McLean, VA Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

86

Of 23,178 advisors across 1,024 offices

Location

1650 Tysons Boulevard, Suite 1000

McLean VA 22102

Advisors at this office

86

Advisors at this office

user avatar

Proepilin D

Series 66

McLean, VA

Morgan Stanley

Proepilin Destefano is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley, Destefano worked at UBS for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes supported by firm-approved tools and investment committee analyses.

General estate planning guidance
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Patrick K

Series 66

McLean, VA

Morgan Stanley

Patrick Kamfolt is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

General estate planning guidance
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Michael R

Series 63, Series 65

McLean, VA

Morgan Stanley

Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Robinson serves on the Pamplin Finance Advisory Board and Pamplin Advisory Council at Virginia Tech, participating in mentoring and supporting student initiatives. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Jacob L

Series 66

McLean, VA

Morgan Stanley

Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Edward D

CFP®, Series 66

McLean, VA

Morgan Stanley

Edward Dahl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 14 years. Outside of his advisory role, Dahl is the sole proprietor of Ocean Block Properties, LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including personalized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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John G

Series 66

McLean, VA

Morgan Stanley

John Giles is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

General estate planning guidance
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Parker R

Series 66

McLean, VA

Morgan Stanley

Parker Rist is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medallion Financial Group. His background also includes roles associated with the University of Maryland. 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 and financial planning services that use structured discovery and modeling tools, supporting clients in tailored financial planning and asset management.

General estate planning guidance
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Sarah B

Series 66

McLean, VA

Morgan Stanley

Sarah Brasington is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Previously, she has been involved with Herndon Youth Soccer and Trinity Presbyterian Church. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its financial planning process.

General estate planning guidance
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Kleo C

CFP®, Series 63, Series 65

McLean, VA

Morgan Stanley

Kleo Curry is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in McLean, VA. Prior to joining Morgan Stanley in 2023, Curry worked at UBS Financial Services for eight years. Outside of the financial industry, Curry serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a 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 utilizes structured planning tools alongside broad retail and institutional offerings.

General estate planning guidance
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Lucile I

Series 63, Series 66

McLean, VA

Morgan Stanley

Lucile Ionescu is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining Morgan Stanley in 2026, she also worked at Universita della Svizzera Italiana. 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 uses structured planning tools and modeling techniques to support its advisory process.

General estate planning guidance
user avatar

Michael B

Series 63, Series 65

McLean, VA

Morgan Stanley

Michael Baker is a financial advisor at Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning and diversified investment solutions.

General estate planning guidance
user avatar

Justin S

Series 66

McLean, VA

Morgan Stanley

Justin Scott is a Series 66-licensed financial advisor with Morgan Stanley in McLean, VA, bringing four years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and SBSB Financial Advisors, as well as a background in full-time education and work at the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs without offering individual security recommendations in standalone planning.

General estate planning guidance
user avatar

Michael Z

Series 66

McLean, VA

Morgan Stanley

Michael Zoskey is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Associates for three years before joining Morgan Stanley and its Private Bank division, where he has been since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models, though clients are responsible for plan implementation and updates.

General estate planning guidance
user avatar

Monique M

Series 66

McLean, VA

Morgan Stanley

Monique Minor is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

General estate planning guidance
user avatar

Benjamin B

Series 66

McLean, VA

Morgan Stanley

Benjamin Brennan is a financial advisor at Morgan Stanley Wealth Management with 11 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 66 license. 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 using firm-approved tools and a structured discovery process.

General estate planning guidance
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