The Dodd Rodgers Team

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 2025. He has also been selected as a Forbes Best-In-State Advisor, most recently in 2025.

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.

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.

- 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

- BS, University of Illinois at Chicago
- Previously LPL Financial
- Series 7 and 66 Licensed
- Joined Morgan Stanley PWM in 2017

-BSM, Tulane University

Over the course of 25 years, John Mongold has built a career defined by continuous learning, real-world experience, and a deep commitment to serving clients. His journey began in government contracting, where he helped build tax and revenue systems. That early experience led to a role at a tech startup, where he saw firsthand the challenges and opportunities entrepreneurs face as they build and scale businesses – an experience that continues to inform his work with founders and executives today.

A connection with his grandfathers sparked his interest in personal finance. Motivated by a desire to deepen his financial experience, John spent a decade on Wall Street trading floors, gaining a rigorous firsthand understanding of markets and investments. Realizing that technical market knowledge alone wasn’t enough to serve clients holistically, he pursued an MBA with a focus on accounting and tax, equipping him with the knowledge to help address the full spectrum of client needs.

Since then, John has worked with ultra-high-net-worth families, entrepreneurs, and executives – particularly in the tech and government contracting sectors – guiding them through complex financial events and decisions. He has served both as portfolio manager and wealth advisors for his clients, leveraging his decades of experience. He is well-versed in retirement strategies, executive compensation, business transaction and succession planning, philanthropic planning, and trust services and estate planning strategies - bringing guidance to everything from exit planning to legacy preservation.

Today, as a Private Wealth Advisor, John brings to bear his years in technology, government-contracting, Wall Street, and wealth planning to serve clients with a singular focus: helping them build, preserve, and transition their wealth in a manner that supports not just their financial goals, but the future they envision for their families and legacies.

Prior to joining Morgan Stanley, John served as both a senior investment advisor and senior wealth advisor at Wilmington Trust. Earlier in his career, he served as managing director and head trader for Group One Trading. In addition, was an analyst at FolioFn and American Management Systems.

John serves as a Director for the Washington DC Estate Planning Council. He is also involved with the leadership of the AFCEA Belvoir chapter.

He also serves on the George Mason University Honors College advisory board and has taught finance as adjunct faculty for the George Mason University - School of Business MBA program.

John graduated from the University of Pennsylvania and holds a master’s of business administration in Accounting and Tax from Rutgers University.

He is a CFA^® charterholder and a member of the CFA Society of Washington DC.

NMLS#: 2620199
CRC 4562756 06/25