Jeff Seibel, QPFC
Executive Director,
Financial Advisor,
Senior Portfolio Management Director,
Alternative Investments Director
Direct:
(703) 739-3681(703) 739-3681
Toll-Free:
(800) 336-5405(800) 336-5405
My Mission Statement
Committed to providing an accessible and holistic approach to your family's unique wealth management needs through comprehensive goals-based financial planning.
My Story and Services
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: UT, MA, DE, DC, WV, NJ, NE, MS, MD, AZ, AR, OK, SC, RI, MT, MO, SD, IL, GA, CA, TX, OR, OH, ME, LA, KS, IN, CT, CO, TN, ID, VA, NC, NM, MN, MI, KY, AL, WI, WA, PA, NY, NV, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1316514
NMLS#: 1316514
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At Morgan Stanley, we provide a range of alternative investment options, including private equity, hedge funds, real estate, and more, tailored to meet the needs of discerning investors. Explore how these unique asset classes can complement your traditional investments and contribute to a well-rounded financial strategy.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Resources
Welcome to my Multi-Generational Wealth Resources, where financial literacy becomes a family affair. At Morgan Stanley, we provide a comprehensive suite of resources designed to empower you and your family with the knowledge needed to make informed financial decisions at every life stage.
Making Financial Literacy A Family Affair
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Here at Morgan Stanley, we have a variety of resources available to our clients, and their families, to help them stay educated and up-to date on all things finance.
Financial Literacy Resources
Building a Family Enterprise That Lasts
Explore strategies for building a family enterprise that endures across generations. Learn about governance structures, succession planning, and the importance of aligning family values with business goals.
Discover Strategies for Lasting Family Enterprises
Starting the Conversation
We understand that many parents are unsure about how to start the conversation with their children about money. To make it easier, we have put together an article to help guide parents on how to start these conversations and some talking points to consider.
A Parents Guide to Talking to Your Kids About MoneyClient Service Team
Cassandra Campbell
Phone:
(703) 739-3665(703) 739-3665
Email:Cassandra.Campbell@morganstanley.com
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 2001. 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 2001. She is involved in assisting the homeless communities in Northern VA focusing on women’s shelters and at-risk youth.
Location
333 John Carlyle St
Suite 650
Alexandria, VA 22314
US
Direct:
(703) 739-3681(703) 739-3681
Toll-Free:
(800) 336-5405(800) 336-5405
Fax:
(703) 683-5940(703) 683-5940
Wealth Management
Global Investment Office
Portfolio Insights
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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
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.
Ready to start a conversation? Contact Jeff Seibel 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)
