
Morgan Stanley
Christine Austin is a financial advisor at Morgan Stanley in Bethesda, MD, with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at E*TRADE Securities and Charles Schwab. Her career includes a personal sabbatical and time as a full-time student at Mesa Community College. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support clients, with a broad platform that includes retail and institutional offerings.
William M
Series 63, Series 65
Bethesda, MD
Morgan Stanley
William Mcnulty is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Mcnulty serves as a board member for the Radford University Foundation, a charitable organization based in Radford, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning and manages approximately $2.74 trillion in client assets.
William G
Series 66
Bethesda, MD
Morgan Stanley
William Gardner is a Series 66-credentialed advisor with Morgan Stanley in Bethesda, MD. He began his career at Morgan Stanley in 2026 and has prior experience at Glenmede Trust Company and FINRA. Outside of finance, he is involved with BabyCat Brewery. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.
Cody M
Series 66
Bethesda, MD
Morgan Stanley
Cody Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, he worked at Insight Enterprises and Marriott International. He also has experience in the hospitality sector, having worked at Mussel Bar and Grille. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Leandro F
Series 66
Bethesda, MD
Morgan Stanley
Leandro Falleiros Rodrigues Carva is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fincapital Financas e Investimentos S.A., and in various roles including with the UK Foreign Office and the Brazil State Government of Mato Grosso. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.
Stephen L
Series 66
Bethesda, MD
Morgan Stanley
Stephen Lowman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.
Tolulope A
Series 66
Bethesda, MD
Morgan Stanley
Tolulope Adeyemi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he was with PNC Investments and PNC Bank from 2016 to 2018. Outside of his advisory work, he is a co-founder of Haulers LLC, a hauling and moving business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.
Brian N
Series 63, Series 65
Bethesda, MD
Morgan Stanley
Brian Neeley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he is a passive owner of Bethesda Blues & Jazz, LLC, a music venue and restaurant in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and modeling techniques.
William S
Series 63, Series 65
Bethesda, MD
Morgan Stanley
William Smith is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and proprietary market estimates to support clients, offering a range of investment and financial services.
Sean H
Series 66
Bethesda, MD
Morgan Stanley
Sean Hudson is a financial advisor at Morgan Stanley with a Series 66 designation. He began his advisory career in 2024 and has previous experience working in education and small business roles. Outside finance, he has been involved with JusCollege and Kammler Painting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.
Michael R
Series 66
Bethesda, MD
Morgan Stanley
Michael Rozofsky is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and research from its Global Investment Committee.
Daniel C
Series 66
Bethesda, MD
Morgan Stanley
Daniel Chun is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 license and having 12 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014 and affiliated with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and quantitative tools to develop financial plans and provides a range of advisory programs alongside broad retail and institutional services.
Gabe A
Series 66
Bethesda, MD
Morgan Stanley
Gabe Aronson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he held a position at Citigroup Global Markets starting in 2006. He holds a Series 66 designation. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.
Gordon R
Series 66
Bethesda, MD
Morgan Stanley
Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.
David G
Series 63, Series 65
Bethesda, MD
Morgan Stanley
David Giulieri is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1994. Outside of his advisory role, he is involved with Lake Sunapee Partnership LLC, a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies to support its clients' financial goals.
Daniel M
Series 66
Bethesda, MD
Morgan Stanley
Daniel Miller is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Hartford Funds Management Company and Pioneer Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.
Jason M
Series 63, Series 66
Bethesda, MD
Morgan Stanley
Jason Martin is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Martin volunteers with the CFA Institute, reviewing examination content and assisting with standards and grading. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.
Dominic L
Series 66
Bethesda, MD
Morgan Stanley
Dominic Lo Piccolo is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a break during which he served on the investment committee of the Zeta Psi Educational Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.
Angelica P
Series 66
Bethesda, MD
Morgan Stanley
Angelica Paiva is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets, Wells Fargo Clearing, and Navy Federal Credit Union. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.
Mario A
Series 66
Bethesda, MD
Morgan Stanley
Mario Arrington is a Series 66-licensed financial advisor with Morgan Stanley in Bethesda, MD, where he has worked since 2009. He has 23 years of industry experience, including prior work at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and scenario modeling.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters