David Giulieri, CFP®
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(301) 664-6566(301) 664-6566
The Chesapeake Capitol Group at Morgan Stanley
David Giulieri, CFP®Henry LynchBrian NeeleyMichael Svec, CFP®Aaron Scissors, CFP®Isaac Fried, CFP®Kelli SenopoleMaddie Ortiz
Direct:
(301) 664-6562(301) 664-6562
Toll-Free:
(800) 455-6622(800) 455-6622
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
The Chesapeake Capitol Group at Morgan Stanley - Where Your Success is Our Mission
The Chesapeake Capitol Group at Morgan Stanley is an experienced, highly credentialed financial planning practice deeply dedicated to serving families, individuals, and non-profit organizations. We have been helping investors achieve their goals for over 25 years with custom financial plans, sound long-term strategies, and an unwavering commitment to the highest quality client service. To date, investors have entrusted us with more than $2.5 billion in assets*.
Based in Bethesda, Md., this financial planning practice consists of professionals who have been recognized as being among the industry’s top financial advisors, many of whom have multiple professional designations in specialized investment areas. If you’d like to learn more about the Chesapeake Capitol Group at Morgan Stanley, please hit the blue “Contact Us” button above, send an email to chesapeakecapitol@morganstanley.com, or call our main line at 301-664-6562. We look forward to working with you to achieve your goals.
*As of February 6, 2025
Based in Bethesda, Md., this financial planning practice consists of professionals who have been recognized as being among the industry’s top financial advisors, many of whom have multiple professional designations in specialized investment areas. If you’d like to learn more about the Chesapeake Capitol Group at Morgan Stanley, please hit the blue “Contact Us” button above, send an email to chesapeakecapitol@morganstanley.com, or call our main line at 301-664-6562. We look forward to working with you to achieve your goals.
*As of February 6, 2025
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Latest News from The Chesapeake Capitol Group
Modern Wealth Tools
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
• Asset Aggregation
• Current Financial News
• Access to Import Documents
• Management of Everyday Finances
Morgan Stanley Online• Asset Aggregation
• Current Financial News
• Access to Import Documents
• Management of Everyday Finances
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets and liabilities together enables Morgan Stanley to advise with your entire financial picture in mind.
Total Wealth ViewThe ability to view all of your assets and liabilities together enables Morgan Stanley to advise with your entire financial picture in mind.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Digital Vault
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.
Learn MoreHow We Work With You
Most Financial Advisors work with prospective clients to help articulate clients’ goals and what they feel might be standing in their way of achieving them. We go several steps further.
1. Our Initial Meeting
Our initial meeting is only the first of multiple face-to-face conferences in which we get to know you and your family as people, not just investors. At the same time, we want to increase your comfort level with our approach because we know that, sooner or later, negative markets and unforeseen life events can challenge the advisor-client relationship. By building your trust, we can help you weather the inevitable storms that might otherwise impede your progress and throw you off course.
2. The Information We Gather
The information we gather in our first meeting allows us to create a written, formalized financial plan. The plan we create contains an investment strategy that is based on your risk tolerance, time frame and need for liquidity. It also goes far beyond your investments to encompass virtually every aspect of your financial life, from caring for an aging parent to educating your children about investment basics and the responsibilities that come with wealth.
3. Monitoring Your Plan
Once a plan is in place, our most important next step is to ensure ongoing monitoring and advice. As markets and your life change, the plan we design will need to adapt and mirror those changes as they occur. Additionally, coordination of outside financial relationships, such as tax and estate planning, is part of our practice and designed to enhance the overall efficiency of each individual plan.
4. How We Manage Assets
As a Morgan Stanley designated Senior Portfolio Management team, we have created a proprietary, discretionary investment strategy that features a core portfolio offering participation in large blue-chip companies and satellite portfolios that seek to take advantage of market trends as they occur. The strategy features exchange-traded funds, in an effort to reduce cost and enhance net returns. In addition, utilizing an open architecture approach allows us to take an impartial assessment of what we believe will provide you with the optimal combination of risk, return and favorable pricing.
Investor Resources
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out the latest edition here.
GIC on the Markets
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
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2023 Federal Tax Tables
This helpful resource outlines the 2023 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.
Access the 2023 federal tax tables
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest GIC Weekly Here
2024 Federal Tax Tables
Each year, the tax bill highlights how significantly taxes can impact your journey toward your financial goals. Stay informed and take a look at the 2024 Tax Tables.
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7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 664-6562(301) 664-6562
Toll-Free:
(800) 455-6622(800) 455-6622
Meet The Chesapeake Capitol Group
Henry Lynch
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director
Phone:
(301) 657-6315(301) 657-6315
Brian Neeley
Senior Vice President, Financial Advisor, Portfolio Management Director, Workplace Advisor - Equity Compensation
Phone:
(301) 664-6560(301) 664-6560
Michael Svec, CFP®
Executive Director, Financial Advisor, Senior Portfolio Management Director, Corporate Retirement Director
Phone:
(301) 657-6354(301) 657-6354
Aaron Scissors, CFP®
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(301) 657-6384(301) 657-6384
Isaac Fried, CFP®
Assistant Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(301) 961-3321(301) 961-3321
Leandro Falleiros Rodrigues
Wealth Management Analyst
Phone:
(301) 664-6844(301) 664-6844
Kelli Senopole
Senior Client Associate
Phone:
(301) 657-6364(301) 657-6364
Maddie Ortiz
Registered Client Service Associate
Phone:
(301) 657-6336(301) 657-6336
About David Giulieri
David Giulieri is a Managing Director, Senior Portfolio Management Director, and CERTIFIED FINANCIAL PLANNER™ with the Chesapeake Capitol Group at Morgan Stanley. Known for his unwavering dedication to clients, Dave has more than two decades of experience working with a broad range of individuals, multi-generational families, and institutional investors.
Throughout his long and distinguished career, Dave has helped investors achieve their financial and life goals by centering his approach to wealth management around comprehensive financial planning. He serves as the center point for many of his clients’ professional advisory relationships, collaborating with their tax and legal consultants to ensure a well-integrated wealth planning strategy.
Dave is among a select group of Advisors at Morgan Stanley, less than four percent, with the distinguished title of Managing Director. In 2018, Dave was named to The Financial Times’ “Top 400 U.S. Financial Advisers,” and from 2018 – 2024 he was named to Forbes “Best-In-State” Wealth Advisors, and in 2016, 2022, 2023, and 2024 to the Washingtonian Magazine’s “Top Financial Advisor” list.
A native of Montgomery County, Dave graduated from the University of Maryland with a BS in economics. He and his wife, Christy, have three children and live in Potomac, Maryland. In his free time, Dave enjoys playing golf, attending his children’s sporting events, and actively volunteering and supporting the Juvenile Diabetes Research Foundation.
Disclosures:
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Throughout his long and distinguished career, Dave has helped investors achieve their financial and life goals by centering his approach to wealth management around comprehensive financial planning. He serves as the center point for many of his clients’ professional advisory relationships, collaborating with their tax and legal consultants to ensure a well-integrated wealth planning strategy.
Dave is among a select group of Advisors at Morgan Stanley, less than four percent, with the distinguished title of Managing Director. In 2018, Dave was named to The Financial Times’ “Top 400 U.S. Financial Advisers,” and from 2018 – 2024 he was named to Forbes “Best-In-State” Wealth Advisors, and in 2016, 2022, 2023, and 2024 to the Washingtonian Magazine’s “Top Financial Advisor” list.
A native of Montgomery County, Dave graduated from the University of Maryland with a BS in economics. He and his wife, Christy, have three children and live in Potomac, Maryland. In his free time, Dave enjoys playing golf, attending his children’s sporting events, and actively volunteering and supporting the Juvenile Diabetes Research Foundation.
Disclosures:
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Securities Agent: OH, MA, LA, IN, WI, TX, NM, AR, WA, NV, MT, MO, MI, VA, NY, FL, DC, WV, OK, NJ, NC, MN, KY, CO, AL, OR, HI, CA, VT, SC, ME, MD, IA, DE, NH, TN, UT, PR, AZ, VI, PA, NE, MS, IL, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1261891
NMLS#: 1261891
About Henry Lynch
Henry is an Executive Director and Senior Portfolio Management Director with the Chesapeake Capitol Group at Morgan Stanley. Henry also earned the designation of Family Wealth Director in 2020, a highly regarded designation within Morgan Stanley’s Family Office Resource Group, held by fewer than 4% of Morgan Stanley’s Financial Advisors. As a Family Wealth Director, Henry is recognized for his extensive experience serving the diverse and often complex financial and educational needs of multi-generational families.
As a senior partner with The Chesapeake Capitol Group, with over 16 years of industry experience, Henry has a keen focus on behavioral finance and investment psychology. Henry is highly adept at creating carefully constructed, comprehensive financial plans and helping investors preserve wealth during periods of heightened market volatility, improving their potential to achieve their long-term financial goals. Henry was most recently recognized by Forbes on their 2022 and 2023 “Best in State Wealth Advisors” list. Additionally, Henry has been named to the Forbes Top 500 “America’s Top Next Generation Wealth Advisors” list from 2018 - 2021.
A lifelong Washingtonian, Henry received his B.A. in economics and business from Virginia Military Institute, where he played Division I baseball and club golf. Henry currently resides in Washington, D.C., with his wife, Linda, and their two daughters, Noelle and Brooke. In his free time, Henry enjoys playing golf, tennis, skiing, and spending time with his girls.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2018 - 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 - 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
As a senior partner with The Chesapeake Capitol Group, with over 16 years of industry experience, Henry has a keen focus on behavioral finance and investment psychology. Henry is highly adept at creating carefully constructed, comprehensive financial plans and helping investors preserve wealth during periods of heightened market volatility, improving their potential to achieve their long-term financial goals. Henry was most recently recognized by Forbes on their 2022 and 2023 “Best in State Wealth Advisors” list. Additionally, Henry has been named to the Forbes Top 500 “America’s Top Next Generation Wealth Advisors” list from 2018 - 2021.
A lifelong Washingtonian, Henry received his B.A. in economics and business from Virginia Military Institute, where he played Division I baseball and club golf. Henry currently resides in Washington, D.C., with his wife, Linda, and their two daughters, Noelle and Brooke. In his free time, Henry enjoys playing golf, tennis, skiing, and spending time with his girls.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2018 - 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 - 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: WV, IA, TX, OK, DE, IL, VT, VI, PR, WI, NY, NC, MS, MN, HI, FL, CA, VA, TN, MT, DC, CO, NH, OH, NJ, NE, MD, LA, SC, NV, GA, AR, AL, MO, KY, IN, CT, UT, OR, NM, MI, AZ, WA, PA, ME, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1285091
NMLS#: 1285091
About Brian Neeley
Brian is a Senior Vice President and Senior Portfolio Manager for Morgan Stanley. Highly adept at both managing wealth and communicating effectively with clients, he has more than 23 years of experience in financial services and has been with Morgan Stanley since 2016.
Prior to joining the firm, Brian was a Managing Director at FBR, an investment bank, where he worked for nearly 16 years. Among his many responsibilities at FBR, he allocated capital for institutional investors and raised money for private business owners.
Brian is extremely skilled at designing and managing comprehensive financial plans to achieve specific goals and has extensive experience helping investors with complex wealth management needs. He has a strong track record of selecting investment managers and is well-versed in the many techniques employed by businesses to create value for investors.
When working with clients, Brian adds structure, discipline and focus to their financial lives. He always makes himself available to help them fully understand their investments and serves as a calming presence during periods of market and economic volatility.
A Maryland native, Brian graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S in Finance. He and his wife, Rachel, reside in Bethesda, Md., with their twins, Anderson and Arden. Brian spends his free time coaching his kids’ soccer teams and other sports clubs and enjoys playing golf and skiing.
Prior to joining the firm, Brian was a Managing Director at FBR, an investment bank, where he worked for nearly 16 years. Among his many responsibilities at FBR, he allocated capital for institutional investors and raised money for private business owners.
Brian is extremely skilled at designing and managing comprehensive financial plans to achieve specific goals and has extensive experience helping investors with complex wealth management needs. He has a strong track record of selecting investment managers and is well-versed in the many techniques employed by businesses to create value for investors.
When working with clients, Brian adds structure, discipline and focus to their financial lives. He always makes himself available to help them fully understand their investments and serves as a calming presence during periods of market and economic volatility.
A Maryland native, Brian graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S in Finance. He and his wife, Rachel, reside in Bethesda, Md., with their twins, Anderson and Arden. Brian spends his free time coaching his kids’ soccer teams and other sports clubs and enjoys playing golf and skiing.
Securities Agent: NE, ME, KY, CA, MA, AR, WI, OR, NC, MT, IA, DE, IL, GA, NJ, MS, MO, MN, LA, AL, VI, PR, NM, HI, WV, TN, SC, MI, FL, NH, VT, VA, UT, DC, CT, OK, OH, NY, MD, IN, CO, AZ, WA, TX, PA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1504809
NMLS#: 1504809
About Michael Svec
Michael is a Senior Vice President, Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Plans Specialist (CRPS®) with the Chesapeake Capitol Group of Morgan Stanley. He has over 26 years of experience working at Morgan Stanley and its predecessor firm Smith Barney. Prior to joining Morgan Stanley, Michael worked in management consulting at Pricewaterhouse Coopers.
Michael has firmly established himself as a trusted advisor providing prudent investment counsel, highly personalized wealth management advice and world-class service. He is highly adept at developing sound strategies to manage, grow and preserve wealth, and his overriding philosophy is driven by disciplined financial planning. He creates custom, comprehensive plans for a broad range of high-net-worth individuals and organizations with complex needs to help them achieve their long-term goals.
Throughout Michael’s distinguished tenure at Morgan Stanley, he has been recognized multiple times for his outstanding contributions. He was named to the firm’s Century Club in 2013, 2014, and 2015; the Presidents Club in 2016 and 2017; and the Masters Club in 2018, 2019, 2020, 2021, 2022, and 2023.
A native of Maryland, Michael earned a BA in Sociology from the University of Maryland where he competed on the golf team, and a MBA in Finance from American University. Mike and his wife Rachel reside in Bethesda, Maryland, with their three daughters Gaby, Maya, and Carly. In his free time, Mike enjoys spending time with family, playing golf, reading, and travelling. He is involved with the University of Maryland Alumni Association, University of Maryland M Club, and is an Executive Committee member of the Middle Atlantic Golf Association.
Michael has firmly established himself as a trusted advisor providing prudent investment counsel, highly personalized wealth management advice and world-class service. He is highly adept at developing sound strategies to manage, grow and preserve wealth, and his overriding philosophy is driven by disciplined financial planning. He creates custom, comprehensive plans for a broad range of high-net-worth individuals and organizations with complex needs to help them achieve their long-term goals.
Throughout Michael’s distinguished tenure at Morgan Stanley, he has been recognized multiple times for his outstanding contributions. He was named to the firm’s Century Club in 2013, 2014, and 2015; the Presidents Club in 2016 and 2017; and the Masters Club in 2018, 2019, 2020, 2021, 2022, and 2023.
A native of Maryland, Michael earned a BA in Sociology from the University of Maryland where he competed on the golf team, and a MBA in Finance from American University. Mike and his wife Rachel reside in Bethesda, Maryland, with their three daughters Gaby, Maya, and Carly. In his free time, Mike enjoys spending time with family, playing golf, reading, and travelling. He is involved with the University of Maryland Alumni Association, University of Maryland M Club, and is an Executive Committee member of the Middle Atlantic Golf Association.
Securities Agent: NV, CA, AZ, MO, NJ, HI, DE, AR, OH, MN, MA, VT, DC, VA, TX, TN, OR, KY, GA, CT, CO, WA, VI, MS, MI, LA, AL, MT, PA, ME, IL, FL, NH, SC, PR, NC, WI, NY, NM, NE, MD, WV, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275762
NMLS#: 1275762
About Aaron Scissors
Aaron joined Morgan Stanley in 2021 after more than a decade working in development and philanthropic giving. In this previous career, Aaron helped generous individuals achieve their continuing philanthropic goals through major gifts and capital campaigns.
Aaron brings first-rate stewardship to the Chesapeake Capitol Group and is dedicated to long-term legacy building. On a personal note, he is continuing his own family legacy in financial services; his grandfather served as a stockbroker and his grandmother was a pioneering woman in finance. Aaron’s background is a framework for strong and strategic financial planning and he is committed to collaborating with each client to make the best informed financial decisions for their particular situation.
Aaron graduated from the University of Missouri and holds an MS from the University of Louisville. He and his wife, JoDee, live in Washington, DC, with their daughter, Cora, and dog, Riley. Outside of work, Aaron devotes his time to teaching his daughter golf and attending collegiate sporting events at the University of Maryland.
Aaron brings first-rate stewardship to the Chesapeake Capitol Group and is dedicated to long-term legacy building. On a personal note, he is continuing his own family legacy in financial services; his grandfather served as a stockbroker and his grandmother was a pioneering woman in finance. Aaron’s background is a framework for strong and strategic financial planning and he is committed to collaborating with each client to make the best informed financial decisions for their particular situation.
Aaron graduated from the University of Missouri and holds an MS from the University of Louisville. He and his wife, JoDee, live in Washington, DC, with their daughter, Cora, and dog, Riley. Outside of work, Aaron devotes his time to teaching his daughter golf and attending collegiate sporting events at the University of Maryland.
Securities Agent: TN, NM, OR, NJ, NE, MO, GA, CO, PA, HI, DC, WI, UT, OH, FL, CA, WV, OK, MN, MI, MD, LA, IN, IL, AR, PR, NY, MS, NH, DE, VT, ME, MA, IA, CT, AL, WA, NV, MT, VA, TX, SC, NC, KY, AZ, WY, VI; General Securities Representative; Investment Advisor Representative
NMLS#: 2333305
NMLS#: 2333305
About Isaac Fried
Isaac is Financial Advisor, CERTIFIED FINANCIAL PLANNER®, and Financial Planning Specialist with the Chesapeake Capitol Group of Morgan Stanley. He has wide-ranging experience in the industry, with a strong track record at firms such as UBS and Wells Fargo Advisors. Isaac enjoys finding solutions for clients and earning their trust by consistently delivering the highest quality client service. His areas of expertise include assisting clients with the financial planning process from start to finish, modeling portfolios and trading.
Isaac holds the Series 7 and Series 66 licenses, as well as Life and Health Insurance.
Isaac grew up in the D.C. area and obtained a B.A. from the University of Maryland in Economics, and he currently resides in downtown Bethesda. In his free time, Isaac enjoys aviation, cooking, playing golf and tennis, and spending time at the beach.
Isaac holds the Series 7 and Series 66 licenses, as well as Life and Health Insurance.
Isaac grew up in the D.C. area and obtained a B.A. from the University of Maryland in Economics, and he currently resides in downtown Bethesda. In his free time, Isaac enjoys aviation, cooking, playing golf and tennis, and spending time at the beach.
About Leandro Falleiros Rodrigues
Leandro Carvalho is a Wealth Management Analyst with the Chesapeake Capitol Group of Morgan Stanley. He joined the team with over 10 years of industry experience. Leandro worked as an Investment Manager in London, UK, and Sao Paulo, Brazil, gaining extensive international experience across diverse markets. He holds the Investment Manager Certificate (IMC) awarded by the CFA Society of the UK, as well as professional certifications in Finance from the University of Oxford, and in Data Science from Harvard University. Additionally, Leandro holds the FINRA Series 7 and 66 licenses, and the Virginia Life, Health, and Annuities Insurance licenses.
Leandro had a previous career as a successful orchestra conductor where he worked with world-class orchestras and recorded 27 albums. He speaks fluent Italian, Spanish and Portuguese, and holds a Master’s in economic history.
Leandro had a previous career as a successful orchestra conductor where he worked with world-class orchestras and recorded 27 albums. He speaks fluent Italian, Spanish and Portuguese, and holds a Master’s in economic history.
About Kelli Senopole
Kelli Senopole is a Senior Client Associate with Morgan Stanley and has been with the firm since 2008. She serves as a key client contact, helping to oversee all aspects of client affairs and operational procedures. She provides service and administrative support, working closely with the back office departments to facilitate and manage the entire client experience. Kelli has been recognized by the firm for outstanding client service.
Kelli grew up in the Pittsburgh area and currently resides in Richmond, Virginia. She went to college at Muskingum University in Ohio, and graduated with a degree in Business. Kelli is passionate about all Pittsburgh sports, especially the Steelers. She and her husband, Ari, enjoy exploring restaurants and sights in their new city of Richmond, entertaining friends, and travelling to the DC and Pittsburgh area to visit colleagues, family and friends.
Kelli grew up in the Pittsburgh area and currently resides in Richmond, Virginia. She went to college at Muskingum University in Ohio, and graduated with a degree in Business. Kelli is passionate about all Pittsburgh sports, especially the Steelers. She and her husband, Ari, enjoy exploring restaurants and sights in their new city of Richmond, entertaining friends, and travelling to the DC and Pittsburgh area to visit colleagues, family and friends.
About Maddie Ortiz
Maddie has been with Morgan Stanley since 2022 and holds the FINRA series 7 and 66 licenses. In her previous roles with Wells Fargo, Maddie specialized in client operations and sales. Maddie brings a unique combination of skills and experiences to her role as a Client Service Associate where she is committed to providing exceptional service to help clients achieve their goals.
Born and raised in the DC metro area, Maddie resides in Rockville, Maryland. In her free time, she enjoys spending time with family, trying out new classes on Peloton, and passionately supporting her Philadelphia Eagles.
Born and raised in the DC metro area, Maddie resides in Rockville, Maryland. In her free time, she enjoys spending time with family, trying out new classes on Peloton, and passionately supporting her Philadelphia Eagles.
Contact David Giulieri
Contact Henry Lynch
Contact Brian Neeley
Contact Michael Svec
Contact Aaron Scissors
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
Maria Tashjian
Private Banker
Ope Afe, CFP®, CRPC®
Financial Planning Director, Vice President
About Maria Tashjian
Maria Tashjian is a Private Banker serving Morgan Stanley Wealth Management offices in 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.
Maria began her career in financial services in 2006, and joined Morgan Stanley in 2010. Prior to being promoted to Private Banker in 2021, Maria served as the Associate Private Banker supporting Wealth Management offices in Virginia.
Maria is a graduate of the University of Massachusetts, where she received a Bachelor of Science in Management and a Master of Business Administration. She lives in Fairfax, Virginia with her family. Outside of the office, Maria enjoys spending time with her family and volunteering for local community organizations.
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.
Maria began her career in financial services in 2006, and joined Morgan Stanley in 2010. Prior to being promoted to Private Banker in 2021, Maria served as the Associate Private Banker supporting Wealth Management offices in Virginia.
Maria is a graduate of the University of Massachusetts, where she received a Bachelor of Science in Management and a Master of Business Administration. She lives in Fairfax, Virginia with her family. Outside of the office, Maria enjoys spending time with her family and volunteering for local community organizations.
NMLS#: 1500388
About Ope Afe
Ope Afe is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central Maryland. She is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Ope began her career in financial services in 2005 and joined Morgan Stanley in 2023. Prior to her current position, she worked as a Senior Advisor at T. Rowe Price in their Private Client Group in Owings Mills, MD. She has also held various wealth management roles at TIAA, SunTrust, PNC and Wells Fargo (Wachovia).
Ope is a graduate of Morgan State University where she received a bachelor’s degree in Finance, and also graduated from Loyola University MD with a Master of Business Administration (MBA). She holds her Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. Ope lives in Howard County, MD and enjoys traveling, trying out new recipes and spending time with her husband and two daughters.
Ope began her career in financial services in 2005 and joined Morgan Stanley in 2023. Prior to her current position, she worked as a Senior Advisor at T. Rowe Price in their Private Client Group in Owings Mills, MD. She has also held various wealth management roles at TIAA, SunTrust, PNC and Wells Fargo (Wachovia).
Ope is a graduate of Morgan State University where she received a bachelor’s degree in Finance, and also graduated from Loyola University MD with a Master of Business Administration (MBA). She holds her Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. Ope lives in Howard County, MD and enjoys traveling, trying out new recipes and spending time with her husband and two daughters.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
