Our Story

The Bethesda Wealth Management Group is a dedicated team of financial professionals committed to delivering a comprehensive planning experience tailored to your family's unique needs and goals. We take pride in providing first-class service to corporate executives across the country through Morgan Stanley's Executive Financial Planning Program. Our program offers customizable and holistic solutions designed to help employees better understand and maximize their company-sponsored benefits, while providing tailored advice to align with their specific financial objectives.

We specializes in navigating the complexities of executive compensation, including stock options, restricted or performance stock units, and deferred compensation. In addition, we provide specialized expertise through our Executive Services Concierge Model, a dedicated group of seasoned professionals who guide executives and key insiders through the intricate landscape of insider trading regulations and reporting requirements.

Our team has four CFP® professionals who work closely with CPAs and estate attorneys to develop personalized strategies that help you minimize taxes, live comfortably, and preserve your assets for future generations. Whether addressing your immediate needs or planning for long-term goals, we are committed to providing the guidance and expertise necessary to help you achieve financial piece of mind.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

In the Press

The Bethesda Wealth Management Group is proud to announce that Forbes has included Josh Schneider and Jason Martin on their list of "Next Generation-Best–In-State Wealth Advisors 2021". We at The Bethesda Wealth Management Group at Morgan Stanley are deeply honored by this recognition, as it is a reflection of the professionalism, service and dedication they bring to every client relationship.

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    Forbes Best-In-State Wealth Management Teams 2023 - 2025

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded 2023 - 2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in Jan of year prior to the issuance of the award.

    2025 Forbes Link
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    Josh Schneider, CFP®
    Executive Director

    Jason Martin, CFA, CFP®
    Executive director

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    Josh Schneider named to the Forbes Best-In-State Wealth Advisors 2021 - 2025

    April 3rd, 2025 - Josh Schneider Named to the Forbes Best-In-State Wealth Advisors, Maryland Ranking #77

    April 3rd, 2024 - Josh Schneider Named to the Forbes Best-In-State Wealth Advisors, Maryland Ranking #88

    2021 - 2025 Forbes Best-In- State Wealth Advisors
    Source: Forbes.com (Awarded 2021 - 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

    2025 Forbes Link
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    Jason Martin named to the Forbes Best-In-State Wealth Advisors 2021 - 2025

    April 3rd, 2025 - Jason Martin Named to the Forbes Best-In-State Wealth Advisors, Maryland Ranking #113

    April 3rd, 2024 - Jason Martin Named to the Forbes Best-In-State Wealth Advisors, Maryland Ranking #114

    2021 - 2025 Forbes Best-In- State Wealth Advisors
    Source: Forbes.com (Awarded 2021 - 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

    2025 Forbes Link
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    Forbes Next Generation Best-In-State Wealth Advisors 2017 - 2021

    February 11, 2021 - Josh Schneider Named to the Forbes Next Generation Best-In-State Wealth Advisors, Maryland Ranking #113 out of 129

    September 3, 2019 - Josh Schneider Named to the Forbes Next Generation Best-In-State Wealth Advisors, Maryland Ranking #10 out of 62

    July 25, 2018 - Josh Schneider Named to the Forbes List of Top Next Generation Wealth Advisors, National Ranking #319 out of 1,000

    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

    Source: Forbes.com (Awarded 2017 - 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

    2017 - 2021 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)

    2021 Forbes Link
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    2025 Forbes Next Generation Best-In-State Wealth Advisor

    August 6, 2025 - Anish Gupta Named to the Forbes Next Generation Best-In-State Wealth Advisors, Maryland Ranking #33 out of 47

    2025 Forbes Link

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.
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    Step 1: Introductory Meeting
    Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
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    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.
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    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.

    Asset Allocation does not assure a profit or protect against loss in declining financial markets

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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    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.
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    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.
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    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.

Your Estate Plan

Morgan Stanley Family Office Resources offers a differentiated value proposition to integrate comprehensive tax, estate, and financial planning strategies into your overall wealth plan. These educational videos discuss the basics and highlight the resources available in estate planning strategies to help you address some of life's challenges and opportunities as they arise.
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    The Basics of Estate Planning
    Explore the basics of estate planning, outlining the set of documents suggested for your clients to make their intentions clear.
    • Power of attorney
    • Healthcare directive
    • Last will and testament
    • Revocable trusts
    Click Here for More
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    Grantor Retained Annuity Trust (GRAT)
    Learn about the parameters around Grantor Retained Annuity Trusts and how they can be used to move appreciation in an asset to the next generation.
    • Annuity payments
    • IRS Section 7520 Rate
    Click Here for More
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    Preparing for Your Meeting with an Estate Planning Attorney
    Questions/answers, definitions and ideas for structuring your personal trust can be found on the link below.
    • Creating a Trust
    • Estate Planning
    Click Here for More
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    Irrevocable Life Insurance Trust (ILIT)
    Discover how life insurance policy proceeds can be passed down to family members without the imposition of state tax.
    • Cash gifts
    • Existing life insurance policy transfers
    Click Here for More
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    Estate & Gift Taxes
    Learn more about the parameters around estate and gift taxes with guidance on the tax-efficient ways clients can give.
    • The Federal Estate and Gift Tax
    • Non-taxable transfers
    Click Here for More
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    Generation Skipping Transfer Tax (GST Tax)
    Explore how UHNW individuals can pass assets outright or in trusts to generations below their children.
    • Direct transfers
    • Indirect transfers
    Click Here for More

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

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 Wealth Management Group

Photo of Josh Schneider

Josh Schneider, CFP®

Executive Director, Wealth Management, Financial Advisor, Family Wealth Director, Financial Planning Specialist, Workplace Advisor – Equity Compensation, Insurance Planning Director, Senior Portfolio Manager
Phone:
(301) 961-1856(301) 961-1856
Photo of Jason Martin

Jason Martin, CFA, CFP®

Executive Director, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Workplace Advisor – Equity Compensation
Phone:
(301) 961-1839(301) 961-1839
Photo of Olivia Baldwin

Olivia Baldwin

Financial Advisor
Phone:
(301) 657-6331(301) 657-6331
Photo of Rachel Levin

Rachel Levin

Assistant Vice President, Group Director
Phone:
(301) 961-2095(301) 961-2095
Photo of Davis Michaud

Davis Michaud

Registed Client Service Associate
Phone:
(301) 657-6390(301) 657-6390
Photo of Tatiana Belinkie

Tatiana Belinkie

Client Service Associate
Phone:
(301) 657-6307(301) 657-6307
Photo of Gisselle Gomez

Gisselle Gomez

Client Service Associate
Phone:
(301) 657-6373(301) 657-6373

About Josh Schneider

Josh Schneider, CFP®, serves as the Executive Director and Family Wealth Director – Financial Advisor, Senior Portfolio Manager is one of the founding members of The Bethesda Wealth Management Group at Morgan Stanley. With a passion for executive financial planning and wealth management, Josh leads his team in prioritizing client-centric approaches.

Dedicated to comprehensive financial planning, Josh and his team specialize in understanding the intricacies of executive compensation, including stock options, restricted stock units, performance stock units, and deferred compensation. They place a strong emphasis on listening, educating, and crafting tailored financial plans for their clients. Collaborating closely with other professionals, such as CPAs and Estate Attorneys, Josh ensures the development and implementation of custom strategies.

As a Certified Financial Planner (CFP®), Josh brings a wealth of knowledge and experience to his role. He served as a member of the Council On Examinations for the CFP® Board from 2017 to 2022, contributing to the standards of financial planning certification.

Currently, Josh holds a position on the CFP® Competency Standards Commission Board, where he actively participates in validating and enhancing the requirements for CFP® certification. His commitment to reinforcing the value and relevance of CFP® certification to the financial planning profession is evident through his involvement in this commission.

Josh is an alumnus of Georgetown University’s Center for Professional Development, where he earned his Executive Certificate in Financial Planning. He also holds a Bachelor of Science in Finance from the University of Maryland’s Robert H. Smith School of Business.

Beyond his professional endeavors, Josh is a proud supporter of The Children’s Inn at NIH. Residing in Bethesda, MD, with his wife, two sons, and trusty Labrador Retriever, Josh enjoys the interaction and perspective from working with clients across the United States.
Securities Agent: OR, NJ, UT, NH, MS, MN, LA, DE, WA, PA, CT, AZ, WY, OK, MD, IL, VT, TX, TN, ID, IN, CA, RI, NV, ME, MA, KS, SC, FL, AR, WV, WI, VA, NC, DC, MT, MO, MI, GA, CO, OH, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290539

About Jason Martin

Jason has 20 years of experience in the Financial Services industry and is one of the founding members of The Bethesda Wealth Management 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: AR, WI, UT, SC, MO, OH, NV, ME, DC, AZ, WV, WA, NH, MT, CO, CA, WY, OK, MN, CT, NJ, MD, ID, GA, MA, LA, IL, VA, VT, TX, NY, MI, KS, IA, FL, DE, TN, RI, PA, OR, NC, MS, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285213

About Stephen Lowman

As a founding member of The Bethesda Wealth Management 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: NV, MI, IN, NJ, ID, OR, ME, AR, MS, IL, AL, VT, UT, SC, NC, DC, CT, CO, PA, MO, MA, WY, WA, OH, KS, WI, NH, MN, IA, GA, FL, CA, TX, TN, RI, MD, LA, AZ, OK, DE, MT, WV, VA, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1285103

About Anish Gupta

Anish is a key leader of The Bethesda Wealth Management Group's financial planning initiatives. With a focus in executive financial planning and portfolio management, Anish assists clients in managing their complex financial lives and creating tax-efficient strategies to develop long term solutions. Anish provides comprehensive strategy analysis by helping clients understand and optimize their employee benefit plan, identifying their financial objectives and creating tailored planning approaches that address those goals. Unique forms of executive compensation he commonly encounters include deferred compensation, stock options, restricted stock units, performance stock units, and concentrated stock positions.

Anish received a Bachelor of Science in Finance with a minor in both Business Analytics and Sustainability from The University of Maryland’s Robert H. Smith School of Business. He currently resides in Washington D.C. and enjoys golfing, traveling, and passionately following all Maryland Terrapin sports teams.
Securities Agent: IN, VT, NV, NH, CO, AR, VA, UT, ID, FL, DC, WA, MI, MA, DE, AZ, WV, TN, MT, MS, CA, SC, IL, GA, WY, RI, PA, NY, MN, LA, CT, WI, MO, TX, MD, KS, OR, OK, OH, NJ, NC, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1933017

About Olivia Baldwin

Olivia works with her clients closely to understand their complete financial pictures in order to develop personalized strategies and solutions. Coming from a background in Financial Planning, she leverages the firm’s various planning tools to provide tailored, comprehensive financial plans. Olivia works to develop specific, tax-efficient strategies to help her clients both identify and meet their short-term and long-term goals. She strongly believes in providing continuous education to her clients while also utilizing a holistic approach to provide personalized investment management services. Olivia also specializes in Executive Compensation Planning and is well versed in various benefits such as Deferred Compensation Plans, Incentive Stock Options, Nonqualified Stock Options, Restricted Stock Units, and Performance Stock Units. In addition, Olivia spearheads the team’s 10b5-1 planning efforts by working with clients to address their unique equity award diversification strategy. Olivia meets with her clients throughout the year to ensure their Financial Plan is in line with their goals, and adjust investments as needed to support their plans in current market conditions.

Olivia graduated Magna Cum Laude from the College of Charleston with a Bachelor’s Degree in Finance and a minor in Economics. Outside of the office, she enjoys spending time with her horse, Churchill, and two Goldendoodles, Charlotte and Finnegan. She is also an avid Washington Commanders fan, and enjoys playing golf, reading, and traveling.
Securities Agent: MO, IL, CT, DE, VT, UT, PA, MS, MI, GA, TN, SC, NV, LA, NY, NJ, MT, AR, VA, OK, NH, NC, ID, CA, WY, TX, KS, DC, AZ, OH, MN, ME, MD, OR, FL, WV, RI, MA, IN, CO, WI, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2292945

About Brandon Bowen

Brandon is experienced in Executive Compensation Planning, with a deep understanding in equity compensation. By leveraging the firm's diverse planning resources, he empowers clients to make informed financial decisions that align with their personal life goals. Brandon plays a crucial role in the team's 10b5-1 planning initiatives and has a particular focus on working with Section 16 and Rule 144 officers of publicly traded companies.

He holds dual Bachelor of Science degrees in Applied Economics and Finance from Florida State University. Currently residing in Tampa, Florida, Brandon enjoys spending his leisure time on the water or mountain biking.


Clients executing a 10b5-1 Plan should keep the following important considerations in mind: (1) 10b5-1 Plans should be approved by the compliance officer or general counsel of the company; (2) A 10b5-1 Plan may require a cessation of trading activities at times when lockups may be necessary to the company (i.e. secondary offerings, pooling transactions, etc.); (3) A 10b5-1 Plan does not generally alter the regulatory requirements (e.g. Rule 144, Section 16, Section 13D) that may otherwise be applicable; (4) 10b5-1 Plans that are modified or terminated early may weaken or lose the benefit of the affirmative defense; (5) Public disclosure of 10b5-1 Plans (e.g., via press release) may be appropriate for some insiders; (6) Most companies will permit 10b5-1 Plans to be implemented only during open window periods; and (7) Morgan Stanley Smith Barney, as well as some issuers, imposes a mandatory waiting period between the execution of the 10b5-1 Plan and the first sale pursuant to the 10b5-1 Plan.

Preset Diversification Program is a registered Trademark of Morgan Stanley Smith Barney LLC, protected in the United States and other countries.
Securities Agent: OK, ND, NC, ID, VT, UT, SD, OH, NM, MO, MN, MI, AZ, TX, OR, DC, AR, WY, WV, VI, NY, MD, KY, IN, HI, FL, AK, NE, MA, TN, SC, MT, MS, WI, NV, NJ, KS, GA, VA, PR, ME, LA, IL, CO, AL, PA, NH, DE, CT, CA, WA, RI, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1491904
CA Insurance License #: 4478327

About Rachel Levin

Rachel is the Group Director for The Bethesda Wealth Management Group and one of our founding members. She is responsible for all aspects of client service while 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. Rachel focuses on cultivating personal relationships with clients as well as creating service plans for the team. Rachel strives to improve and streamline the service model of The Bethesda Wealth Management Group by managing our overall business practice and development. Rachel ensures a seamless client experience by facilitating a smooth account opening and transfer process and partnering with members of the team to address more complex client issues and planning. 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 joined the team full time as a Client Service Associate in 2014 after graduating from University of Pittsburgh’s College of Business Administration with a B.S. in Finance and Economics. She currently resides in Bethesda with her husband, daughter and Cavapoo.

About Davis Michaud

Davis’ primary goal is to serve as a trustworthy source of information and support for clients. He strives to deliver prompt and precise responses to requests and questions while prioritizing attention to detail. He aims to always be a problem solver and critical thinker while leaning into his collaborative skills. Above all, Davis enjoys fostering long-term connections with clients and learning about their goals.

Davis has been in the financial services industry since 2021 and joined Morgan Stanley in June of 2023. He was formerly a Registered Client Associate with RBC Wealth Management in Tysons, VA, where he discovered his passion for building and maintaining lasting client relationships. He currently holds his Series 7 and Series 66 licenses, as well as his Virginia Life, Health, and Annuities license.

Davis graduated from The Catholic University in Washington, DC, with his Bachelor of Science in Mathematics and Master of Science in Mathematics. He resides in Aldie, VA, with his wife Siena and their two children, PJ and Grace. When not in the office, you can find Davis exploring local parks, and frequenting the Udvar-Hazy Air & Space Center in Virginia alongside his little plane enthusiasts.

About Tatiana Belinkie

Tatiana brings a background of insurance expertise to her role as a Client Service Associate. Prior to joining Morgan Stanley in the summer of 2020, Tatiana worked as a property & casualty insurance broker focusing on commercial insurance. She completed her Commercial Lines Coverage Specialist designation at the Hartford School of Insurance.

As a Client Service Associate, Tatiana will frequently be the friendly voice you hear the other end of the phone. She provides a first class client experience by offering streamlined processes and paying close attention to detail. Tatiana also provides an instrumental role in assisting the team in strategy implementation and service efficiencies.

Tatiana obtained a Bachelor’s Degree in World History from McDaniel College while playing intermural field hockey. When she is not going for walks or hikes with her dog, Emma, you can find her cycling on her Peloton.

About Gisselle Gomez

Gisselle is an experienced professional with a strong background in fostering collaboration, optimizing processes, and delivering exceptional client experiences. Joining the team as a Client Service Associate in 2025, Gisselle brings a skillset from roles in research analytics to client services at a global media measurement organization strengthening her analytical and communication muscles. She has been able to champion employee engagement, streamline communications, and deliver strategic solutions to meet diverse client needs. Gisselle plays a vital role in our day-to-day operations and looks forward to getting to know all of our clients on a personal level.

Gisselle is a certified Six Sigma Lean Yellow Belt, utilizing her process improvement skills to deliver white-glove services to clients, ensuring seamless interactions to exceed expectations. Outside of her career, Gisselle enjoys spending time with her bulldog, being a fan and attending games of the local sports teams such as the Washington Nationals and Washington Commanders, as well as exploring the city in search of captivating art exhibits and culinary experiences.

Awards and Recognition

Forbes Best-In-State Wealth Management Teams
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
​2021-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"
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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
Learn More about Retirement
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Learn More about Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
Learn More about Family
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
Learn More about Financial Wellness
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Bethesda Wealth Management Group today.
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan 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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3When 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.

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4When 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.

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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.

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6Morgan 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.

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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.

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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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CRC 4665150 (8/2025)