Our Story and Services

As your Private Wealth Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $980 billion in AUM1
  • Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

OUR SUITE OF DIGITAL TOOLS...

As a client of Morgan Stanley Private Wealth Management, you have access to a wide array of digital tools and resources designed to enhance every aspect of your financial life. Here are a few of the technologies we offer to our clients:
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    Morgan Stanley Online
    Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allows you to manage your everyday finances from paying bills and sending money, to transferring funds and authorizing transactions with one click using eAuthorizations.
    MSO
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    Wealth Education Video Series
    Morgan Stanley’s Wealth Education team offers a new educational video series that covers topics on various areas of wealth planning such as Goal Setting and Budgeting; Credit and Debt Management; and Introduction to Investing. The series demonstrates basic strategies as a starting point for more customized programs depending on your individual situation and goals.
    View Here
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    Total Wealth View
    You and your Financial Advisor can now make more informed decisions with respect to your Morgan Stanley accounts by identifying opportunities and risks across your full financial picture. Add your external 401(k), checking/savings, brokerage accounts and more to Morgan Stanley Online to see all your finances in one place.
    Aggregate Your Wealth
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    Digital Vault
    The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
    Digital Vault
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    LifeView
    Morgan Stanley’s LifeView® Financial Planning tool provides your Financial Advisor with more robust financial planning capabilities, while giving you an easier and more intuitive user experience.
    Learn More About LifeView
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    GIC Weekly Research Report
    The Global Investment Committee’s Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
    View the Latest Report
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    eDelivery
    eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online (MSO) may enroll in eDelivery.
    eDelivery
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    On the Markets Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    View the Latest Report

Location

1747 Pennsylvania Ave NW
7th Floor
Washington, DC 20006
US
Direct:
(202) 292-5479(202) 292-5479

Meet Liberty Capitol Group

Photo of Barton J. Trenk

Barton J. Trenk, CFP®

Senior Vice President, Financial Advisor
Phone:
(202) 292-5492(202) 292-5492
Photo of Guillermo Garcia

Guillermo Garcia, CEPA®

First Vice President, Private Wealth Advisor
Phone:
(202) 292-5459(202) 292-5459
Photo of William K. 'Bill' Zorr

William K. 'Bill' Zorr

First Vice President, Financial Advisor
Phone:
(202) 292-5468(202) 292-5468
Photo of Dariush Youssefiani

Dariush Youssefiani

Financial Advisor, Financial Planning Specialist
Phone:
(202) 292-5516(202) 292-5516
Photo of Ana Mirandés

Ana Mirandés

Financial Advisor, Financial Planning Specialist
Phone:
(202) 292-5386(202) 292-5386
Photo of Jenny Lira

Jenny Lira, CRPC®

Assistant Vice President, PWM Wealth Management Associate
Phone:
(202) 292-5479(202) 292-5479
Photo of Brendan Lloyd

Brendan Lloyd, CRPS®

Senior Registered Associate
Phone:
(202) 292-5429(202) 292-5429
Photo of Peter Kim

Peter Kim

Registered Client Service Associate
Phone:
(202) 292-5362(202) 292-5362

About Me

As a registered investment advisor with three decades of experience, Hammond Han focuses on developing comprehensive financial, estate planning strategies and wealth management plans for corporate executives and entrepreneurs. Having experienced a wide array of market environments, Hammond drives capital allocation decisions across the team’s advisory business. Accordingly, he works closely with clients to implement disciplined wealth management strategies — carefully selecting and monitoring institutional money managers, exchange-traded funds (ETFs) and alternative investments along with leveraging the full capabilities of Morgan Stanley Private Wealth Management.
Securities Agent: DE, OH, MD, HI, AL, AK, TX, WV, WI, AZ, SC, OK, NY, NJ, NH, NC, MS, GA, CT, UT, OR, KY, CO, TN, NV, DC, WY, WA, MN, IL, RI, NE, MT, MI, MA, VA, PA, FL, CA, ME; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2269995

About Me

B.J. Trenk is passionate when it comes to managing his clients’ investments, focusing on portfolio diversification, asset allocation, and risk management. His primary goal of helping clients fulfill their dreams and financial objectives has led him to build strong personal and business relationships throughout his career. He resides in Potomac, Maryland, with his wife of 35 years, Gloria, and enjoys visiting their daughter Samantha, who lives in Tel Aviv, Israel and recently completed her master’s degree in Security and Diplomacy. B.J. is an avid golfer who appreciates the challenges of the game.
Securities Agent: OR, ME, TX, NV, CT, CA, TN, RI, NY, HI, DE, AK, KY, CO, OK, MT, AZ, AL, MD, WV, WI, WA, PA, NH, MN, IL, VA, SD, SC, OH, NE, MS, MI, MA, GA, FL, WY, NC, DC, UT, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2269991

About Me

Guillermo Garcia focuses on comprehensive financial planning and private wealth management services. He works with clients to customize financial plans and portfolio allocations based on each individual’s investment goals, risk tolerance and investment time horizon. Additionally, he is experienced in assisting corporate executives with their equity awards, including stock options, restricted stock and 10b5-1 plans. He resides in Arlington, Virginia, with his wife, Alison, and two sons, Guillermo and Tomas.
Securities Agent: NY, AK, WI, OK, ME, WV, GA, SC, NV, NH, MI, CA, VA, AZ, NE, MD, MA, CO, UT, OR, MT, KY, IL, DE, AL, TN, RI, PA, MN, FL, WY, WA, MS, HI, DC, CT, TX, OH, NJ, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2266743

About Me

While Bill Zorr’s role has evolved over the course of more than 40 years—from stockbroker to investment manager to wealth manager—providing individualized financial guidance has always been his passion. His core philosophy on client service has also remained steadfast throughout his career. That commitment to frankness and transparency, combined with a genuine desire to build lifelong relationships, is why many families have trusted Bill for generations. He lives in Gaithersburg, Maryland, with his wife of 57 years, Lucy, and they have a son, a daughter and five grandchildren. Bill is an avid sports fan, especially of the Fighting Irish of Notre Dame, and has an extensive collection of Sinatra and The Beatles records.
Securities Agent: MT, TX, SD, KY, GA, TN, MD, WI, MS, FL, WV, WA, OK, OH, NH, MN, AK, DE, CO, AL, VA, SC, RI, MI, AZ, NV, NE, NC, HI, IL, DC, UT, OR, CT, CA, WY, PA, NY, NJ, ME, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2269994

About Dariush Youssefiani

Dariush Youssefiani focuses in Financial Planning, helping clients create an estate roadmap for themselves and future generations. Through model analysis and portfolio reviews, he assists clients in developing strategies to achieve their short and long-term objectives. Dariush was born and raised in the DMV area and is fluent in English, Farsi, and French.
Securities Agent: HI, AL, WI, NH, KY, UT, RI, OK, DE, SC, OR, NV, MI, DC, CT, MS, ME, IL, TN, CO, WV, NC, MT, AZ, WA, NE, CA, AK, FL, PA, OH, NY, MN, MD, GA, WY, VA, TX, NJ, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2490702

About Ana Mirandés

Ana Mirandés works closely with clients, leveraging comprehensive financial planning and analysis to develop personalized strategies that align with their overall goals. In her previous role as a Wealth Advisor Associate, she worked with the Financial advisors in the DC Annapolis Complex creating and implementing their clients' financial plans. She was born and raised in Puerto Rico; making her fluent in both Spanish and English. Ana travels to Puerto Rico often to visit her family and two Vizslas. In her free time, she enjoys playing tennis and traveling – she has visited over 25 countries and hopes to add more to that list.
Securities Agent: AK, ME, CT, UT, TX, OK, NY, NC, MS, MI, HI, GA, DE, WA, VA, TN, AZ, RI, MN, SC, OR, OH, NE, CO, PR, NH, MT, MA, LA, WI, NV, MO, MD, IL, ID, CA, WV, PA, DC, WY, NM, NJ, KY, FL, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1946544

About Jenny Lira

Jenny Lira has been with Morgan Stanley for 24 years. She returned to the Washington, D.C. area after taking a sabbatical in Costa Rica to join the Liberty Capitol Group. As a former banking/lending and service associate coach, she brings valuable experience to the transition of the team. Jenny is originally from Venezuela and is fluent in both Spanish and English. She studied at George Mason University and currently lives in Bethesda with her son, Aiden.

About Brendan Lloyd

Brendan Lloyd is a highly experienced Senior Client Associate focuses in client relationship management, portfolio monitoring, and investment strategy execution. With a strong foundation in data analysis and financial services, Brendan excels at translating complex data into actionable insights, enabling clients to make well-informed decisions. His proactive and detail-oriented approach allows him to develop tailored strategies that align with both market trends and individual client goals. Brendan’s experience spans across trade execution, portfolio analysis, and risk management. His collaborative nature and dedication to delivering high-quality service make him a valuable resource for clients seeking personalized solutions. Based in Washington, DC, Brendan enjoy the city’s rich cultural offerings and is an avid traveler and skier, always in pursuit of new experiences.

About Peter Kim

Peter Kim joined the Liberty Capitol Group in 2024 as a Client Service Associate. He grew up in Northern Virginia and received his Bachelor of Arts in Economics from the University of Virginia. He played soccer at George Mason University before transferring. He has lived in three different countries: South Korea, South Africa, and the United States, making him fluent in both English and Korean. In his free time, Peter enjoys playing soccer and golf. He looks forward to helping the team and clients with a keen eye for detail and a commitment to excellence.
Wealth Management
Global Investment Office

Portfolio Insights

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Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Learn More about Managing Significant Wealth
Funding Climate Action: Pathways for Philanthropy
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Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

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

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Morgan 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

Awards Disclosures
CRC 4237142 (02/2025)