About Barry

Barry S. Gallun is a Financial Advisor at Morgan Stanley with over 30 years of experience in the investment industry. Barry began his career as a Financial Advisor when he joined Legg Mason Wood Walker, Inc. in 1988 as Vice President of Investments. In February 2006, Legg Mason Wood Walker, Inc. became a subsidiary of Citigroup Global Markets, Inc. and thus began operating under the umbrella of Smith Barney. A joint venture between Citigroup Global Markets and Morgan Stanley created the new firm Morgan Stanley Smith Barney. In 2015, Barry was promoted to Executive Director -Wealth Management. This promotion is recognition of Barry’s unwavering commitment to deliver consistently the highest level of quality service and support to his clients.

Barry is a member of Morgan Stanley prestigious President’s Council. The council recognizes financial advisors for outstanding service and commitment to helping clients achieve their financial goals. Barry provides customized managed discretionary portfolios for those clients seeking a professionally managed fee based account that concentrate on growth and value investing, through a variety of investment vehicles including bonds, mutual funds, equities, annuities and insurance.

Barry graduated from the University of Maryland with a Bachelor of Science degree in Finance. He is currently an Executive Director and Portfolio Management Director at Morgan Stanley in the Bethesda Maryland office. A native of the Washington D.C. area, he currently resides with his wife in North Bethesda, Maryland.

The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • 401(k) Rollovers
  • 529 Plans2
  • Asset Management3
  • Business Planning4
  • Cash Management5
  • Certificates of Deposit6
  • Corporate Bonds7
  • Estate Planning Strategies8
  • Exchange Traded Funds9
  • Executive Financial Services10
  • Financial Planning11
  • Fixed Income12
  • Municipal Bonds13
  • Planning for Education Funding14
  • Professional Portfolio Management15
  • Qualified Retirement Plans16
  • Retirement Planning17
  • Trust Accounts18
Securities Agent: TX, MD, FL, WV, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MA, LA, KY, KS, IN, IL, IA, GA, DE, DC, CT, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1279190
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

It is all about our clients. 

We keep our focus on understanding what’s important to you, and we build strong relationships based on a deep understanding of what matters to you most.  We are able to see the bigger picture of our clients in terms of how to not only accumulate, preserve, and distribute their wealth.

One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important relationship, we want you to know we are 100% committed to helping you achieve your long-term financial and life goals.

      Client Service Team

      • Herbert Lowey Ortega CFP. - Associate Vice President, Wealth Management Associate
        Since 2000, he advises business owners, executives, retirees, corporate executives, and members of diverse communities and their families on their financial, estate, retirement and investment needs through longevity planning.

        As a CERTIFIED FINANCIAL PLANNER™ professional on the Gallun Group at Morgan Stanley, Herb seeks to provide outstanding service and commits to helping clients achieve their financial goals. Herb’s investment philosophy is centered on growth and value-oriented investing through an asset allocation strategy which is driven by a client’s individual risk tolerances, time horizon and changing needs. Through the use of internal and external virtual partners and industry leading tools, Herb helps deliver solutions to clients needing liquidity, risk mitigation and accessibility to exclusive opportunities through Morgan Stanley.
      • Marci Vanderhoeven - FA Intermediate
        Since 2015, she advises business owners, executives, and their families on their financial, retirement and investment needs through longevity planning. 

        As the newest member of The Gallun Group at Morgan Stanley, Marci adds value with strategic financial planning, retirement planning, and business development.  She also happens to be Barry's daughter, which gives her a perspective into multigenerational wealth planning.

      Location

      12505 Park Potomac Ave
      Ste 200
      Potomac, MD 20854
      US
      Direct:
      (301) 279-6433(301) 279-6433
      Toll-Free:
      (844) 222-6286(844) 222-6286
      Fax:
      (301) 279-6465(301) 279-6465

      Investment and Market Perspectives

      On the Markets

      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
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      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
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      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
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      Business Planning

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      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Ready to start a conversation? Contact Barry S Gallun today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      6CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      9An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      10Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      11Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      12Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      13Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      14Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      15Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      16Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      17Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      18Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      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 suitable 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”) 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.


      CRC 2019752 10/2018