Mara R Bralove, CFP®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Advisor, Senior Portfolio Management Director, Alternative Investments Director, Lending Specialist
Phone:
(301) 657-6376(301) 657-6376
The Bralove Group at Morgan Stanley
Direct:
(301) 657-6376(301) 657-6376
Our Mission Statement
We help families manage their financial lives so they can focus on areas of life that bring them joy, meaning and purpose.
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.
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.
Check the background of Our Firm and Investment Professionals 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.
The Bralove Group at Morgan Stanley offers the below suite of services:
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.
The Bralove Group at Morgan Stanley offers the below suite of services:
Retirement Planning
Most of us have numerous goals, but none as important as securing a comfortable retirement. Saving for retirement is a lifelong process that relies on defined financial planning strategies. The Bralove Group is dedicated to help guide you in each step of the journey toward achieving your retirement goals.
Learn More
Estate Planning Services
Those who created multigenerational wealth are soon faced with complex financial planning challenges that have a significant impact on the size and scope of their legacy. To assist with these issues, we provide access to experienced professionals who are available to discuss various tax, trust and estate strategies with you and your personal advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.
Learn More
Family Wealth Planning
Following a thorough process, we help you create a highly customized and truly comprehensive wealth plan that touches every aspect of your financial life. Our goal is to help you protect and grow the wealth you have created, and to help you and your family maintain unity as you pass both assets and values across generations. We provide you with personalized and consultative guidance, and we assemble and integrate the needed skills and resources to help you succeed on your terms.
Learn More
Financing Real Estate and Other Major Purchases
Most major life events, whether personal or business, have financial implications. Trying to make the right financial decisions can feel overwhelming for many. The Bralove Group is committed to provide proper guidance and careful planning, to assist you in reaching these milestones confidently and help maintain financial stability for years to come.
Learn More
Philanthropic Pursuits
Collaborating with your legal and tax advisors, we can help integrate philanthropy into your wealth plan so you may enhance the impact of giving and its benefits to your family. Our professionals work at each stage of your philanthropic journey, delivering the information, advice and support needed to help you define your philanthropic goals and create an effective strategy to reach them.
Learn More
Generational Planning and Education
Many families are faced with the difficult questions that come from a desire to have their wealth last multiple generations. Our team works with you to create strategies focused on family wealth education, wealth transfer, and tax minimization to ensure your assets are distributed in a manner that matches your goals.
Learn MoreAwards & In The Press
Awards and Publications featuring The Bralove Group at Morgan Stanley.
Mara R. Bralove Named to Forbes’ List of America’s Best-in-State Women Wealth Advisors 2022-2025
A recent study by Fidelity reports that one of women’s “financial superpowers” is that they are more apt to stay the course during market volatility than men. Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/24.
Read MoreForbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/24.
The Bralove Group named to Forbes Best-In-State Wealth Management Teams 2023-2025
The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on 12-month period concluding in March of year prior to the issuance of the award.
Read More2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on 12-month period concluding in March of year prior to the issuance of the award.
Magda Alcan Receives Promotion at Morgan Stanley
Morgan Stanley announced that Magda Alcan has been promoted to Portfolio Associate.
Read MoreTara Tucker Receives Promotion at Morgan Stanley
Morgan Stanley announced that Tara Tucker, a Wealth Management Associate, has been promoted to Assistant Vice President.
Read MoreMara R. Bralove Named to Forbes’ List of America’s Best-in-State Wealth Advisors 2018-2024
The 2023 Forbes/SHOOK Best-in-State Wealth Advisors list spotlights more than 7,000 advisors, nominated by their firms - then researched, interviewed, and assigned a ranking by Shook Research.
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Read MoreForbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Mara R. Bralove Receives Promotion at Morgan Stanley
Morgan Stanley announced that Mara Bralove, a Financial Advisor, has been promoted to Managing Director.
Nils Vidal Receives Promotion at Morgan Stanley
Morgan Stanley announced that Nils Vidal, a Financial Advisor, has been promoted to Senior Vice President.
Mara Bralove Awarded 2022 MAKER at Morgan Stanley Honor
Morgan Stanley Wealth Management recognized 20 outstanding professionals as MAKERS – an initiative dedicated to celebrating the stories of women and men who are groundbreakers, innovators and champions of women’s achievement. MAKERS Women is a media and community-focused brand with a mission to accelerate women’s achievement through stories of real-life experiences that ignite passion and action.
Read More
Mara Bralove Earns Lending Specialist Designation
This Firm Designation was developed for Financial Advisors at Morgan Stanley to better assist clients evaluate their liquidity needs as part of their larger financial goals.
Mara Bralove Earns Alternative Investments Director Designation
This firm designation was developed for Financial Advisors who have significantly incorporated Alternative Investments into their practice and may serve as ambassadors for the asset class. Mara has demonstrated…
- In-depth knowledge of Alternative Investment strategies and the Morgan Stanley Wealth Management Alternative Investments product platform
- Serve as an ambassador for Alternative Investments. Possible opportunities include participation in Advisor education and training events and potential peer coaching/strategic partnering.
- In-depth knowledge of Alternative Investment strategies and the Morgan Stanley Wealth Management Alternative Investments product platform
- Serve as an ambassador for Alternative Investments. Possible opportunities include participation in Advisor education and training events and potential peer coaching/strategic partnering.
Mara R. Bralove Named to Working Mother Magazine’s List of Top Wealth Advisor Moms 2017-2021
In its fifth-annual list, Working Mother and SHOOK Research partnered to identify the most successful wealth advisor moms across the country. This accomplishment recognizes your ability to succeed professionally while balance the many demands of being a working mom.
2017 - 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2017 - 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
NA2017 - 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2017 - 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Mara Bralove Named to Forbes' Top Women Wealth Advisors 2017-2021
This year's Top Women Wealth Advisors list spotlights top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
2017 - 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017 - 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Read More2017 - 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017 - 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Mara R. Bralove Receives Promotion at Morgan Stanley
Morgan Stanley announced that Mara Bralove, a Financial Advisor, has been promoted to Executive Director.
Read MoreMara Bralove Earns Family Wealth Advisor Designation
The FWA designation is granted to those Financial Advisors who have successfully completed an accreditation program focused on the skills needed to help families communicate about money and values, share their goals, and grow and protect wealth across generations. With this specialized knowledge, FWAs are able to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.
Read MoreDIGITAL TOOLS and 2025 Updates
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Register for Morgan Stanley Online Today
Digital Vault
Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.
Learn More About Digital Vault
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
To sign up for E-Authorization log into MSO
Goals Planning System
Have a goal you always wanted to accomplish? Along with your Financial Advisor and our Goals Planning System, you will be able to quantify your goals, get advice on what approach to take, and track your progress. GPS is designed to evolve as your life changes to help you reach your goal, even with varying situations.
Goals Planning System
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Total Wealth View
Highlights of Changes for 2025
401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000.
Click Here to Read More
Income Tax Brackets for 2025
Depending on your taxable income, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate.
2025 Tax Tables
Social Security COLA Increase
Social Security and Supplemental Security Income (SSI) benefits for more than 72.5 million Americans will increase 2.5 percent in 2025.
SSA Fact Sheet
Video Library
A collection of The Bralove Group's educational and impactful videos.
Steve Bralove Retirement Video
After 55 years in the financial services industry, Steve Bralove, officially retired on January 31st. Listen to his farewell message here.
Click here to watch
Introduction to The Bralove Group
Enjoy this brief introduction to our team. We love working with families.
Click here to watch
MAKERS Class of 2022 Honor
We are excited to share that Mara Bralove was named a #MAKER at Morgan Stanley for her impact on the community, our team, and the firm. Mara had the privilege of sharing her story with MAKERS and we are honored to share it with you.
Click here to watch
Philanthropy and Charitable Giving
Listen to Mara’s strategies on multiple ways to give to the non-profit organizations that matter most to you.
Click here to watch
529 Education Savings Plan
Listen to Nils Vidal discuss how important it is to start saving for a loved one’s education early.
Click here to watch
Morgan Stanley President's Club Community Leader Award
We are proud to celebrate Philanthropy and Charitable Giving as a pillar of The Bralove Group. Mara Bralove, 2021 Morgan Stanley President’s Club Community Leader Award Recipient.
Click here to watch
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
Nils Vidal
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(301) 664-6879(301) 664-6879
Tara M. Tucker
Assistant Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(301) 657-6365(301) 657-6365
Magda Alcan
Portfolio Associate
Phone:
(301) 657-6319(301) 657-6319
About Mara R Bralove
Mara R. Bralove, CFP®
Managing Director
Family Wealth Advisor
Senior Portfolio Management Director
Alternative Investments Director
Lending Specialist
Mara Bralove’s enthusiasm for helping multi-generations of families with the complexities they face, combined with her passion for planning, is a successful combination. Mara had the special opportunity to work with her father, Steven Bralove, for twenty years. Founding The Bralove Group together, she continues to instill their shared values and investment philosophy in her practice. 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 is a member of the MAKERS Class of 2022, recognizing those who serve as advocates, groundbreakers and innovators for women’s advancement in various fields. She is a former member of Morgan Stanley's National FA Advisory Council, a select group of top financial advisors and senior management who represent all financial advisors in the firm on industry matters.
She was named to Forbes list of "America's Best-in-State Wealth Advisors" (2018-2023), Forbes "America's Top Women Wealth Advisors Best-in-State" (2022-2024), Forbes “America’s Top 200 Women Wealth Advisors” (2017), Forbes "America's Top 250 Women Wealth Advisors" (2018-2021), and Working Mothers Magazine's "Top Wealth Advisor Moms" (2017-2021). The Bralove Group at Morgan Stanley was named to Forbes list of "Forbes Best-In-State Wealth Management Teams" (2023-2024).
Mara is an 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 currently serves as the Chair of the Theater J Council, the nation’s preeminent Jewish theater. Previously, she was on the Executive Committee of the Imagination Stage Board of Trustees. Mara received the prestigious honor of the Morgan Stanley President's Club Community Leader Award and the 2021 Invest in Others Award for her involvement in the community.
She speaks French and Italian and lives in Bethesda, MD with her husband and two 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.
Managing Director
Family Wealth Advisor
Senior Portfolio Management Director
Alternative Investments Director
Lending Specialist
Mara Bralove’s enthusiasm for helping multi-generations of families with the complexities they face, combined with her passion for planning, is a successful combination. Mara had the special opportunity to work with her father, Steven Bralove, for twenty years. Founding The Bralove Group together, she continues to instill their shared values and investment philosophy in her practice. 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 is a member of the MAKERS Class of 2022, recognizing those who serve as advocates, groundbreakers and innovators for women’s advancement in various fields. She is a former member of Morgan Stanley's National FA Advisory Council, a select group of top financial advisors and senior management who represent all financial advisors in the firm on industry matters.
She was named to Forbes list of "America's Best-in-State Wealth Advisors" (2018-2023), Forbes "America's Top Women Wealth Advisors Best-in-State" (2022-2024), Forbes “America’s Top 200 Women Wealth Advisors” (2017), Forbes "America's Top 250 Women Wealth Advisors" (2018-2021), and Working Mothers Magazine's "Top Wealth Advisor Moms" (2017-2021). The Bralove Group at Morgan Stanley was named to Forbes list of "Forbes Best-In-State Wealth Management Teams" (2023-2024).
Mara is an 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 currently serves as the Chair of the Theater J Council, the nation’s preeminent Jewish theater. Previously, she was on the Executive Committee of the Imagination Stage Board of Trustees. Mara received the prestigious honor of the Morgan Stanley President's Club Community Leader Award and the 2021 Invest in Others Award for her involvement in the community.
She speaks French and Italian and lives in Bethesda, MD with her husband and two 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: WA, VA, FL, TX, MT, WV, IL, CT, CA, SC, PR, NY, PA, OR, NM, MD, MA, GA, WY, KY, UT, NH, MN, ME, NC, DE, DC, CO, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268470
NMLS#: 1268470
About Nils Vidal
Nils Vidal
Senior Vice President
Financial Advisor
Portfolio Management Director
Nils was born in Caracas, Venezuela and continued his childhood in the DC Metropolitan area. Growing up in a Venezuelan and Swedish household, Nils developed a unique understanding of how different cultural values can impact each family's financial goals. Nils applies this special perspective to help families align their financial resources with their personal objectives. Nils has spent the last 20 years in Commercial Banking, Private Banking, and Wealth Management, developing the strategies he applies to solving complex problems. Before joining Morgan Stanley in 2016, he worked at PNC Wealth Management and Citi Private Bank.
Nils has worked closely with business owners on managing cash flow, retirement plans, wealth management, exit and succession planning. Entrepreneurs tend to have most of their wealth held in their business, and unlocking the value of the business can mean something different to each person. Nils works with clients to outline the strategy best suited to meet their lifestyle objectives.
As a financial advisor on the Bralove Group, Nils works closely with clients to marry the financial plan with an investment strategy designed for their unique needs. Nils aligns The Bralove Group’s investment philosophy with research and analytics to manage investment portfolios through various market cycles. He completes research on various Mutual Funds, ETF’s, Stocks, Bonds, and Alternative Investments as part of an open architecture of investment strategies. In 2022, Nils was named to Morgan Stanley’s prestigious Pacesetters Club, a group of the firm’s most successful Financial Advisors. The Bralove Group at Morgan Stanley was honored to be named on Forbes list of "Forbes Best-In-State Wealth Management Teams" (2023-2025).
Nils and his wife, Nina, live in Annapolis, MD with their young son and daughter. When not in the office, Nils spends his time boating the Severn River and Chesapeake Bay or cheering the Penn State Nittany Lions, his alma mater, on fall weekends.
Series 7, 6, 63, and 66 licenses as well as Life, Accident, Health and Variable Annuity Insurance Licenses.
NMLS#: 1268470
"Forbes Best-In-State Wealth Management Teams 2023-2025
Source: Forbes.com (Awarded Jan 2023-2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24. "
Senior Vice President
Financial Advisor
Portfolio Management Director
Nils was born in Caracas, Venezuela and continued his childhood in the DC Metropolitan area. Growing up in a Venezuelan and Swedish household, Nils developed a unique understanding of how different cultural values can impact each family's financial goals. Nils applies this special perspective to help families align their financial resources with their personal objectives. Nils has spent the last 20 years in Commercial Banking, Private Banking, and Wealth Management, developing the strategies he applies to solving complex problems. Before joining Morgan Stanley in 2016, he worked at PNC Wealth Management and Citi Private Bank.
Nils has worked closely with business owners on managing cash flow, retirement plans, wealth management, exit and succession planning. Entrepreneurs tend to have most of their wealth held in their business, and unlocking the value of the business can mean something different to each person. Nils works with clients to outline the strategy best suited to meet their lifestyle objectives.
As a financial advisor on the Bralove Group, Nils works closely with clients to marry the financial plan with an investment strategy designed for their unique needs. Nils aligns The Bralove Group’s investment philosophy with research and analytics to manage investment portfolios through various market cycles. He completes research on various Mutual Funds, ETF’s, Stocks, Bonds, and Alternative Investments as part of an open architecture of investment strategies. In 2022, Nils was named to Morgan Stanley’s prestigious Pacesetters Club, a group of the firm’s most successful Financial Advisors. The Bralove Group at Morgan Stanley was honored to be named on Forbes list of "Forbes Best-In-State Wealth Management Teams" (2023-2025).
Nils and his wife, Nina, live in Annapolis, MD with their young son and daughter. When not in the office, Nils spends his time boating the Severn River and Chesapeake Bay or cheering the Penn State Nittany Lions, his alma mater, on fall weekends.
Series 7, 6, 63, and 66 licenses as well as Life, Accident, Health and Variable Annuity Insurance Licenses.
NMLS#: 1268470
"Forbes Best-In-State Wealth Management Teams 2023-2025
Source: Forbes.com (Awarded Jan 2023-2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24. "
Securities Agent: MA, VA, PR, MT, IL, GA, WY, NH, NC, CA, WV, NM, DC, PA, MN, KY, WA, UT, MI, DE, CT, CO, SC, OR, NY, FL, TX, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 804797
NMLS#: 804797
About Tara M. Tucker
Tara M. Tucker
Assistant Vice President
Wealth Management Associate
Financial Planning Associate
Tara focuses on helping multi-generations of families achieve their personal goals through financial planning. Her close working relationship with our clients in her previous role assists her in developing and monitoring their financial plans through life’s milestones. Combining her knowledge in both wealth planning and operational spheres, she is able to deliver full service to clients. Tara oversees marketing and communications for the team, keeping clients informed of meaningful financial topics and legislation. She also enjoys planning virtual and in-person client events.
Tara has ten years of wealth management experience within Morgan Stanley. She began her career as a client service associate in Raleigh, North Carolina, where she became fully licensed and found her passion is helping successful families. She joined The Bralove Group at Morgan Stanley in 2016, managing client service operations and administration.
A Connecticut native, Tara was a Washingtonian during her college years and soon returned. She received a Bachelor of Business Administration and a Minor in Psychology from George Washington University. Tara resides in Charlotte, NC with her two young sons and Bernese Mountain Dog.
Assistant Vice President
Wealth Management Associate
Financial Planning Associate
Tara focuses on helping multi-generations of families achieve their personal goals through financial planning. Her close working relationship with our clients in her previous role assists her in developing and monitoring their financial plans through life’s milestones. Combining her knowledge in both wealth planning and operational spheres, she is able to deliver full service to clients. Tara oversees marketing and communications for the team, keeping clients informed of meaningful financial topics and legislation. She also enjoys planning virtual and in-person client events.
Tara has ten years of wealth management experience within Morgan Stanley. She began her career as a client service associate in Raleigh, North Carolina, where she became fully licensed and found her passion is helping successful families. She joined The Bralove Group at Morgan Stanley in 2016, managing client service operations and administration.
A Connecticut native, Tara was a Washingtonian during her college years and soon returned. She received a Bachelor of Business Administration and a Minor in Psychology from George Washington University. Tara resides in Charlotte, NC with her two young sons and Bernese Mountain Dog.
About Magda Alcan
Magda Alcan
Portfolio Associate
Magda was born and raised in the countryside in central Poland and graduated with a bachelor’s degree in business management. After school, she spent two years living in London where she worked, explored the country, and continued to learn English. In 2006, she came to the DC area and soon thereafter began a job as a Client Service Associate at Wells Fargo. She joined the Bethesda office of Morgan Stanley in 2017 as a Registered Client Service Associate.
Magda loves working with clients and will be a valuable point of contact for you. Please feel free to reach out to her with any service items you may have, including money transfers, questions about online access, new accounts, retirement rollovers, stock donations, duplicate statements, and more.
Magda and her two children reside in Boyds, Maryland. Outside of the office, Magda enjoys spending time outdoors with her family, reading, traveling and exploring new places. She is a committed participant in a daily 5am CrossFit class.
Portfolio Associate
Magda was born and raised in the countryside in central Poland and graduated with a bachelor’s degree in business management. After school, she spent two years living in London where she worked, explored the country, and continued to learn English. In 2006, she came to the DC area and soon thereafter began a job as a Client Service Associate at Wells Fargo. She joined the Bethesda office of Morgan Stanley in 2017 as a Registered Client Service Associate.
Magda loves working with clients and will be a valuable point of contact for you. Please feel free to reach out to her with any service items you may have, including money transfers, questions about online access, new accounts, retirement rollovers, stock donations, duplicate statements, and more.
Magda and her two children reside in Boyds, Maryland. Outside of the office, Magda enjoys spending time outdoors with her family, reading, traveling and exploring new places. She is a committed participant in a daily 5am CrossFit class.
Contact Mara R Bralove
Contact Nils Vidal
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
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.
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Ready to start a conversation? Contact The Bralove Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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
2Morgan 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.
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 and other legal matters.
4Morgan 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6When 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
https://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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan 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
2Morgan 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.
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 and other legal matters.
4Morgan 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6When 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
https://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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
