Welcome

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Services Include
  • Asset Management1
  • Alternative Investments2
  • Financial Planning3
  • 529 Plans4
  • Lending Products
  • Retirement Planning5
  • Trust Accounts6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 861-5109(202) 861-5109
Toll-Free:
(800) 522-3546(800) 522-3546

Meet The Independence Wealth Management Group

About Me

Securities Agent: DC, WV, WI, WA, VT, VA, UT, TX, TN, SC, RI, PR, PA, OR, OH, NY, NJ, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1295546

About Me

Tim is a Senior Investment Management Consultant, Family Wealth Director, Senior Vice President, and Financial Advisor in the Washington, DC office of Morgan Stanley.

A 35 year plus financial advisor veteran, Tim focuses on helping preserve the wealth of high-net-worth individuals and families across the country. He provides portfolio management and comprehensive counseling regarding wealth preservation and transfer strategies, risk management, financial independence and retirement planning, charitable gifting, executive benefits, and more. Tim and his team develop customized, sophisticated investment solutions for their clients that provide for long-term investing. Utilizing an objective and goal-based approach to wealth management, and based on a disciplined four step investment process, Understand Propose, Agree/Implement and Review, his time-tested approach helps his clients adjust to changing circumstances while continuing to meet their financial goals.

Prior to joining Morgan Stanley in 2008, Tim worked for Blyth Eastman Dillon & Co., E.F. Hutton & Co., and most recently UBS Financial Services, Inc. where he was a Private Wealth Advisor and served on the national UBS Wealth Management Wealth Advisory Council and the national UBS Global Asset Management Wealth Advisory Council. Additionally, Tim holds the distinguished designations of Certified Investment Management AnalystSM (CIMA®) and Chartered Private Wealth Advisor (CPWA®) and holds certificates from the IMCA sponsored Fundamentals of Alternative Investments and Applied Behavioral Finance. He also is a member of the Association of Professional Investment Consultants (APIC). Tim holds his Series 3, 4, 7, 12, 24, 53, 63, and 65 licenses as well as Life Health and Variable Annuity Insurance Licenses.

Tim is a 1974 graduate of Washington & Lee University, where he earned a Bachelor of Arts degree in Economics. He is active in alumni affairs at Washington & Lee University as a member of the General’s Club and at Georgetown Visitation where he is a member of the St. Francis de Sales Society. Tim is very involved in his community, belonging to the Belle Haven Country Club, Farmington Country Club, and St. Mary’s Catholic Church. His personal hobbies include basketball, golf and reading.
Securities Agent: TX, DC, WV, WI, WA, VT, VA, UT, TN, SC, RI, PR, PA, OR, OH, NY, NJ, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
NMLS#: 1278972

About Me

Courtney is a Financial Advisor with Morgan Stanley and has been with the firm since 2008, previously acting as a Registered Associate for the team. She began her career with UBS Financial Services Inc, serving as a Registered Client Service Associate while supporting Tim in his roles as both Sales Manager and Private Wealth Advisor. The entirety of her experience in the industry has been focused on the Wealth Management approach. Currently, Courtney concentrates on comprehensive financial planning and asset allocation for high net worth individuals. She focuses on helping their clients achieve their financial goals by developing, implementing, and communicating customized procedures, products and portfolio enhancements on a continual basis.

Courtney graduated with honors with a Bachelor of Science in Communication Studies degree from James Madison University and holds her Series 7 and 66 licenses as well as Life, Health and Variable Annuity Insurance Licenses. She is an active alumna of The Norfolk Academy, maintains membership at Trinity Episcopal Church in Upperville, VA, and stays involved in her local community through various civic outreach opportunities. Courtney’s personal hobbies include yoga, horseback riding and traveling.
Securities Agent: TX, DC, WV, WI, WA, VT, VA, UT, TN, SC, RI, PR, PA, OR, OH, NY, NJ, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1638801

About Me

Securities Agent: UT, DC, WV, WI, WA, VT, VA, TX, TN, SC, RI, PR, PA, OR, OH, NY, NJ, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, ID, IA, GA, FL, DE, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1297977

About Me

Tara manages client service operations for The Thompson Group at Morgan Stanley, providing a first class experience.  She interacts with clients on a daily basis and focuses on the specialized needs of ultra high net worth families.  Tara began her career with Morgan Stanley Wealth Management in Raleigh, North Carolina.  During her three-year tenure there, she became fully licensed with FINRA Series 7 and 66 and earned a Financial Planning Associate title.  She is experienced in creating and maintaining retirement plans for clients, outreach and marketing, strategic client reporting and on-boarding new clients.

A Connecticut native and a 2013 graduate of The George Washington University, she received a Bachelor of Business Administration and a minor in Psychology.  She is a Delta Gamma alumna, and member of the GW Alumni Association and Cathedral of St. Matthew the Apostle.  Her personal hobbies include reading, traveling, and volunteering.
From Our Team

A Comprehensive View of Your Financial Life


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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

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“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

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Learn more about Morgan Stanley and Justin Rose: A Winning Team
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
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
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.
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 Independence Wealth Management Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Alternative 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.

3Morgan 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.

4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

5Morgan 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.

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.

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