Jeff Seibel
Carlyle Planning Group at Morgan Stanley
Direct:
(703) 549-8282(703) 549-8282
Toll-Free:
(800) 336-5405(800) 336-5405
Our Mission Statement
Committed to providing an accessible and holistic approach to your family's unique wealth management needs through comprehensive goals-based financial planning.
OUR STORY
Our clients choose to work with us because they want to simplify their finances. We create strategies that make your money work more efficiently. We at Carlyle Planning Group believe it is crucial to safeguard your decades of hard work, sacrifice, and savings. First class financial services can make a lasting, positive impact on your lifestyle and the legacy you leave behind. Having a disciplined and rational approach to investing can help remove the emotions that often times get in the way of sound thinking. Most of all, clients need to work with someone they can trust. These are the reasons we are so passionate about the work we do and the people we work with. With the resources of Morgan Stanley, a global leader in Wealth Management, the Carlyle Planning Group offers a customized boutique-like experience founded on a disciplined planning process. We believe in the efficiency of your capital and that no one should have to build wealth twice.
The QPFC credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates our team's knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA®/QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
The QPFC credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates our team's knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA®/QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Steps to Better Understanding You
We believe the basis for a long-term relationship begins with taking the time necessary to understand what is most important to you. Our goals-based approach to comprehensive financial planning begins with a deep discovery process to develop an understanding of your current financial picture and your definition of financial peace of mind. The following information can help you understand how we work in partnership with our clients and work together to achieve your financial goals.
1. Initial Consultation
We begin with an informal conversation to understand your financial goals, values, concerns, and challenges to determine how we can add value. This conversation helps provide us with the ability to bridge your financial future with your current reality.
2. Summary of Findings
Upon review of the initial meeting, we begin discussing options and risks to evaluate your current profitability of success. We utilize proprietary financial planning tools to develop a tailored and detailed plan with recommendations to help you create and manage your wealth.
3. Implementing Your Financial Plan
In this step, we present appropriate strategies that are designed to work together to achieve your goals. We determine account options best for you at Morgan Stanley, considering the features and costs of each program. We conduct analysis of a myriad of factors including life insurance and long-term care needs, tax minimization strategies, portfolio management, estate planning techniques.
4. Ongoing Engagement
Committed to excellent service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we set up tools so you have immediate access to your account information. Since markets and personal needs evolve with time, we maintain ongoing meetings to ensure your plan remains on schedule to achieve your goals.
We work closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles. Our disciplined investment process considers your values, risk tolerance, and liquidity needs to develop perspective about building and managing your wealth.
Asset Management
Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class.
Impact Investing
Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.
Traditional Investments
Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs.
Alternative Investments
Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds such as funds of funds, private equity and managed futures.
Tax Efficient Management Process
Minimizing the impact of taxes on client portfolios to potentially boost their overall returns and help them build wealth over the long term with strategies like tax-loss harvesting and tax-aware asset location.
Investor Tools & Resources
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, smart, fast, and flexible. Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance, including:
• Total Wealth View – Access streamlined views of your assets and liabilities, including mortgage information, aggregated from all of your financial institutions
• Current Financial News – access up-to-date news, current market data, research, company profiles, and quotes
Morgan Stanley Online• Total Wealth View – Access streamlined views of your assets and liabilities, including mortgage information, aggregated from all of your financial institutions
• Current Financial News – access up-to-date news, current market data, research, company profiles, and quotes
Total Wealth View
Unique situations require unique solutions; to understand your financial picture entirely, Morgan Stanley now conveniently allows you to view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App. The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Learn More and Enroll in Total Wealth View
Digital Vault
eSign is a digital alternative to providing a signature. To begin using eSign, all you need is a valid email address and phone number.
Learn More About eSign
Spending and Budgeting Tool
With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Register to MSO to learn moreAdditional Sources of Return
For the right type of investor, alternatives can create an innovative asset allocation that opens the door to an optimal portfolio. Alternative investments can seem mystifying; we at Genesis Planning Group provide these resources because we believe client education enables quality investment decisions.
Private Equity
What is Private Equity?
Morgan Stanley Alternate Investments
Morgan Stanley Alternate Investments
1031 Exchanges
What are 1031 Exchanges?
Hedge Funds Platform
Learn More Here
Private Markets Transaction Desk
Learn More Here
Private Real Estate
What is Private Real Estate?Location
333 John Carlyle St
Suite 650
Alexandria, VA 22314
US
Direct:
(703) 549-8282(703) 549-8282
Toll-Free:
(800) 336-5405(800) 336-5405
Meet Carlyle Planning Group
Patty Kennedy Penn
Gianni Giordano
Kevin Sullivan
Logan Parker
Client Service Associate
Phone:
(703) 535-8333(703) 535-8333
Cassandra Campbell
Senior Client Service Associate
Phone:
(703) 739-3665(703) 739-3665
About Cassandra Campbell
Cassandra joined Morgan Stanley in 2022 after spending 16 years with Merrill Lynch. Prior to joining the Wealth Management industry, she worked as a surgical assistant for Oral and Maxillofacial Surgeons. Cassandra is conscientious, professional, personable and strives to create a positive experience for each client she works with. She enjoys bringing her creative side out in her working relationships with both colleagues and clients.
Cassandra was born and raised in Monterey California moving to the Northern Virginia area in 2021. She is involved in assisting the homeless communities in Northern VA focusing on women’s shelters and at-risk youth.
Cassandra was born and raised in Monterey California moving to the Northern Virginia area in 2021. She is involved in assisting the homeless communities in Northern VA focusing on women’s shelters and at-risk youth.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Article Image
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
Article Image
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
Article Image
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
Article Image
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
Article Image
Ready to start a conversation? Contact Carlyle Planning Group today.
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.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
3Alternative 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.
4When 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.
5Morgan 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.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
3Alternative 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.
4When 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.
5Morgan 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.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
