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 Professional on FINRA's BrokerCheck.*

A Structured Investment Process

At Morgan Stanley, we are committed to helping executives understand the new challenges they face and how to meet those challenges successfully.

    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

    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, First Vice President – Financial Planning Specialist & Senior Portfolio Manager is one of the founding members of The Bethesda Group at Morgan Stanley*. Drawing on over a decade of experience he focuses on executive financial planning and wealth management.  He also believes in working closely with the other advisors in client’s lives such as their CPA or Estate Attorney to develop and implement custom strategies. 

    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 Wounded Warrior Project. He resides with his wife, two sons, and trusty labrador retriever in Bethesda, MD.
    Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    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: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OK, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    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: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OK, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1285103

    About Me

    As a performance driven professional, Rachel is often the first line of contact on a wide array of requests. 3She is responsible for all aspects of client service while also serving as head of operations for team coordination and administration. 3She provides exceptional client support and takes pride in going above and beyond for our clients. 3Some of her extensive operational responsibilities include managing the logistics of strategy implementation and preparing client account proposals and review reports. 3Rachel 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 3Series 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, Investment Advisor Representative, General Securities Representative; CA; DC; MD; NY; TX; VA

    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.

    Strategic Partners

    The Experience to Guide You
    Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
    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

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
    Learn more about The Simple Six-Step Retirement Checkup

    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
    How to Prepare for Changes this Tax Season

    How to Prepare for Changes this Tax Season

    April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
    Learn more about How to Prepare for Changes this Tax Season

    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

    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
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.
    Learn more about 6 Keys to Building a Startup

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
    Learn more about A New Roadmap for Mission Alignment

    More from Morgan Stanley

    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    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.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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


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