Phone:
(202) 862-9164(202) 862-9164
The Richardson Group at Morgan Stanley
Direct:
(202) 862-9000(202) 862-9000
Our Mission Statement
Meaningful relationships, built on trust and grown through consistent interaction. Leveraging experience, deep intellectual capital markets knowledge, and dedicated personal service to help you and your family meet your most important financial and life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Alternative Investments Solutions
Our advisors believe that thoughtfully selected alternative investments can play a valuable role in a client's broader portfolio strategy. From private equity to real assets and beyond, these opportunities offer a different avenue for diversification, one that has historically been reserved for institutional investors.
A Plan as Dynamic as Your Life
Life isn't stagnant, and your retirement plan shouldn't be either. Retirement is fluid, priorities shift, circumstances change, and what mattered five years ago may look different today. Through consistent, ongoing connection, we stay closely attuned to those changes, adapting your plan alongside you through it all.
A Plan That Grows With You
- Step 1: Getting to know you (Wherever You Are in the Journey) Whether retirement is years away or already here, we start with a real conversation; your goals, your family, and what this stage of life actually looks like for you.
- Step 2: Building the Full Picture - We map out where you stand today, consolidate assets, identify any gaps, and keep a close eye on tax implications and your broader financial picture.
- Step 3: A Plan Built for Where You're Headed - From consolidating accounts before retirement, to structuring tax-efficient income once you're there, we tailor our recommendations to the stage of retirement you're actually in.
- Step 4: Stayin With You as Retirement Unfolds - Beyond income and growth, we help you think through protecting your family's lifestyle, preserving wealth and planning for long term considerations.
Navigating Equity Compensation For Executives
From concentration risk management to vesting and exercise strategy, we help clients diversify their positions in a tax-efficient way - ensuring their equity compensations works in service of their broader financial strategy, not just alongside it.
Location
1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-9000(202) 862-9000
Meet The Richardson Group
Phone:
(202) 923-1590(202) 923-1590
About Me
Josh is a Portfolio Manager with 10 years of experience helping individuals, families, and professionals pursue their financial goals through comprehensive wealth management and retirement planning strategies. With a client-centered approach, Josh focuses on understanding each client’s unique objectives, risk tolerance, time horizon, and life priorities in order to develop tailored investment and planning solutions.
Throughout his career, Josh has worked closely with clients across a range of financial circumstances, providing guidance on portfolio construction, asset allocation, retirement income planning, tax-aware investment strategies, and long-term wealth preservation. He is particularly experienced in helping clients prepare for major life transitions, including retirement, business succession, inheritance planning, and intergenerational wealth transfer.
Known for his disciplined investment process and commitment to clear communication, Josh emphasizes education, transparency, and ongoing portfolio review. He partners with clients to help them make informed decisions in changing market environments while staying aligned with their broader financial plans.
Josh is dedicated to building long-term relationships based on trust, professionalism, and personalized service. His goal is to help clients feel confident about their financial future and better prepared to navigate the complexities of wealth management and retirement planning.
Throughout his career, Josh has worked closely with clients across a range of financial circumstances, providing guidance on portfolio construction, asset allocation, retirement income planning, tax-aware investment strategies, and long-term wealth preservation. He is particularly experienced in helping clients prepare for major life transitions, including retirement, business succession, inheritance planning, and intergenerational wealth transfer.
Known for his disciplined investment process and commitment to clear communication, Josh emphasizes education, transparency, and ongoing portfolio review. He partners with clients to help them make informed decisions in changing market environments while staying aligned with their broader financial plans.
Josh is dedicated to building long-term relationships based on trust, professionalism, and personalized service. His goal is to help clients feel confident about their financial future and better prepared to navigate the complexities of wealth management and retirement planning.
Securities Agent: AZ, AL, VA, PR, MA, KY, HI, FL, DE, CO, AR, NY, VI, SD, NM, AK, MT, MI, MD, IN, ID, WV, MO, OR, CT, WY, NV, KS, DC, CA, WI, WA, VT, PA, OK, NC, ME, IL, UT, TX, SC, OH, GA, RI, NJ, ND, MS, MN, IA, LA, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1666083
NMLS#: 1666083
About Dominic Corrigan
Dominic Corrigan is a Financial Advisor Associate who joined the Richardson Group in 2026.
Prior to joining Morgan Stanley, Dominic spent his early finance career at KPMG in Australia, where he worked in mergers and acquisitions on the Deals team through an IT-focused - an experience that gave him a strong foundation in navigating complex, high stake transactions.
Dominic earned his degree in Finance from Temple University, with a concentration in Asset Pricing.
Outside of his work, Dominic enjoys surfing, golfing, skiing, and traveling with his wife.
Prior to joining Morgan Stanley, Dominic spent his early finance career at KPMG in Australia, where he worked in mergers and acquisitions on the Deals team through an IT-focused - an experience that gave him a strong foundation in navigating complex, high stake transactions.
Dominic earned his degree in Finance from Temple University, with a concentration in Asset Pricing.
Outside of his work, Dominic enjoys surfing, golfing, skiing, and traveling with his wife.
Securities Agent: KS, IL, DC, HI, CA, SD, DE, VA, NE, ID, FL, CO, AR, SC, GA, AZ, PR, OK, NM, LA, WA, NY, NV, MO, MI, MD, CT, VI, OH, MS, AL, WV, UT, TN, RI, MT, MN, ME, MA, IN, IA, AK, WY, PA, NJ, NH, NC, WI, VT, TX, OR, ND, KY; General Securities Representative; Investment Advisor Representative
Contact Josh Richardson
Contact Dominic Corrigan
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact The Richardson Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
