Ted Berry, CIMA®
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(202) 778-1588(202) 778-1588
Toll-Free:
(800) 792-4411(800) 792-4411
My Mission Statement
To help individuals, their families, small business and not-for-profit organizations fulfill their respective missions by aligning their financial resources, obligations and values.
My Story and Services
Ted joined a Morgan Stanley predecessor firm in 1998 with the express purpose of helping his Financial Advisor team expand its association and not-for-profit practice and helping the team with planning and investing with individuals and families. His previous experience in corporate management provided him with a strategic focus that continues to inform his client interactions.
Ted realizes that the client assets he oversees are not discretionary dollars. Rather, they are essential to the financial stability businesses and families, alike. As a result, Ted goes far beyond investment management to help clients structure plans that include strategies for cash management needs, managing liabilities and seeking to build reserves.
Ted’s approach enabled his Financial Advisor team to expand its association and not-for-profit based from a handful of clients to more than 50 organizations. He takes pride in his ability to communicate effectively with committee members and clients, no matter their level of financial experience.
In addition, Ted is a Certified Investment Management Analyst (CIMA®) who uses Morgan Stanley’s Consulting Group research to evaluate third party management organizations for their risk-adjusted performance, style consistency and organizational strength, among other criteria. He also holds the Qualified Plan Financial Consultant (QPFC) designation.
A graduate of Eckerd College in St. Petersburg, Florida with a degree in Marine Science, Ted started his career as a chemist in the hazardous waste industry. Later, he earned his MBA in International Finance at University of Hartford.
Ted has served as Board Secretary for the Association Foundation Group and has held a committee position with the Finance and Administration Roundtable (FAR). In addition, he has spoken at national association conferences, including the American Society of Association Executives (ASAE), and written for national association media on a wide range of topics, including developing investment policies and managing financial reserves.
Outside the office, Ted coached youth sports when his now grown children were playing them. He is also a longtime Freemason. More than a decade ago, Ted became an avid dancer of Argentine tango. He dances, and occasionally teaches and performs Argentine tango. He runs a monthly milonga, which are tango dances in which attendees can dance the night away. Ted and his fellow milongueros traveled to Buenos Aires several times to improve their techniques.
Disclosures:
"Morgan 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"
Ted realizes that the client assets he oversees are not discretionary dollars. Rather, they are essential to the financial stability businesses and families, alike. As a result, Ted goes far beyond investment management to help clients structure plans that include strategies for cash management needs, managing liabilities and seeking to build reserves.
Ted’s approach enabled his Financial Advisor team to expand its association and not-for-profit based from a handful of clients to more than 50 organizations. He takes pride in his ability to communicate effectively with committee members and clients, no matter their level of financial experience.
In addition, Ted is a Certified Investment Management Analyst (CIMA®) who uses Morgan Stanley’s Consulting Group research to evaluate third party management organizations for their risk-adjusted performance, style consistency and organizational strength, among other criteria. He also holds the Qualified Plan Financial Consultant (QPFC) designation.
A graduate of Eckerd College in St. Petersburg, Florida with a degree in Marine Science, Ted started his career as a chemist in the hazardous waste industry. Later, he earned his MBA in International Finance at University of Hartford.
Ted has served as Board Secretary for the Association Foundation Group and has held a committee position with the Finance and Administration Roundtable (FAR). In addition, he has spoken at national association conferences, including the American Society of Association Executives (ASAE), and written for national association media on a wide range of topics, including developing investment policies and managing financial reserves.
Outside the office, Ted coached youth sports when his now grown children were playing them. He is also a longtime Freemason. More than a decade ago, Ted became an avid dancer of Argentine tango. He dances, and occasionally teaches and performs Argentine tango. He runs a monthly milonga, which are tango dances in which attendees can dance the night away. Ted and his fellow milongueros traveled to Buenos Aires several times to improve their techniques.
Disclosures:
"Morgan 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"
Securities Agent: VA, CT, TN, RI, MO, IN, FL, WY, TX, NY, DC, WA, SD, KS, GA, DE, NV, OH, NJ, MA, HI, AR, PA, MT, MD, CO, VT, SC, NC, AZ, WV, KY, IL, LA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1261936
NMLS#: 1261936
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Direct:
(202) 778-1588(202) 778-1588
Toll-Free:
(800) 792-4411(800) 792-4411
Fax:
(202) 778-1270(202) 778-1270
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Ted Berry 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)
