The Fishbein Group works with a select number of clients.

By Doing so, we can focus more intimately on you - understanding your life, your business, your legacy, and the significant issues and concerns that impact your financial decisions.  We work as your advocate in all wealth matters. We work by referral only from existing clients, CPAs, attorneys, and other professionals.

Featured Readings and Guides:
  • A Case Study by The Fishbein Group
  • Are Second To Die Life Insurance Policies Worthwhile Investments?
  • Redefining Life and Identity
  • Taking Control of Your Finances after Losing a Spouse: A Guide for Women
  • Morgan Stanley Wealth Management: Family Assist Strategy
Services Include
  • Alternative Investments1
  • Annuities2
  • Lending Products
  • Life Insurance3
  • Defined Contribution Plans4
  • Qualified Retirement Plans5
  • Trust Accounts6
  • Wealth Management7
  • Financial Planning8
  • Trust Services*
  • Asset Management9
  • Cash Management10
  • Planning for Education Funding11
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Investing Principles

Location

702 King Farm Blvd
Suite 500
Rockville, MD 20850
US
Direct:
(301) 556-2340(301) 556-2340
Toll-Free:
(800) 624-0673(800) 624-0673

Meet The Fishbein Group

About Me

Ron provides financial advice to clients from varied backgrounds, focusing on the needs of attorneys, as well as the owners and employees of government-contracting companies.

Ron, who founded the Fishbein Group at Morgan Stanley (and its predecessor firms) in 1984, holds his B.A. in political science from the State University of New York at Buffalo, M.A. in counselor education from New York University, and Ph.D. in educational research from Florida State University. Ron was named a “Top 1000 Advisor” every year from 2009 to 2013 and a “Top 1200 Advisor” in 2014, 2015, 2016, 2017, and 2018 by Barron’s. He was also named to the Financial Times’ “400 Top Financial Advisors” list in 2014. Additionally, he was named to Forbes Magazine’s inaugural 2018 list of America’s Best-in-State Wealth Advisors and was named to the list again in 2019.

He and his wife, Dana, have been married for almost 50 years and devote most of their time to visiting their five grandchildren, siblings, nieces and nephews. When not visiting family, Ron can often be found with his head in a book.
Securities Agent: MD, WV, WA, VA, UT, TX, TN, SC, PA, NY, NJ, NC, MT, MS, MO, MN, MI, MA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1253246

About Me

Stuart Fishbein is a Financial Advisor who has worked with Morgan Stanley and its predecessor firms since 1998, helps successful businesspeople address their wealth management goals. Specifically, he has extensive knowledge of the unique issues facing executives in the car-rental, truck-rental and fleet-leasing industries. Using both his experience and knowledge, Stuart works with his clients in many areas of Wealth Management, including: retirement scenario modeling, educational planning and cash flow/liquidity management. In 2019, Stuart was named to Forbes Magazine’s 2019 list of America’s Best-in-State Wealth Advisors.

Stuart received his B.A. from East Carolina University where he studied psychology and focused on family relations and child development.

His favorite pastimes are spending time with his wife Megan, son Sean, and daughters Taylor and Emily. He also enjoys skiing, golfing, weightlifting, playing the guitar, and reading for pleasure.
Securities Agent: MD, WV, WI, WA, VA, UT, TX, TN, SC, RI, PR, PA, OR, NY, NM, NJ, NC, MT, MS, MO, MN, MI, MA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1253039

About Me

Kevin has worked as a Financial Advisor with the Fishbein Group at Morgan Stanley* and its predecessor firms since 2003.  He enjoys guiding corporate attorneys and families on wealth management issues.  

Prior to joining the firm and team, he spent four years as a District and Assistant Division Manager with Vector Marketing.  During this time, Kevin successfully recruited and trained sales representatives.  Kevin enjoys the Wealth Management process because it allows him to use his quantitative skills in finance and his communication skills.  He received his Bachelors of Business Administration with concentrations in Finance and Communications from Emory University.   

Kevin has many interests and hobbies. He is currently the Chair of the Grants Committee for The United Jewish Endowment Fund and a board member of the DC Chapter of FIDF.  He is a past board member of both The Jewish Federation of Greater Washington (JFGW) and Capital Camps & Retreat Center.  In 2011, he was the recipient of the Jerome Dick Young Leadership Award by JFGW.  

Kevin also attends Baltimore Ravens home games and is a Capitals and Orioles fan.  In addition to being an avid sports fan, Kevin enjoys traveling to visit family and spending time with his wife, Meryl, and daughters, Ruby and Yael.
Securities Agent: MD, WV, WA, VA, TX, TN, SC, PA, NY, NJ, NC, MT, MS, MO, MN, MI, MA, LA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1261892

About Me

Dan focuses on working with families with the goal of creating and executing long-term, personalized Plans for their Wealth as well as overseeing portfolio design for The Fishbein Group.  While he works with families of varied backgrounds, he has particular experience with widows and widowers.

Dan started working with The Fishbein Group at Morgan Stanley in 2007. Prior to that, he was a student at Georgetown University in Washington, DC where he earned a B.A. in Economics.  He also earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2013.

In his free time, Dan enjoys mountain biking, golf, spending time with his wife, Tarryn, and daughter, Isla, and he serves on the Alumni Board of Loyola Blakefield High School in Baltimore, MD.
Securities Agent: TX, MD, WV, WA, VA, TN, SC, PA, OH, NY, NV, NJ, NH, NC, MT, MS, MO, MN, MI, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1255778

About Me

Debbie primarily oversees the team’s day-to-day operations and ensures that clients receive the exceptional service that they have come to expect from the team. She joined the Fishbein Group in 1991.

Outside of the office, Debbie enjoys spending time with her husband, children and grandchildren, and has served as the secretary on the board of Operation Second Chance, Inc., a nonprofit organization committed to assisting U.S. veterans.

About Me

Vicki provides comprehensive retirement analysis for clients, including an evaluation of how much they will need to accumulate in order to retire comfortably, given the inevitable fluctuations of the market over time.  She joined the team in 2005.

Vicki graduated from the Honors Program at the University of Maryland, College Park, with a B.S. in Decision and Information Sciences.  In her free time, she plays the piano and enjoys being with family and friends.

About Me

Doug graduated from Hood College in 2011, where he earned a B.A. in Business Management with a concentration in finance.   As an undergraduate, his interest in investing helped him to gain a competitive internship within the financial services industry.  After graduation, he entered the industry and gained experience in the construction of comprehensive financial plans and the processing of securities transactions.    

Doug joined the Fishbein Group in in April of 2017, where he focuses on handling client requests, money manager research, and assisting in the development of custom Wealth Management Plans.  He is currently pursuing his M.B.A at American University’s Kogod School of Business.
From Our Team

Three Challenges to a Successful Retirement


Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Fishbein Group today.
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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.

1Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

4Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan 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.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

8Morgan 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.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

10Morgan 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

11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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 suitable 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”) 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.


CRC 2019752 10/2018