Senior Vice President, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(703) 394-1954(703) 394-1954
Morgan Stanley Private Wealth Management
The Aliaskari Group
Direct:
(703) 394-1954(703) 394-1954
Our Mission Statement
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
WELCOME
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
PHILOSOPHY
OUR CLIENTS
We work with an extraordinary group of affluent families, helping them create and implement comprehensive wealth management plans to address their specific needs, challenges and aspirations. While investment strategy tends to form the foundation of these relationships, our involvement often encompasses a far broader spectrum of our clients’ financial lives.
Our clients are highly successful, financially sophisticated people who often lack the time to address the myriad of challenges of managing significant wealth. We serve as their trusted advisors, helping them understand their choices, determine courses of action and implement their strategies.
OUR PHILOSOPHY
We believe that every sound investment strategy begins with a thorough understanding of a client’s balance sheet, current situation, and future goals. This understanding then guides the development of a highly customized wealth plan. In our role we are committed to learning everything about our clients lives so that we can deliver a unique client experience that will address all of their financial needs.
In addition to our own expertise, we leverage the insights of the Morgan Stanley Global Investment Committee, proprietary research, and our Wealth Strategies Group for help in creating and implementing strategies for each of our unique client situations. In combining our experience with the best thinking of a global financial leader, our goal is to create an overall strategy that protects your wealth, supports your lifestyle, and enhances your legacy for generations. We are committed to working with our clients outside advisors including CPA’s, estate attorney, as well as any other trusted advisors.
We work with an extraordinary group of affluent families, helping them create and implement comprehensive wealth management plans to address their specific needs, challenges and aspirations. While investment strategy tends to form the foundation of these relationships, our involvement often encompasses a far broader spectrum of our clients’ financial lives.
Our clients are highly successful, financially sophisticated people who often lack the time to address the myriad of challenges of managing significant wealth. We serve as their trusted advisors, helping them understand their choices, determine courses of action and implement their strategies.
OUR PHILOSOPHY
We believe that every sound investment strategy begins with a thorough understanding of a client’s balance sheet, current situation, and future goals. This understanding then guides the development of a highly customized wealth plan. In our role we are committed to learning everything about our clients lives so that we can deliver a unique client experience that will address all of their financial needs.
In addition to our own expertise, we leverage the insights of the Morgan Stanley Global Investment Committee, proprietary research, and our Wealth Strategies Group for help in creating and implementing strategies for each of our unique client situations. In combining our experience with the best thinking of a global financial leader, our goal is to create an overall strategy that protects your wealth, supports your lifestyle, and enhances your legacy for generations. We are committed to working with our clients outside advisors including CPA’s, estate attorney, as well as any other trusted advisors.
Location
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 394-1954(703) 394-1954
Meet The Aliaskari Group
Corinne Heiberger
Private Wealth Advisor
Phone:
(703) 394-1956(703) 394-1956
Lindsay Eikenberg
Assistant Vice President, Wealth Management Associate
About Mehrak Aliaskari
Private Wealth Advisor
Mehrak Aliaskari’s primary objective is to help clients of Morgan Stanley Private Wealth Management create strategies to grow, protect and distribute wealth in the most efficient manner. Believing that sound financial advice must begin with a detailed financial planning base, Mehrak obtained the designation of Certified Financial Planner CFP®, awarded by the Certified Financial Planner Board of Standards.
Through personalized wealth evaluation, he is able to confidently prepare our clients as they approach various life milestones, helping them understand the risks and returns required to meet their goals.
Mehrak believes that the adversity he has overcome in his lifetime allows him to look at our clients’ situations from a different perspective, with an inherent belief that preserving the wealth they have built is the first priority. When Mehrak was young, his father had the foresight to leave a prominent position as a fighter pilot in Iran and move his family to the United States and start over for a chance at a better life for his kids. Not willing to waste the great opportunity that his parents sacrificed to give him, Mehrak worked his way through college at George Mason University where he earned his Bachelor of Science degree in Finance. While in school, he interned at Merrill Lynch, where he rose up through the ranks and in 2012 joined Morgan Stanley becoming a Private Wealth Advisor within Morgan Stanley's exclusive Private Wealth Management.
Mehrak resides in Fairfax, Virginia with his wife, Alexandria, and three children. Mehrak and Alexandria are excited to raise their kids in the beautiful and historical Washington, D.C. area that Mehrak has been proud to call home for over 20 years.
Mehrak Aliaskari’s primary objective is to help clients of Morgan Stanley Private Wealth Management create strategies to grow, protect and distribute wealth in the most efficient manner. Believing that sound financial advice must begin with a detailed financial planning base, Mehrak obtained the designation of Certified Financial Planner CFP®, awarded by the Certified Financial Planner Board of Standards.
Through personalized wealth evaluation, he is able to confidently prepare our clients as they approach various life milestones, helping them understand the risks and returns required to meet their goals.
Mehrak believes that the adversity he has overcome in his lifetime allows him to look at our clients’ situations from a different perspective, with an inherent belief that preserving the wealth they have built is the first priority. When Mehrak was young, his father had the foresight to leave a prominent position as a fighter pilot in Iran and move his family to the United States and start over for a chance at a better life for his kids. Not willing to waste the great opportunity that his parents sacrificed to give him, Mehrak worked his way through college at George Mason University where he earned his Bachelor of Science degree in Finance. While in school, he interned at Merrill Lynch, where he rose up through the ranks and in 2012 joined Morgan Stanley becoming a Private Wealth Advisor within Morgan Stanley's exclusive Private Wealth Management.
Mehrak resides in Fairfax, Virginia with his wife, Alexandria, and three children. Mehrak and Alexandria are excited to raise their kids in the beautiful and historical Washington, D.C. area that Mehrak has been proud to call home for over 20 years.
Securities Agent: TX, FL, VT, KS, DC, WA, VA, PA, OH, CO, CA, AZ, OR, OK, NY, NH, IN, DE, MN, MD, GA, NV, TN, SC, NJ, NC, MI, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 639040
NMLS#: 639040
About Corinne Heiberger
Securities Agent: WY, WI, WA, VT, VA, UT, TX, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, OH, MO, MN, MI, ME, MD, MA, LA, TN, KY, KS, IN, VI, IL, ID, IA, WV, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2322802
NMLS#: 2322802
About Lindsay Eikenberg
Lindsay has been with Morgan Stanley since 2017 and has a total of 12 years industry experience previously working at both Merrill Lynch and PNC Bank. She earned her B.S. in Business Administration with a concentration in marketing from Towson University and holds her series 7 and 66 licenses. Currently living in Baltimore, Lindsay likes to enjoy her free time taking Pilates classes, reading, and spending time with her 4-year-old Cavalier King Charles, Luke.
Contact Mehrak Aliaskari
Contact Corinne Heiberger
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
