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Riley D
Series 66
Lutherville, MD
Morgan Stanley
Riley Dopp is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and 2019, respectively, and previously worked at Financial Consulate, Diamond Detail, and Towson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.
Josh W
Series 66
Lutherville, MD
Morgan Stanley
Josh Webber is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Merrill and Oceaneering, as well as experience in the restaurant industry and education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and global market insights.
Jason P
Series 63, Series 65
Lutherville, MD
Morgan Stanley
Jason Parks is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank. Prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, serving clients under both individual and corporate financial planning agreements.
Dominic N
Series 66
Lutherville, MD
Morgan Stanley
Dominic Nicolini is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for the LD1940 Fund, a nonprofit established to honor the memory of a friend by providing scholarships and supporting cancer-related causes. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory process.
Alan H
Series 63, Series 65
Lutherville, MD
Morgan Stanley
Alan Hess is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.
Michael F
Series 66
Lutherville, MD
Morgan Stanley
Michael Feranec is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2004, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.
Matthew R
Series 66
Lutherville, MD
Morgan Stanley
Matthew Riggin is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 planning services supported by firm-approved tools and methodologies.
Brooke M
Series 66
Lutherville, MD
Morgan Stanley
Brooke Myers is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and TD Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct financial planning and corporate financial planning agreements.
John M
Series 66
Lutherville, MD
Morgan Stanley
John Mclaughlin is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated Private Bank since 2015, following four years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning, supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.
Joann S
Series 63, Series 66
Lutherville, MD
Morgan Stanley
Joann Stout is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Joseph B
Series 63, Series 65
Lutherville, MD
Morgan Stanley
Joseph Boddiford III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as positions at Citigroup Global Markets and Legg Mason Wood Walker. He volunteers with the James V McMahan Commission on Veterans Affairs, coordinating veteran community activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured planning tools and firm-approved methodologies.
Frederick D
Series 66
Lutherville, MD
Morgan Stanley
Frederick Davis is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years before joining Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.
Kristopher E
Series 66
Lutherville, MD
Morgan Stanley
Kristopher Ewers is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 license and two years of industry experience. His prior roles include positions at PNC Private Bank and operating Pro Grass LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various channels including direct individual plans and Corporate Financial Planning agreements.
Evan R
Series 66
Lutherville, MD
Morgan Stanley
Evan Riss is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Merrill Lynch and Financial Gravity Family Office Services. Outside of finance, he is involved in lacrosse officiating and coaching with the Southern Lacrosse Officials Association, National Intercollegiate Lacrosse Officials Association, and Zingos Lacrosse Club. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model financial outcomes.
John M
Series 66
Lutherville, MD
Morgan Stanley
John Magiros is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and with 19 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. He is involved in a trust-related business activity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.
Christopher L
CFP®, Series 63, Series 66
Lutherville, MD
Morgan Stanley
Christopher Lebano is a financial advisor with Morgan Stanley in Lutherville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience and previously worked at Bank of America and Merrill before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.
Maria P
Series 66
Lutherville, MD
Morgan Stanley
Maria Pinto is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at LAR Group Inc and Chesapeake Remodeling. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.
Anne M
Series 66
Lutherville, MD
Morgan Stanley
Anne Miklos is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.
Charles S
Series 63, Series 65
Lutherville, MD
Morgan Stanley
Charles Swindell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, previously serving at Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and applies a structured financial planning process supported by proprietary tools and modeling techniques.
Kimberly A
Series 63, Series 66
Lutherville, MD
Morgan Stanley
Kimberly Amend is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.
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