My Story and Services

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: WV, MA, MD, GA, FL, DE, CA, NY, NJ, AZ, PA, VA, WA, SC, ME, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1285181
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1201 Wills Street
Ste 700
Baltimore, MD 21231
US
Direct:
(410) 736-5430(410) 736-5430
Toll-Free:
(800) 837-5833(800) 837-5833
Fax:
(410) 736-5499(410) 736-5499

Meet My Team

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.

Before joining MyTEAM, Bria successfully built and led a team at Merrill Lynch, focused in establishing and funding trusts for high-net-worth families. Her experience in trust management and client relations has been pivotal in delivering tailored financial strategies and fostering long-term client relationships. She joined Morgan Stanley in 2017, where she has held several positions, including Registered Client Service Associate, Business Development Associate and is now Group Director.

Bria holds a Bachelor of Arts degree in Public Relations from Howard University, where she honed her communication skills and developed a strong foundation in client engagement. Residing in Baltimore, Maryland with her husband and son, Bria is passionate about advocating for inner-city youth. She enjoys spending her free time engaging with her two active dogs, fishing, and exploring new experiences.

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.

Prior to joining Morgan Stanley, Todd was with Deutsche Bank for over 20 years.

Todd holds a Bachelor of Science degree in Business Administration from The Perdue School of Business at Salisbury University. He currently resides in New Windsor, MD with his wife, two daughters, three cats and a new puppy. He enjoys coaching his daughter’s soccer teams, golfing and recently took up pickle ball.

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.

Prior to joining MyTeam, Drew gained extensive experience of how to provide high-level client support while supporting financial advisors at RBC Wealth Management.

Drew holds a Bachelor of Science degree in Finance from the University of Maryland, College Park where he graduated from in 2022. He is fully registered, passing the SIE, Series 7 and 66. He currently resides in Baltimore, Maryland where he enjoys trying new restaurants and participating in athletic activities in the community.

About JOSHUA 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.

As a graduate from Gulf Coast State College, Joshua combines a strong academic foundation with a deep enthusiasm for the financial markets as well as wealth management. When he is not in the office you can find Joshua assisting with his family business, volunteering with his wife or at one of Delaware’s beautiful beaches.
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
Article Image

A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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

Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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

529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image

Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Holly A Tilford 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.

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)