Tolu Adeyemi
Private Banker
Adam Brinkley at Morgan Stanley
Direct:
(202) 862-2872(202) 862-2872
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Welcome
Located in Washington, DC for nearly 20 years, Adam's team works with an exceptional clientele of highly accomplished executives, owners of closely held businesses, and other venerated and celebrated professionals in the consulting and lawyering spaces. His team helps to grow and protect their assets, define their legacy, and address the numerous other complex challenges of managing significant wealth.
Your family is unique to any client that Adam has ever served before. You may, however, share many of the same concerns, questions, challenges, and opportunities. He looks forward to serving your family by learning about you and discussing how to best be a steward of what you've built and in pursuing life's most important goals. This is achieved by building and executing on a bespoke financial plan and in coordinating with your other trusted advisors.
About Adam:
As a Financial Advisor, Adam embodies the ethos of a patron of the arts and an explorer of global cultures in his approach to wealth stewardship. Just as patrons of the arts appreciate the nuances and values inherent in each masterpiece, Adam deeply understands his clients' values and goals, weaving them into a comprehensive strategy for growing and preserving family wealth. This approach mirrors the curiosity and appreciation for diverse perspectives seen in explorers of global cultures, ensuring a tailored and holistic approach to financial planning that transcends borders and time.
With more than 18 years of experience as a Financial Advisor, Adam has developed a focus in retirement planning, investment management, trust and estate planning strategies, and addressing liquidity needs. Adam typifies a devout belief in the importance of a team-based approach in connecting his clients with industry-leading professionals to help each of his clients' needs can be met with a bespoke and impactful solution.
Prior to returning home to Morgan Stanley, Adam developed his career at UBS and Ameriprise Financial before that. He holds a bachelor's degree in finance from the University of North Carolina at Wilmington, as well as an Accredited Domestic Partner Advisor℠ (ADPA®) designation. He holds the series 7, 31, and 66 licenses.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Strength of Morgan Stanley
Our History: Morgan Stanley
Discover the people and moments that define the firm.
What We Do
Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.
Innovative Technology
We leverage engineering excellence and relentless innovation to build the connections and capabilities to power our firm and enable our clients and business teams to redefine markets and shape the future of our communities.
Why Choose a Morgan Stanley Financial Advisor
You've worked hard to build a substantial nest egg and you need to make sure it will be managed right.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Research
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Finding a Solution Unique to Your Needs
Financial Planning
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Cash Management and Lending
At Morgan Stanley, we recognize that clients and their families have unique needs that require dedicated expertise and capabilities. Our cash management and lending solutions are designed to meet these unique needs. Adam works with a team of dedicated Private Bankers to develop a specialized approach for managing cash flow, liquidity, and financing needs.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property and casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
A Strong Professional Network
As part of a comprehensive solution for your wealth, we work with partners across different areas of the business to ensure we are delivering an exceptional level of client service.
Our team has an extensive and diverse professional network, allowing us to connect you with the subject matter experts appropriate for your unique financial situation. We partner with other professionals in your life to provide a full suite of service for all of your needs.
Banking and Lending
In connection with our specialists, we provide a full suite of banking and lending capabilities for a wide variety of circumstances. We work alongside our dedicated local banking team to ensure that we find an appropriate solution for each of your needs.
Consulting Group
In collaboration with the Consulting Group – the investment advisory arm of Morgan Stanley Wealth Management, we create a portfolio that is tailored to your financial goals. We partner with our dedicated Consulting Group specialist to determine portfolio solutions unique to your goals.
Alternative Investments
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
Estate and Legacy Planning
Considering the impact of your wealth on future generations is an important part of any financial plan. We'll work with your attorney and other professionals in your life to ensure that we find a solution unique to your needs.
Client Service Team
Dave Schmidt - Associate
Phone:
(202) 862-2871(202) 862-2871
Email:Dave.Schmidt@morganstanley.com
Location
1775 I Street Nw
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-2872(202) 862-2872
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Tolu Adeyemi
Tolu Adeyemi is a Private Banker serving Morgan Stanley Wealth Management offices in Washington D.C. and Maryland.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tolu began his career in financial services in 2007, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Private Bank. He also served as a Wealth Management Banker and Investment Service Adviser for Merrill Lynch.
Tolu is a graduate of Kean University, where he received a Bachelor of Science in Marketing. He lives in Fulton, MD with his wife and two sons. Outside of the office, Tolu enjoys playing golf, fishing, cooking, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tolu began his career in financial services in 2007, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Private Bank. He also served as a Wealth Management Banker and Investment Service Adviser for Merrill Lynch.
Tolu is a graduate of Kean University, where he received a Bachelor of Science in Marketing. He lives in Fulton, MD with his wife and two sons. Outside of the office, Tolu enjoys playing golf, fishing, cooking, and spending time with family and friends.
NMLS#: 643728
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Adam Brinkley today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
