Adam T Rorrer, CFP®, CRPS®
Managing Director, Wealth Management, Financial Advisor, Corporate Retirement Director, Lending Specialist, Senior Investment Management Consultant, Senior Portfolio Manager
Phone:
(301) 961-3329(301) 961-3329
The Potomac Group at Morgan Stanley
Direct:
(301) 961-3328(301) 961-3328
Toll-Free:
(800) 745-4503(800) 745-4503
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 961-3328(301) 961-3328
Toll-Free:
(800) 745-4503(800) 745-4503
Meet The Potomac Group
Gabe J Aronson, CRPS®, CIMA®, CFP®
Executive Director, Financial Advisor, Corporate Retirement Director, Senior Portfolio Manager
Phone:
(301) 961-3328(301) 961-3328
Financial Advisor, Workplace Advisor – Equity Compensation, Insurance Planning Director
Phone:
(301) 664-6846(301) 664-6846
Valerie A. Watson
Vice President, Wealth Management Associate
Phone:
(301) 961-3326(301) 961-3326
Katie Davis
Wealth Management Associate
Phone:
(301) 657-6344(301) 657-6344
About Adam T Rorrer
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.
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.
Securities Agent: KS, DC, TN, OK, NH, LA, ID, SC, NC, MA, PA, NJ, IN, IL, CO, WV, KY, AZ, PR, MT, MN, MD, AR, AL, WA, VT, OH, MI, CT, UT, NY, NE, MO, TX, NV, CA, RI, NM, IA, GA, DE, WI, VA, SD, OR, ME, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1339277
NMLS#: 1339277
About Gabe J Aronson
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.
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.
Securities Agent: VT, NY, VA, OH, NE, NC, KS, CA, NM, MO, IA, FL, SD, MD, KY, IL, DE, AR, IN, ID, CT, AZ, WV, WI, PR, MT, GA, CO, AL, NJ, LA, WA, MN, DC, NH, MI, ME, MA, UT, PA, OR, OK, NV, RI, TX, TN, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265041
NMLS#: 1265041
About Daniel Chun
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.
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.
Securities Agent: CO, ID, MD, DE, CT, UT, TX, TN, NC, LA, IN, CA, AR, SD, PA, KY, KS, DC, VT, OH, ME, AZ, WV, WA, NY, MO, MI, MA, WI, OR, IA, VA, OK, NM, NE, MT, FL, PR, IL, AL, RI, SC, NV, GA, NJ, NH, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1297925
CA Insurance License #: 0M38392
NMLS#: 1297925
CA Insurance License #: 0M38392
Contact Adam T Rorrer
Contact Gabe J Aronson
Contact Daniel Chun
Wealth Management
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Financial Wellness
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Ready to start a conversation? Contact The Potomac Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
