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Jennifer L

Series 66

Washington, DC

Morgan Stanley

Jennifer Landgraff is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley, PNC Bank, and Caliber Home Loans. Outside of her advisory work, she manages rental properties in Washington, DC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm‑approved tools and modeling techniques to support client decision-making.

General estate planning guidance
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Colleen S

Series 66

Washington, DC

Morgan Stanley

Colleen Shemer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support financial planning services.

General estate planning guidance
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Adam F

Series 63, Series 65

Washington, DC

Morgan Stanley

Adam Fechter is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he works as an independent contractor for a tax planning and insurance general agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, engaging clients in advisory roles primarily without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Evan C

Series 66

Washington, DC

Morgan Stanley

Evan Coyne is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his current role, he held positions at Marriott International and The Ritz-Carlton Hotel Company. Outside of advising, he has experience in customer service within the restaurant and hospitality industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and models that incorporate Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Patrick H

Series 63, Series 65

Washington, DC

Morgan Stanley

Patrick Huge is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America, N.A. from 2010 to 2020 and Merrill from 1997 to 2020. Morgan Stanley Wealth Management is a large 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 utilizes structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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Michael G

Series 66

Washington, DC

Morgan Stanley

Michael Gottschalk is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 20 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2009. Outside of his advisory work, he serves as a regional event judge for USA Gymnastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

General estate planning guidance
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Latrina G

Series 66

Washington, DC

Morgan Stanley

Latrina Green is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and advanced modeling tools to support its financial plans.

General estate planning guidance
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Erin T

Series 66

Washington, DC

Morgan Stanley

Erin Turner is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 17 years of industry experience. She worked at Goldman, Sachs & Co. for 10 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Daniel S

Series 63, Series 66

Washington, DC

Morgan Stanley

Daniel Syvret is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at The Vanguard Group and positions in music education and performance, including at the University of Texas at Austin Butler School of Music and Bachus Conservatory. Outside of finance, he is a band member and owner of Dropkick The Bear, a music group based in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and models.

General estate planning guidance
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James G

Series 63, Series 65

Washington, DC

Morgan Stanley

James Garrity is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliate entities since 2015. Garrity is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning services.

General estate planning guidance
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Adam F

Series 66

Washington, DC

Morgan Stanley

Adam Freiman is a Series 66-credentialed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 firm-approved tools and scenario modeling.

General estate planning guidance
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John M

Series 66

Washington, DC

Morgan Stanley

John Mongold is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes ten years at Wilmington Trust before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the George Mason University Honors College Advisory Board and acts as Treasurer for the Belvoir Chapter of AFCEA. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers advisory services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Benjamin R

Series 66

Washington, DC

Morgan Stanley

Benjamin Rodgers is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He previously worked at BNY Mellon before joining Morgan Stanley in 2020. Rodgers serves as a board member and finance committee member for Army Emergency Relief, an organization focused on hardship assistance, education, and disaster relief. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of investment and financial products available through its extensive platform.

General estate planning guidance
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Anthony P

Series 66

Washington, DC

Morgan Stanley

Anthony Perrino is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his advisory role, he was employed at Georgetown University for four years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and broad investment resources.

General estate planning guidance
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Marilyn M

Series 66

Washington, DC

Morgan Stanley

Marilyn Mc Kinnon is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Citigroup Global Markets and City National Securities before joining Morgan Stanley Smith Barney LLC in 2025. Mc Kinnon holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Jasmine I

Series 66

Washington, DC

Morgan Stanley

Jasmine Isreal is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley in 2024. Based in Washington, DC, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

General estate planning guidance
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Darin J

Series 66

Washington, DC

Morgan Stanley

Darin Jackson Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, and M&T Securities. Outside of his financial advisory work, he serves as a board member for the WUC Cooperative, overseeing management and operations, and is involved with the Big Chair Chess Club advisory board as well as organizing jobs for Movinghelp.com. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured tools and models, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Kathryn P

Series 66

Washington, DC

Morgan Stanley

Kathryn Paniagua is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she manages a rental property business. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and various investment resources to support its clients’ financial goals.

General estate planning guidance
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Liam W

Series 66

Washington, DC

Morgan Stanley

Liam Williams is a Series 66 registered financial advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Merrill prior to his current role at Morgan Stanley Private Bank, N.A. His background includes roles outside finance such as positions with Dinosaur Restaurants LLC and Tommy Hilfiger. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jamal S

Series 66

Washington, DC

Morgan Stanley

Jamal Smith is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and has prior experience at Smartlink LLC, NewDayUSA, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 planning tools supported by its Global Investment Committee.

General estate planning guidance
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