About Us

Services Include
  • Alternative Investments1
  • Sustainable Investing2
  • Long Term Care Insurance3
  • Business Succession Planning4
  • Financial Planning5
  • Estate Planning Strategies6
  • Life Insurance7
  • Wealth Management8
  • Executive Financial Services9
Securities Agent: CO, DC, DE, FL, MD, MI, NJ, NY, TX, VA, WA, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 804797
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

My Clients

Nils has built a practice working with business owners, private practice attorneys, Am Law 100 and Am Law 200 partners and associates, and high net worth families.  His experience accumulated through working with demanding clients has provided the fundamental insight to help other clients avoid financial missteps.

Nils has helped business owners with business planning, foreign exchange, qualified retirement plans, and business succession planning. As a business owner, the majority of one’s wealth is traditionally locked into the business and understanding how to monetize the business is often left to circumstance like retirement, health concerns, or unsolicited sales offers.  Nils and his team will work to establish a financial plan, conduct a risk assessment, and build a custom strategy to help clients avoid the pressure these issues can cause.

Am Law 100 and Am Law 200 attorneys are much like business owners who have the burdens of producing for the partnership.  There is a high demand for billable hours which makes finding the time to plan for personal wealth less of a priority.  Nils has advised his clients through various stages of the attorney business cycle from starting as an Associate to retiring as a Partner. Each stage of the cycle has different needs like financing the first home, education planning, insurance coverage, investment tax efficiency, maximizing corporate benefits, estate planning, and monetizing assets for retirement.

    Working With You

    As a Financial Advisor with Morgan Stanley, I work with my clients to develop and implement a customized strategy to help preserve and grow their wealth.  I strongly believe most people have a good idea of how they want to live financially, but they have rarely tested those ideas against their investment strategy.  Over the last twelve years I have consulted high net worth clients and helped them plan for complicated financial needs while testing their current strategies and making the necessary adjustments. These various needs center on wealth planning, estate planning strategies and investment management.

    My team examines what is most important to you and then customizes a strategy that helps align your efforts with your ultimate goals.  At Morgan Stanley, we strongly believe in putting our clients’ interests before our own and have built a solid business around making sure we deliver on our claim. Our primary business at Morgan Stanley is Wealth Management, which accounts for almost 50% of firm wide revenue.  We have invested heavily in the business and we will continue to provide our clients with best in class service, cutting-edge tools, and market-leading research on an open architecture platform.

      Location

      1650 Tysons Blvd
      Suite 1000
      McLean, VA 22102
      US
      Direct:
      (703) 394-1913(703) 394-1913
      Toll Free:
      (800) 336-0156(800) 336-0156
      Fax:
      (703) 356-6492(703) 356-6492
      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 eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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      Access Morgan Stanley Online

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      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 Nils Vidal today.
      Market Information Delayed 20 Minutes
      1Alternative 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.

      2The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

      3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      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 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.

      6Morgan 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.

      7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      8Morgan 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.

      9Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      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