Welcome

Clients work with us because they want to simplify their finances and they need a strategy to make their money work more efficiently.  We believe that 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 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 Koons/Seibel 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.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Alternative Investments3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Institutional Services
  • Lending Products
  • Life Insurance6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Wealth Management Process

  • DISCOVER
    Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

    CREATE
    We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
    • Plan for retirement



    ACT
    Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

    ADJUST
    Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.
  • PERSONALIZED PORTFOLIOS
    Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.
  • CLIENT FOCUS
    Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
  • COMPREHENSIVE COMMUNICATIONS
    Throughout your relationship, you’ll have direct access to the investment professional managing your portfolio.
  • ASSET-BASED FEE
    Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.

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 Koons/Seibel Group

About Me

Contact Information
Stephen.R.Koons@morganstanley.com
(703) 739-3677


Education and Licensing

B.A. - Economics
Gettysburg College

Services

Retirement Planning
Financial Planning
Wealth Management
Fixed Income
401(k) Rollovers
529 Plans
Asset Management
Business Experience

Work Experience

Morgan Stanley*: Vice President
Financial Advisor
Financial Planning Specialist
Alexandria, VA
Legg Mason: Alexandria, VA
Securities Agent: VA, TX, WY, WV, WI, WA, TN, SD, SC, RI, PA, OR, OK, OH, NY, NJ, NH, NC, MT, MI, MD, MA, IL, IA, GA, FL, DE, DC, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282965

About Me

Contact Information:
(703) 739-3681
Jeff.Seibel@morganstanley.com

Education:
B.A. - Finance
West Virginia University

Services:
Financial Planning
Retirement Planning
Wealth Management
Alternative Investments
Lending and Liability Management
Life Insurance
Asset Management
Estate Planning Strategies

Work Experience:
Morgan Stanley (1998-Present)
-Senior Investment Management Consultant
-Senior Portfolio Management
-First Vice President
-Financial Advisor
Securities Agent: VA, TX, WY, WV, WI, WA, TN, SD, SC, RI, PA, OR, OK, OH, NY, NJ, NH, NC, MT, MI, MD, MA, KY, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1316514
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact Koons/Seibel Group today.
Market Information Delayed 20 Minutes
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.

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 suitable 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

4Morgan 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.

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.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 suitable 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”) 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.


CRC 2019752 10/2018