Our Team at Morgan Stanley Charlottesville Branch

About Dan Price

With more than 27 years of service at Morgan Stanley, Dan has built a distinguished career rooted in leadership, advisor development, and a steadfast commitment to client success. He began his journey with the firm in 1999 as a Financial Advisor in the Plantation, Florida office before transitioning into management as the Producing Branch Manager of Coral Springs in 2003.

Over the years, Dan has held a variety of senior leadership roles across multiple regions, including Area Sales Manager in Southwest Florida, Complex Sales Manager in Atlanta, and Business Development Manager in Boca Raton. He also served as Branch Manager in West Palm Beach, Fort Lauderdale, and Lutherville, Maryland—each experience sharpening his ability to cultivate strong teams, drive growth, and foster a culture of collaboration and excellence.

Today, Dan serves as the Market Executive for the Southern Virginia Market, which encompasses Richmond, Charlottesville, Roanoke, Williamsburg, Newport News, and Virginia Beach. He is also the branch manager in the Charlottesville and Roanoke locations. Throughout his leadership tenure, he has remained focused on leveraging Morgan Stanley’s comprehensive suite of resources to empower Financial Advisors—helping them deliver exceptional advice, innovative solutions, and holistic wealth management to their clients.

Dan earned dual Bachelor’s degrees in Finance and Marketing from Florida State University and holds the Registered Corporate Coach (RCC) designation from the World Wide Association of Business Coaches, reflecting his passion for mentorship and professional development.

A devoted husband to his wife, Sandra, and proud father of three, Dan is known for his steady leadership, integrity, and commitment to elevating those around him. His approach blends strategic vision with a genuine investment in people—qualities that have defined his success and continue to shape the Southern Virginia Market’s culture of excellence.

About Monica Handy

Monica Handy is the Business Service Officer for the Charlottesville and Roanoke branches, as well as the Richmond market. As a BSO, she works closely with the support staff to ensure the delivery of prompt and exceptional client service. Understanding the importance of outstanding service at Morgan Stanley, Monica is dedicated to continually enhancing the client experience by exploring new avenues for growth through quality service.

Before assuming her current role, Monica began her career as a Client Service Associate at Wells Fargo Advisors, where she gained valuable experience in client-facing activities and effectively addressed client needs to ensure satisfaction. Monica emphasizes the importance of coaching her team to deliver superior service, believing that everyone benefits when they are encouraged to reach their full potential in serving clients. She consistently focuses on strengthening the relationships between clients and advisors through improved service.

Monica holds a degree in psychology from Christopher Newport University and a MBA from Strayer University. Outside of work, she enjoys spending time with her son, traveling, watching the Minnesota Vikings, and engaging in various home improvement projects. Monica has been a Virginia native since her childhood, and she currently resides in Richmond.

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120 Garrett St
Ste 301
Charlottesville, VA 22902
US
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1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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, charitable giving, philanthropic planning and other legal matters.

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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, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)