Michael O'Neill
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(202) 292-5470(202) 292-5470
Morgan Stanley Private Wealth Management
O'Neill - Nee Group
Direct:
(202) 292-5470(202) 292-5470
Our Mission Statement
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
Welcome
We are a Morgan Stanley Private Wealth Management team of experienced planning, investing and client service professionals who bring sophisticated perspective to our clients most complex financial challenges. We offer the objective and consultative approach of a boutique firm, coupled with access to the resources and institutional capabilities of a global financial services firm, to serve a clientele of highly accomplished individuals, their families, foundations and businesses. Our clients currently entrust us with over $3 billion in assets under management.
We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
Capabilities
- Comprehensive Wealth Planning
- Family Governance & Wealth Education
- Philanthropy Management
- Open-Architecture Platform
- Risk Management
- Hedging Strategies
- Pre-Liquidity Planning
- Corporate Services
- 10b5-(1) Programs
- Sustainable & Responsible InvestingFootnote1
- Proprietary Investment Opportunities
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. 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 Clients
Our clients are ultra-high net worth individuals and families that are committed to growing and preserving their legacy. We primarily work with entrepreneurs, business owners, and corporate executives and have the pleasure of working across multiple generations. We take pride in building long-term, life-enhancing relationships with our clients and maintaining a commitment to exceptional level of professionalism.
Awards
Michael O’Neill
Forbes' Best-in-State Advisors: 2018- 2021
Barron’s Top 1,200 Advisors: 2009-2021
Financial Times Top 400 Advisors: 2014 & 2017
Washingtonian Magazine Top Financial Advisors: 2012, 2014, 2016, 2018, 2019 and 2021.
2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2018-2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2009-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2009-2021. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014 & 2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2014; data 9/30/12 - 9/30/13
Barron’s Top 1,200 Advisors: 2009-2021
Financial Times Top 400 Advisors: 2014 & 2017
Washingtonian Magazine Top Financial Advisors: 2012, 2014, 2016, 2018, 2019 and 2021.
2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2018-2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2009-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2009-2021. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014 & 2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2014; data 9/30/12 - 9/30/13
Kevin Nee
Forbes' Top Next-Generation Wealth Advisor: 2017 & 2018
Forbes' Next Generation Best-In-State Wealth Advisor: 2019, 2020 & 2021
2017-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com 2017-2021. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes' Next Generation Best-In-State Wealth Advisor: 2019, 2020 & 2021
2017-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com 2017-2021. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
What Advice Means to Us
The O’Neill-Nee Group is firmly committed to long-term relationships and strive to deliver high level client service. We strive to provide advice that empowers our clients to make informed investment decisions, address unique challenges, and help preserve and grow their wealth.
Location
1747 Pennsylvania Ave NW
Ste 700
Washington, DC 20006
US
Direct:
(202) 292-5470(202) 292-5470
Meet O'Neill - Nee Group
Kevin Nee
Executive Director, Private Wealth Management, Private Wealth Advisor
Phone:
(202) 292-5471(202) 292-5471
Matthew O'Neill
Financial Advisor
Phone:
(202) 292-5474(202) 292-5474
Francesca Zelachowski
Vice President, Group Director
Phone:
(202) 292-5476(202) 292-5476
Michael Hill
Portfolio Associate
Phone:
(202) 292-5473(202) 292-5473
Kevin Olswfski
Registered Service Associate
Phone:
(202) 292-5476(202) 292-5476
Wesley Hayward
Senior Registered Service Associate
Phone:
(202) 292-5495(202) 292-5495
About Michael O'Neill
Michael is a Managing Director, Wealth Management with Morgan Stanley’s Private Wealth Management division. He has been with Morgan Stanley since 1983. Michael has been nationally recognized by Forbes each year since 2018 on their Best-in-State Advisors list, by Barron’s each year since 2009 on their Top 1,200 Advisors list, by the Financial Times on their Top 400 Advisors list in 2014 and 2017 and as one of the Washington DC area Top Financial Advisors by Washingtonian Magazine in 2012, 2014, 2016, 2018, 2019, 2021 and 2022.
He has served on Morgan Stanley’s Private Wealth Advisor Council and as a Trustee or Director with several Washington, DC based non-profit organizations.
Professional Details:
39 Years with Morgan Stanley
University of Delaware, B.A.
2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2018-2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2009-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2009-2021. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014 & 2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2014; data 9/30/12 - 9/30/13
He has served on Morgan Stanley’s Private Wealth Advisor Council and as a Trustee or Director with several Washington, DC based non-profit organizations.
Professional Details:
39 Years with Morgan Stanley
University of Delaware, B.A.
2018-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2018-2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2009-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2009-2021. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014 & 2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2014; data 9/30/12 - 9/30/13
Securities Agent: SD, WV, ND, OK, PR, MT, NY, VA, SC, MI, MD, DE, CA, NV, NC, GA, IN, MS, WY, NE, HI, AR, VT, MO, AL, IA, OR, TN, WA, VI, TX, MA, OH, KY, CT, PA, CO, DC, RI, WI, FL, NJ, UT, LA, IL, AZ, MN, ID, AK, KS, ME, NH, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1262201
NMLS#: 1262201
About Kevin Nee
Kevin is a Senior Vice President, Private Wealth Advisor within Morgan Stanley’s Private Wealth Management division. He has been with Morgan Stanley since 2006. Kevin has been nationally recognized by Forbes in 2017 and 2018 as a Top Next-Generation Wealth Advisor, and in 2019, 2020 and 2021 as a Next Generation Best-In-State Wealth Advisor. In 2022 & 2023, Kevin was named to the Forbes Best-In-State Advisors list and Washingtonian Magazine’s 2022 Washington DC Best Financial Advisors. Kevin lives in Northern Virginia with his wife and three children. He is an active supporter and member of the Cornell Lacrosse Alumni Association and enjoys coaching youth players in the area.
Professional Details and Designations:
17 Years with Morgan Stanley
Cornell University, B.S.
University of Maryland, M.B.A.
2017-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com 2017-2021. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Professional Details and Designations:
17 Years with Morgan Stanley
Cornell University, B.S.
University of Maryland, M.B.A.
2017-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com 2017-2021. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: IA, NM, SC, VA, MO, ND, UT, ME, MT, PR, MN, NE, WV, NH, VT, WI, NJ, DE, DC, IL, CA, WY, AR, KS, IN, ID, MS, HI, CT, MA, OH, TN, OK, AK, VI, TX, NC, MI, AZ, WA, PA, KY, NY, NV, LA, GA, CO, FL, MD, OR, RI, SD, AL; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1426083
NMLS#: 1426083
About Matthew O'Neill
Matthew O’Neill is a Financial Advisor with Morgan Stanley's Wealth Management Division. Matthew provides tailored financial planning to our Next-Generation clientele. In addition, he is responsible for coordinating the teams use of the state of the art family office software, Addepar. Utilizing Addepar, Matthew assists the team in providing custom reports tailored to individual families needs. Matthew is a graduate of High Point University and has been with Morgan Stanley for 3 Years. He previously spent 4 years working at UBS Wealth Management.
Matthew and his wife Hailey live in Kensington Maryland. They enjoy spending time at the beach with family, traveling with friends and rooting for the Washington Commanders.
Matthew and his wife Hailey live in Kensington Maryland. They enjoy spending time at the beach with family, traveling with friends and rooting for the Washington Commanders.
Securities Agent: NV, NY, TN, TX, WV, UT, NM, GA, DC, MN, ME, AK, NH, IN, AR, IL, NC, RI, WA, OR, MI, LA, KY, WI, MS, ID, NE, ND, AL, VA, VI, AZ, HI, MO, OK, PR, SD, WY, VT, KS, MT, DE, FL, MD, OH, PA, CO, MA, CA, CT, IA, NJ, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2626167
NMLS#: 2626167
About Francesca Zelachowski
Francesca has over 10 years of securities industry experience beginning her career at Goldman Sachs’ New York headquarters and joining Morgan Stanley Private Wealth Management in 2017. She is a first generation American with roots in Argentina and is proud to have preserved her Spanish fluency. Francesca strives to enhance the ultra-high net worth client experience through white glove service and the newest technology offerings. She obtained her Masters of Science in Finance from Georgetown University and her Bachelor of Science in Business from Babson College.
Francesca, her husband and three children live in Annapolis, Maryland enjoying all the Chesapeake Bay area has to offer.
Francesca, her husband and three children live in Annapolis, Maryland enjoying all the Chesapeake Bay area has to offer.
About Michael Hill
Michael Hill is a Portfolio Associate with Morgan Stanley's Private Wealth Management Division. Michael offers personalized service and operational support to the team. He works closely with the advisors to execute asset allocation strategies and helps deliver the firm’s capabilities to our clients. Michael is a graduate of West Virginia University and has been with Morgan Stanley for 13 Years.
About Kevin Olswfski
Kevin is a Registered Service Associate with Morgan Stanley Private Wealth Management division. Kevin joined Morgan Stanley in 2024, bringing a wealth of experience in providing client satisfaction. From mastering client service systems to navigating intricate requests, Kevin strives to deliver exceptional support to the team and clients. With a passion for service excellence, he thrives in providing clients tailored solutions and is committed to exceeding expectations. Kevin resides in Maryland with his wife and son, who all enjoy various sports and the outdoors.
About Wesley Hayward
Wesley Hayward is a Senior Registered Associate in Morgan Stanley’s Private Wealth Management Division. Wesley provides logistical support to the team and helps deliver the firm’s expertise to our clients. Wesley is a graduate of Manhattan College and has been with Morgan Stanley since 2018. In his free time, he enjoys playing tennis, reading, and walking his dog.
Contact Michael O'Neill
Contact Kevin Nee
Contact Matthew O'Neill
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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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.
Integrating Technology for Family Offices
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
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.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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
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.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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 6295606 (3/2024)
