Thomas M Dunkenberger Jr.
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant
Phone:
(540) 983-4904(540) 983-4904
The Dunkenberger Waskey Group at Morgan Stanley
Direct:
(540) 983-4907(540) 983-4907
Toll-Free:
(800) 755-5127(800) 755-5127
Our Mission Statement
We are a team of dedicated and caring professionals who provide comprehensive wealth management solutions seeking to grow and preserve assets for multiple generations.
Our Story
Our business is built on a simple concept: to help manage our clients’ wealth and provide advice. As an experienced wealth management team, we help our clients identify their goals and implement customized strategies that reflect their lifestyle expectations, cash flow needs, and desires for their families. Given the wide ranging set of investment options available in today’s marketplace, we help clients make sense of them all, instill discipline to navigate challenging markets, and provide the resources that address their wealth management and legacy planning needs.
We believe that clients today are faced with an overwhelming amount of information and need financial advice. Market dynamics have changed dramatically, and formulating strategies to achieve long-term financial goals is more important today than it has ever been. Because of these complexities, we believe successful wealth management requires a close, planning-based relationship between the client and the wealth management team.
We want to help you solve problems. Accordingly, the value we seek to deliver our clients combines advice with experience and an understanding of specific needs. Our goal is to simplify your complex financial situation so that you have time to pursue your life’s passions.
We believe that clients today are faced with an overwhelming amount of information and need financial advice. Market dynamics have changed dramatically, and formulating strategies to achieve long-term financial goals is more important today than it has ever been. Because of these complexities, we believe successful wealth management requires a close, planning-based relationship between the client and the wealth management team.
We want to help you solve problems. Accordingly, the value we seek to deliver our clients combines advice with experience and an understanding of specific needs. Our goal is to simplify your complex financial situation so that you have time to pursue your life’s passions.
Our Services
- Wealth Management, Professional Portfolio Management, Retirement Planning, 401(k) Rollovers, Corporate Trust Services, Estate Planning Strategies, Education Planning, Access to Cash Management and Lending Services, Life Insurance, Long Term Care Insurance
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
10 So Jefferson St
Suite 1700
Roanoke, VA 24011
US
Direct:
(540) 983-4907(540) 983-4907
Toll-Free:
(800) 755-5127(800) 755-5127
Meet The Dunkenberger Waskey Group
Stephen K Waskey
Senior Vice President, Financial Advisor, Senior Investment Management Consultant
Phone:
(540) 983-4913(540) 983-4913
Jodie Wertz
Senior Registered Associate
Phone:
(540) 983-4907(540) 983-4907
About Thomas M Dunkenberger Jr.
Professional Details
*30+ Years of Financial Services Industry Experience
*2000 - Present: Morgan Stanley*
First Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
*Presidents Council: 2008, 2004
Century Council: 2005, 2006, 2007, 2021
*BS - Commerce, 1986
University of Virginia
McIntire School of Commerce
*Community Involvement:
UVA Club of Roanoke Valley
Board member
Shawsville Ruritan Club
member
*30+ Years of Financial Services Industry Experience
*2000 - Present: Morgan Stanley*
First Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
*Presidents Council: 2008, 2004
Century Council: 2005, 2006, 2007, 2021
*BS - Commerce, 1986
University of Virginia
McIntire School of Commerce
*Community Involvement:
UVA Club of Roanoke Valley
Board member
Shawsville Ruritan Club
member
Securities Agent: CT, VA, PA, MD, LA, CA, WI, UT, RI, NC, WV, TX, SD, MA, AZ, OR, AL, MI, TN, SC, FL, DC, VI, NY, MO, GA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288185
NMLS#: 1288185
About Stephen K Waskey
30+ Years of Financial Services Industry Experience
2003 - Present:
Morgan Stanley*
Senior Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
Century Council: 2008, 2021
1990 - 1994: Served as an active duty Officer in the United States Army
BA - Managerial Economics (Cum Laude), 1990
Hampden-Sydney College
Hampden-Sydney, VA
Community Involvement:
Cosmopolitan Club of Roanoke
MS Dinner of Champions
Vice Chair (past)
Second Presbyterian Church
Elder
Hampden-Sydney College Alumni Club
2003 - Present:
Morgan Stanley*
Senior Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
Century Council: 2008, 2021
1990 - 1994: Served as an active duty Officer in the United States Army
BA - Managerial Economics (Cum Laude), 1990
Hampden-Sydney College
Hampden-Sydney, VA
Community Involvement:
Cosmopolitan Club of Roanoke
MS Dinner of Champions
Vice Chair (past)
Second Presbyterian Church
Elder
Hampden-Sydney College Alumni Club
Securities Agent: FL, TX, CT, WV, SC, MI, IL, RI, LA, TN, NY, NC, MO, PA, NM, OR, KY, GA, VA, SD, MD, VI, MA, DC, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265057
NMLS#: 1265057
About Jodie Wertz
16 years of Industry Experience
BA - Psychology, 2000 Roanoke College, Salem VA
Series 7 - General Securities Representative
Series 63 Licensed
Licensed in CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, NC, MH, NJ, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI, WV
BA - Psychology, 2000 Roanoke College, Salem VA
Series 7 - General Securities Representative
Series 63 Licensed
Licensed in CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, NC, MH, NJ, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI, WV
Contact Thomas M Dunkenberger Jr.
Contact Stephen K Waskey
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Dunkenberger Waskey Group today.
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
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)
