Leesburg, VA Catoctin Circle Office

Charles Carson Jr. is a financial advisor with Morgan Stanley in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Jennifer Collins is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Robert W. Baird & Co. and CitiGroup. Outside of her advisory work, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Powell is also involved in book publishing as an author and speaker through his business, Clutch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Clifford Boyle Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured discovery conversations and proprietary planning tools.

Ryan Supplee is a financial advisor with Morgan Stanley in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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, tool-based planning process that integrates Global Investment Committee estimates and scenario modeling.