
The DePorter/Mann Group at Morgan Stanley

Our Mission Statement
Our Story and Services
By asking the right questions we get to know our clients on a personal level – their goals, concerns, fears, and passions.
They care about what they can DO with their money. Can they have the retirement lifestyle they envision? Can they send children and grandchildren to college? Will they be able to support elderly parents? How can they support the charities that matter to them?
In addition, we understand that Wealth Management has never been more complicated – more investment choices, changing tax and estate laws, changes to Social Security, Medicare, and retirement plan funding rules, to name just a few examples.
With over 50 years of combined experience the DePorter Mann Group meets these challenges by providing the critical thinking, specialized skills and access to the global resources at Morgan Stanley to enable our clients to make more informed decisions about their finances. We use a comprehensive financial planning process, along with sophisticated market and economic analysis to help our clients meet their goals.
Just as important, we are committed to providing first rate service by being available to respond quickly and efficiently should any question or concern arise.
We strongly believe that by combining the resources of Morgan Stanley with our wealth management process and ongoing communication, we can significantly improve clients’ probability of success. Our clients truly matter to us and they are the lifeblood of our group.
- Financial PlanningFootnote1
- Professional Portfolio ManagementFootnote2
- Retirement PlanningFootnote3
- 401(k) Rollovers
- Planning for Education FundingFootnote4
- 529 PlansFootnote5
- Alternative InvestmentsFootnote6
- Sustainable InvestingFootnote7
- Municipal BondsFootnote8
- Cash Management and Lending ProductsFootnote9
- Long Term Care InsuranceFootnote10
- Life InsuranceFootnote11
- Trust ServicesFootnote12
- Certificates of DepositFootnote13
WORKING WITH YOU
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs, in our experience working with clients, we have developed a step-by-step approach to service:
1 - Introductory Discussion
We begin with an informal conversation to understand your financial concerns and determine how we can add value. Should we agree to move forward, we'll schedule a meeting and request important financial information.
2 - Getting To Know You
We continue the dialogue by fostering an in-depth discussion to learn what is most important to you and your family. We explore the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
3 - Building Your Custom Road-map
Here, we review your finances, determine the likelihood of reaching your goals and address the impact of unexpected life events. Based on our comprehensive analysis, we'll develop and present a detailed action plan with recommendations tailored to achieve your goals.
4 - Implementation
Once we activate your plan, we'll set up a number of meetings to ensure your account is set up properly and you have convenient access to your account. We'll also interact with your accountant and estate attorney to ensure a coordinated effort.
5 - Ongoing Service
We apply a strict due diligence process and set up regular calls or meetings to discuss progress towards your goals. We may recommend adjustments over time, due to changes in your life or market conditions, to help keep you on track towards achieving your goals.
Location
Meet The DePorter/Mann Group
About David J DePorter
As a wealth advisor, he has experience with the unique challenges, styles, and strategies that distinguish wealthy investors. He is responsible for analyzing, constructing and managing portfolios for institutional and high net worth clients and to date the team manages over $400 million in client assets.
David grew up in Philadelphia suburbs in a large family of 5 brothers and a sister. In the late 1970’s he moved to Virginia and graduated from George Mason University in 1987 with a degree in Economics. He holds the Financial Industry Regulatory Authority Series 7, 31, 63 and 65 licenses in addition to insurance licenses.
Involved in the community, he has served on the Board of Trustees at his local church and supports various local charities. David lives in Bethesda with his wife and two daughters. Outside the office he is an avid cyclist belonging to several local clubs, annually participating in many 100 plus mile charity rides. He also enjoys traveling, reading, learning the guitar, and spending time with his family.
NMLS#: 1290392
About Alex T Mann
During each of his three years in the firm’s Financial Advisor Associate program he earned the Blue Chip Award for Excellence in Client Service. In 2006, he underwent extensive training to become a CERTIFIED FINANCIAL PLANNER™ practitioner. The rigorous certification process included completing an 8 month comprehensive course of study and passing a two-day 10 hour CFP® Certification examination. In addition he must abide by a strict ethical code of professional conduct and complete continuing education requirements in order to maintain the prestigious designation.
As a CFP® practitioner he focuses on portfolio management, financial, retirement income planning, liability management, insurance, and college savings strategies. He works with clients not only on accumulating wealth, but also preserving wealth and managing risk.
Alex lives in Springfield, VA with his wife, Stacey, and two sons. In his free time he enjoys reading, playing guitar, travel and spending time with his family. He supports various children’s cancer charities to honor his younger son’s successful battle with Leukemia..
NMLS#: 1279043
About Shannon O'Sullivan

Contact David J DePorter

Contact Alex T Mann
The Power of Partnerships
About Sean W. Ruediger
Sean began his career in financial services in 2012 and joined Morgan Stanley in 2016. Prior to joining the firm, Sean worked at PHH Mortgage as a Senior Loan Processor assigned to Morgan Stanley’s clients. Additionally, he was PHH’s lead trainer on Morgan Stanley’s mortgage procedures and processes.
Sean is a Lean Six Sigma certified yellow belt. He and his wife reside in Maryland. Outside of the office, Sean enjoys writing music, graphic designing and spending time with his family and friends.
About Tolu Adeyemi
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tolu began his career in financial services in 2007, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Private Bank. He also served as a Wealth Management Banker and Investment Service Adviser for Merrill Lynch.
Tolu is a graduate of Kean University, where he received a Bachelor of Science in Marketing. He lives in Fulton, MD with his wife and two sons. Outside of the office, Tolu enjoys playing golf, fishing, cooking, and spending time with family and friends.
About Jill Toomey
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Understanding Your Retirement Plan Options When You Leave a Job
Portfolio Insights
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Alternative 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
9Morgan 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
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
13Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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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.
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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.
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