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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.

General estate planning guidance
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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 Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2003. 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 using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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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.

General estate planning guidance
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William B

Series 66

McLean, VA

Morgan Stanley

William Burton is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Merrill for four years and has been involved with nonprofit organizations including the North American Association for Environmental Education and the Victims of Communism Memorial Foundation. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured processes and firm-approved tools, serving clients through both direct and employer-sponsored plans.

General estate planning guidance
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Elena K

Series 66

McLean, VA

Morgan Stanley

Elena Kochman is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 17 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 and Treasurer on the Kenwood Apartments Condominium Owners Association board, overseeing investment accounts and financial responsibilities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment programs and institutional services.

General estate planning guidance
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Sasa R

Series 63, Series 66

McLean, VA

Morgan Stanley

Sasa Rakas is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

General estate planning guidance
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Chad J

Series 63, Series 66

McLean, VA

Morgan Stanley

Chad Johnson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Morgan Stanley and E*TRADE since 2017 and previously spent time at Wells Fargo Advisors. Outside of his advisory role, he manages a rental property on a limited basis. 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 employs a structured planning process supported by proprietary tools and the Global Investment Committee’s return estimates.

General estate planning guidance
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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.

General estate planning guidance
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Millicent E

Series 63, Series 65

McLean, VA

Morgan Stanley

Millicent Eubanks is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. She serves on the advisory board of the Insured Retirement Institute, a trade association for financial service and insurance companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves clients through various advisory and institutional platforms.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Richard G

Series 63, Series 65, Series 66

McLean, VA

Morgan Stanley

Richard Gentry is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves 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 provides services that extend across both retail and institutional markets.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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 and its Private Bank since 2016. Outside of her financial career, she is involved in youth sports, serving as head lacrosse coach at Oakcrest School and participating in lacrosse-related activities through 3Step Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery and analytical tools but does not provide individual security recommendations as part of standalone planning.

General estate planning guidance
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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.

General estate planning guidance
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Barry S

Series 66

McLean, VA

Morgan Stanley

Barry Seymour is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2018, with prior roles at Fidelity Brokerage Services LLC, Bank of America, N.A., and Merrill. 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 a structured financial planning process supported by advanced modeling tools.

General estate planning guidance
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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.

General estate planning guidance
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