David J DePorter
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(202) 861-5084(202) 861-5084
Toll-Free:
(800) 522-3546(800) 522-3546
My Mission Statement
I, along with my team, The DePorter/Mann Group, provide customized investment and financial strategies for clients like you
My Story
David is a Vice President with Morgan Stanley and has been with the firm for 25 years. He is a Portfolio Management Director and has achieved this as a result of additional educational requirements and excellence in client service.
As a wealth advisor, he has experience with the unique challenges, styles, and strategies that distinguish wealthy investors. He is responsible for analyzing, constructing and managing portfolios for institutional and high net worth clients and to date the team manages over $400 million in client assets.
David grew up in Philadelphia suburbs in a large family of 5 brothers and a sister. In the late 1970’s he moved to Virginia and graduated from George Mason University in 1987 with a degree in Economics. He holds the Financial Industry Regulatory Authority Series 7, 31, 63 and 65 licenses in addition to insurance licenses.
Involved in the community, he has served on the Board of Trustees at his local church and supports various local charities. David lives in Bethesda with his wife and two daughters. Outside the office he is an avid cyclist belonging to several local clubs, annually participating in many 100 plus mile charity rides. He also enjoys traveling, reading, learning the guitar, and spending time with his family.
As a wealth advisor, he has experience with the unique challenges, styles, and strategies that distinguish wealthy investors. He is responsible for analyzing, constructing and managing portfolios for institutional and high net worth clients and to date the team manages over $400 million in client assets.
David grew up in Philadelphia suburbs in a large family of 5 brothers and a sister. In the late 1970’s he moved to Virginia and graduated from George Mason University in 1987 with a degree in Economics. He holds the Financial Industry Regulatory Authority Series 7, 31, 63 and 65 licenses in addition to insurance licenses.
Involved in the community, he has served on the Board of Trustees at his local church and supports various local charities. David lives in Bethesda with his wife and two daughters. Outside the office he is an avid cyclist belonging to several local clubs, annually participating in many 100 plus mile charity rides. He also enjoys traveling, reading, learning the guitar, and spending time with his family.
Securities Agent: ME, CT, PA, OH, NM, NC, AL, VA, RI, MD, KY, IA, UT, MA, MS, GA, SC, NV, IN, DE, CO, NY, TN, NJ, DC, AZ, IL, CA, FL, WA, MO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290392
NMLS#: 1290392
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our team focuses on portfolio management, financial planning, retirement income planning, liability management, insurance, and college savings strategies. We focus not only on accumulating wealth for clients, but also preserving it and managing risk.
We begin by helping clients determine their financial goals and concerns, risk tolerance and time horizon. Utilizing the tremendous resources of Morgan Stanley, we then work together to create a comprehensive financial plan and customized investment strategy designed to meet their specific goals. We follow a disciplined wealth management process that emphasizes long term customized planning solutions, investor education, ongoing reviews, and constant communication.
We strive to build long term relationships with clients and their families based on integrity, putting their interests first and providing objective advice. We are committed to providing first rate service by being available to respond quickly and efficiently should any question or concern arise. We strongly believe that by combining the resources of Morgan Stanley with our wealth management process, we can significantly improve clients’ probability of success.
We begin by helping clients determine their financial goals and concerns, risk tolerance and time horizon. Utilizing the tremendous resources of Morgan Stanley, we then work together to create a comprehensive financial plan and customized investment strategy designed to meet their specific goals. We follow a disciplined wealth management process that emphasizes long term customized planning solutions, investor education, ongoing reviews, and constant communication.
We strive to build long term relationships with clients and their families based on integrity, putting their interests first and providing objective advice. We are committed to providing first rate service by being available to respond quickly and efficiently should any question or concern arise. We strongly believe that by combining the resources of Morgan Stanley with our wealth management process, we can significantly improve clients’ probability of success.
Modern Wealth Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Digital Vault
Portfolio Risk Platform – Powered by Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Portfolio Risk Platform – Powered by AladdinMedia and Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
Morgan Stanley Research Reports
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest Reports
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check Out The Latest Episode
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly ReportSee what else Morgan Stanley has to offer below
Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics. Feel free to visit this tab monthly for new Justin Rose content along with new insight on timely topics regarding Morgan Stanley.
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Browse the latest offers
Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Read the latest insights
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Signature Access Login
Meet the Global Investment Committee
The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients. They continually monitor developing economic and market conditions, review tactical outlooks and recommend asset allocation weightings, as well as produce a suite of strategy, research, analysis, commentary, and other reports and broadcasts.
Morgan Stanley
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Location
1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 861-5084(202) 861-5084
Toll-Free:
(800) 522-3546(800) 522-3546
Fax:
(202) 857-5460(202) 857-5460
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
Rational Investing in an Age of Uncertainty
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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 David J DePorter today.
1Morgan 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
