Bethesda, MD Office

Christine Austin is a financial advisor at Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses with 14 years of industry experience. Her career includes roles at E*TRADE Securities and Charles Schwab, with a personal sabbatical taken between 2024 and 2025. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

William Mcnulty is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Mcnulty serves as a board member for the Radford University Foundation, a charitable organization based in Radford, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning and manages approximately $2.74 trillion in client assets.

William Gardner is a Series 66-credentialed advisor with Morgan Stanley in Bethesda, MD. He began his career at Morgan Stanley in 2026 and has prior experience at Glenmede Trust Company and FINRA. Outside of finance, he is involved with BabyCat Brewery. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Cody Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, he worked at Insight Enterprises and Marriott International. He also has experience in the hospitality sector, having worked at Mussel Bar and Grille. 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, and manages approximately $2.74 trillion in client assets.

Leandro Falleiros Rodrigues Carva is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fincapital Financas e Investimentos S.A., and in various roles including with the UK Foreign Office and the Brazil State Government of Mato Grosso. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Stephen Lowman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Tolulope Adeyemi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he was with PNC Investments and PNC Bank from 2016 to 2018. Outside of his advisory work, he is a co-founder of Haulers LLC, a hauling and moving business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.

Brian Neeley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he is a passive owner of Bethesda Blues & Jazz, LLC, a music venue and restaurant in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 offers a structured planning process supported by firm-approved tools and modeling techniques.

William Smith is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wells Fargo Clearing and Oppenheimer Asset Management. He has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 planning process supported by firm-approved tools and modeling techniques.

Sean Hudson is a financial advisor at Morgan Stanley with a Series 66 designation. He began his advisory career in 2024 and has previous experience working in education and small business roles. Outside finance, he has been involved with JusCollege and Kammler Painting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Michael Rozofsky is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and research from its Global Investment Committee.

Daniel Chun is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 license and having 12 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014 and affiliated with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and quantitative tools to develop financial plans and provides a range of advisory programs alongside broad retail and institutional services.

Gabe Aronson is a financial advisor at Morgan Stanley with 25 years of industry experience and holds a Series 66 designation. 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 individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.

David Giulieri is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a 15-year tenure at Citigroup Global Markets. Outside of his advisory role, he is involved with Lake Sunapee Partnership LLC, a real estate venture in Sunapee, NH. 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 supported by structured discovery and firm-approved tools.