Charlottesville, VA Garrett Street Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
120 Garrett Street, Suite 301
Charlottesville VA 22902
Advisors at this office
4
Advisors at this office
Billie B
Series 66
Charlottesville, VA
Morgan Stanley
Billie Brittle is a financial advisor at Morgan Stanley in Charlottesville, VA, holding a Series 66 license with six years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she owns and operates a personal farm in Weyers Cave, Virginia. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a broad range of investment and financial products.
Mary Frances W
Series 66
Charlottesville, VA
Morgan Stanley
Mary Frances White is a Series 66-licensed financial advisor with Morgan Stanley in Charlottesville, VA. She joined Morgan Stanley in 2026 and has a varied work history that includes roles at Synthesia, Airtable, and Box. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Eric P
Series 66
Charlottesville, VA
Morgan Stanley
Eric Parker is a Series 66 credentialed financial advisor with 23 years of industry experience, currently with Morgan Stanley in Charlottesville, VA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the Board of Directors for the Boys and Girls Club of Charlottesville/Albemarle and is involved in business development with the Greencroft Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that incorporate firm-approved tools and economic modeling.
Eric W
CFP®, Series 66
Charlottesville, VA
Morgan Stanley
Eric Wagner Jr. is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Morgan Stanley, having worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.
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