My Story and Services

My passion for helping others was inspired by my dad, who is a medical doctor, admired and loved by his patients and peers alike. For more than 12 years, I have had the privilege to serve in the financial field to families, individuals, and institutions. I aspire to engage with clients who have worked hard their entire lives to create wealth and focus on helping them preserve it for today and for future generations.

I take a comprehensive approach to investment planning and examine every element of a client's financial life, including debt management, cash reserves, insurance, estate, investment planning and tax implications. I also help my clients understand their rights and options on Medicare, understand long-term care, as well as grow their tax free, cash reserves. I am currently a CFP candidate.

I started my career in the financial field in 2010 and moved my practice to Wells Fargo advisors in 2015. I focus on having conversations about the main pillars of investment planning and constructing a dynamic plan that can be adapted to the inevitable changes in peoples lives. Prior to joining the financial services industry, I earned a bachelor of arts degree in journalism from Butler university and an MFA in writing from Vermont College of fine arts in my previous career in investigative journalism, producing and presenting syndicated television programs, I developed a keen skill of asking all the right questions that today help me in assessing the needs and basis for financial planning in a palatable and effective way.
Securities Agent: FL, CO, TN, IN, DC, MA, AZ, MD, GA, NC, VA, ME, PA, AR, WV, TX, CA, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1444693
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Client Service Team

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    Ben Brennan - Group Director
    Email:Ben.Brennan@morganstanley.com
    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!
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    Van Tran - Wealth Management Associate
    Email:Van.Tran@morganstanley.com
    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 the Series 7. Outside of work, Van loves working out, hanging out with friends and families, travelling, and exploring different local cuisines.
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    Joey Veizaga-Soto - Wealth Management Associate
    Email:Joey.Veizaga-soto@morganstanley.com
    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 mom’s homemade food every afternoon. He loves spending time with his dog Milo, especially when they go on their daily long walks.
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    Deji Onitiri - Wealth Management Associate
    Email:Deji.Onitiri@morganstanley.com
    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.

Location

1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 556-8132(703) 556-8132
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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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 Maha Saffarini today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)