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Our Team at Morgan Stanley Rockville Branch

About Me

As Branch Manager, I commit to working with, and coaching Financial Advisors and teams to facilitate the growth of their business. I help Advisors refine their processes and run their businesses more efficiently, and proactively connect them to the resources of Morgan Stanley.

With over 15 years in the financial industry, I bring insight and dedication, which is essential to navigating today’s markets. I am passionate about working with Advisors on multigenerational wealth planning strategies. I strive to earn trust and commitment with my clients and I extend the same commitment to the Advisor in my Branch.

Lifelong learning has always been a priority for me. I graduated from the University of Minnesota with a major in Economics with Quantitative Emphasis and a minor in Business Administration from Carlson School of Management. In a fast-paced global environment where information and variables are constantly changing, I am committed to ongoing education as a way to stay a step ahead.

In 2008, I was a proud recipient of the award “25 on the Rise”. This honor is presented by Twin Cities Business and the Hispanic Chamber of Commerce. It recognizes professionals under the age of 40 who are making a positive impact in Twin Cities Business and in the Hispanic community. I was also featured in the Minneapolis St. Paul Magazine as a Top Wealth Advisor 2008, 2011 and 2012.

I currently reside in Rockville, MD with my husband Patrick and my son Ignacio. I am very involved in my community and active volunteer. My husband and I are huge animal lovers and the proud parents of two adopted greyhounds and a cat.
Securities Agent: AZ, CA, CT, DC, FL, GA, IA, IL, KS, MA, MD, MN, MO, ND, NE, NJ, NM, NY, OR, PA, SD, TX, UT, VA, WA, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Me

Securities Agent: CO, DC, DE, FL, MD, NJ, NY, SC, UT, VA; Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Me

As the Complex Risk Office, I am a financial management professional who possesses deep experience in the financial, business management, operations, compliance and risk areas of the wealth management industry; and am a thoughtful, innovative manager with a strong work ethic and solid business judgment. I have the ability to draw upon my broad experience to achieve results for our clients, financial advisors and Morgan Stanley.
I started my career in 1981 in Philadelphia and moved to the Baltimore area in 1984; and have worked in the Baltimore / Washington metropolitan area since that time.
I have been active in coaching youth sports over the years, am an avid sports fan and root for whatever team my son is a part of, currently rugby at Loyola University Maryland. My wife Anna and I reside in Catonsville, MD and are the proud parents of our son Justus. We are pet lovers and have rescued 5 dogs and 2 cats over the years, of which Cinco and Bubba are part of our family.
Securities Agent: CO, DC, DE, FL, MD, NJ, NY, SC, UT, VA, WA; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative

Interested in a Career at Morgan Stanley?

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Branch Address

702 King Farm Blvd
Suite 500
Rockville, MD 20850
(301) 556-2300(301) 556-2300
(800) 624-0673(800) 624-0673
(301) 556-2399(301) 556-2399
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

CRC#2324683 12/2018