Welcome

Morgan Stanley*, combines the strength and expertise of two prestigious asset management names with a long history on Wall Street. The core of my business focuses on comprehensive asset management for individuals and institutions in the areas of cash/investment management, retirement and estate planning services. I design personalized investment portfolios and retirement planning strategies using stocks, bonds, mutual funds and private institutional money managers based on your specific long-term objectives and risk tolerances. I provide 401K and Government Thrift Savings Plan rollover strategies as well as diversification alternatives for highly concentrated Employee Stock Options. Our resources and experience in institutional services, from lending to investment banking and municipal bond markets offer strategies from capital formation to tax protection. My goal is to earn your trust and gain your business for a lasting working relationship to helping you achieve your investment, retirement and estate planning objectives.
Services Include
Securities Agent: WA, VA, TX, SC, RI, PA, NY, NC, ME, MD, MA, KS, HI, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • George Mason University B.S. Finance/Economics, 1992

Experience

2002 - Present: Morgan Stanley
CRPS - Chartered Retirement Plan Specialist
Financial Advisor
Financial Planning Specialist
Tyson's Corner, Tyson Boulevard, McLean, Virginia

1999 - 2002: Salomon Smith Barney

Second Vice President - Wealth Management
Financial Advisor
Tyson's Corner, Greensboro Dr., McLean, Virginia

1997 - 1999: Smith Barney

Financial Advisor
Tyson's Corner, Greensboro Dr., McLean, Virginia

1995 - 1997: Smith Barney Shearson

Senior Marketing Associate
Non - Profit Associations, Endowments & Foundations
Tyson's Corner, Greensboro Dr., McLean, Virginia

1991 - 1995: Shearson Lehman Brothers

Marketing Associate, Individual Investment Services
Tyson's Corner, Greensboro Dr., McLean, Virginia

Community Involvement

SMITH BARNEY TEE OFF FOR TOTS
Carol Jean Cancer Foundation, Inc.
Main Street Child Development Center
The Reading Connection of Northern Virginia
Loudoun Therapeutic Riding Foundation
Growing Hope
Medical Care for Children Partnership
Community Holiday Coalition

Location

1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 556-8163(703) 556-8163
Toll-Free:
(800) 336-0156(800) 336-0156
Fax:
(703) 356-6492(703) 356-6492

Meet My Team

About Benjamin Brennan

As Group Director of the MSCT, Ben is responsible for oversight of all client service related matters, client relationship management, account maintenance, and practice management. Ben is committed to delivering the highest level of professionalism and exemplary service in every client interaction. He prides himself on understanding clients’ specific needs, developing solutions collaboratively, and communicating those solutions efficiently with the client.

Ben is a 2014 graduate from Franklin and Marshall College in Lancaster, PA with a major in Business and a minor in Economics. After graduation, he became Series 7 and 66 registered, insurance licensed, and has held the CFP® designation since 2018. Ben has 10+ years of experience with Morgan Stanley as a Registered Client Service Associate, with particular interest in business development and financial planning.

Ben has one son, Theo, and is happiest when spending time with his family!

About Sharayah Reed

With over a decade of experience in the financial services industry, Sharayah has a diverse background that has included banking, lending, and brokerage services. Sharayah began her financial career at Wells Fargo in 2012, where she held the role of Private Banker. She joined Morgan Stanley in January 2020 and is passionate about providing the highest level of service to all clients. She holds a Series 7 license, Series 63 license, Series 65 license, and Life and Variable insurance license.

Sharayah is a 2012 alumna of Old Dominion University where she earned her Bachelor of Science in Interdisciplinary Studies. She was born and raised in Winchester, Virginia, and currently resides in Winchester with her children, Liam and Mila. Sharayah and family are food enthusiasts and love trying new establishments and introducing the children to a variety of foods. In her free time, she enjoys watching her son play soccer, her daughter in gymnastics, reading a good book, and journaling.

About Deji Onitiri

Deji graduated from New York University in 2023, with a major in Sports Management. He was born in England and currently resides in Rockville, Maryland. He holds his Series 7 and Series 66 licenses. Outside of work, Deji enjoys watching documentaries, trying new restaurants, and staying physically active.

About Van Tran

Van joined Morgan Stanley in summer 2025 right after her graduation from Hobart and William Smith Colleges, located upstate New York, with a double major in Economics and Mathematics. Originally came from Vietnam, Van has a diverse background and can speak fluently English, Vietnamese, and conversational level of French.
Joining the Wealth Management team, Van serves as a Client Services Associate to support the team and clients. She is currently holding the SIE, the Series 66, and will soon obtain the Series 7. Outside of work, Van loves working out, hanging out with friends and families, travelling, and exploring different local cuisines.

About Joey Veizaga-Soto

Joey received his bachelor’s degree in economics from James Madison University in the summer of 2024. He joined Morgan Stanley as a Registered CSA and is part of the Wealth Management team. He grew up in Falls Church, VA. He holds his SIE license, Series 66 license, Series 7 license and VA Life, Annuity, and Health Insurance license. Joey is committed to providing the highest level of professionalism and service when it comes to having those client interactions. He is also fluent in Spanish.
Outside of work, Joey plays soccer on weekends and weekdays as he's part of an FXA team. He loves to spend time with his family and loves to eat his moms homemade food every afternoon. He loves spending time with his dog Milo, especially when they go on their daily long walks.

About Reimy Saavedra

Reimy joined Morgan Stanley in 2018 and serves as a Wealth Management Associate. His responsibilities include business development, stock/industry research and trading/execution for HNW/UHNW individuals, foundations, and institution.

He grew up in Alexandria, Virginia and studied Finance at George Mason University. He holds a Series 7 license, Series 66 license and is currently working towards the Virginia life, Health, and Variable insurance license. Reimy is passionate about traveling and spending time with his family.
Securities Agent: VA, AL, WI, WA, TN, OH, DC, WY, NC, ND, MN, IN, PA, ME, MD, IA, CT, AZ, SC, OK, NJ, MS, MO, MI, NH, MT, LA, CO, AR, WV, VT, UT, TX, OR, KS, ID, FL, RI, HI, DE, PR, NV, KY, IL, SD, NY, NM, NE, MA, GA, CA; General Securities Representative; Investment Advisor Representative
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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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
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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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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
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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
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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 Kerem Turkel today.
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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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2When 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.

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3Morgan 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.

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4Morgan 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.

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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.

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6Morgan 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

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7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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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
CRC 4665150 (8/2025)