

The Alexandria Group at Morgan Stanley

Our Mission Statement
What We Believe
2023, 2024, and 2025 Forbes Best-In-State Wealth Management Teams
2024 Barron's Top 250 Private Wealth Management Teams
Accumulating wealth is difficult enough. Preserving it shouldn't be.
Together we can create a financial plan and investment strategy designed to help you achieve a successful financial future.
We are committed to building a relationship of trust by working closely with you, defining your objectives, exploring alternatives and choosing the strategies most appropriate for you. Our goal is for you to come to regard us as a valued resource and professionals who really listen to your particular needs, helping you make better decisions on any financial issue.
We believe a sound financial future depends on a sound planning and investment process. We believe clients want us to do more than just find promising opportunities; they want us to identify potential risks. We believe you deserve a lifelong wealth management advisor with a strategy to help you navigate life's challenges and make the most of your hard-earned wealth.
We have the honor and pleasure of serving a diverse, nationwide client base which includes successful professionals, corporate executives, entrepreneurs, non-profit organizations, corporations, and individuals and families with substantial and complex assets. The common thread is their desire to work closely with a sophisticated team that never stops thinking about them.
We pride ourselves on developing long-lasting relationships with clients that often span generations. We work extremely hard to instill the feeling that they are firmly at the center of everything we do.
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to issuance of the award.
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
- Financial PlanningFootnote1
- Wealth ManagementFootnote2
- Asset Management
- 401(k) Rollovers
- Endowments and FoundationsFootnote3
- Philanthropic ManagementFootnote4
- Cash Management and Lending ProductsFootnote5
- AnnuitiesFootnote6
- Life InsuranceFootnote7
- 529 PlansFootnote8
- Corporate Retirement PlansFootnote9
- Stock Plan ServicesFootnote10
Protecting Your Online Security
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
- Safeguarding your personal information is one of our highest priorities. While many of us continue to work from home, we find ourselves utilizing technology more now than ever. For some tips and tricks that can help you be more secure, check out Morgan Stanley's Security Center.
- Multi-Factor Authentication (MFA)
- Alerts and Notifications
- Automatic Session Time Out
- VoiceID
- Fraud Detection and Prevention
- Digital Tools
- Cybersecurity Fusion Centers
- Threat Landscape Monitoring
- Employee Training and Testing
Location
Meet The Alexandria Group
About Andrew L Rieger
Right after college I was an assistant buyer for The May Company’s buying for all the Hecht’s stores in the area prior to starting my career with Smith Barney in 1995. In 2009 Smith Barney and Morgan Stanley merged forming one of the largest and greatest financial institutions in the world.
Security Licenses include: Series 7, 63, 65, 31, Life, Health and Annuities and my financial planning specialist designation. Named to the Forbes Best-In-State Wealth Advisors Ranking list in 2021 and 2022.
I have 3 children, Gavin (2005), Colin (2008) and Ashlyn (2011) and Kelley and I live in Oak Hill, VA.
2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 1252948
CA Insurance License #: 0C00140
About Keith D Burner
With the Alexandria Group at Morgan Stanley, I use a personalized financial planning approach, because no two clients have the exact same needs. I believe that financial plans should not be "one size fits all" and work with clients to create a plan that is in line with their goals and current objectives. I believe thoughtful, well-balanced, and diversified asset allocation is the key to creating a plan that works for you.
When I am not working with clients I enjoy golf, tennis, and volunteering with local organizations like the Dunbar Alexandria-Olympic Boys and Girls Club and Scouts, Troop 131. I live in Alexandria, Virginia with my wife, Mary, our son, Kyle and our dog Hank.
NMLS#: 1383178
About Roger D Achtermann
In recent years, I’ve made it a priority to expand my business to support my clients’ sense of social responsibility and charitable ambitions. My goal is to translate their good intentions into tailored investment strategies that align with their social values and philanthropic goals.
Throughout my career, I’ve completed extensive studies in investment analysis and financial planning. I earned my undergraduate degree with honors from Colgate University in 1982, followed by a master’s degree from Virginia Tech.
When I’m not helping clients, I enjoy hiking, biking, gardening, and birding. However, I most enjoy spending time with my wife of 36 years, Jo Anna; our adult sons, Ben and Sam; and our good friends.
I’ve learned that raising a family presents many joys, but it also creates many challenges and aspirations that depend on one’s finances. My personal experience combined with my professional training, the skill of our talented and dedicated team at The Alexandria Group at Morgan Stanley and the extensive resources of Morgan Stanley all serve as valuable assets for helping our clients navigate and meet their own challenges and goals.
Disclosure:
The 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.
NMLS#: 1416422
About Robert Farrell
Based in Washington, D.C., Robert is dedicated to building long-term relationships with his clients by offering proactive guidance, risk-managed investment strategies, and a holistic approach to wealth preservation. Whether advising on retirement planning, estate strategies, or business succession, he prioritizes clarity and transparency to help empower clients in achieving their financial goals. His deep industry knowledge, combined with Morgan Stanley’s institutional capabilities, allows him to create customized financial roadmaps that evolve with his clients’ needs.
Beyond his professional commitments, Robert is an active member of his local community, volunteering with various organizations. He believes in giving back and instilling strong values in his three children, whom he raises alongside his wife in Potomac, MD. Whether working with clients or supporting local initiatives, he remains committed to making a meaningful impact—both financially and personally—by fostering confidence, integrity, and long-term goals.
2023-2024 Forbes’ Next-Gen Best-in-State Wealth Advisors
*Source: Forbes.com (Awarded 2023, 2024) Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
NMLS#: 1401620
About Michael Macintyre
As your Financial Advisor, my mission is to make your wealth work as hard as it can. I take a holistic approach by understanding what goals are most important to you and crafting an integrated financial plan to help you achieve those goals and live the life you envision for yourself and your family. Being part of the Alexandria Group at Morgan Stanley allows me to work with a variety of experienced financial professionals with diverse skill sets and knowledge that helps us, together, provide truly comprehensive financial solutions for our clients.
Outside of work, I serve on the board of the Council for the Arts of Herndon, play squash, and golf. I enjoy travelling, and have been fortunate to travel extensively both domestically and internationally. My home is in Haymarket, Virginia, where I reside with my wife of six years, Amy, our daughter, Madison, and our three cats, Blackjack, Lady, and Blossom.
NMLS#: 1288315
CA Insurance License #: 0K52556
AR Insurance License #: 0009024587
About Eric V Goodson
I am a graduate of The Georgetown University Center for Professional Development, where I earned an Executive Certificate in Financial Planning by successfully completing rigorous coursework in all aspects of financial planning. As a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner, I’m committed to abiding by a strict code of professional conduct, known as the CFP® Board’s Code of Ethics and Professional Responsibility. As an undergraduate, I received a Bachelor’s of Science degree in Aerospace Engineering from Virginia Tech. My experience, training, and the world class resources of Morgan Stanley provide me the tools to help find solutions for the most complex cases.
I live in Clifton, VA with my wife and elementary school age son and daughter. In our free time, we love being outdoors and experiencing the many beautiful parks our area has to offer, as well as trying new restaurants around the city.
NMLS#: 1411230
About David Williams
As your trusted advisor, my mission is to help you develop, refine, and ultimately achieve your financial goals and objectives. I strive to understand what's important to you and your family, and to help you create a road map for financial success. Leveraging the skills and abilities of the Alexandria Group and Morgan Stanley, I can make actionable investment recommendations based on a combination of data and other factors important to you.
When I am not engaged with clients or my team, I enjoy traveling domestically and abroad, attending sporting events, and broadening my musical horizons.
NMLS#: 1764853
About Danny Riley
My first two years working at Morgan Stanley as a Wealth Advisor Associate was able to work with many seasoned Financial Advisors in the area and helped them and their clients develop comprehensive financial plans. Since joining The Alexandria Group as a Financial Advisor in 2022, my goal is to help families define their financial goals, plan tax-efficient strategies that are optimal for those goals, and help them to implement these strategies to meet the objectives we have set in place. I know over time my clients’ goals and situations may grow and change, and I want to be there to help guide them through these changes and help to implement new strategies to meet their new objectives.
In my spare time I like to travel for golf, hiking, and snowboarding.
NMLS#: 1918447
AR Insurance License #: 20134089
About Nicholas Burda
As a financial advisor, I enjoy cultivating relationships with clients and helping them achieve their financial goals along the way. Being able to guide clients through different customized strategies that best meet their needs is what is most fulfilling for me. My specialties include wealth management, retirement planning, financial planning, education planning, estate planning, and rollovers.
Outside of being an advisor, I enjoy golf, soccer, and traveling. I currently reside in Alexandria, VA, with my wife Sophie.
NMLS#: 1038655
About Sandra Guerrant
Our clients deserve to receive exceptional service, and as Senior Registered Associate I play a central role in helping The Alexandria Group to deliver it. I am licensed and qualified to handle client requests to buy and sell securities, manage accounts, and direct new client service initiatives. I take pride in the level of customer service I’ve provided to our clients and the long relationships we’ve built in the years I’ve worked with Roger and Eric.
I attended Mary Washington College and received a Bachelor’s of Arts degree from the University of South Florida. When not working, I enjoy experiencing the fantastic artistic and cultural opportunities our area offers with my husband, family, and friends.
About Tony Natale
I recently moved to Falls Church and have enjoyed becoming more familiar with the DC area. In my free time, I enjoy learning about entrepreneurship and exploring the growing field of eSports.
About Michael J. Hartary
I received my Bachelor of Science degree from Mary Washington College in Fredericksburg, VA and earned an MBA from the Keller Graduate School of Management while working full time. I currently hold my Series 7, 9, 10, and 66 licenses.
In my spare time I enjoy hiking, biking, kayaking, birding and gardening and I’m passionate about sustainability.
About Taniesha Harrison
My role here allows me to leverage my experience to help our clients achieve their financial goals. I’m proud that my familiarity with our systems and processes help me to assist them quickly and confidently, but I’m even more proud of the relationships, trust, and sense of security of I’ve built with our clients after many years.
Outside of work, I enjoy traveling, singing in my church choir, and spending time with my two daughters.

Contact Andrew L Rieger

Contact Keith D Burner

Contact Roger D Achtermann

Contact Robert Farrell

Contact Michael Macintyre

Contact Eric V Goodson

Contact David Williams

Contact Danny Riley

Contact Nicholas Burda
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Retirement for Plan Sponsors
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4Products 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.
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. 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.
5Morgan 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
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9When 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.
10Morgan 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.
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