Marvin McIntyre
Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director
Phone:
(202) 778-1381(202) 778-1381
Morgan Stanley Private Wealth Management
The Capitol Wealth Management Group
Marvin McIntyreA.J. Fechter, CFADavid GrayDon G. MetzgerSteve Comiskey, CFP®, CIMA®Joey McLister, CFP®, CRPC®Paul Capodanno, CEPA®Mingxin Jin, CFA®, CAIA®Arnie Koonin
Direct:
(202) 292-5455(202) 292-5455
Industry Award WinnerOur Mission Statement
We are committed to serving accomplished individuals, families, and business owners by crafting enduring strategies that support today’s goals and shape tomorrow’s legacy.
Financial planning is about more than investing.
Whether you're growing a business, preparing for retirement, planning for a liquidity event, supporting aging parents, or building a lasting family legacy, every financial decision should support the life you want to create.
The Capitol Wealth Management Group partners with accomplished individuals, families, business owners, philanthropists, and professionals in sports and entertainment to develop personalized wealth management strategies designed for every stage of life. This client-first approach has led to national recognition, including being named #1 in Washington, DC by Barron’s Top Private Wealth Management Teams (2019-2025) and the Barron’s Top 250 Private Wealth Management Teams (2019-2026) lists.
Every client comes to us with a unique set of opportunities, challenges, and goals.
Some clients come to us while building wealth. Others are preparing for retirement, selling a business, managing concentrated stock positions, creating an estate plan, supporting charitable causes, or helping the next generation develop financial confidence. Whatever your priorities, we help coordinate the investment, tax, estate, and planning strategies that support your long-term objectives.
Our guidance often includes financial planning, investment management, retirement planning, and estate and legacy planning. Working alongside clients and their other professional advisors, we help coordinate strategies that align wealth with long-term goals, family priorities, and future opportunities.
We believe the strongest financial strategies begin with understanding your goals, your family, and what matters most to you.
The Capitol Wealth Management Group partners with accomplished individuals, families, business owners, philanthropists, and professionals in sports and entertainment to develop personalized wealth management strategies designed for every stage of life. This client-first approach has led to national recognition, including being named #1 in Washington, DC by Barron’s Top Private Wealth Management Teams (2019-2025) and the Barron’s Top 250 Private Wealth Management Teams (2019-2026) lists.
Every client comes to us with a unique set of opportunities, challenges, and goals.
Some clients come to us while building wealth. Others are preparing for retirement, selling a business, managing concentrated stock positions, creating an estate plan, supporting charitable causes, or helping the next generation develop financial confidence. Whatever your priorities, we help coordinate the investment, tax, estate, and planning strategies that support your long-term objectives.
Our guidance often includes financial planning, investment management, retirement planning, and estate and legacy planning. Working alongside clients and their other professional advisors, we help coordinate strategies that align wealth with long-term goals, family priorities, and future opportunities.
We believe the strongest financial strategies begin with understanding your goals, your family, and what matters most to you.
Capabilities
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Investment Management
- Sustainable & Responsible InvestingFootnote1
- Risk Management
- Philanthropy Management
- Corporate Services
- Retirement & Pension Plans
- 10b5-(1) Programs
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
We work with individuals and families with complex financial lives to develop customized wealth management strategies. Our approach integrates investment management, tax-aware planning, trust and estate planning strategies, risk management, and ongoing coordination with clients' tax and legal advisors.
Planning & Insights
Explore common financial planning questions and discover the guidance, resources, and strategies that can help support your long-term goals.
Looking for Personalized Guidance?
Financial planning is personal, and every family's circumstances are unique. Whether you're preparing for retirement, evaluating tax strategies, planning for a business transition, or thinking about your legacy, we help clients navigate important financial decisions while providing access to specialized planning resources and insights.
Looking for Personalized Guidance?
Financial planning is personal, and every family's circumstances are unique. Whether you're preparing for retirement, evaluating tax strategies, planning for a business transition, or thinking about your legacy, we help clients navigate important financial decisions while providing access to specialized planning resources and insights.
Am I on Track for Retirement?
Retirement readiness depends on your savings, lifestyle goals, projected spending, and income sources. Through a comprehensive retirement analysis, we help clients evaluate whether they are on track and identify opportunities to strengthen their long-term strategy.
Is My Investment Portfolio Aligned with My Goals?
Your investment portfolio should reflect more than current market conditions. We help clients align their investments with their goals, time horizon, risk tolerance, and liquidity needs, while regularly reviewing strategies to support evolving financial priorities.
How Can I Be More Tax Efficient?
Taxes can significantly impact long-term wealth. We help clients evaluate tax-aware investing, charitable planning, and asset-location strategies, while providing access to resources that support more informed financial decisions.
Do I Need an Estate Plan?
An estate plan can help ensure your assets are distributed according to your wishes while providing clarity for loved ones. We help clients navigate key estate planning considerations and coordinate with legal and tax professionals to support their long-term legacy goals.
How Can I Help Aging Parents Plan for the Future?
Helping aging parents prepare for the future often involves conversations about healthcare, long-term care, finances, and estate planning. We help families navigate these discussions and provide access to planning resources that can bring greater clarity and confidence to the process.
What Should I Do Before Selling My Business?
Many of the most important planning opportunities occur before a business sale. We help business owners evaluate tax, liquidity, estate, and wealth transition considerations while providing access to specialized resources throughout the planning process.
Tools & Resources
Our comprehensive suite of digital resources are designed to help enhance every aspect of your financial life. These resources are meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online (MSO)
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley app.
Register here
Reserved Living & Giving
Reserved Giving & Living is a complimentary loyalty program available to select clients that can help them save time and money on travel, gifts, automobiles, and more.
Click here to learn more
Global Investment Committee (GIC) Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Check out the latest report
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.
Check out the latest report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
Check out the latest episode
Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn moreLocation
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Direct:
(202) 292-5455(202) 292-5455
Meet The Capitol Wealth Management Group
A.J. Fechter, CFA
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, Insurance Planning Director, Family Wealth Director
Phone:
(202) 778-1271(202) 778-1271
David Gray
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, Family Wealth Director, Founders Specialist
Phone:
(202) 778-1582(202) 778-1582
Don G. Metzger
Managing Director, Private Wealth Management, Private Wealth Advisor, Corporate Retirement Director, Alternative Investments Director
Phone:
(202) 778-1310(202) 778-1310
Steve Comiskey, CFP®, CIMA®
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Investing with Impact Director, Senior Investment Management Consultant
Phone:
(202) 292-5501(202) 292-5501
Joey McLister, CFP®, CRPC®
Managing Director, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Family Wealth Director
Phone:
(202) 778-1584(202) 778-1584
Paul Capodanno, CEPA®
Vice President, Private Wealth Management, Private Wealth Advisor, Insurance Planning Director, Certified Exit Planning Advisor™ (CEPA), Family Wealth Director, Alternative Investments Director
Phone:
(202) 778-1589(202) 778-1589
Mingxin Jin, CFA®, CAIA®
Vice President, Private Wealth Management, Private Wealth Advisor, International Client Advisor, Family Wealth Director
Phone:
(202) 292-5405(202) 292-5405
Colleen Shemer
Vice President, Private Wealth Management, Investment Consultant
Phone:
(202) 778-1284(202) 778-1284
Doug Beckner, CFP®
Investment Consultant
Phone:
(202) 292-5392(202) 292-5392
Michael Gottschalk
Senior Vice President, PWM Director of Investments
Phone:
(202) 778-1591(202) 778-1591
Faben Mesfen
First Vice President, PWM Chief of Staff
Phone:
(202) 292-5418(202) 292-5418
Craig Hall
Vice President, PWM Wealth Management Associate
Phone:
(202) 778-1556(202) 778-1556
Sean Dries, CAIA
Vice President, PWM Portfolio Management Associate Director
Phone:
(202) 778-1315(202) 778-1315
Elizabeth Breaux
Assistant Vice President, PWM Director of Marketing & Communication
Phone:
(202) 292-5446(202) 292-5446
Justin O'Connell
Assistant Vice President, PWM Wealth Management Associate
Phone:
(202) 292-5501(202) 292-5501
Meghan French, CFP®*, CRPC®*
Assistant Vice President, PWM Wealth Management Associate, Financial Planning Specialist
Phone:
(202) 778-4793(202) 778-4793
Jack McLister, CFP®*, CRPC™*
PWM Wealth Management Associate
Phone:
(202) 778-1583(202) 778-1583
Jack Fechter
PWM Client Service Associate
Phone:
(202) 292-5372(202) 292-5372
Arnie Koonin
Ayanna Dunn
About Marvin McIntyre
Marvin McIntyre is the founding partner of one of the most successful financial services practices in the industry. The collaborative team of 20 experienced investment, planning, and diverse client service professionals combine their talents and skill sets to address the sophisticated needs of highly affluent families and individuals. From tax and estate planning, retirement planning, loan analysis, private equity, and charitable planning, the team provides access to the very best ideas and opportunities. Continuity and client-centricity have been hallmarks of the team since its formation, and the majority of the members have worked side by side for decades.
In 1991, Marvin pioneered the team approach to wealth management. That innovation revolutionized the financial advisory business and made Marvin a regular fixture in radio, television, and national print media. Thanks to the trust and loyalty of his clients, he was soon named one of the Barron's Top 1,200 Financial Advisor 2009-2025 and became a member of Barron’s Advisor Hall of Fame. In 2025, Marvin was ranked as the #1 advisor in Washington, D.C by Barron’s.
Marvin began his financial services career after graduating from The Citadel and serving in Vietnam. The small brokerage he joined grew into the nationally regarded Legg Mason, which became part of Morgan Stanley through a series of mergers. While the firm changed around him over his 50 plus year career, Marvin never changed firms.
A grateful father of four, he is blessed with seven grandchildren who all live within 15 minutes of Marvin and his wife, Jo Anne. Through their charitable foundation, the McIntyre family supports numerous charities, with a special emphasis on Alzheimer’s research.
Disclosures:
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2025). Data compiled by Barron's based on time period from Sept 2023 - Sept 2024.
Barron's Hall Of Fame 2025 List
Source: The Barron’s “Hall of Fame” list, published throughout 2025. Based on Barron’s rankings received over the prior 10 years.
In 1991, Marvin pioneered the team approach to wealth management. That innovation revolutionized the financial advisory business and made Marvin a regular fixture in radio, television, and national print media. Thanks to the trust and loyalty of his clients, he was soon named one of the Barron's Top 1,200 Financial Advisor 2009-2025 and became a member of Barron’s Advisor Hall of Fame. In 2025, Marvin was ranked as the #1 advisor in Washington, D.C by Barron’s.
Marvin began his financial services career after graduating from The Citadel and serving in Vietnam. The small brokerage he joined grew into the nationally regarded Legg Mason, which became part of Morgan Stanley through a series of mergers. While the firm changed around him over his 50 plus year career, Marvin never changed firms.
A grateful father of four, he is blessed with seven grandchildren who all live within 15 minutes of Marvin and his wife, Jo Anne. Through their charitable foundation, the McIntyre family supports numerous charities, with a special emphasis on Alzheimer’s research.
Disclosures:
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2025). Data compiled by Barron's based on time period from Sept 2023 - Sept 2024.
Barron's Hall Of Fame 2025 List
Source: The Barron’s “Hall of Fame” list, published throughout 2025. Based on Barron’s rankings received over the prior 10 years.
Securities Agent: TX, OK, DC, PA, WV, NJ, OH, PR, NH, MT, MN, IA, CT, OR, ME, GA, AR, NV, MO, ID, DE, NY, NC, MD, MA, KY, UT, RI, NE, LA, FL, AK, WY, WI, SC, IL, VT, TN, KS, CO, AZ, WA, VA, SD, MI, IN, CA, AL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279300
NMLS#: 1279300
About A.J. Fechter
A.J. Fechter is the Managing Partner of The Capitol Wealth Management Group, where he has led the practice since 2016. A.J. is an advisor on some of our most significant and complex family relationships, offering dedicated guidance on liquidity event planning, next generation education, philanthropy, and succession. With over thirty years of experience serving exceptional families and their unique needs, he is enthusiastic about crafting strategies that not only aim to help preserve and grow their assets, but also enrich and uplift their distinctive values.
As a leader, A.J. focuses on developing strategic initiatives designed to help achieve client goals, fostering innovation within the practice, and nurturing an inclusive culture of excellence. AJ takes great pride in cultivating an environment of continuous learning that aims to empower the team to provide world class support to our clients as they navigate the rapidly evolving landscapes of finance and technology.
A.J. graduated Magna Cum Laude from the University of Maryland, is a Chartered Financial Analyst (CFA), and holds the Family Wealth Director designation at Morgan Stanley. He has spoken at leading universities, including American University, George Washington University, and the University of Maryland on topics ranging from capital markets to family wealth dynamics.
In 2024, A.J. was nominated to the Board of the National Committee for the Performing Arts, a permanent, non-partisan advisory board of the John F. Kennedy Center for the Performing Arts. His other civic leadership includes acting for several years as Board Chair for Minds, Incorporated, a school-based charity devoted to the most underserved Wards in Washington, DC, serving on the Investment Committee for the Hospital for Sick Children Foundation, as a VIP fundraiser for Easter Seals’ Wounded Warrior Program. He co-founded the downtown DC Cystic Fibrosis Great Strides Walk and served as its co-chair for four years.
As a leader, A.J. focuses on developing strategic initiatives designed to help achieve client goals, fostering innovation within the practice, and nurturing an inclusive culture of excellence. AJ takes great pride in cultivating an environment of continuous learning that aims to empower the team to provide world class support to our clients as they navigate the rapidly evolving landscapes of finance and technology.
A.J. graduated Magna Cum Laude from the University of Maryland, is a Chartered Financial Analyst (CFA), and holds the Family Wealth Director designation at Morgan Stanley. He has spoken at leading universities, including American University, George Washington University, and the University of Maryland on topics ranging from capital markets to family wealth dynamics.
In 2024, A.J. was nominated to the Board of the National Committee for the Performing Arts, a permanent, non-partisan advisory board of the John F. Kennedy Center for the Performing Arts. His other civic leadership includes acting for several years as Board Chair for Minds, Incorporated, a school-based charity devoted to the most underserved Wards in Washington, DC, serving on the Investment Committee for the Hospital for Sick Children Foundation, as a VIP fundraiser for Easter Seals’ Wounded Warrior Program. He co-founded the downtown DC Cystic Fibrosis Great Strides Walk and served as its co-chair for four years.
Securities Agent: OK, OH, NJ, NH, CA, WV, TX, CO, VT, MN, OR, NV, MI, KS, DC, AK, RI, MT, MA, FL, AR, AL, CT, WY, KY, WA, VA, SD, MO, ME, AZ, UT, TN, SC, PA, NY, IA, NC, LA, IN, DE, NE, MD, IL, ID, GA, WI, PR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272755
NMLS#: 1272755
About David Gray
David B. Gray is a Managing Director with Morgan Stanley Private Wealth Management and a partner in the Capitol Wealth Management Group (CWMG) at Morgan Stanley. CWMG has been recognized as one of the top advisor teams in America by Barron’s. In April 2022, the team was ranked by Barron's as the #15 team in the Top 100 Private Wealth Management teams in America.
David’s primary responsibilities include managing client relationships for high-net-worth families and institutions. He works with multi-generational clients and has experience executing complex family limited partnerships and other generational planning strategies. He has experience helping clients structure business liquidity events and working with executive compensation plans. David is an Alternative Investment Director and has been instrumental in planning and executing four specialized private equity partnerships in conjunction with The Carlyle Group. He completed the rigorous training to be recognized as a Family Wealth Director at Morgan Stanley in 2010. In 2019, David was selected to serve on the Private Wealth Management Advisory Council, representing the interests of PWM Advisors to senior management.
David received a BS in Business Administration from Washington and Lee University and completed his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He has been with the firm, or predecessor firms, for over 30 years and is a member of Morgan Stanley’s prestigious Chairman’s Council. Prior to joining CWMG in 2000, David was a VP in the Investment Banking Group of Legg Mason where he executed a variety of transactions for financial institutions.
David is a native of Alexandria, Virginia. He served on the Alumni Board of the Owen School and is active in local charitable and civic boards. He is currently serving on the Foundation Board for the INOVA Alexandria Hospital.
Disclosures:
2022 Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
David’s primary responsibilities include managing client relationships for high-net-worth families and institutions. He works with multi-generational clients and has experience executing complex family limited partnerships and other generational planning strategies. He has experience helping clients structure business liquidity events and working with executive compensation plans. David is an Alternative Investment Director and has been instrumental in planning and executing four specialized private equity partnerships in conjunction with The Carlyle Group. He completed the rigorous training to be recognized as a Family Wealth Director at Morgan Stanley in 2010. In 2019, David was selected to serve on the Private Wealth Management Advisory Council, representing the interests of PWM Advisors to senior management.
David received a BS in Business Administration from Washington and Lee University and completed his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He has been with the firm, or predecessor firms, for over 30 years and is a member of Morgan Stanley’s prestigious Chairman’s Council. Prior to joining CWMG in 2000, David was a VP in the Investment Banking Group of Legg Mason where he executed a variety of transactions for financial institutions.
David is a native of Alexandria, Virginia. He served on the Alumni Board of the Owen School and is active in local charitable and civic boards. He is currently serving on the Foundation Board for the INOVA Alexandria Hospital.
Disclosures:
2022 Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Securities Agent: NC, CO, WY, VT, SC, OR, OK, NE, LA, KS, IN, IA, NY, MI, MD, DC, TX, TN, PR, NV, NJ, MA, FL, DE, AL, MT, WV, ME, KY, AZ, UT, CA, RI, MO, IL, ID, WA, SD, OH, MN, AR, WI, GA, AK, VA, PA, NH, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270270
NMLS#: 1270270
About Don G. Metzger
Donald G. Metzger, originally joined Legg Mason in 1985 where he managed their Retirement Plan Division for seven years before moving to the Capitol Wealth Management Group in 1992. He advises high net worth families and corporations on a wide range of financial issues and has been instrumental in developing employee benefit platforms for corporate clients and managing the resulting selection, implementation, and monitoring of investment managers. Donald also has been an advisor to corporations with respect to initial public offerings, mergers and acquisitions, and other financing-related issues.
A graduate of Randolph Macon College with a Bachelor of Arts in Economics, Donald is active in community affairs, including as a member of the Board of Directors of The Chesapeake Region Safety Council and The Reginald F. Lewis Museum of Maryland African American History and Culture.
A graduate of Randolph Macon College with a Bachelor of Arts in Economics, Donald is active in community affairs, including as a member of the Board of Directors of The Chesapeake Region Safety Council and The Reginald F. Lewis Museum of Maryland African American History and Culture.
Securities Agent: NC, AZ, SC, OK, NJ, MD, KS, FL, NV, KY, TX, WA, VT, TN, OR, ME, IN, IL, GA, AK, OH, IA, DC, AL, WY, MT, MN, MA, VA, RI, NH, LA, CT, CO, WV, WI, SD, PR, PA, CA, AR, DE, NY, MO, MI, ID, UT, NE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274673
NMLS#: 1274673
About Steve Comiskey
Steve works with company Founders, CEOs, and C-Suite Executives, their families, and their personal and family foundations; and holds a U.S Patent for a “System and Method for Providing Financial Services to High Net Worth Individuals”.
Steve is a Morgan Stanley Alternative Investments Director with a focus on selecting private non-correlating investment strategies and managing a portfolio’s alternative investments.
Steve holds the Certified Investment Management Analyst® (CIMA®) certificate from The Wharton School at The University of Pennsylvania and is also a Certified Financial Planner™ (CFP®).
Steve graduated Magna Cum Laude from the Washington College of Law at American University and was the Managing Editor of the Law Review. He has been honored with a lifetime achievement award for legal ethics and professionalism from the Texas Center for Legal Ethics and Professionalism and is a member of the Virginia, Maryland, and District of Columbia Bars, numerous federal trial court and appellate court bars, and the Bar of The Supreme Court of the United States, although he does not provide legal advice. Steve has taught and coached private wealth advisors and financial advisors. He has taught at the Washington College of Law. He has taught legal ethics and professionalism continuing legal education courses to judges and to lawyers around the country, and he has spoken as an expert on those subjects at state bar meetings around the country.
He is currently the President of his Naval Academy Class, the Chair of the Naval Academy’s Council of all USNA 70+ Class Presidents, a Trustee on the Board of the Naval Academy Alumni Association, a Director on the Board of the Navy-Marine Corps Olympic Regional Training Center in Annapolis, a past Trustee of Landon School, and a past President of the Landon School Fathers Club.
A graduate of the United States Naval Academy at Annapolis, Steve left active duty as a Marine Corps Major following twelve years of active duty service in the U.S. Marine Corps, first as a Marine Aviator and then as a Marine Judge Advocate. Steve is in the Naval Academy Athletic Hall of Fame.
Steve and his wife, Sally, live in Chevy Chase, DC, where they raised their three – now grown – sons (Barrett, Joe, and Will). Will and Joe are also Naval Academy graduates who each served on active duty as Marine Corps Officers. Barrett was an undergraduate Math Major at MIT and has his MBA from Stanford. All three are entrepreneurs running their young companies. Sally is a saint.
Steve is a Morgan Stanley Alternative Investments Director with a focus on selecting private non-correlating investment strategies and managing a portfolio’s alternative investments.
Steve holds the Certified Investment Management Analyst® (CIMA®) certificate from The Wharton School at The University of Pennsylvania and is also a Certified Financial Planner™ (CFP®).
Steve graduated Magna Cum Laude from the Washington College of Law at American University and was the Managing Editor of the Law Review. He has been honored with a lifetime achievement award for legal ethics and professionalism from the Texas Center for Legal Ethics and Professionalism and is a member of the Virginia, Maryland, and District of Columbia Bars, numerous federal trial court and appellate court bars, and the Bar of The Supreme Court of the United States, although he does not provide legal advice. Steve has taught and coached private wealth advisors and financial advisors. He has taught at the Washington College of Law. He has taught legal ethics and professionalism continuing legal education courses to judges and to lawyers around the country, and he has spoken as an expert on those subjects at state bar meetings around the country.
He is currently the President of his Naval Academy Class, the Chair of the Naval Academy’s Council of all USNA 70+ Class Presidents, a Trustee on the Board of the Naval Academy Alumni Association, a Director on the Board of the Navy-Marine Corps Olympic Regional Training Center in Annapolis, a past Trustee of Landon School, and a past President of the Landon School Fathers Club.
A graduate of the United States Naval Academy at Annapolis, Steve left active duty as a Marine Corps Major following twelve years of active duty service in the U.S. Marine Corps, first as a Marine Aviator and then as a Marine Judge Advocate. Steve is in the Naval Academy Athletic Hall of Fame.
Steve and his wife, Sally, live in Chevy Chase, DC, where they raised their three – now grown – sons (Barrett, Joe, and Will). Will and Joe are also Naval Academy graduates who each served on active duty as Marine Corps Officers. Barrett was an undergraduate Math Major at MIT and has his MBA from Stanford. All three are entrepreneurs running their young companies. Sally is a saint.
Securities Agent: MN, AL, VA, NH, NE, MO, IL, RI, OH, SC, NY, NV, LA, WI, TN, PA, IN, DE, CT, AK, ME, NC, KS, ID, AZ, PR, WY, OR, OK, MT, MD, GA, FL, SD, MA, DC, CO, CA, WV, WA, UT, TX, NJ, MI, KY, IA, AR, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279295
NMLS#: 1279295
About Joey McLister
Joseph M. McLister (Joey) joined the Capitol Wealth Management Group in 2018 and has earned the CERTIFIED FINANCIAL PLANNER™ designation. He has also obtained the title of Family Wealth Director and Global Sports and Entertainment Associate Director. These exclusive designations are granted only to Morgan Stanley advisors who have successfully completed a rigorous accreditation program focused on skills required for comprehensive wealth management solutions across a range of disciplines important to the unique circumstances of wealthy individuals. He focuses on financial planning and wealth management for high net worth families. He is committed to providing clients with the advice, service, and extensive resources required to protect their lifestyle and achieve their long term goals.
Joey received his B.S. in Finance from the University of Delaware in 2007. From 2007 to 2014, Joey competed against the most elite golfers in the world on the PGA Tour and Web.com Tour. As an accomplished professional athlete, Joey learned the valuable skills of persistence, dedication to success, and hard work. In 2015, Joey joined Morgan Stanley to pursue his business passion of finance and wealth management.
Joey is active with community affairs, including serving on multiple Board of Directors and is involved with many local charities. He and his wife have 3 children and live in Northern Virginia.
Joey received his B.S. in Finance from the University of Delaware in 2007. From 2007 to 2014, Joey competed against the most elite golfers in the world on the PGA Tour and Web.com Tour. As an accomplished professional athlete, Joey learned the valuable skills of persistence, dedication to success, and hard work. In 2015, Joey joined Morgan Stanley to pursue his business passion of finance and wealth management.
Joey is active with community affairs, including serving on multiple Board of Directors and is involved with many local charities. He and his wife have 3 children and live in Northern Virginia.
Securities Agent: VA, AR, TX, TN, RI, NE, NC, MI, MA, IL, DE, CT, AZ, WY, ME, AL, WV, WI, NY, NJ, MD, LA, DC, OH, KS, IA, UT, WA, MT, KY, GA, MO, MN, IN, ID, CO, SC, NV, AK, PA, FL, VT, SD, PR, OR, OK, NH, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1393605
NMLS#: 1393605
About Paul Capodanno
Paul joined the Capitol Wealth Management Group in 2022 after spending 25 years as an Institutional Vice President at three major financial firms.
He holds the Certified Exit Planner designation, specializing in helping families transition their businesses in the most efficient and tax-advantaged way possible, and also serves as the teams Insurance Planning Director.
Most recently, Paul earned the prestigious Family Wealth Director designation—an honor awarded to only 6% of Morgan Stanley advisors. This accreditation recognizes advisors who have completed a rigorous program focused on advanced wealth management strategies tailored to the diverse needs of high-net-worth individuals and multi-generational families.
In his role at Capitol Wealth Management Group, Paul advises clients on sophisticated investment and planning strategies that support the team’s core mission: preserving their lifestyle today while helping them achieve long-term financial goals for the future.
Paul lives in Howard County, Maryland, with his wife and three college aged sons. He is actively involved in the local community, with a particular focus on supporting youth initiatives. Paul serves on the Board of Directors for the Soccer Association of Columbia and is their Director of College Recruiting. In addition, he is a board member at Casey Cares, a nonprofit that provides ongoing support to critically ill children and their families during times of greatest need. Outside of his professional and philanthropic work, Paul is an avid golfer and skier.
He holds the Certified Exit Planner designation, specializing in helping families transition their businesses in the most efficient and tax-advantaged way possible, and also serves as the teams Insurance Planning Director.
Most recently, Paul earned the prestigious Family Wealth Director designation—an honor awarded to only 6% of Morgan Stanley advisors. This accreditation recognizes advisors who have completed a rigorous program focused on advanced wealth management strategies tailored to the diverse needs of high-net-worth individuals and multi-generational families.
In his role at Capitol Wealth Management Group, Paul advises clients on sophisticated investment and planning strategies that support the team’s core mission: preserving their lifestyle today while helping them achieve long-term financial goals for the future.
Paul lives in Howard County, Maryland, with his wife and three college aged sons. He is actively involved in the local community, with a particular focus on supporting youth initiatives. Paul serves on the Board of Directors for the Soccer Association of Columbia and is their Director of College Recruiting. In addition, he is a board member at Casey Cares, a nonprofit that provides ongoing support to critically ill children and their families during times of greatest need. Outside of his professional and philanthropic work, Paul is an avid golfer and skier.
Securities Agent: DC, TN, OR, OH, DE, WI, NH, AL, VA, NY, MA, LA, KS, WA, ME, KY, IL, SD, NV, MT, ID, CT, CO, CA, VT, SC, OK, MN, MI, FL, AR, MO, IA, AK, WV, UT, TX, PA, NJ, NC, AZ, WY, PR, NE, IN, RI, MD, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2400000
NMLS#: 2400000
About Mingxin Jin
Mingxin Jin joined Morgan Stanley in 2017 and serves as a Private Wealth Advisor, and International Client Advisor. As a Family Wealth Director, Mingxin specializes in delivering multi-generational wealth management solutions for international families and ultra-high net worth individuals across Asia and the United States. By integrating a rigorous background in portfolio construction and strategic asset allocation with a grounded understanding of global market dynamics, Mingxin helps clients navigate diverse market environments with a focus on long-term capital growth and legacy preservation. Combined with her fluency in Mandarin and English, Mingxin serves as a dedicated resource for families managing wealth across diverse geographical and cultural landscapes.
Mingxin holds two master’s degrees from Johns Hopkins University: an MS in Finance and an MS in Real Estate and Infrastructure. She is a Chartered Financial Analyst (CFA®), and a Chartered Alternative Investment Analyst (CAIA®).
Outside of the office, Mingxin finds harmony and discipline in playing the Guzheng, a cultural tradition she is now sharing with her young daughter. She shares her music through performances with local communities and international NGOs. She is also a supporter of the Tzu Chi Foundation, committed to promoting their mission of compassion and humanitarian relief.
Mingxin holds two master’s degrees from Johns Hopkins University: an MS in Finance and an MS in Real Estate and Infrastructure. She is a Chartered Financial Analyst (CFA®), and a Chartered Alternative Investment Analyst (CAIA®).
Outside of the office, Mingxin finds harmony and discipline in playing the Guzheng, a cultural tradition she is now sharing with her young daughter. She shares her music through performances with local communities and international NGOs. She is also a supporter of the Tzu Chi Foundation, committed to promoting their mission of compassion and humanitarian relief.
Securities Agent: VI, AR, OH, AZ, TX, NH, MA, IL, IA, WA, VA, ID, TN, OK, GA, DC, CA, NY, RI, PA, MD, FL, SC, LA, CO, NJ, MS, MI, IN, HI, CT, WV, KS, NV, NM, MO, OR, NC, VT, UT, SD, AL, WY, ME, KY, WI, ND, MN, NE, DE, AK, PR, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 2042362
NMLS#: 2042362
About Colleen Shemer
Colleen Shemer joined the Capitol Wealth Management Group in 1996 and has over 30 years of industry experience. Throughout her professional journey, Colleen has focused on working with high net worth clients, crafting bespoke financial plans and investment portfolios that align with their unique needs and aspirations. Her unwavering commitment to personalized service and attention to details has helped earn the trust and loyalty of her clients. Notably, Colleen has a profound passion for fostering financial education among high net worth families, particularly focusing on empowering the next generation. By providing tailored guidance and insights, she helps ensure that her clients’ legacies are preserved and passed down with confidence.
Ms. Shemer received her B.A. from Duquesne University. Colleen holds FINRA Licenses - Series 7, 66. NMLS# 2447230. Beyond her professional endeavors, she is active in the Juvenile Diabetes Research Foundation and the Leukemia & Lymphoma Society, and is an avid bicycle rider.
Ms. Shemer received her B.A. from Duquesne University. Colleen holds FINRA Licenses - Series 7, 66. NMLS# 2447230. Beyond her professional endeavors, she is active in the Juvenile Diabetes Research Foundation and the Leukemia & Lymphoma Society, and is an avid bicycle rider.
NMLS#: 2447230
About Doug Beckner
Douglas Beckner joined The Capitol Wealth Management Group in 2026 after nine years at Vanguard, where he advanced to the position of Senior Financial Advisor. In that role, Doug advised high-net-worth households and earned recognition for his exceptional client service, financial planning excellence, and strong client outcomes.
Doug specializes in delivering comprehensive wealth management solutions for clients with complex financial needs. His expertise includes tailored investment strategies, tax optimization, retirement planning, and detailed cash-flow planning. Doug is known for building deep, enduring relationships with clients and partnering closely with them to help pursue their long-term goals.
He is a Wofford College graduate with B.A. degrees in Finance and Economics, and he holds the CFP® designation. He currently lives in Northern Virginia with his wife, Julie, and enjoys traveling as well as staying active through golf, tennis, pickleball, and skiing.
Doug specializes in delivering comprehensive wealth management solutions for clients with complex financial needs. His expertise includes tailored investment strategies, tax optimization, retirement planning, and detailed cash-flow planning. Doug is known for building deep, enduring relationships with clients and partnering closely with them to help pursue their long-term goals.
He is a Wofford College graduate with B.A. degrees in Finance and Economics, and he holds the CFP® designation. He currently lives in Northern Virginia with his wife, Julie, and enjoys traveling as well as staying active through golf, tennis, pickleball, and skiing.
About Michael Gottschalk
Drawing on a wealth of experience spanning over two decades as a seasoned professional investor, Mike Gottschalk leads the investment solutions and portfolio strategies for clients of the Capitol Wealth Management Group. Leading a dedicated team of strategy analysts Mike meticulously oversees the group's exclusive investment screening and selection processes, portfolio development, investment policy establishment, and comprehensive risk management. His collaborative approach involves frequent consultations with industry experts and portfolio managers, facilitating in-depth discussions and analyses of economic trends and investment ventures.
Of paramount significance, Mike possesses a notable ability to distill intricate complexities and vast information into accessible, relatable strategies tailored to the diverse needs of our clients.
Mike's journey in financial services embarked at AIG subsequent to earning his B.A. from James Madison University. His affiliation with the Capitol Wealth Management Group commenced in 2005, marking a pivotal juncture in his career. In 2011, Mike achieved his M.B.A. from the esteemed McDonough School of Business at Georgetown University.
Beyond his professional endeavors, Mike finds fervor as an avid Washington Capitals enthusiast and indulges his passion for ice hockey during leisure. Notably, he exemplifies his compassion as a supporter and foster caregiver at Lucky Dog Animal Rescue, a noble initiative facilitating the rehoming of lost dogs and cats. Mike's zest for exploration comes alive as he travels alongside his wife, Juli, who competes globally with gymnastics team. Her team has represented Team USA across Western Europe, Bulgaria, Azerbaijan, China, Columbia, and many more exciting locations.
Of paramount significance, Mike possesses a notable ability to distill intricate complexities and vast information into accessible, relatable strategies tailored to the diverse needs of our clients.
Mike's journey in financial services embarked at AIG subsequent to earning his B.A. from James Madison University. His affiliation with the Capitol Wealth Management Group commenced in 2005, marking a pivotal juncture in his career. In 2011, Mike achieved his M.B.A. from the esteemed McDonough School of Business at Georgetown University.
Beyond his professional endeavors, Mike finds fervor as an avid Washington Capitals enthusiast and indulges his passion for ice hockey during leisure. Notably, he exemplifies his compassion as a supporter and foster caregiver at Lucky Dog Animal Rescue, a noble initiative facilitating the rehoming of lost dogs and cats. Mike's zest for exploration comes alive as he travels alongside his wife, Juli, who competes globally with gymnastics team. Her team has represented Team USA across Western Europe, Bulgaria, Azerbaijan, China, Columbia, and many more exciting locations.
About Faben Mesfen
Faben joined the Capital Wealth Management Group in 2023 and serves as the team’s Chief of Staff. Faben works with the Private Wealth Advisors to manage business operations and to oversee the delivery of client service.
Faben has 16 years’ experience managing Private Wealth Management teams and providing business solutions for Ultra-High Net Worth and Institutional clients.
Faben currently holds the Finra Series 7, 63, 66, 9 & 10 licenses. Faben is a graduate of the University of California, Berkeley. She lives in Northern Virginia with her family and enjoys exploring the National Parks and watching her boys play soccer and basketball in her spare time.
Faben has 16 years’ experience managing Private Wealth Management teams and providing business solutions for Ultra-High Net Worth and Institutional clients.
Faben currently holds the Finra Series 7, 63, 66, 9 & 10 licenses. Faben is a graduate of the University of California, Berkeley. She lives in Northern Virginia with her family and enjoys exploring the National Parks and watching her boys play soccer and basketball in her spare time.
About Craig Hall
Craig Hall joined Capital Wealth Management in 2016. He began his career in the securities industry at Alex Brown in 1995 and has held various high-level service roles at Deutsche Bank Securities (Formerly Alex Brown) before joining the Team. Craig employs his 28 years of experience to provide seamless support to many of the Team’s Ultra high-net worth family clients. Craig is also the pillar that facilitates operations for the Team’s Retirement Plans clients.
Craig resides in his native Maryland with his wife Deanna. Away from work, Craig enjoys gaming, hiking, Formula One Racing, and a huge fan of the Baltimore Ravens & Orioles.
Craig is Finra Series 7, 63 and 66 licensed.
Craig resides in his native Maryland with his wife Deanna. Away from work, Craig enjoys gaming, hiking, Formula One Racing, and a huge fan of the Baltimore Ravens & Orioles.
Craig is Finra Series 7, 63 and 66 licensed.
About Sean Dries
Sean Dries is a Portfolio Management Associate for the Capitol Wealth Management Group and is responsible for the development of client specific asset allocation models, portfolio rebalancing and performance reporting. Sean works closely with the Director of Investments and Private Wealth Advisors in managing portfolio strategy and implementation. The thing that excites him most about his role on the team is being able to work closely with individuals to craft specific investment plans to help maintain their lifestyle as well as the ever-changing financial markets.
Sean has been a member of the Capitol Wealth Management Group since 2016. He holds a Bachelor of Arts in Political Science from Monmouth University as well as the Series 7 and 66.
Sean is an avid hiker and has summited Half Dome in Yosemite National Park. He also enjoys traveling with his wife, Claire, and snowboarding with friends around the world.
Sean has been a member of the Capitol Wealth Management Group since 2016. He holds a Bachelor of Arts in Political Science from Monmouth University as well as the Series 7 and 66.
Sean is an avid hiker and has summited Half Dome in Yosemite National Park. He also enjoys traveling with his wife, Claire, and snowboarding with friends around the world.
About Elizabeth Breaux
Liz joined the Capitol Wealth Management Group in 2025 and serves as the Director of Marketing and Communications. She is a strategic thinker with strong leadership, writing, and project management skills. Liz will draw on her experience in evolving environments to focus on strategic growth and brand visibility.
When Liz joined Morgan Stanley in 2017, she first served as the Market Executive's and the Private Wealth Management Market Manager’s Administrative Assistant. She provided comprehensive support to senior leadership while managing multiple office locations and overseeing branch operations. Prior to joining Morgan Stanley, Liz began her career in the US Army as a Signals Intelligence Analyst. She also held positions in the hospitality industry while supporting her active-duty husband through multiple postings.
Liz has built a career focused on delivering exceptional service and meaningful results. Her experience spans from hospitality marketing management to financial services administration, providing a unique perspective on client engagement across diverse industries.
Liz lives in Maryland with her family and enjoys exploring the DMV in her free time.
When Liz joined Morgan Stanley in 2017, she first served as the Market Executive's and the Private Wealth Management Market Manager’s Administrative Assistant. She provided comprehensive support to senior leadership while managing multiple office locations and overseeing branch operations. Prior to joining Morgan Stanley, Liz began her career in the US Army as a Signals Intelligence Analyst. She also held positions in the hospitality industry while supporting her active-duty husband through multiple postings.
Liz has built a career focused on delivering exceptional service and meaningful results. Her experience spans from hospitality marketing management to financial services administration, providing a unique perspective on client engagement across diverse industries.
Liz lives in Maryland with her family and enjoys exploring the DMV in her free time.
Securities Agent: UT, TN, MA, KS, ID, PA, MS, ME, LA, KY, IA, AZ, WV, OH, NM, HI, WI, SC, NV, NH, NE, MT, MO, MI, IN, CO, VA, RI, OR, DE, CA, AR, TX, SD, NY, NC, WA, VI, PR, IL, GA, WY, VT, OK, NJ, FL, DC, AL, ND, MN, MD, CT, AK; General Securities Representative; Investment Advisor Representative
About Justin O'Connell
Justin O’Connell is a Portfolio Associate, has been with Morgan Stanley since 2007, and has been in the Wealth Management business since the early 2000’s. Justin has been working with Private Wealth Advisor Steve Comiskey since 2009.
Justin works with clients, their investment portfolios and facilitates transactions and coordinating all administrative aspects of their financial affairs.
Justin graduated from Elon College, North Carolina, in 1998. He currently holds Financial Industry Regulatory Authority Inc. (FINRA) Series 7 and Series 66. Justin resides in Northern Virginia with his wife and three daughters. Justin enjoys spending his spare time outside – either fishing, hiking, or walking his Berner.
Justin works with clients, their investment portfolios and facilitates transactions and coordinating all administrative aspects of their financial affairs.
Justin graduated from Elon College, North Carolina, in 1998. He currently holds Financial Industry Regulatory Authority Inc. (FINRA) Series 7 and Series 66. Justin resides in Northern Virginia with his wife and three daughters. Justin enjoys spending his spare time outside – either fishing, hiking, or walking his Berner.
About Meghan French
Meghan Quinn joined the Capitol Wealth Management Group in 2020 as a Wealth Advisor Associate and now focuses in Financial Planning. Her primary responsibilities include planning reports and strategy, digital engagement, and general client service for high net worth clients. Prior to joining the team full-time she worked with the group in an intern capacity focusing on performance reporting and technical support. Meghan received her Bachelor of Science in Business Administration in addition to her Bachelor of Arts from the University of Richmond.
*Disclaimer: This role cannot solicit or provide investment advice
*Disclaimer: This role cannot solicit or provide investment advice
About Jack McLister
Jack McLister serves as a Registered Client Service Associate with the Capital Wealth Management Group. Jack’s roles include providing guidance to clients to help navigate their financial needs, cultivating and enhancing client relationships, processing client requests, assisting the safeguarding of client assets, and partnering with Financial Advisors in developing a strategic plan for clients. Jack greatly enjoys serving others, developing wealth management plans, and the day-to-day interactions that help clients achieve their financial goals.
Jack received his Bachelor of Arts in Economics from the University of Connecticut in 2019, where he was a 2-time captain of the UConn men’s tennis team and member of the US Army ROTC program. Following college, Jack received his commission as a US Army Quartermaster Officer in the rank of Second Lieutenant. Jack held many different logistics and operations management jobs while being stationed in Kentucky, Virginia, and Colorado. He completed his service at the 4th Infantry Division Sustainment Brigade in the rank of Captain. In 2023, Jack joined Morgan Stanley to pursue a career in financial services and wealth management.
Jack lives in Northern Virginia with his wife, Melissa. They enjoy spending their free time traveling and playing sports together, including tennis, pickleball, basketball, skiing, and golf.
*Disclaimer: This role cannot solicit or provide investment advice
Jack received his Bachelor of Arts in Economics from the University of Connecticut in 2019, where he was a 2-time captain of the UConn men’s tennis team and member of the US Army ROTC program. Following college, Jack received his commission as a US Army Quartermaster Officer in the rank of Second Lieutenant. Jack held many different logistics and operations management jobs while being stationed in Kentucky, Virginia, and Colorado. He completed his service at the 4th Infantry Division Sustainment Brigade in the rank of Captain. In 2023, Jack joined Morgan Stanley to pursue a career in financial services and wealth management.
Jack lives in Northern Virginia with his wife, Melissa. They enjoy spending their free time traveling and playing sports together, including tennis, pickleball, basketball, skiing, and golf.
*Disclaimer: This role cannot solicit or provide investment advice
About Jack Fechter
Jack Fechter joined Capitol Wealth Management Group in 2024 as a Client Service Associate. Jack grew up in Potomac, Maryland and attended Hampden-Sydney College. While in Virginia, Jack played lacrosse for the tigers and received his Bachelor of Arts in Economics. Jack is currently pursuing a master’s in finance from Durham University in England. In his free time, Jack enjoys playing golf and pickleball. He looks forward to helping the team and clients with their unique lifestyles.
Contact Marvin McIntyre
Contact A.J. Fechter
Contact David Gray
Contact Don G. Metzger
Contact Steve Comiskey
Contact Joey McLister
Contact Paul Capodanno
Contact Mingxin Jin
Contact Colleen Shemer
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
2019-2026 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2019-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2009-2026 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2009-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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Private Wealth Management
Professional Insights
Keep or Toss? A Guide to Financial Paperwork
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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.
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
Awards Disclosures | Morgan Stanley
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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.
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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
