Our Story

We employ a long term approach to investment management with an emphasis on both active and passive strategies in an attempt to reduce overall volatility in our portfolios.   Our Guiding Principles:Understand that the future is always uncertain and volatility and downturns are normal market occurrencesAttempt to preserve assets during the inevitable downturns in the marketAttempt to participate fully in market upswingsSimple beats complex, but complex always sounds more intelligentLook for opportunities globallyBe stewards of the assets in our careAlways act with integrity
Services Include
  • Wealth Management1
  • Philanthropic Services
  • Estate Planning Strategies2
  • Financial Planning3
  • Retirement Planning4
  • 401(k) Rollovers
  • Annuities5
  • 529 Plans6
  • Cash Management7
  • Lending Products
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

The Team Approach

We believe that two or more Financial Advisors working together can provide higher level of service, increase coverage and greater depth and breadths of experience that benefit our clients. We also understand that clients have different backgrounds, different experiences and different needs and we believe that by working together collaboratively we can develop a comprehensive strategy to meet your financial goals.

    Location

    1650 Tysons Blvd
    Suite 1000
    McLean, VA 22102
    US
    Direct:
    (703) 394-1979(703) 394-1979
    Toll Free:
    (800) 336-0156(800) 336-0156

    Meet The Monument Group

    Photo of Sean W Hosty

    Sean W Hosty

    Senior Vice President, Financial Advisor, Senior Portfolio Management Director

    Phone:
    (703) 394-1980(703) 394-1980

    About Me

    Sean Hosty – Senior Vice President, Financial Advisor, Portfolio Management Director, CERTIFIED FINANCIAL PLANNER

    A partner of the Monument Group at Morgan Stanley and a Portfolio Management Director with 20 years of experience at Morgan Stanley, Sean leads the investment management of customized portfolio’s for clients.   He is also head of the research and selection of our ETF, mutual fund, fixed income and alternative investments and manages these discretionary investment portfolios for the group.  His services include retirement income planning, 401(k) reviews, asset management and comprehensive wealth planning.   

    Sean received his Bachelor of Science degree in Civil Engineering from Virginia Tech and his MBA in Finance from George Mason University.  He earned his Certified Financial Planner designation in 2002.  He is an active member in the community serving as Chairman of the Arlington Chamber of Commerce in 2006 and as the President of SCAN of Northern Virginia (Stop Child Abuse Now) in 2015 and 2017 – an organization created to help promote the well-being of children, improving parent-child relations and preventing child abuse and neglect. He is also currently on the Professional Advisors Council for the Arlington Community Foundation.

    Professional Details

    CERTIFIED FINANCIAL PLANNER™
    M.B.A. - Finance/Investments
    George Mason University
    Bachelor of Science - Civil Engineering
    Virginia Tech
    Blacksburg, VA
    Series 7 - General Securities Representative
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
    Series 31 - Managed Futures & Commodities
    Life, Health & Variable Annuities Insurance Licensed
    Arlington Chamber of Commerce
    2006 Chairman of the Board
    Member - Board of Directors
    Alexandria & Arlington Workforce Investment Board
    Member - Board of Directors
    Leadership Arlington
    2006 Graduate
    Member - Board of Regents
    Stop Child Abuse Now (SCAN)
    2015 President
    Member – Executive Committee
    Arlington Community Foundation
    Professional Advisors Council
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1285178

    About Me

    L. Michael Heuple – Senior Vice President, Financial Advisor, Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER, Family Wealth Director

    A partner of the Monument Group with 25 years at Morgan Stanley, Mike is the lead manager of our “all-weather” discretionary individual stock portfolio as well the head of our research and analysis of discretionary individual stock selections.  He works with high net-worth individuals and families providing comprehensive solutions.

    Mike received the Washingtonian Magazine Wealth Manager Award in 1994 and 2002.  He received his Bachelor of Science in Finance from the University of Maryland and earned his CERTIFIED FINANCIAL PLANNER designation in 2001. He is an active member in the community having served on the board of the Leukemia and Lymphoma Society and is currently a member of Mission to Heal. He also volunteers his time coaching hockey.

    Professional Details

    CERTIFIED FINANCIAL PLANNER™
    Bachelor of Science – Finance
    University of Maryland
    Series 7 – General Securities Representative
    Series 66 – Combined Investment Advisory Agent & Uniform State Exam
    Life, Health & Variable Annuities Insurance Licensed
    Leukemia & Lymphoma Society
    Member - Board of Directors
    Mission to Heal - Member
    Washingtonian Magazine - Top Investment Advisor
    1994 and 2002
    Coaches Hockey - High School
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1252995

    About Me

    Elena Kochman, Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER

    A partner of the Monument Group at Morgan Stanley and with over a decade of industry experience, Elena is lead manager for client’s interested in discretionary Social Impact Investing.  Elena also helps clients manage and identify the appropriate investment vehicles to meet their charitable goals using Donor Advised Funds, Private Foundations, Charitable Remainder Trusts or other charitable structure seeking to maximize the positive impact to the charity and the client. Whether a checkbook philanthropist, or the desire to create a lasting legacy, Elena strategizes with the families and individuals to create the story and achieve the impact they wish to implement.

    Elena is also responsible for developing tailored financial plans, including risk management analysis, to meet client’s short and long term financial goals and is integral in executing core strategies for the team.

    Elena received her Bachelor of Arts degree in Biology with a minor in Business Administration from the University of Delaware and earned her Certified Financial Planning designation in 2011. Elena is currently a member of the Rainmaker’s Giving Circle whose mission is to improve the lives of economically vulnerable girls and women age 21 or younger by supporting programs that help them develop useful life skills, improve their self-esteem and achieve their full potential. 

    Professional Details

    CERTIFIED FINANCIAL PLANNER™
    BA - Biology
    University of Delaware
    Newark, DE
    Series 7 - General Securities Representative
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
    Series 31 - Managed Futures & Commodities
    Life, Health & Variable Annuities Insurance Licensed
    Financial Planning Specialist designation
    Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1295631

    About Me

    Adam Giles, Financial Advisor

    Adam joined the Monument Group in 2016 as a partner after 8 successful years in the industry. He is actively involved in providing solutions in equities, fixed income and ETFs to existing clients.  His focus is fixed income securities and alternative investments including private placement, hedge funds and real estate investment trusts.

    Adam received his Bachelor of Science degree in Corporate Finance from Virginia Tech and his Certificate in Financial Planning from Georgetown University in 2014. 
    Professional Details

    Bachelor of Science - Corporate Finance
    Virginia Tech
    Blacksburg, VA
    Series 7 - General Securities Representative
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
    Life, Health & Variable Annuities Insurance Licensed



    The investments and services listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WV, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1301180

    About Me

    Jackie Huynh  - Senior Registered Associate

    Jackie began her career at Morgan Stanley in 2005. She focuses on our client’s administrative needs and strives to provide a high level of client service. Her responsibilities include opening and updating client accounts, preparation of client reviews, processing service requests and extensive operational support.  She is responsible for our team’s client service model and providing a positive client experience.

    Jackie graduated from George Mason University in 2005 with a Bachelor of Science in Finance and became a registered associate in 2010. Jackie is also fluent in Cantonese. 

     Professional Details

    Bachelor of Science - Finance
    George Mason University
    Series 7 - General Securities Representative
    Series 63 - Uniform Securities Agent State Law Exam
    Series 65 - Uniform Investment Adviser Law Exam
    Fluent in Cantonese
    From Our Team

    Maximum Benefit and Contribution Limits 2012-2018


    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.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
    The 2019 Wanderlust List

    The 2019 Wanderlust List

    The world awaits your next adventure. Start here.

    More from Morgan Stanley

    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 Monument Group today.
    Market Information Delayed 20 Minutes
    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.

    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.

    2Morgan 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.

    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.

    4Morgan 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.

    5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6Investors 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.

    7Morgan 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

    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