The Strosnider Dudderar Wealth Management Group at Morgan Stanley

Kent Strosnider, CFP^®, has over 30 years of investment management experience and has been with Morgan Stanley since 1994. He is a Managing Director, Alternative Investments Director, Family Wealth Director, Global Sports and Entertainment Director, Workplace Advisor - Equity Compensation, and Financial Advisor with Morgan Stanley Wealth Management.

Kent is Series 7, 63, 65, & 31 licensed. He holds his CERTIFIED FINANCIAL PLANNER™ designation and his Life and Health Insurance licenses. As the leader of a group at Morgan Stanley, Kent has demonstrated professional knowledge and experience in several areas including strategic allocation, traditional and alternative investment selection, liabilities and lending assessment, estate and trust planning strategies, philanthropic services, life insurance, risk assessment and investment banking.

Kent and his team provide the strategies and potential solutions to clients to help prepare for the financial objectives and challenges that can occur with each milestone in life. At the core is a commitment to a high level of personalized service founded on responsiveness and efficient complex problem-solving.

Kent earned his B.A. from Elon University. He currently serves on the Elon Parents Board. While formerly serving on the Elon Alumni Board from 2011-2015 and on the Pro Bono Counseling Project Board from 2015-2019.

Kent is a Baltimore native, Kent is married to his wife, Laura, and they have two daughters. In his spare time, Kent enjoys traveling, skiing, running and spending time with his family.

Kent.Strosnider@morganstanley.com
(410) 736-5389

Jason is a Chartered Financial Analyst with over 24 years of industry experience and has been with Morgan Stanley since 2002. He focuses on providing custom portfolio management & planning to meet our clients’ financial goals & objectives. Achieving the CFA designation in 2009 demonstrates his commitment to providing the highest level of portfolio management, risk management & planning for clients. Jason is Series 7, 66 and 31 licensed and holds his Life and Health Insurance licenses.

Jason has helped high net worth clients create and implement comprehensive wealth management strategies. He has accomplished this through his focus in asset allocation, investment management, private market investments and financial planning. Jason is part of a team that has been named Best-In-State Wealth Management Teams since 2022.

Jason graduated from St. Mary's College of Maryland with a B.A. He is a current member of the Carroll County Land Trust Board, and a former member of Maryland New Directions Board of Directors.

Jason currently resides in Parkton with his wife and three young daughters. In his spare time, he enjoys spending time with his family and horseback riding.

2022 -2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022 -2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

https://www.morganstanley.com/disclosures/awards-disclosure.html

Helping you better understand, make good decisions with, and enjoy your money.

Brad’s parents worked tirelessly to provide the best lifestyle and education possible for him and his sister. Although, even at a young age, Brad could tell that this thing called “money” kept causing his parents pain. Since about 9 years old, Brad has always been curious about money and how if he could just figure out how it worked, then he would be able to help not only his family, but everyone else avoid a lot of suffering.

Brad didn’t have a clear picture of how to figure it out, but ever since his days of being the neighborhood lawn mower and driveway shoveler, he knew he wanted to be in “business”. It was not until his Sophmore year at Virginia Tech that the vision became more clear. While home on break, he tagged along with his dad for his Father’s annual review with their financial advisor and boy was Brad hooked. He vividly remembers thinking: “you mean I get to talk with people about how to manage their money, navigate the stock market, advise them on how to make progress toward the goals they hold closest to their heart and get paid for it???” Upon returning to Tech, it turned out that there was an entire Major dedicated to the study of Personal Finance. Brad changed his Major the first week back.

Brad has been incredibly lucky to work with a number of successful advisors through internships and jobs that led him him to his team at Morgan Stanley. Brad climbed through the ranks, receiving his Series 7, & 66 licenses and has also earned the CERTIFIED FINANCIAL PLANNER™ designation, learning the ropes of every position. He answered phones, filed paperwork, sat in on meetings, compiled financial plans and has now been advising his own clients for several years. Brad has always compared his career to this point with that Modelo commercial where they show the Brewmaster who started as the guy cleaning the kegs.

Now, Brad’s focus is on helping executives and business owners keep more of what they have worked so hard to build, as well as families with Special Needs to help make sure their loved ones are taken care of. Through strategic, creative planning and personal service, his clients and their families’ feel understood, confident, and clear in where they stand. Brad and his team use their comprehensive planning process to make sure all boxes are checked and stay up to date on the latest industry trends to continually strive to improve our service and advice.

Outside of the office, you will find Brad running around the Inner Harbor, going to the gym, and staying up to date on all things Hokies and Ravens. He also enjoys playing golf, as well as participating in action sports such as riding motorcycles, snowboarding, and wake boarding. He finds a ton of satisfaction by participating in community events including the organization of the annual Morgan Stanley Special Olympics of Maryland Polar Bear Plunge Team, volunteering with the Special Olympics soccer program, running with James and the Athletes Serving Athletes team in the Baltimore Running Festival, local park clean ups, and other donation-based events in the Baltimore area.

NMLS: 2667439

Sandy Loys is a Financial Advisor with the Strosnider Dudderar Group. She has over 30 years of experience in the financial industry and has been with Morgan Stanley since 2018.

She helps clients develop their unique plan and builds long lasting relationships.

Her passion is to work with retired individuals or those ready to retire. Being proactive and prepared for the next chapter of their life.

Sandy is Series 7, 66 and holds her Life and Health Insurance licenses.

Sandy is a member of the Baltimore Estate Planning Council and Baltimore Women’s Golf Association.

Sandy is a Maryland native, resides in Ellicott City with her husband, and has five children, seven grandchildren and a rescue bulldog. In her spare time loves spending time with her family, golfing and enjoying the beach. 

Stephen Macko is a First Vice President, Senior Portfolio Manager, and Financial Advisor with the Compass Group at Morgan Stanley. With over 30 years of experience in financial services, Steve focuses on building custom financial plans and portfolios that aim to help clients manage risk and protect wealth.

A graduate of West Virginia University, Steve earned his Bachelor of Science degree in Finance. He began his career with Metropolitan Life, advising clients on mutual fund investments and retirement planning strategies. He’s been a financial advisor with Morgan Stanley since 2007, previously working for Dean Witter and A.G. Edwards and Sons.

Drawing on his Senior Portfolio Manager and Certified Financial Planner™ designations, Steve works closely with clients to help develop highly customized financial plans and investment strategies. Whether guiding clients through retirement, estate planning strategies, or gifting solutions, Steve aims to fully understand each client’s goals, vision, and values so he can translate those intangibles into a meaningful wealth management plan. Deeply committed to providing a high level of personalized service, Steve is dedicated to transparency, straightforward communication, and keeping clients well-informed throughout the planning process.

Outside of the office, Steve lives with his wife, Jennifer, and their two sons in Marco Island, Florida, where he has resided for more than twenty years. In his free time, Steve enjoys playing golf, fishing, skiing and travelling with his family.

Jason Zapalski is a Vice President, Portfolio Management Director, and Financial Advisor with Morgan Stanley. With more than 20 years of financial services experience, Jason focuses on creating customized investment strategies and financial planning solutions.

Jason graduated cum laude from the University of Miami and received a Bachelor of Science degree in Finance. Since college, he knew he wanted to be in portfolio management to help people make the most of their hard-earned money. Jason joined Morgan Stanley in 2003. He earned his Certified Financial PlannerTM designation in 2007 so that he could better serve clients by integrating all aspects of the financial planning process – including retirement planning, investment management, and estate planning.

As a Senior Portfolio Manager, Jason believes that the most successful investments are those that help clients reach their goals and protect what they have. He began to understand this on a more personal level after the birth of his son, which strengthened his commitment to the financial planning process. That’s why Jason strives for a deep understanding of his clients’ needs and objectives right from the start. He then builds customized financial plans and investment portfolios, monitors them closely, and adjusts as needed. Jason also oversees asset allocations and alternative investment models, and works closely with Stephen Macko to develop customized estate planning strategies for the team’s clients.

Originally from southeast Michigan, Jason has called southwest Florida home for more than twenty years. Jason is married to his high school sweetheart, Tania, and when not in the office enjoys spending time with his wife and son, watching and playing sports with his family, and leisure time boating.

Tony Alcala is an Assistant Vice President and Business Development Director. He has 26 years of experience in the financial industry and over 24 years with Morgan Stanley and predecessor companies. Tony believes in the fundamental importance of evaluating a client’s full financial picture to best align their resources with their goals. He is responsible for implementing financial plans that help our clients attain the lifestyle they aspire to. His goal, he says, is to deliver a first-class experience to all of the team’s clients. He is Series 7, 63, 65 and 31 licensed and holds his Life and Health Insurance licenses as well. Additionally, Tony is a CERTIFIED FINANCIAL PLANNER™ professional which identifies financial professionals that have committed themselves to a high level of wealth planning advice, continuing education and ethical conduct. Tony earned his B.A. at Towson University and is fluent in Spanish.

Tony resides in north Baltimore County with his wife and their two children. In his spare time, Tony enjoys the outdoors and spending time with his family.

Marissa Bennett, CFA is an Assistant Vice President and Portfolio Management Associate with The Strosnider Dudderar Group at Morgan Stanley.

Marissa graduated with Magna Cum Laude honors from Towson University where she earned her B.S. in Business Administration with a concentration in Finance. She started as an intern on the team in 2015 and transitioned to a full-time role upon graduation.

Marissa’s role includes investment manager research, portfolio construction and management. She is responsible for crafting investment strategies that are specifically tailored to help meet each client’s financials goals and needs. She also conducts ongoing asset allocation modeling, analysis of portfolio holdings and performs various performance reporting functions.

Marissa holds the Series 7, Series 66 and Life & Health Insurance licenses. In addition, she obtained the Chartered Financial Analyst, (CFA^®) designation.

Marissa currently resides with her husband and daughter in Hampstead. In her spare time, she enjoys golfing, interior design, cooking and spending time with her family and dog.

Kim is a Registered Client Service Associate and holds her Series 7 and 66 licenses. She began her career at Legg Mason in 1998 and has over 25 years experience in the financial industry. Kim manages the operational functions for the Strosnider Dudderar Wealth Management Group and handles a number of duties including client onboarding, estate and trust processing, account transfers, gifting, lending operations and retirement account support. She works closely with clients and our financial advisors to provide timely and coordinated account services.

Kim was very active in her local community having served on PTA and Recreation Council Boards and working in scouting programs over the 20 years her children were involved.

She resides in Carroll County and enjoys spending time with her four adult children and young grandson. She also keeps busy with her two rescued dogs and working with the elderly in Towson, MD.

A local grown Baltimorean, Thomas appreciates the ‘Smalltimore’ aspect of the city and the uniqueness thereby associated. He graduated from the University of Delaware with a B.S in Chemistry along with a minor in Economics and decided to pursue a path in the financial world where he now serves as a Client Service Associate for the Strosnider Dudderar Wealth Management Group at Morgan Stanley.

Thomas Finney is a Registered Client Service Associate. He is fully licensed with the Series 7 and 66.

Currently, Thomas lives in Towson and spends much time with his friends and family. In his spare time, he loves working out, attending Hunt Valley Horsepower, and enjoying a good book.

In her role as a Business Development Associate, Bria Freeman is charged with enhancing all aspects of our clients' experience, as well as assisting The Strosnider Dudderar Group Financial Advisors with investment management implementation. Bria helps to also manages the operational functions and day-to-day needs of both the team and advisors.

Prior to joining the Strosnider Dudderar Group, Bria built a team at Merrill Lynch that focused on establishing and funding trusts for high-net-worth families.

Bria holds a Bachelor of Arts degree in public relations from Howard University. She currently resides in Baltimore, Maryland with her husband and son. She enjoys advocating for inner-city youth, engaging/playing with her three active dogs, fishing and trying new things.

Demetri grew up in the Baltimore area and always knew that he wanted to stay local. He recently graduated from Salisbury University with a B.S in Finance. As a Client Service Associate for the Strosnider Dudderar Wealth Management Group at Morgan Stanley, Demetri can bridge his love of finance with client interaction.

He is working on becoming registered and will be taking his Series 7 and 66 in the coming months.

Demetri currently lives in Towson with his two dogs. In his spare time, Demetri enjoys golfing, fishing, and spending time with family.

Holden is originally from Charlotte, NC, but moved to Baltimore in March of 2023. He studied finance and accounting at Clemson University, before transferring to the University of North Carolina at Charlotte, where he graduated in 2018 with a B.A. in Political Science and Economics. Holden recently decided to pursue a path in the financial world where he now serves as a Client Service Associate for the Strosnider Dudderar Wealth Management Group at Morgan Stanley.

He is working on becoming registered and will be taking his Series 7 and 66 in the coming months.
Holden currently lives with his wife Amanda and their cat Misha. In his spare time, Holden enjoys golfing, hiking, and tennis.