Our Story

For years we have been working with successful individuals and families, providing thorough, unbiased guidance on a wide range of financial topics. Our emphasis on education and our commitment to outstanding service enables us to bring a disciplined, comprehensive approach to financial planning and smart money management.  
Our Clients
  • Corporate Executives
  • Retirees and individuals planning for retirement
  • Multi-generational families
  • Small business owners and entrepreneurs
Services Include
  • Financial Planning1
  • Executive Financial Services2
  • Corporate Retirement Plans3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Divorce Financial Analysis6
  • Business Succession Planning7
  • Corporate Trust Services
  • Stock Option Plans8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A Structured Planning Process

At Morgan Stanley, we are committed to helping executives understand the new challenges they face and how to meet those challenges successfully.
  • Step 1: Introductory Meeting
    Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
  • Step 2: Discovery Meeting
    During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing a suitable risk tolerance that will ultimately help you achieve the financial outcome you envision for yourself.
  • Step 3: Financial Plan Presentation
    Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts ensuring a comprehensive financial plan.
  • Step 4: Action Items / Next Steps
    After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
  • Step 5: Implementation Meeting
    The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving and benefit modifications.
  • Step 6: Monitoring & Performance Tracking
    Finally, we will be constantly monitoring your assets and analyzing your performance tracking data to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.


    Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

In the Press

The Bethesda Group is proud to announce that Forbes has included Josh Schneider on their list of "America's Top Next Generational Wealth Advisors" for the second consecutive year. We are deeply honored by this recognition as it is a reflection of the professionalism, service and dedication he brings to every client relationship.
  • Forbes America's Top Next Gen Advisors 2018
    July 25, 2018 - Josh Schneider Named to the Forbes List of Top Next Generation Wealth Advisors, National Ranking #319 out of 1,000
    2018 Forbes Link
  • Forbes America's Top Next Gen Advisors 2017
    July 25, 2017 - Josh Schneider Named to the Forbes List of Top Next Generation Wealth Advisors, National Ranking #277 out of 500, Maryland Ranking #16 out of 24
    2017 Forbes Link

Location

7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 961-2095(301) 961-2095
Toll-Free:
(800) 745-4503(800) 745-4503

Meet The Bethesda Group

About Me

Josh Schneider CFP®, Senior Vice President – Financial Advisor, Financial Planning Specialist & Senior Portfolio Manager is one of the founding members of The Bethesda Group at Morgan Stanley. He is passionate about leading the team focus on executive financial planning and wealth management. The team emphasizes listening, educating, and building comprehensive financial plans for their clients. Josh and his team understand the planning complexities with various forms of executive compensation such stock options, restricted stock units, performance stock units, and deferred compensation. In addition Josh works closely with other advisors in his client’s lives such as their CPA and Estate Attorney to develop and implement custom strategies. Given the team’s focus on executives they enjoy working and visiting clients throughout the US.

Josh is a CFP and a member of the Council On Examinations for the CFP Board. The Council on Examinations is a volunteer group of CFP professionals that serves as primary subject matter experts for the CFP Certification Examination and provides CFP Board with recommendations regarding the development, administration and scoring of the exam consistent with best practices in high stakes testing and certification organizations.

A graduate of Georgetown University’s Center for Professional Development, Josh earned his Executive Certificate in Financial Planning. He is also a graduate from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance.

Additionally, Josh proudly supports The Children’s Inn at NIH. He resides with his wife, two sons, and trusty labrador retriever in Bethesda, MD.
Securities Agent: TX, MD, WY, WV, WI, WA, VT, VA, UT, TN, SC, PA, OK, NY, NV, NM, NJ, NH, NC, MS, MO, ME, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1290539

About Me

Jason has 20 years of experience in the Financial Services industry and is one of the founding members of the Bethesda Group at Morgan Stanley.  Previous experience includes being an investment associate at Moors & Cabot, Inc.  Wells Fargo Securities (formerly Wachovia and Wheat First Union) and UBS Financial Services, Inc.

Jason focuses on creating comprehensive financial plans and individual customized wealth management strategies for all of his clients.  He also heads up our portfolio implementation and trading of our various portfolio strategies.  Jason works closely with executives of many Fortune 500 companies, international organizations, and business owners.

Jason received a Bachelor of Science in Engineering Science from The University of Virginia, and a Masters of Business Administration in Finance from American University.   Jason is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) charter holder.  Jason is a member of the Association of Professional Investment Consultants (APIC) and the Portfolio Management Institute (PMI).  Jason has previous volunteered for the CFP Board as a content specialist reviewing material for upcoming examinations.

Jason lives in Potomac, MD with his wife Jill and daughters, Sydney and Olivia.  Jason enjoys golf and traveling with his family and is an avid follower of all of the Virginia Cavaliers sports teams.
Securities Agent: TX, MD, WY, WV, WI, WA, VT, VA, UT, TN, SC, PA, OK, NY, NV, NM, NJ, NH, NC, MS, MO, ME, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1285213

About Me

As a founding member of the Bethesda Group, Steve has nearly a decade and a half experience in the financial services industry.  Steve focuses on working with both privately held businesses as well as with individuals and families to help guide them through all phases of wealth management, including wealth accumulation, wealth preservation and wealth transfer.  Overseeing the team’s Strategic Advisory Relationships, he works to ensure that the collective experience and resources of the top minds at the firm are brought to bear for clients.  He also works with an external network of subject matter specialist in the areas of accounting, corporate and estate law to bring a holistic approach to the financial needs of our clients and their families.

Steve earned his Bachelor’s degree in Finance from Salisbury University’s Franklin P. Perdue School of Business.  He resides in Olney, MD, with his wife and their two sons.  In his free time, Steve enjoys running as well as attending his son’s various sporting events.
Securities Agent: TX, MD, WY, WV, WI, WA, VT, VA, UT, TN, SC, PA, OK, NY, NV, NM, NJ, NH, NC, MS, MO, ME, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, DC, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1285103

About Me

As a performance driven professional, Rachel is often the first line of contact on a wide array of requests. She is responsible for all aspects of client service while also serving as head of operations for team coordination and administration. She provides exceptional client support and takes pride in going above and beyond for our clients. Some of her extensive operational responsibilities include managing the logistics of strategy implementation and preparing client account proposals and review reports. Rachel ensures a seamless client experience by facilitating a smooth account opening and transfer process and effectively maintaining client accounts and service requests. With her Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses, Rachel also helps in the executions of client trade requests.

Rachel started her career with the team as an intern during the summers of 2012 and 2013 She officially joined the team in 2014 after graduating from University of Pittsburgh's College of Business Administration with a B.S. in Finance and Economics. She is a proud follower of Pittsburgh sports teams and enjoys traveling and exploring new cities and cultures.
Securities Agent: AR, AZ, CA, CN, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative

About Me

As the newest addition the Bethesda Group at Morgan Stanley, Anish joins the team having recently graduated from the Robert H. Smith School of Business at the University of Maryland, where he majored in Finance with a minor in both Business Analytics and Sustainability. Having spent the last several years interning at Wells Fargo Advisors and Morgan Stanley, he brings to the team a strong background in the areas of financial analysis and business development. This background, coupled with his strong digital acumen, makes Anish the ideal candidate to add bandwidth with the team's many initiatives. Anish focuses on improving the team's Digital Presence & Offerings as well as Financial Planning specifically geared around Next-Generation financial literacy and education outreach. Anish currently lives in DC and enjoys traveling, snowboarding, and is an avid follower of all the Maryland Terrapins sports teams.
Securities Agent: CA, DC, MD, NY, TX, VA; Investment Advisor Representative; General Securities Representative

About Me

As the newest addition to The Bethesda Group, Grace plays a key role in day-to-day operations, providing administrative and operational support to our team and our clients. Grace often serves as the first line of contact for our clients and effectively delivers support in maintaining client accounts and servicing general client requests and inquiries. In addition to her operational responsibilities, Grace assists the team in strategy implementation and preparing client account proposals and review reports. Grace is a recent graduate from The University of Dayton, where she obtained a Bachelor Degree in Business Administration. With an array of business experience gained from various internships, Grace brings a fresh logistical perspective and young mind to continue to enhance our digital strategy. Originally born in Chicago, Grace is an avid Chicago sports fan, especially for the Blackhawks.
From Our Team

Global Investment Committee Weekly


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

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Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
From Clueless to Clued In: Teaching Teens About Money

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As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

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Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
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Ready to start a conversation? Contact The Bethesda Group today.
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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.

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.

2Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

3Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Morgan 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.

5Morgan 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 and other legal matters.

6Morgan 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.

7Morgan 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.

8Morgan 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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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