Dan Price
Executive Director, Market Executive
Phone:
(804) 780-3302(804) 780-3302
Morgan Stanley
Southern Virginia Market Office
You define success, we help you achieve it
901 East Byrd St
Suite 2000
Richmond, VA 23219
US
Market:
(804) 644-1100(804) 644-1100
Toll-Free:
(800) 488-9888(800) 488-9888
Market Executive
Dan PricePhone:
(804) 780-3302(804) 780-3302
About Morgan Stanley Southern Virginia Market
At the Southern Virginia Morgan Stanley Market we embrace the five core values of the firm. The five values are as follows: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and giving back. We work hard to implement these values into every aspect of our business.
For everyone at our complex, the first and most important thing when it comes to working with our clients is trust. We work with clients from a variety of backgrounds and we understand that each client has a unique story, set of challenges, and objectives that are important to them. We take the time to understand these goals so we can help our clients accomplish them.
For everyone at our complex, the first and most important thing when it comes to working with our clients is trust. We work with clients from a variety of backgrounds and we understand that each client has a unique story, set of challenges, and objectives that are important to them. We take the time to understand these goals so we can help our clients accomplish them.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Southern Virginia Market
Vicki Shubert
First Vice President, Market Business Service Officer
Phone:
(804) 780-3345(804) 780-3345
Shannon T. Chittenden
First Vice President, Senior Complex Risk Officer
Phone:
(804) 780-3334(804) 780-3334
Naveed Yousufzai
Vice President, Business Development Manager
Phone:
(804) 780-3386(804) 780-3386
Gwen Belle
Senior Vice President, Associate Market Manager
Phone:
(804) 780-3342(804) 780-3342
About Dan Price
Dan has been with Morgan Stanley for over 25 years. He began his Morgan Stanley career as a Financial Advisor at the Plantation, Florida office in 1999. Dan entered Management as the Producing Branch Manager of the Coral Springs, FL office in 2003. He has held various leadership positions over his career with the firm, including Area Sales Manager in SW Florida, Complex Sales Manager in Atlanta, and Business Development Manager in Boca Raton. In addition, he has held Branch Manager Positions in West Palm Beach, Fort Lauderdale and Lutherville, MD. He is currently serving as Market Executive of the Southern Virginia Market.
Dan graduated from Florida State University with dual Bachelor’s degrees in Finance and Marketing and has a Registered Corporate Coach designation from the World Wide Association of Business Coaches.
Dan is the proud father of 3 children and a devoted husband to his wife Sandra.
Dan graduated from Florida State University with dual Bachelor’s degrees in Finance and Marketing and has a Registered Corporate Coach designation from the World Wide Association of Business Coaches.
Dan is the proud father of 3 children and a devoted husband to his wife Sandra.
Securities Agent: MA, NC, VA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Vicki Shubert
Vicki Shubert
First Vice President
Market Business Service Officer
Vicki started in the financial services industry in 1995 with Smith Barney as a New Accounts Clerk and was promoted to Operations Manager in 2000. In 2005, she became the Regional Supervisory Associate for the New England Regional office where she was responsible for Supervising Branch Manager Production. After leaving the work force to start a family, Vicki came back to the financial services industry as a Complex Administration Manager for Wells Fargo Advisors. She then moved to Morgan Stanley in 2014 as the Associate Complex Manager for the Chicago West Complex.
In 2015, Vicki became the Branch Manager for the Naperville, IL office where she managed an office of 13 Financial Advisors with $9M in production. More recently, Vicki relocated to Richmond, Virginia where she is the Market Business Service Officer for the Southern Virginia Market.
On a personal note, Vicki has 2 children: a 17 year old daughter and a 15 year old son
First Vice President
Market Business Service Officer
Vicki started in the financial services industry in 1995 with Smith Barney as a New Accounts Clerk and was promoted to Operations Manager in 2000. In 2005, she became the Regional Supervisory Associate for the New England Regional office where she was responsible for Supervising Branch Manager Production. After leaving the work force to start a family, Vicki came back to the financial services industry as a Complex Administration Manager for Wells Fargo Advisors. She then moved to Morgan Stanley in 2014 as the Associate Complex Manager for the Chicago West Complex.
In 2015, Vicki became the Branch Manager for the Naperville, IL office where she managed an office of 13 Financial Advisors with $9M in production. More recently, Vicki relocated to Richmond, Virginia where she is the Market Business Service Officer for the Southern Virginia Market.
On a personal note, Vicki has 2 children: a 17 year old daughter and a 15 year old son
Securities Agent: CA, DE, GA, IL, LA, MD, NC, SC, VA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Shannon T. Chittenden
Shannon T. Chittenden
First Vice President
Senior Risk Officer
Shannon started her industry career in 1994 in the Williamsburg, VA Office of Morgan Stanley (and predecessor firms). She has held positions as Wire Operator and as Registered Client Service Associate assisting Financial Advisors. Shannon moved into her first Management position as Branch Office Coordinator in 2000, over the years taking on positions as Operations Manager, Control Administer and Complex Risk Officer. She has held her current position as Senior Risk Officer since February 2012.
Shannon lives in Williamsburg, VA with her son Owen.
First Vice President
Senior Risk Officer
Shannon started her industry career in 1994 in the Williamsburg, VA Office of Morgan Stanley (and predecessor firms). She has held positions as Wire Operator and as Registered Client Service Associate assisting Financial Advisors. Shannon moved into her first Management position as Branch Office Coordinator in 2000, over the years taking on positions as Operations Manager, Control Administer and Complex Risk Officer. She has held her current position as Senior Risk Officer since February 2012.
Shannon lives in Williamsburg, VA with her son Owen.
Securities Agent: NC, VA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Naveed Yousufzai
Naveed Yousufzai
Vice President
Business Development Manager
Naveed joins Morgan Stanley from Merrill Lynch where he held various positions including Relationship Manager, Financial Advisor and Market Supervision Manager. He brings 8+ years of financial services experience to Morgan Stanley.
Naveed is a Richmond native and currently resides in Glen Allen, Virginia with his wife Morgan, son Amir, and their four pets.
Outside of the office, Naveed is a volunteer with the local Red Cross and Habitat for Humanity. In his free time he enjoys woodworking, riding his motorcycles and staying active through boxing.
Vice President
Business Development Manager
Naveed joins Morgan Stanley from Merrill Lynch where he held various positions including Relationship Manager, Financial Advisor and Market Supervision Manager. He brings 8+ years of financial services experience to Morgan Stanley.
Naveed is a Richmond native and currently resides in Glen Allen, Virginia with his wife Morgan, son Amir, and their four pets.
Outside of the office, Naveed is a volunteer with the local Red Cross and Habitat for Humanity. In his free time he enjoys woodworking, riding his motorcycles and staying active through boxing.
About Gwen Belle
Gwen Belle
Senior Vice President
Associate Market Manager
Gwen began her career in financial services industry with MetLife as a financial representative after spending several years at GE Lighting in sales leadership roles. She then rejoined GE (Genworth Financial) as an Internal Wholesaler and was promoted to Marketing Manager. Gwen broadened her experience in the industry by joining Wachovia Securities as a Project Manager and subsequently held roles in product management and business strategy consulting in the Independent Advisor Group in Wells Fargo in St. Louis, MO. She joined Morgan Stanley in July 2022 as Associate Market Manager.
Gwen holds an M.B.A. from Washington University in St. Louis and a B.A. from Virginia Commonwealth University. She also holds the PMP® and Six Sigma designations. Gwen is active in the community and currently serves on the boards of Greater Richmond SCAN and Washington University in St. Louis Olin Alumni.
Senior Vice President
Associate Market Manager
Gwen began her career in financial services industry with MetLife as a financial representative after spending several years at GE Lighting in sales leadership roles. She then rejoined GE (Genworth Financial) as an Internal Wholesaler and was promoted to Marketing Manager. Gwen broadened her experience in the industry by joining Wachovia Securities as a Project Manager and subsequently held roles in product management and business strategy consulting in the Independent Advisor Group in Wells Fargo in St. Louis, MO. She joined Morgan Stanley in July 2022 as Associate Market Manager.
Gwen holds an M.B.A. from Washington University in St. Louis and a B.A. from Virginia Commonwealth University. She also holds the PMP® and Six Sigma designations. Gwen is active in the community and currently serves on the boards of Greater Richmond SCAN and Washington University in St. Louis Olin Alumni.
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Toll-Free:
(800) 582-2201(800) 582-2201
Fax:
(866) 767-4632(866) 767-4632
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024