Alexander Rotman, CFP®

Bria Lee is a Group Director with MyTEAM, a virtual support professional team, where she plays a pivotal role in enhancing the client experience and supporting investment management implementation. Her leadership is instrumental in managing the operational functions and day-to-day needs of both the team and the financial advisors, seeking to ensure seamless service delivery and operational excellence.
Before joining MyTEAM, Bria successfully built and led a team at Merrill Lynch, focused in establishing and funding trusts for high-net-worth families. Her experience in trust management and client relations has been pivotal in delivering tailored financial strategies and fostering long-term client relationships. She joined Morgan Stanley in 2017, where she has held several positions, including Registered Client Service Associate, Business Development Associate and is now Group Director.
Bria holds a Bachelor of Arts degree in Public Relations from Howard University, where she honed her communication skills and developed a strong foundation in client engagement. Residing in Baltimore, Maryland with her husband and son, Bria is passionate about advocating for inner-city youth. She enjoys spending her free time engaging with her two active dogs, fishing, and exploring new experiences.

Joshua Hubler, a Registered Client Service Associate, started his financial career with Morgan Stanley in 2024. He is charged with working with MyTEAM, a virtual support professional team, utilized to help ensure that clients receive the utmost care and diligence that can be provided. Joshua’s genuine passion for finance fuels his drive to deliver premier service to all clients and to be supportive of the client’s long-term goal. He approaches each opportunity as a chance to learn grow and contribute meaningfully, drawing on his commitment to both professional development and client success.
As a graduate from Gulf Coast State College, Joshua combines a strong academic foundation with a deep enthusiasm for the financial markets as well as wealth management. When he is not in the office you can find Joshua assisting with his family business, volunteering with his wife or at one of Delaware’s beautiful beaches.

Steven DeCarlo is a dedicated team member of MyTEAM, a virtual support professional team, based in the Greenville office. In his role as a Financial Planning Associate, Steve supports financial advisors by helping deliver comprehensive planning support and contributing to a seamless client experience.
Prior to joining MyTEAM, Steve built a strong foundation at Morgan Stanley, where he has eight years of experience, and previously gained industry experience at Bank of America/Merrill Lynch.
Steve resides in Wilmington, Delaware with his wife, Brigid, and their daughter, Anna. Outside of the office, he enjoys running marathons and composing music.

Drew Gagnon is a dedicated team member of MyTEAM, a virtual support professional team, based in the Baltimore office. In his role as a Senior Registered Client Service Associate, Drew performs daily administrative and operational responsibilities. Drew provides high-level support to the financial advisors he supports to help ensure seamless service to promote a positive and reliable experience for clients.
Prior to joining MyTeam, Drew gained extensive experience of how to provide high-level client support while supporting financial advisors at RBC Wealth Management.
Drew holds a Bachelor of Science degree in Finance from the University of Maryland, College Park where he graduated from in 2022. He is fully registered, passing the SIE, Series 7 and 66. He currently resides in Baltimore, Maryland where he enjoys trying new restaurants and participating in athletic activities in the community.

Todd is a seasoned financial professional with over 25 years of experience in brokerage operations and investment services. In his role as a Wealth Management Associate within MyTEAM, a virtual support professional team, Todd supports financial advisors by managing client relationships, providing administrative support, and helping to ensure client requests are handled promptly and accurately.
Prior to joining Morgan Stanley, Todd was with Deutsche Bank for over 20 years.
Todd holds a Bachelor of Science degree in Business Administration from The Perdue School of Business at Salisbury University. He currently resides in New Windsor, MD with his wife, two daughters, three cats and a new puppy. He enjoys coaching his daughter’s soccer teams, golfing and recently took up pickle ball.