Our Story And Services

We understand that as a highly successful family, it is important to maintain your lifestyle and preserve the wealth you have created. You want to continue to enhance the lives of your children and grandchildren, as well as pursue your passions and interests in the community. 

As multi-generational family advisors, we recognize the complexities facing your family. Advanced planning and open communication between your family members and advisors can enable you to more effectively navigate these unique challenges, thus allowing your family to have more time and energy to enjoy each other and focus on other important aspects of your lives. 

The Bralove Group at Morgan Stanley provides the tailored advice and service to our clients to help you through the peaks and valleys of life.Please click below to view The Bralove Group team brochure.
Services Include
  • Asset Management1
  • Cash Management2
  • Endowments and Foundations3
  • Estate Planning Strategies4
  • Financial Planning5
  • Lending Products
  • Planning for Education Funding6
  • Retirement Planning7
  • Wealth Management8
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Our Clients

The Bralove Group is devoted to serving multiple generations of families. We work with clients around the country, including successful individuals, multi-generational families, women-led households, entrepreneurs, family foundations, trusts and estates.

Our clients are engaged, well-informed people who want to spend time participating in their work, with their families, and in their communities. It gives them great comfort knowing that we are with them through the successes and challenges that life brings.

We believe that transparency and candid communication play a vital role in facilitating our most successful client relationships.

    Community Involvement

    The Bralove Group’s commitment to serving others does not stop with our clients. We believe in the importance of helping others in our community.

    Steve's commitment to the community reaches well beyond the office. He is a member and past President of the Board of Trustees of Arena Stage and the Washington Humane Society, as well as past Chair of the Board of Trustees of Sidwell Friends School.

    Mara is an extremely active alumna at Sidwell Friends School, where she served as President of the Alumni Association and was honored with the Newmyer Award for excellence in volunteer service. Mara also serves on the Executive Committee of the Theater J Council and the Executive Committee of the Imagination Stage Board of Trustees. She is a regular guest speaker at the Lemon Tree Playgroup where she assists new families in understanding and prioritizing what financial items they should focus on during this new stage of their lives.

      Working With You

      We are committed to enhancing the quality of life for your family and future generations.  We help to simplify the complex pieces of your financial lives and strive to reduce the stress associated with making important decisions.

         -  We work with your other advisors to coordinate your financial and lifestyle plans.
         -  We provide educational opportunities to enhance your knowledge about issues surrounding wealth.
         -  We personalize your investment and wealth management strategy to enable you to enjoy the lifestyle you have earned and desire.
         -  We provide a personalized experience with a relationship based on mutual trust and open communication. 

      Supported by the vast resources of Morgan Stanley, our services include financial planning, investment management, retirement planning, access to cash management and lending services, education planning, estate planning strategies and charitable giving.

      ---

      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.

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

        Location

        7500 Old Georgetown Road, 10th Floor
        Morgan Stanley Wealth Management
        Bethesda, MD 20814
        US
        Direct:
        (301) 657-6376(301) 657-6376

        Meet The Bralove Group

        About Me

        Steven R. Bralove
        Senior Vice President
        Portfolio Management Director
        Family Wealth Director

        Steve Bralove’s true passion is helping individuals and their families achieve their financial goals. His long-standing tenure in the industry and extensive wealth management experience provides a sophisticated investment perspective to our clients. Steve has over 40 years of experience in the securities industry and has successfully guided clients through multiple market cycles. In 1977 he joined E.F. Hutton and Company and served as Branch Manager for the next 15 years.
         
        Steve was selected as an arbitrator for the Financial Industry Regulatory Authority. He has been a speaker at The Wharton School and has appeared in a national advertising campaign for Smith Barney Shearson as a representative of the firm. He was previously recognized as a Chairman’s Club member (2005-2008) and a Master’s Club member (2009-2013).  

        A native of Washington, Steve graduated from Sidwell Friends School. He went on to receive a Bachelor of Arts degree in Economics from Trinity College in Hartford, Connecticut and an LL.B. from the New York University of Law. 

        Steve is a member and past President of the Board of Trustees of Arena Stage and the Washington Humane Society, as well as past Chair of the Board of Trustees of Sidwell Friends School.

        Steve holds his Series 1, 3, 5, 15, 63 and 65 licenses as well as Life, Accident, Health and Variable Annuity Insurance licenses.
        Securities Agent: CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, NM, NY, PA, SC, VA, WA, WY; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
        NMLS#: 1253061

        About Me

        Mara Bralove CFP®
        Senior Vice President
        Portfolio Management Director
        Family Wealth Advisor

        Mara Bralove’s enthusiasm for helping multi-generations of families with the complexities they face, combined with the opportunity to work with her father, Steven Bralove, is a special and successful combination. She believes that education is an integral part of becoming financially competent, and welcomes every opportunity to speak to clients and groups about the power that comes from being engaged in your own financial life.

        She is a native Washingtonian who has been active in business and the community for over 20 years. Prior to Morgan Stanley, Mara owned Bralove/Hollman Special Events, a full-service event planning company specializing in corporate and not-for-profit clients. She attended Sidwell Friends School and graduated magna cum laude from the University of Pennsylvania. 

        Mara was named to Forbes inaugural list of "America's Best-in-State Wealth Advisors" in 2019 and 2018.  Mara was recognized by Forbes Magazine as one of “America’s Top 200 Women Wealth Advisors” in 2017 and "America's Top 250 Women Wealth Advisors" in 2018.  She was named one of Working Mothers Magazine's "Top Wealth Advisor Moms" in 2017.  Mara was named a "Five Star Professional Wealth Manager" for the Washington, D.C. area in 2016 and 2017. 

        She speaks French and Italian and lives in Bethesda, MD with her husband and two young sons.

        Mara is a Certified Financial Planner and holds her Series 7, 31, 63 and 65 licenses as well as Life, Accident, Health and Variable Annuity Insurance licenses.
        Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NM, NY, PA, SC, TN, TX, UT, VA, WA, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
        NMLS#: 1268470

        About Me

        Michael D. Kurlancheek
        Wealth Management Associate

        Michael Kurlancheek serves as a trusted point of contact to our clients and their families.  He provides comprehensive solutions including financial planning and investment research.  He develops personalized strategies to help our clients achieve their investment objectives.  Michael conducts investment research on products including mutual funds, exchange traded funds, separately managed accounts and individual securities.
         
        A native Washingtonian, Michael graduated from The Kelley School of Business at Indiana University with a Bachelor of Science in Business and Master of Science in Accounting.  He began his career with KPMG LLP and previously worked as a sell-side equity research analyst and an investment analyst at a hedge fund.  Michael’s hobbies include travel, snowboarding and golf.   
        Michael holds his Series 7, 63 and 66 licenses.

        About Me

        Tara M. Tucker
        Financial Planning Associate
        Registered Associate

        Tara manages client service operations for The Bralove Group at Morgan Stanley, providing a first class experience.  She interacts closely with clients on a daily basis, and focuses on the specialized needs of ultra-high net worth families and institutions.  Tara began her career with Morgan Stanley Wealth Management in Raleigh, North Carolina.  During her three-year tenure there, she became fully licensed and earned a Financial Planning Associate title. 

        She is experienced in creating and maintaining retirement plans for clients, outreach and marketing, strategic client reporting and on-boarding new clients.

        A Connecticut native, Tara was a Washingtonian during her college years.  A graduate of The George Washington University, she received a Bachelor of Business Administration and a minor in Psychology in 2013. 

        She is a Delta Gamma Beta Rho alumna and GW Alumni Association member. 

        Tara and her husband, William, reside in Washington, DC.
        From Our Team

        Steven R. Bralove Named a 2016 Five Star Professional Wealth Manager


        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.

        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
        Five Smart Strategies to Use a Bonus or Raise

        Five Smart Strategies to Use a Bonus or Raise

        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        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
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.

        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.

        Mosaic

        Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
        The 2019 Wanderlust List

        The 2019 Wanderlust List

        The world awaits your next adventure. Start here.

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        Your Financial World. On the Go.

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        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.
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        Reserved | Living & Giving

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        Access Morgan Stanley Online

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        Ready to start a conversation? Contact The Bralove Group today.
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        1Morgan 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.

        2Morgan 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

        3Morgan 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.

        4Morgan 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.

        5Morgan 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.

        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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