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Catherine L
Series 63, Series 65
Washington, DC
Morgan Stanley
Catherine Landon is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as Secretary of K4 Enterprises Inc., assisting with company administration. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to estate planning and corporate financial planning agreements.
Brandin P
Series 63, Series 66
Washington, DC
Morgan Stanley
Brandin Peters is a financial advisor at Morgan Stanley in Washington, DC, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at T. Rowe Price and M&T Bank. Outside of finance, Peters is employed by DoorDash in a service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.
Neal B
Series 63, Series 65
Washington, DC
Morgan Stanley
Neal Baron is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates both direct individual plans and corporate financial planning agreements.
Maria F
Series 63, Series 66
Washington, DC
Morgan Stanley
Maria Fruciano is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent 11 years at Morgan Stanley Smith Barney. Her background includes a term with the Peace Corps. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.
Carole F
Series 63, Series 65
Washington, DC
Morgan Stanley
Carole Franks is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to assist clients in developing customized financial plans.
Hayley D
Series 63, Series 65
Washington, DC
Morgan Stanley
Hayley Davis is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, providing a 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 financial planning process supported by firm-approved tools and models.
Beatriz L
Series 63, Series 66
Washington, DC
Morgan Stanley
Beatriz Luna Vida is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Outside her advisory role, she serves on the nominating committee of the United States Tennis Association and is a board member of the finance and investment committees at Universidad Sagrado Corazon in Puerto Rico. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.
Elaijah D
Series 63, Series 66
Washington, DC
Morgan Stanley
Elaijah Destin is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities and has experience in mass communications and nursing education. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through experienced advisors and specialized estate planning groups. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.
Seamus M
Series 66
Washington, DC
Morgan Stanley
Seamus Moran is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he held positions at Re:Cognition Health, Georgetown University School of Medicine, and George Washington Medical Faculty Associates. He has also been involved with community organizations and small business operations. 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. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.
Stephen D
Series 63, Series 65
Washington, DC
Morgan Stanley
Stephen D'antuono is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. 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 supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Ervrica M
Series 66
Washington, DC
Morgan Stanley
Ervrica Muhammad is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory role, she operates a home-based bakery business called Something Sweet by Rica and participates as an independent contractor reselling wellness products. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs. The firm’s planning process uses structured discovery and firm-approved tools but generally does not offer individual security recommendations as part of standalone planning.
Alex M
Series 63, Series 65
Washington, DC
Morgan Stanley
Alex Mann is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop plans and manages approximately $2.74 trillion in client assets.
J T
Series 63, Series 65
Washington, DC
Morgan Stanley
J Thompson is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 employs a structured planning process supported by firm-approved tools and modeling techniques.
Thomas N
Series 66
Washington, DC
Morgan Stanley
Thomas Noble is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has prior experience as an attorney, practicing law for nine years at Thomas A. Noble, Atty at Law, and spent one year at the Cochran Law Group before transitioning into financial services. 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 tailored financial planning services. The firm manages significant assets and employs a structured planning process supported by firm-approved tools and research.
Michael M
Series 66
Washington, DC
Morgan Stanley
Michael Mitchell is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he works as an instructor in private sports and athletic training. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating advanced modeling tools.
Sheri L
Series 66
Washington, DC
Morgan Stanley
Sheri Lesh is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.
Chris G
Series 66
Washington, DC
Morgan Stanley
Chris Greenberg is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2020. His earlier work includes positions at the University of South Carolina, Columbia Country Club, and Walt Whitman High School. Morgan Stanley Wealth Management serves 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 employs structured planning tools and models to assist clients in developing their financial plans.
John P
Series 63, Series 66
Washington, DC
Morgan Stanley
John Prosperi is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked with Morgan Stanley and its associated entities since 2006, including over a decade at Morgan Stanley Private Bank, National Association. He holds the Series 63 and Series 66 licenses and is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers planning services that emphasize structured discovery and client implementation.
Graham K
Series 66
Washington, DC
Morgan Stanley
Graham Keeton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at E*Trade Securities LLC and E*Trade Capital Management, LLC for over a decade. Keeton is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include 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 and economic modeling.
David S
Series 63, Series 65
Washington, DC
Morgan Stanley
David Stuart is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. He is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 serves clients through both individual and corporate financial planning agreements.
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