The Alexandria Group at Morgan Stanley

Born in 1972 in Santa Clara, CA while my parents were getting their PHD’s at Stanford, my family relocated back to the Washington DC area in 1974 and we have lived here since. I attended Walt Whitman HS in Bethesda, MD graduating in 1990 and attended Penn State University where I played ice hockey and was a member of Sigma Pi fraternity. I am a Semester at Sea alum of the spring 1993 voyage through the University of Pittsburgh and graduated Penn State in 1994 with a Bachelor of Science in Marketing from the Smeal College of Business.

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.

After I graduated from George Mason University, I knew that I wanted a career where I could work with and help others. I chose to become a financial advisor, to help people achieve their critical financial goals, such as saving for retirement, building durable wealth, and saving for their children’s education. I am proud to say I’ve been in the financial services industry for thirty years, pursuing these goals.

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.

For over 34 years, I’ve had the privilege of working closely with clients to help them reach their financial goals. I will strive to earn your trust by listening closely to your unique needs, learning about your situation, and tailoring investment strategies to help meet the challenges you face.

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.

Robert is a Senior Vice President and Financial Advisor at Morgan Stanley, bringing over a decade of experience in comprehensive financial planning and investment management. As both a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and Certified Investment Management Analyst^® (CIMA^®), he provides clients with strategic, goal-based wealth management strategies tailored to their unique needs. Recognized for his experience and client-centric approach, Robert has been named to Forbes’ Next-Gen Best-in-State Wealth Advisors list in 2023 and 2024*. He leverages Morgan Stanley’s industry-leading resources and technology to help deliver personalized advice, helping individuals, families, and business owners navigate complex financial landscapes with confidence.

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.

I was born in New York City and spent my childhood in Reston, VA. There, my interest in finance found an early expression when I helped found the first student run bank at my secondary school. I went on to earn a Bachelor of Science in Finance at George Mason University before joining Morgan Stanley Smith Barney in 1999.

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.

Since 2000, I have enjoyed professionally advising investors with a wide variety of needs and goals. I understand that the families and businesses with whom I work can sometimes face a variety of complex tax, estate planning, and financial issues. To best address these diverse situations, I take a holistic approach when creating your financial plan, addressing all of the relevant areas of personal finance, including retirement planning, investment management, tax planning strategies, wealth accumulation, cash flow generation, insurance, and estate planning strategies. I strive to serve as a reliable resource for clients’ financial questions and to instill confidence that the strategy put into place will help them to meet their life goals.

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.

A native of Virginia Beach, I relocated to northern Virginia in 2006 after completing my undergraduate degree in political science at James Madison University ("Go Dukes!") to pursue a career in counterterrorism. After spending over a decade in the defense and intelligence realm, I decided to enter the financial services industry in 2018. A drive to help individuals and their families build and preserve wealth precipitated this change, and ultimately led me to Morgan Stanley; it has been a welcome and rewarding endeavor thus far.

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.

I grew up in Alexandria, VA and graduated from Virginia Tech with a Bachelor’s Degree in finance. I have been in the financial services industry ever since graduation starting as a Financial Advising Specialist at Ameriprise Financial before moving over to Morgan Stanley in 2019.

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.

I grew up in Scranton, PA, and then moved to Philadelphia, where I attended Temple University and earned a degree in Finance and International Business Administration. It was here where I became interested in wealth management and financial planning. I realized early on that a lot of people are not familiar with the complexity that goes into financial planning and wanted to help people do so. I began my career as a financial advisor in Philadelphia, before moving to the D.C. area in 2019. I joined Morgan Stanley in 2022.

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.

For more than 18 years, I’ve enjoyed working with Roger and helping his clients. I have supported The Alexandria Group’s advisors, Roger and Eric, since its inception in 2009, handling all administrative responsibilities and client service with dedication and efficiency.

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.

In October 2017, I joined Morgan Stanley and the Alexandria Group as an intern, after studying mathematics and economics at Syracuse University. I transitioned into a full-time role in May 2018 – joining the team as a Client Service Associate. In May 2022 I transitioned to my current role as a Wealth Management Analyst. My goal is to learn as much as I can as quickly as I can. In doing so, I hope I can provide a high-level of support to my team and service to our clients.

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.

I began my career in financial services in 1991 after taking an investing course in college. Thirty years later, with twelve of those being at Morgan Stanley, I have truly deepened my knowledge of this industry. My passion is helping our clients navigate their life experiences and attaining their financial goals. I pride myself on my ability to share the knowledge I’ve gained over the years with our clients and our advisors and I do so in a concise, digestible way.

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.

After graduating from Southeastern University with a bachelor’s in Accounting, I spent three and a half years working at a credit union, earning the role of assistant manager, before beginning my career at Morgan Stanley in our operations department. Eight and a half years ago, I moved from operations to become a Client Service Associate. The change allowed me to build deeper relationships with our clients, get to know them well, and use all the knowledge I’ve gained in 14 years at Morgan Stanley and over 17 years in financial services.

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.