Ryan Supplee, CFP
Resident Manager, Vice President, Wealth Advisor
Phone:
(703) 779-1910(703) 779-1910
Morgan Stanley
Leesburg Branch Office
You define success, we help you achieve it
222 Catoctin Circle SE
Suite 101
Leesburg, VA 20175
US
Branch:
(703) 779-1900(703) 779-1900
Toll-Free:
(800) 404-5970(800) 404-5970
Branch Manager
Ryan SuppleePhone:
(703) 779-1910(703) 779-1910
About Morgan Stanley Leesburg Branch
Morgan Stanley has a broad range of resources that our employees can leverage to best serve our clients. We practice meaningful principles such as putting clients first. Diversity and inclusion exemplify the hallmark values in servicing our employees and businesses.
We are excited to serve our clients, employees and corporate relationships in Leesburg, VA and across the country. Additionally, we have seen significant growth among a variety of demographic groups resulting in greater diversity among our clients, employees and strategies.
Our initiatives remain centered on three key areas:
• High standard of client service for our clients
• Efficient business models built on partnerships that serve clients by bringing solutions all under one roof
• Growth culture with emphasis on the total client experience, experienced advisory teams and branded community engagement
Our Leesburg Branch and Northern Virginia-Western Maryland Market is most proud of contributing to charities in the communities where we serve. Employee’s donations and volunteerism target: the arts, diversity, community services, higher education, literary and women’s initiatives. Giving back is a core principle of our Morgan Stanley culture.
We are excited to serve our clients, employees and corporate relationships in Leesburg, VA and across the country. Additionally, we have seen significant growth among a variety of demographic groups resulting in greater diversity among our clients, employees and strategies.
Our initiatives remain centered on three key areas:
• High standard of client service for our clients
• Efficient business models built on partnerships that serve clients by bringing solutions all under one roof
• Growth culture with emphasis on the total client experience, experienced advisory teams and branded community engagement
Our Leesburg Branch and Northern Virginia-Western Maryland Market is most proud of contributing to charities in the communities where we serve. Employee’s donations and volunteerism target: the arts, diversity, community services, higher education, literary and women’s initiatives. Giving back is a core principle of our Morgan Stanley culture.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Leesburg Branch
Clifford H. Boyle
Senior Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(703) 779-1917(703) 779-1917
Mark W. Powell
First Vice President, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
Phone:
(703) 779-1914(703) 779-1914
Richard Jollon
Vice President, Financial Advisor, Portfolio Manager
Phone:
(703) 799-1912(703) 799-1912
Charles Carson
Stephanie Pitts
Senior Registered Associate
About Ryan Supplee
Ryan Supplee has been with Morgan Stanley as a Financial Advisor since 2002. He studied Marketing Management at the Pamplin College of Business at Virginia Tech. Additionally, he earned his CFP® in 2007 after gaining many years of industry experience and completing the rigorous examination requirements. Ryan also holds the Series 7, 8, 10, 31 and 66 licenses.
Ryan’s goal is to thoroughly understand his clients’ financial needs and align the appropriate resources to help them meet or exceed their goals. Ryan works with clients to evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist them in developing and executing a strategy that is precisely their own and specific to their individual client profile.
As a proud Hokie, Ryan is a part of the Northern Virginia Chapter of the Virginia Tech Alumni Association and a huge Virginia Tech sports fan. He currently resides in Northern Virginia with his family.
Ryan’s goal is to thoroughly understand his clients’ financial needs and align the appropriate resources to help them meet or exceed their goals. Ryan works with clients to evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist them in developing and executing a strategy that is precisely their own and specific to their individual client profile.
As a proud Hokie, Ryan is a part of the Northern Virginia Chapter of the Virginia Tech Alumni Association and a huge Virginia Tech sports fan. He currently resides in Northern Virginia with his family.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, RI, SC, SD, TX, UT, VA, VT, WA, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1270044
NMLS#: 1270044
About Mark W. Powell
Mark W. Powell, a Senior Investment Management Consultant with Morgan Stanley, has served families as their personal financial advisor for the last eighteen years. Four things distinguish Mark’s practice:
1. Quarterly Reviews - Mark does not believe in random or inconsistent communication with clients. Instead, Mark reaches out to his clients for Quarterly Reviews every January, April, July and October. This frequency and clock-like consistency deepens understanding of client goals and market trends as well as forging strong and lasting relationships. Warren Buffett. Mark has long studied the life and strategies of Warren Buffett. Don’t be surprised to hear Buffett quoted in every Quarterly Review. Here’s a Buffett favorite, “My success can be attributed to three things; living in America, lucky genes, and compound interest.”
2. Behavioral Finance - In 2002, psychologist Daniel Kahneman was awarded the Nobel Prize in Economics for his work in behavioral finance. His work revealed why and how people tend to repeatedly make bad investment decisions. Mark helps each client understand and eliminate the common mistakes of financial behavior.
3. Relationships - Mark seeks to act in the best interest of the clients with full transparency and without conflicts of interest. He believes this is vital in forming long and positive client relationships.
1. Quarterly Reviews - Mark does not believe in random or inconsistent communication with clients. Instead, Mark reaches out to his clients for Quarterly Reviews every January, April, July and October. This frequency and clock-like consistency deepens understanding of client goals and market trends as well as forging strong and lasting relationships. Warren Buffett. Mark has long studied the life and strategies of Warren Buffett. Don’t be surprised to hear Buffett quoted in every Quarterly Review. Here’s a Buffett favorite, “My success can be attributed to three things; living in America, lucky genes, and compound interest.”
2. Behavioral Finance - In 2002, psychologist Daniel Kahneman was awarded the Nobel Prize in Economics for his work in behavioral finance. His work revealed why and how people tend to repeatedly make bad investment decisions. Mark helps each client understand and eliminate the common mistakes of financial behavior.
3. Relationships - Mark seeks to act in the best interest of the clients with full transparency and without conflicts of interest. He believes this is vital in forming long and positive client relationships.
About Charles Carson
Registered: 18 years
Client Service
Daily Operations
Account Administration
As a former operations manager for Smith Barney, Charles understands the importance of providing outstanding service. He is client-focused, and that means ensuring every client receives prompt, professional, and personal attention to their needs.
Charles and his wife live in Sterling, Virginia. They have two children, ages 13 and 10. Charles is involved in various volunteer works with his church. He also enjoys sports and movies.
Client Service
Daily Operations
Account Administration
As a former operations manager for Smith Barney, Charles understands the importance of providing outstanding service. He is client-focused, and that means ensuring every client receives prompt, professional, and personal attention to their needs.
Charles and his wife live in Sterling, Virginia. They have two children, ages 13 and 10. Charles is involved in various volunteer works with his church. He also enjoys sports and movies.
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Branch Address
222 Catoctin Circle SE
Suite 101
Leesburg, VA 20175
US
Branch:
(703) 779-1900(703) 779-1900
Toll-Free:
(800) 404-5970(800) 404-5970
Fax:
(703) 779-1925(703) 779-1925
1When 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.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024