The Southwest Ohio Group at Morgan Stanley

David has been with the firm for over 40 years. He is very proud of the team that has been built over the years, their attention to client's needs and ongoing pursuit of becoming better investment professionals.

David lives in Beavercreek with his wife Sandy and their 3 boxers. They have been blessed with 4 grown children and their significant others as well as 3 grandbabies. David and Sandy enjoy their time with their family, time in Florida, fishing, and golfing.


1983 - present:  Morgan Stanley*

1993 - 1996:  Smith Barney Branch Manager  -  Dayton, OH

1991 - 1993:  Smith Barney Assistant Branch Manager  -  Dayton, OH

B.S., 1982
Wright State University  -  Dayton, OH

2009 - 2019:  Wright State University Foundation  -  Board of Trustees

1995 - 1999:  United Rehabilitation Services  -  Board of Trustees

Mike has over 27 years of industry experience. After graduating from Bowling Green State University with a B.S.B.A in finance, he worked for a mortgage lending company automating their company’s procedures and creating an internal accounting system before joining Morgan Stanley in 1996. Mike attained his Financial Planning Specialist Title in 2005 and his Certified Financial Planner^® designation in 2016. He is focused on making sure his clients plan for college, retire, estate planning strategies, and any other financial goals they may have. Mike lives in Kettering, Ohio with his wife, two children, and three Siberian Huskies. In his spare time, he enjoys spending as much time as possible with his family as well as travelling, relaxing with friends, and watching and playing sports.

2005 - present: Morgan Stanley

2003 - 2005: AXA Financial

B.S., Finance
University of Dayton

2011 Dayton Business Journal "Forty under 40"

CRPS - Chartered Retirement Plans Specialist



Source: Dayton Business Journal, “40 Under 40”, 2011. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Dayton Business Journal in exchange for the rating.

Morgan Stanley 2011 - present

B.S.B.A. - Fisher College of Business 1987
The Ohio State University

Bob utilizes his over 26 years of experience in the financial services industry to advise clients on wealth accumulation, preservation and transfer through the creation of customized wealth management strategies. This process includes portfolio construction, liability management, tax minimization strategies, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream. Through personal consultation, Bob works with his clients to establish financial goals and prioritizing their financial needs.

A graduate of Baldwin-Wallace College, Bob has a Bachelor of Arts in Business Administration. He is an active volunteer at The Dayton Art Institute and leads the corporate retirement services practice for the group. Bob resides in Centerville with his wife Stephanie, and two daughters, Reese and Reagan.

With more than 24 years of experience as a financial advisor, Jeff advises clients on wealth accumulation, preservation, and transfer strategies through the creation of individually customized wealth management and retirement planning. Jeff also provides frequent performance monitoring, personalized guidance, and periodic reviews of each client’s progress towards their financial goals. Prior to entering the financial services industry, Jeff was a leader in the telecommunications industry and worked for a Fortune 500 company tracking business operations and processing performance data analysis. As a Dayton native, he attended Wright State University and focuses on investment & lending needs for high net worth clients and business owners for the team. He and his wife, Holly, reside in Centerville, OH.

Brad entered the financial services industry in 2012 after 16 years trading securities, futures and options at the Chicago Mercantile Exchange. Brad consults with his clients to fully understand their financial needs and goals. With this information, Brad examines all aspects of his client's financial lives and how this translates to cash flow, trust and estate planning needs, liability management and the creation of a wealth management strategy. Utilizing his market experience as well as Morgan Stanley’s award winning research, Brad provides customized investment strategies tailored to the individual client. Of utmost importance, Brad seeks to provide the highest level of service that best addresses the needs of each relationship.

Brad is a graduate of Ball State University with a BS in Finance. He currently holds the Series 7 and 66 FINRA registrations as well as a license to provide insurance. Brad and his wife Georgia reside in Centerville with their two sons. Away from the office, Brad enjoys spending time hiking and travelling with the family, playing paddle tennis and golf.

Tanya’s experience in the brokerage industry started as a summer job in high school in the early 1990’s. She updated the posting books for her father before computers handled the trade reporting. From that point, her career in the brokerage business began. Her prior areas of training were operations, management, and most importantly, client support. Today she has worked with the Southwest Ohio Group for over 15 years and been with Morgan Stanley for over 18 years. Tanya and Jeff have 3 children, 3 dogs, and chickens. Tanya’s interests include traveling, cooking, and gardening.

Jerry has over 34 years of industry experience. After graduating from High School, he took a job clerking on Wall Street and eventually found his way to Dayton, Ohio. He’s been with Morgan Stanley since 1995 and completed a B.S. in Management at MacGregor/Antioch University. One of the highlights of his job, is working with long-term clients and getting to know their children and then grandchildren. Supporting his Advisors and their clients is where Jerry excels. He lives in Beavercreek, Ohio with his spouse, Neil, and their 2-year old English Toy Spaniel, Tuppence. Jerry loves reading, drawing, exercising, movies and eating anything Neil cooks.

Angela focuses on helping ensure clients have excellent service with their retirement distributions, credit and debit card inquiries, and education planning accounts, as well as a host of additional services.

John utilizes more than 45 years of experience in the financial services industry to provide an outstanding experience for the clients of The MDB Group. Many clients rely on his insight and abilities to help them achieve their financial goals.

Marcy entered the financial services industry in 1991. Often the first point of contact for clients, she assists clients with a variety of administrative needs and access to lending services.