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Opeoluwa A

Series 63, Series 65

Bethesda, MD

Morgan Stanley

Opeoluwa Afe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at T. Rowe Price and TIAA-CREF prior to joining Morgan Stanley in 2023. Outside of his advisory role, he is the sole proprietor of two rental property businesses in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Joyce A

Series 66

Bethesda, MD

Morgan Stanley

Joyce Amadi is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent one year at Bank of America. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models developed by its Global Investment Committee.

General estate planning guidance
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Lisa H

Series 66

Bethesda, MD

Morgan Stanley

Lisa Hammond is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015 and 2016, respectively. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct engagements and Corporate Financial Planning agreements.

General estate planning guidance
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Christopher C

Series 66

Bethesda, MD

Morgan Stanley

Christopher Cooper is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 credential and 26 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in the Blenhorn Family Limited Partnership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Alex M

Series 66

Bethesda, MD

Morgan Stanley

Alex Morales is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including his current tenure at Morgan Stanley Private Bank beginning in 2015. Prior to that, he spent six years at Citigroup Global Markets. Morales also serves as an executor for an estate related to investment matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to support its planning services.

General estate planning guidance
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