Our story

The Geiger Group has over 38 years of combined experience in the financial services industry working with affluent families, entrepreneurs, corporations, corporate executives and private business owners.The structure of our team allows us to work together cohesively and seamlessly, using our individual strengths and abilities to create a deep knowledge base that we apply to building collaborative, long-term relationships.We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Annuities2
  • Asset Management3
  • Defined Contribution Plans4
  • Estate Planning Strategies5
  • Financial Planning6
  • Qualified Retirement Plans7
  • Retirement Planning8
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Events

    Recognized as one of Americas Top 1000 Financial Advisor by Barron's Magazine in 2009 - Sean Geiger

    • Recognized as a Five-Star Wealth Manager by Washington Post Magazine in 2015 - Sean Geiger
    • Recognized as a top financial advisor by Virginia Business Magazine in 2007, 2008 and 2009 - Sean Geiger
    • Recognized by the Leukemia and Lymphoma Society as the Man of the Year in 2010 - Sean Geiger

    Community Involvement

    Shaun Halberda is an active member of the Northern Virginia Technology Council (NVTC) that supports the work of the Equal Footing Foundation. Equal Footing is a non-profit organization working to encourage leadership and provide an engaging, hands-on technology learning environment to children through its various STEM-focused initiatives. He also volunteers his time with the foundation as a Member of its Board of Directors and Chairman of its Young Leaders Board.

        Location

        1650 Tysons Blvd
        Suite 1000
        McLean, VA 22102
        US
        Direct:
        (703) 556-8162(703) 556-8162

        Meet The Geiger Group

        About Me

        As a senior advisor on The Geiger Group at Morgan Stanley, Sean brings over 21 years in the industry, as a wealth manager.  He offers both competent and professional advice.  By combining Sean’s knowledge of wealth management and desire to help people live more meaningfully, he has realized his professional and personal goals.
        Sean provides comprehensive wealth management advice. His focus is on how to help his clients grow, preserve and distribute their assets in the face of volatile financial markets and life-changing events. He can help individuals and families seek a comfortable retirement, tackle long-term-care issues, and other factors that may erode wealth over time.
        Sean believes a balanced life is the essence of happiness. As such, he is dedicated to helping his community be a better place to live and work.
        Securities Agent: VA, WV, WA, VT, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MI, MD, MA, KS, GA, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1403979

        About Me

        Chris is an advisor on The Geiger Group Wealth Management Team at Morgan Stanley.  He focuses on portfolio management, market analysis and implementing investment strategies.
        Chris has been guiding seasoned business owners, corporate executives and other high net worth individuals and families through the wealth management process for nearly a decade.  After taking time to understand each of his client’s unique needs and goals, he constructs strategies tailored to meet their immediate and long term objectives.
        Chris received his MBA from University of Maryland’s Smith School of Business in 2015 and holds a BA from University of Delaware in 2006.  His long running passion for investing and financial markets began during his undergraduate work, where he held a leadership role at the school’s investment club.  During his graduate work, he was the Portfolio Manager of the school’s Global Equity Fund, where he managed a team of analysts and directed the fund’s investment decisions.  In his free time, Chris enjoys a wide variety of sporting and physical activities – including golf, soccer, racquetball and paddle boarding.
        Securities Agent: VA, WV, WA, VT, TX, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MI, MD, MA, KY, KS, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 826517

        About Me

        Ben provides support in all phases of client service, relationship management and account maintenance, and assists with the business activities for the Geiger Group.  He focuses on understanding clients’ needs and communicating with them frequently.  Ben is committed to delivering the highest level of professionalism and exemplary service to every client.
        Ben is a 2014 graduate from Franklin and Marshall College in Lancaster, PA with a major in Business, Organizations, and Society and a minor in Economics. After graduation, he became Series 7 and 66 registered while working at the Morgan Stanley office in York, PA. Ben comes from a family with ties to Morgan Stanley – His father, Mark Brennan, is currently the Branch Manager in York, PA. 

        Ben grew up in Baltimore, Maryland and now resides in Tysons Corner, Virginia with his fiancé Ivana. He enjoys watching and playing sports, as well as spending time exploring the D.C. area with his fiancé.
        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

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        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

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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
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

        6 Keys to Building a Startup

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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
        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.

        Mosaic

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        Ready to start a conversation? Contact The Geiger Group today.
        Market Information Delayed 20 Minutes
        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.

        3Morgan 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.

        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.

        5Morgan 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.

        6Morgan 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.

        7Tax 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.

        8Morgan 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.

        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.

        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.


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