Cassandra Campbell
Senior Client Service Associate
Phone:
(703) 739-3665(703) 739-3665
Kevin Sullivan, QPFC
Associate Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist
Direct:
(703) 739-3695(703) 739-3695
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
I help individuals and families make confident financial decisions through a disciplined planning process—so your money works harder, your risks are managed, and your long-term goals stay on track.
My career in financial services began in 2008 in New York City at Neuberger Berman, where I started as a Registered Associate and advanced to Senior Investment Guideline Analyst. I later joined Morgan Stanley Investment Management as an Internal Wholesaler associate, where I sharpened my perspective on portfolio solutions and gained valuable insight into how investment strategies perform across different market conditions.
In 2018, I joined the Carlyle Planning Group as a Senior Registered Client Service Associate before becoming a Financial Advisor at Morgan Stanley Wealth Management. Today, I collaborate with clients who want clear strategy, ongoing guidance, and a relationship built on trust.
Outside the office, I am a proud husband and father living in Lorton, Virginia. I grew up in Spring Valley, NY, where sports shaped my mindset early. This led me to play Division I football and basketball at La Salle University, where I earned a B.S. in Business Administration (Finance). That competitive, team-first discipline still shows up in how I serve clients with consistent preparation, steady decision-making, and accountability.
My approach is simple: plan with intention, invest with discipline, and help you preserve what you have worked hard to build—so you do not have to build wealth twice.
My career in financial services began in 2008 in New York City at Neuberger Berman, where I started as a Registered Associate and advanced to Senior Investment Guideline Analyst. I later joined Morgan Stanley Investment Management as an Internal Wholesaler associate, where I sharpened my perspective on portfolio solutions and gained valuable insight into how investment strategies perform across different market conditions.
In 2018, I joined the Carlyle Planning Group as a Senior Registered Client Service Associate before becoming a Financial Advisor at Morgan Stanley Wealth Management. Today, I collaborate with clients who want clear strategy, ongoing guidance, and a relationship built on trust.
Outside the office, I am a proud husband and father living in Lorton, Virginia. I grew up in Spring Valley, NY, where sports shaped my mindset early. This led me to play Division I football and basketball at La Salle University, where I earned a B.S. in Business Administration (Finance). That competitive, team-first discipline still shows up in how I serve clients with consistent preparation, steady decision-making, and accountability.
My approach is simple: plan with intention, invest with discipline, and help you preserve what you have worked hard to build—so you do not have to build wealth twice.
Securities Agent: NJ, MA, NC, MT, KY, DE, MI, GA, AR, WV, VT, OK, MO, AL, VA, MS, MN, IL, FL, RI, MD, KS, CA, TX, SD, NM, ME, WI, SC, NY, NV, LA, IN, ID, UT, CO, AZ, TN, PA, OR, NE, DC, CT, WA, OH; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2355790
NMLS#: 2355790
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Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
A Goals-Based Planning Approach
Financial planning is about more than managing investments—it's about helping organize the moving parts of your financial life into a coordinated strategy. As a Financial Advisor in Alexandria, Virginia, I work with individuals, families, and business owners to help create structured financial plans designed to align financial resources with life goals, responsibilities, and long-term priorities.
Through a disciplined planning process, we review the full financial picture—income, assets, liabilities, tax considerations, risk exposure, and legacy intentions—in an effort so your strategy can evolve as life and markets change.
A Goals-Based Planning Approach
Every financial plan begins with understanding what matters most to you. Together, we define and prioritize goals such as:
- Retirement lifestyle planning
- Education funding
- Wealth accumulation and preservation
- Business succession planning
- Legacy and wealth transfer objectives
- Philanthropic goals
By clarifying priorities first, we can help build a financial framework that supports informed decision-making over time.
Core Areas of Financial Planning
Retirement Planning
Developing strategies for income distribution, Social Security timing considerations, tax efficiency, and portfolio sustainability to support long-term retirement needs.
Investment Planning
Aligning asset allocation and portfolio construction with your time horizon, risk tolerance, and financial objectives.
Risk Management & Protection
Evaluating insurance planning considerations—such as life, long-term care, and disability coverage—to help protect income, family, and assets.
Tax-Efficient Investment Planning
Coordinating retirement and planning decisions with tax considerations, including asset location, distribution strategies, and charitable planning (in coordination with your tax professional).
Estate & Legacy Planning Strategies
Working alongside estate planning professionals to help structure wealth transfer strategies that reflect your wishes for family, heirs, and charitable causes.
Education Planning
Helping families evaluate savings strategies and funding approaches for future education expenses.
Ongoing Financial Plan Reviews
Financial planning is not a one-time event. As markets shift and life evolves, your strategy should adjust. I meet regularly with clients to review progress, revisit priorities, and adjust financial strategies when appropriate to help stay aligned with changing needs and circumstances.
Who Financial Planning May Benefit
Financial planning can be especially valuable for:
- Individuals approaching retirement
- Families balancing multiple financial goals
- Business owners planning for liquidity or succession
- Executives with stock compensation
- Clients focused on long-term wealth preservation and legacy planning
Key Life Events Planning
Major life changes can affect your family, finances, and long-term goals—often all at once. The Carlyle Planning Group at Morgan Stanley assists clients in making informed decisions during important transitions such as a birth/adoption, divorce, or the death of a loved one. Our role is to bring structure, clarity, and coordination to your next steps so your financial strategy stays aligned with what matters most.
How we help during life events:
- Clarify priorities and near-term decisions
- Organize accounts, beneficiaries, and cash flow changes
- Coordinate planning conversations with your attorney and tax professional (as appropriate)
- Update your financial plan and investment strategy to reflect your new reality
Life Event: Growing Your Family (Birth or Adoption)
Welcoming a child changes your priorities quickly—from protection planning to education funding to long-term family goals. We help you evaluate the financial decisions that often come with a new family member.
Common planning focus areas:
- Updating your financial plan and family goals
- Reviewing cash flow and savings priorities
- Reassessing insurance and protection planning considerations
- Education savings approaches (e.g., planning considerations for future costs)
- Updating beneficiaries and account titling (as applicable)
- Coordinating updates to key documents with your attorney (e.g., guardianship discussions)
Helpful question: "What should we update financially after having a baby?"
A good starting point is reviewing beneficiaries, protection planning considerations, your savings plan, and how the new goal affects retirement and long-term priorities.
Life Event: Divorce
Divorce is both emotional and financial, and decisions made early can have long-term impact. We provide structured guidance to help you understand your options, organize financial information, and plan for independence.
How we support you:
- Establishing a financial baseline: assets, liabilities, income, expenses
- Organizing accounts and planning for changes to cash flow
- Helping you think through short-term liquidity needs and longer-term goals
- Reviewing and updating beneficiaries and account registrations as appropriate
- Re-evaluating investment strategy and risk tolerance based on new circumstances
- Coordinating with your divorce attorney and tax professional (as appropriate)
Helpful question: "What financial steps should I take during a divorce?"
Typically: gather documentation, understand cash flow, evaluate near-term liquidity, review beneficiaries (as legally appropriate), and build a post-divorce plan that aligns to your new goals.
Life Event: Death of a Loved One (Survivor & Estate Transition Support)
After a loss, there may be financial and administrative tasks that feel overwhelming. We assist clients in developing a clear checklist, prioritizing immediate needs, and addressing key financial decisions at a pace that respects the moment.
Common planning support areas:
- Developing an organized checklist of accounts and next steps
- Helping evaluate immediate cash needs and ongoing bill management
- Coordinating updates to your financial plan after a change in household income/expenses
- Discussing beneficiary proceeds and account transitions (as applicable)
- Reviewing your own beneficiaries and estate planning coordination needs
- Helping you plan for longer-term goals after the transition
Helpful question: "What should I do financially after someone passes away?"
Start with immediate needs (cash flow and bills), then organize accounts and documents, and coordinate with the estate attorney/tax professional. A structured checklist can help reduce stress and prevent missed steps.
Additional Life Events We Commonly Help Clients Navigate
Even positive change can create complexity. We also support clients through:
- Retirement or early retirement decisions
- Job change, promotion, or career transition
- Inheritance or sudden liquidity event
- Sale of a business or succession planning milestones
- Relocation or major lifestyle change
- Caregiving needs for parents or loved ones
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.
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.
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.
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.
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.
Location
333 John Carlyle St
Suite 650
Alexandria, VA 22314
US
Direct:
(703) 739-3695(703) 739-3695
Meet My Team
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 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.
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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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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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
Ready to start a conversation? Contact Kevin Sullivan today.
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.
7Morgan 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
8Insurance 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.
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
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.
7Morgan 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
8Insurance 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.
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)
