Phone:
(202) 862-2872(202) 862-2872
The Brinkley Schmidt Group at Morgan Stanley
Direct:
(202) 862-9000(202) 862-9000
Our Mission Statement
Delivering the experience, resources, and personalized service required to help affluent families address their most complex wealth management needs.
Brinkley Schmidt: Our Story
With roots in Washington, DC for nearly 20 years, Brinkley Schmidt at Morgan Stanley works with an exceptional clientele of highly accomplished executives, owners of closely held businesses, and other venerated and celebrated professionals in the consulting and lawyering spaces. Our team helps to grow and protect clients' assets, define their legacy, and address the numerous and complex challenges of managing significant wealth.
Your family is unique to any client that we have ever served before. You may, however, share many of the same concerns, questions, challenges, and opportunities as some of our most esteemed clients. We at Brinkley Schmidt look forward to serving your family by learning about you and discussing how to best be a steward of what you've built in pursuit of life's most important goals. This is achieved by designing and executing a bespoke financial plan and in coordinating with your other trusted advisors.
As Financial Advisors, Adam and Dave embody the ethos of patrons of the arts and explorers of global cultures in our approach to wealth stewardship. Just as patrons of the arts appreciate the nuances and values inherent in each masterpiece, we deeply understand our clients' values and goals, weaving them into a comprehensive strategy for growing and preserving family wealth. This approach mirrors the curiosity and appreciation for diverse perspectives seen in explorers of global cultures, ensuring a tailored and holistic approach to financial planning that transcends borders and time.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Platform Fit for Brinkley Schmidt
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information you will benefit from more educated and holistic wealth planning, along with convenient connectivity.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers. Providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Protecting your Smart Device
Smart devices, we can't live without them. They know our voices, our search history, and much more. This can present security risks.
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Retirement Planning
Whether you are just starting your career or nearing retirement, consider saving for the years ahead — we're here to help.
Executive Services
Empower your leaders to manage their equity compensation and complex financial needs with a dedicated Executive Services Relationship Manager.
Financial Wellness
Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from our Financial Advisors.
Company Advantages
We believe that when employees thrive, their companies do too. Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
COMPREHENSIVE FINANCIAL PLANNING
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, The Brinkley Schmidt Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve your financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Location
1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-9000(202) 862-9000
Meet The Brinkley Schmidt Group
Phone:
(202) 862-2871(202) 862-2871
Jill Fernicola
Registered Client Service Associate, Practice Manager
Phone:
(202) 689-1870(202) 689-1870
About Adam J. Brinkley
Securities Agent: TX, IL, NY, GA, DC, FL, MD, AZ, VT, NC, CA, WA, SC, VA, NJ, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2635680
NMLS#: 2635680
About David Schmidt
Securities Agent: AR, NM, NH, AK, UT, OR, NE, KY, DE, WI, SC, NY, NJ, NC, HI, WV, MA, ID, DC, SD, MT, MN, CO, WA, TX, PR, MI, LA, IL, GA, VT, RI, OK, MS, CA, AL, TN, PA, OH, ND, ME, IN, WY, VI, VA, NV, MO, MD, CT, KS, IA, FL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1163758
NMLS#: 1163758
About Jill Fernicola
Jill grew up in the Midwest, in a large family with four brothers and one sister. In 1990, she moved to the East Coast, near New York City, where she met her husband. In 2000, she began her career with Citi Smith Barney in Florham Park, New Jersey, as a Client Service Associate working with Financial Advisors. In 2004, she transferred to Short Hills, New Jersey, in a management role as a Branch Administrator. Jill has worked through several mergers at the company. In 2011, she began working with the Consulting Group in Warren, New Jersey, in the Mid-Atlantic Region. After learning about the Consulting Group platforms, she went to work for a wealth management practice in northern New Jersey. She stayed there until her husband’s job brought the family to the DC area, in 2017. Jill once again started with Morgan Stanley in 2018 after she was settled from their move to Virginia, she has been working in the Washington DC office since.
Jill and her husband now reside in northern Virginia with their two boys. They are a dynamic family and never miss an opportunity to be outdoors golfing, camping, backpacking, mountain biking, skiing fly fishing, and, most recently attending her son's college football games.
Jill and her husband now reside in northern Virginia with their two boys. They are a dynamic family and never miss an opportunity to be outdoors golfing, camping, backpacking, mountain biking, skiing fly fishing, and, most recently attending her son's college football games.
Contact Adam J. Brinkley
Contact David Schmidt
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Tolu Adeyemi
Private Banker
Jill Toomey, CFP®
Financial Planning Director, Vice President
About Tolu Adeyemi
Tolu Adeyemi is a Private Banker serving Morgan Stanley Wealth Management offices in Washington D.C. and Maryland.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tolu began his career in financial services in 2007, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Private Bank. He also served as a Wealth Management Banker and Investment Service Adviser for Merrill Lynch.
Tolu is a graduate of Kean University, where he received a Bachelor of Science in Marketing. He lives in Fulton, MD with his wife and two sons. Outside of the office, Tolu enjoys playing golf, fishing, cooking, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tolu began his career in financial services in 2007, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Private Bank. He also served as a Wealth Management Banker and Investment Service Adviser for Merrill Lynch.
Tolu is a graduate of Kean University, where he received a Bachelor of Science in Marketing. He lives in Fulton, MD with his wife and two sons. Outside of the office, Tolu enjoys playing golf, fishing, cooking, and spending time with family and friends.
NMLS#: 643728
About Jill Toomey
Jill Toomey, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management and Private Wealth Management offices in the Washington D.C. Market. Jill is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
Wealth Management
From Our Team
Wealth Management Capabilities Brochure
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
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
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
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
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Ready to start a conversation? Contact The Brinkley Schmidt Group today.
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
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), 3582895 (6/2024)