Bria Lee, Group Director
Phone:
(410) 602-6417(410) 602-6417
Charles Allen
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(302) 573-4034(302) 573-4034
Toll-Free:
(855) 334-5945(855) 334-5945
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Securities Agent: MD, PA, ME, MA, CO, NJ, MI, IN, NV, NC, LA, KS, IL, NH, OH, GA, SC, NE, DE, WA, TN, OR, CA, AZ, TX, FL, VA, NY, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1268276
NMLS#: 1268276
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- Rutgers, The State University of New Jersey, New Brunswick
Location
500 Dupont Field Blvd
Ste 300
Greenville, DE 19807
US
Direct:
(302) 573-4034(302) 573-4034
Toll-Free:
(855) 334-5945(855) 334-5945
Fax:
(302) 353-4247(302) 353-4247
Meet My Team
Josh Hubler
Registered Client Service Associate, Financial Planning Specialist
Phone:
(410) 602-6417(410) 602-6417
Steve DeCarlo
Senior Registered Associate, Financial Planning Specialist
Phone:
(410) 602-6417(410) 602-6417
Drew Gagnon
Senior Registered Client Service Associate
Phone:
(410) 602-6417(410) 602-6417
Todd Roop
Wealth Management Associate
Phone:
(410) 602-6417(410) 602-6417
About Bria Lee
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.
About Josh Hubler
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.
About Steve DeCarlo
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.
About Drew Gagnon
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.
About Todd Roop
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.
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
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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
Ready to start a conversation? Contact Charles Allen 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
