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Spenser T
CFP®, Series 66
McLean, VA
Morgan Stanley
Spenser Thompson is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Morgan Stanley and has previous experience at UBS Financial Services. Thompson works in the McLean, VA office. 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. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Robert S
Series 66
McLean, VA
Morgan Stanley
Robert Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, following six years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Joey V
Series 66
McLean, VA
Morgan Stanley
Joey Veizaga Soto is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Wholey Meal Prep and Amazon Warehouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.
Elena K
Series 66
McLean, VA
Morgan Stanley
Elena Kochman is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 credential and 18 years of industry experience. She has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as secretary/treasurer on the board of a condominium owners association, where she also manages investment accounts and financial operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and diverse investment strategies.
Sasa R
Series 63, Series 66
McLean, VA
Morgan Stanley
Sasa Rakas is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on structured financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes approved tools and modeling techniques but generally does not provide individual security recommendations within its standalone planning services.
Savita U
Series 66
McLean, VA
Morgan Stanley
Savita Uttamsingh is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Millicent E
Series 63, Series 65
McLean, VA
Morgan Stanley
Millicent Eubanks is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Merrill, and Citigroup Global Markets before joining Morgan Stanley in 2019. Eubanks serves on the advisory board of the Insured Retirement Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.
Kerem T
Series 63, Series 65
McLean, VA
Morgan Stanley
Kerem Turkel is a financial advisor at Morgan Stanley in McLean, VA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured financial planning process using firm-approved tools and modeling techniques.
Saleha A
Series 63, Series 66
McLean, VA
Morgan Stanley
Saleha Azimi Ghomi is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.
Richard G
Series 63, Series 65, Series 66
McLean, VA
Morgan Stanley
Richard Gentry is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63, 65, and 66 licenses and possessing 31 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 is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm’s financial planning emphasizes structured discovery conversations and firm-approved planning tools, serving clients through tailored financial and estate planning strategies.
Slobodanka R
Series 66
McLean, VA
Morgan Stanley
Slobodanka Radulovic is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Morgan Stanley in 2025. 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 supported by firm-approved tools and modeling techniques.
Erin F
Series 66
McLean, VA
Morgan Stanley
Erin Fox is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2015, including her current role starting in 2017, and also works with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns and manages a rental property in Mechanicsville, VA. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling but typically acts in an advisory capacity without providing individual security recommendations as part of its standalone financial planning.
Claire S
Series 66
McLean, VA
Morgan Stanley
Claire Swayze is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Centurion Wealth Management and Spire Investment Partners. Before entering the financial industry, she was employed at P.F. Changs China Bistro. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved tools to support financial planning.
Maritza R
Series 63, Series 66
McLean, VA
Morgan Stanley
Maritza Rosa Maldonado is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2021. Prior to that, she was with Voya Financial Advisors and Spire Investment Partners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.
Margaret G
Series 66
McLean, VA
Morgan Stanley
Margaret Gargulinski is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and bringing nine years of industry experience. She has been with Morgan Stanley since 2016, including nine years at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved in youth sports as a head lacrosse coach at Oakcrest School and has coaching experience with 3Step Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.
Reimy S
Series 66
McLean, VA
Morgan Stanley
Reimy Saavedra is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, Saavedra worked at Conyngham CPA and has experience in both banking and fitness center roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.
Barry S
Series 66
McLean, VA
Morgan Stanley
Barry Seymour is a financial advisor at Morgan Stanley in McLean, VA, holding the Series 66 designation with 11 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Merrill. He has been with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Jack H
Series 66
McLean, VA
Morgan Stanley
Jack Huang 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 Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to support its advisory services.
Van T
Series 66
McLean, VA
Morgan Stanley
Van Tran is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has one year of industry experience and previously held various roles at Hobart and William Smith Colleges, as well as positions in education at Gia Dinh High School and Le Van Tam Secondary School. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market outlooks.
Dianna R
Series 63, Series 65
McLean, VA
Morgan Stanley
Dianna Rodgers is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside its financial planning capabilities.
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