The Potomac Group at Morgan Stanley

As a licensed investment professional for more than 20 years, Adam implements wealth-management strategies for clients, both corporate and high net worth families, by focusing on holistic financial planning and new business planning development.

Adam is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to the goals, values, aspirations and concerns; based on this input, Adam then works attentively to help them in achieving their financial objectives.

Adam is a member of Morgan Stanley’s 2018 President’s Club which recognizes his success as being one of the top financial advisors within the firm. Adam was recently named on the Barron's 2022 Top Advisor Rankings By State & the Forbes’ Best-In-State Wealth Advisors List 2022.

He attended NC State University in Raleigh, NC where Adam recognized his passion for helping people make the right choices so they could be financially independent later in life. Adam also attended the American College where he earned his Certified Financial Planning and Certified Retirement Plan Specialist designations. Adam and his wife Stephanie, live in Vienna, VA with their five children.

Barron's Top 1,200 Financial Advisors: State-by-State
​Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.

Gabe has focused his talents on serving the investment needs of high-net-worth clients, as well as corporations. He is responsible for designing and implementing the retirement plans that help our clients to attain the retirement lifestyle to which they aspire. His extensive knowledge in financial planning-retirement, estate planning strategies, education and asset allocation-complements Adam’s experience to ensure that our group provides comprehensive financial planning to meet the needs of all of our high net worth and corporate clients.

Gabe is a member of Morgan Stanley’s 2018 Master’s Club, which recognizes financial advisors with the highest professional standards in addition to excellence in client service. He is a Certified Financial Planner™ Professional and received his Certified Investment Management Analyst^® certification from The Wharton School of Business, University of Pennsylvania. Gabe was recently named on the Forbes’ Best-In-State Wealth Advisors List 2022.

Gabe graduated from the University of Vermont with a Bachelor of Arts in Zoology. Prior to his career with Smith Barney he was a Neurobiologist with the National Institutes of Health. Gabe and his wife Aimee, live in Bethesda, MD with their three daughters.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.

Dan focuses on providing comprehensive financial solutions to high net worth individuals and families. He works with clients to understand where they are today financially, where they’d like to go, and leverages the Firm’s intellectual capital and resources to deliver actionable recommendations in order to implement a well-rounded financial plan. He also works extensively with younger investors and helps educate them and advise them as they grow in both their personal and professional lives.
Dan graduated from Amherst College in 2014, where he studied European History and was a four year member of the varsity football program, captaining the team his senior year. He remains actively involved with football, as he coaches for the Maplewood youth football program in Bethesda during the fall and offseason.