Chris Dodd
Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(404) 949-4106(404) 949-4106
Morgan Stanley Private Wealth Management
The Dodd Rodgers Team
Direct:
(404) 949-4106(404) 949-4106
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
OUR STORY
We created The Dodd Rodgers Team to help an exceptional group of highly accomplished entrepreneurs and business leaders address the complexities of managing significant wealth. Led by Chris Dodd and Ben Rodgers, our wealth management practice is rooted in the lessons we learned from West Point and the discipline from years of serving in the Army. Combining our own talents, integrity and trust along with the vast resources of Morgan Stanley, we are committed to providing our clients with world-class service and investment advice. Our PWM team works with only a select number of clients so we can deliver a highly personalized experience from pre-liquidity planning through post-liquidity investment strategy.
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 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking 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 opinions of Barron's and this ranking 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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Global Franchise
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
- $5.1 trillion in AUM1
- Total Deposits $351 billion1
- Morgan Stanley reported full year net revenues of $54.1 Billion in 20232
- Morgan Stanley's Global employees approximately 80,0001
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 15%1
- $314 billion in liquidity reserve1
1As of December 31, 2023, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
Capabilities
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Investment Management
- Risk Management
- Hedging Strategies
- Philanthropy Management
- Tax, Trust & Estate Advisory
- Family Governance & Wealth Education
- Cash Management & Lending
- 10b5-(1) Programs
- Consolidated Reporting
- Pre-Liquidity Planning
- Investment Management
- Risk Management
- Hedging Strategies
- Philanthropy Management
- Tax, Trust & Estate Advisory
- Family Governance & Wealth Education
- Cash Management & Lending
- 10b5-(1) Programs
- Consolidated Reporting
Location
3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(404) 949-4106(404) 949-4106
1747 Pennsylvania Avenue, NW
Suite 700
Washington, DC 20006
US
Direct:
(202) 292-5328(202) 292-5328
Meet The Dodd Rodgers Team
Ben Rodgers
Senior Vice President, Private Wealth Advisor, Alternative Investments Director, Portfolio Management Director
Phone:
(202) 292-5328(202) 292-5328
Holly Pecarek, CFP®, CRPC®*
Vice President, PWM Director of Business Strategy
Phone:
(404) 949-4139(404) 949-4139
Melissa Podulka
Portfolio Associate, PWM Registered Associate
Phone:
(404) 949-4179(404) 949-4179
Dylan Levy
Client Service Associate
Phone:
(404) 949-4129(404) 949-4129
About Chris Dodd
Chris joined Morgan Stanley’s Private Wealth Management group in 2008. As a Private Wealth Advisor, his team focuses exclusively on providing comprehensive wealth advisory services for a select group of affluent families, business leaders, and foundations. Chris is passionate about building relationships with his clients and helping them achieve their financial objectives. He has built one of the fastest growing wealth management practices and is consistently selected for the President’s Club, most recently in 2024. He has also been selected as a Forbes Best-In-State Advisor, most recently in 2024.
Chris graduated from the US Military Academy at West Point where he earned a BS in Engineering Management and Civil Engineering. While at West Point, Chris was selected as the Team Captain of the Men’s Division I Soccer Team and helped lead them to 4 straight Patriot League Championship finals. After graduation, Chris attended flight school and served as an officer in the US Army for eight years where he was a CH-47 Chinook helicopter pilot and Company Commander. While serving as a Captain in the Army, Chris honorably participated in numerous overseas deployments to Bosnia, Kosovo, Hungary, and Northern Africa.
Chris earned his MBA in Finance from Syracuse University and worked at Boston Scientific prior to his career at Morgan Stanley.
Chris has been married to Kelley for over 20 years and they have 3 children, Hannah, Jimmy, and Jake. In 2017, Chris was inducted into the Sports Hall of Fame at Greece Arcadia High School. He enjoys traveling with his family, supporting numerous Veterans’ causes, and volunteering at St. Ann’s Catholic Church. When he has free time, he enjoys fly fishing in remote parts of the world with his Army friends.
Chris graduated from the US Military Academy at West Point where he earned a BS in Engineering Management and Civil Engineering. While at West Point, Chris was selected as the Team Captain of the Men’s Division I Soccer Team and helped lead them to 4 straight Patriot League Championship finals. After graduation, Chris attended flight school and served as an officer in the US Army for eight years where he was a CH-47 Chinook helicopter pilot and Company Commander. While serving as a Captain in the Army, Chris honorably participated in numerous overseas deployments to Bosnia, Kosovo, Hungary, and Northern Africa.
Chris earned his MBA in Finance from Syracuse University and worked at Boston Scientific prior to his career at Morgan Stanley.
Chris has been married to Kelley for over 20 years and they have 3 children, Hannah, Jimmy, and Jake. In 2017, Chris was inducted into the Sports Hall of Fame at Greece Arcadia High School. He enjoys traveling with his family, supporting numerous Veterans’ causes, and volunteering at St. Ann’s Catholic Church. When he has free time, he enjoys fly fishing in remote parts of the world with his Army friends.
Securities Agent: KY, PA, NC, VA, TX, TN, SC, OH, NY, NJ, MD, MA, LA, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL, MO, WI, UT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255639
NMLS#: 1255639
About Ben Rodgers
Ben joined Morgan Stanley’s Private Wealth Management group to form the Dodd Rodgers Team in 2020. As Private Wealth Advisors, the team focuses exclusively on providing comprehensive wealth advisory services for a select group of tremendously successful business leaders and families. Ben is passionate about building meaningful and lasting relationships with his clients and working tirelessly to ensure their financial and overall well-being.
Ben graduated from the United States Military Academy at West Point in 1996 with a BS in Systems Engineering. At West Point he and Chris were teammates on Army’s Division I soccer team, as well as Co-MVPs of the team in 1994. Upon graduation, Ben was commissioned as a Field Artillery officer. After successfully graduating from the US Army’s Ranger School Ben had the distinct pleasure and honor of leading American Soldiers—a life-altering experience steeped in service, sacrifice, and patriotism.
Ben earned his JD from the Ohio State University College of Law in 2004. He practiced law in New Orleans, LA, from 2004 to 2010. Since transitioning to the DC area in 2011 to start his wealth management career, Ben has worked exclusively with entrepreneurs in government contracting and technology. For the past several years he has been a Director on the Northern Virginia Chamber of Commerce’s Board, where he serves on the Executive Committee as well as both a category chair for the Greater Washington Government Contracting Awards and as Co-Chair of the Veteran & Military Business Council.
Ben has been married to Eileen since 2001. They live in Arlington, VA, with their three daughters, Cate, Mary, and Maeve. In his free time, he enjoys coaching his daughters’ sports teams, supporting numerous Veterans’ causes, and traveling with his family.
Ben graduated from the United States Military Academy at West Point in 1996 with a BS in Systems Engineering. At West Point he and Chris were teammates on Army’s Division I soccer team, as well as Co-MVPs of the team in 1994. Upon graduation, Ben was commissioned as a Field Artillery officer. After successfully graduating from the US Army’s Ranger School Ben had the distinct pleasure and honor of leading American Soldiers—a life-altering experience steeped in service, sacrifice, and patriotism.
Ben earned his JD from the Ohio State University College of Law in 2004. He practiced law in New Orleans, LA, from 2004 to 2010. Since transitioning to the DC area in 2011 to start his wealth management career, Ben has worked exclusively with entrepreneurs in government contracting and technology. For the past several years he has been a Director on the Northern Virginia Chamber of Commerce’s Board, where he serves on the Executive Committee as well as both a category chair for the Greater Washington Government Contracting Awards and as Co-Chair of the Veteran & Military Business Council.
Ben has been married to Eileen since 2001. They live in Arlington, VA, with their three daughters, Cate, Mary, and Maeve. In his free time, he enjoys coaching his daughters’ sports teams, supporting numerous Veterans’ causes, and traveling with his family.
Securities Agent: KY, WI, VA, UT, TX, TN, SC, PA, OH, NY, NJ, NC, MD, MA, LA, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2001796
NMLS#: 2001796
About Holly Pecarek
- BS, University of Florida
- Previously Goldman Sachs
- CERTIFIED FINANCIAL PLANNER
- CRPC®
- Series 7, 9, 10, 24, 31, and 66 Licensed
-State Licenses: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
-*Disclaimer: This role cannot solicit or provide investment advice
- Joined Morgan Stanley PWM in 2009
- Previously Goldman Sachs
- CERTIFIED FINANCIAL PLANNER
- CRPC®
- Series 7, 9, 10, 24, 31, and 66 Licensed
-State Licenses: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
-*Disclaimer: This role cannot solicit or provide investment advice
- Joined Morgan Stanley PWM in 2009
About Melissa Podulka
- BS, University of Illinois at Chicago
- Previously LPL Financial
- Series 7 and 66 Licensed
- Joined Morgan Stanley PWM in 2017
- Previously LPL Financial
- Series 7 and 66 Licensed
- Joined Morgan Stanley PWM in 2017
About Dylan Levy
-BSM, Tulane University
Contact Chris Dodd
Contact Ben Rodgers
Wealth Management
Global Investment Office
Portfolio Insights
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
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
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, 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.
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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 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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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
CRC 6295606 (3/2024)
