The Stuart Group at Morgan Stanley

David has 45 years of experience as a Financial Advisor with Morgan Stanley. After graduating from American University with a degree in Political Science and Finance, David spent three years as a loan officer with Riggs National Bank and then joined EF Hutton in 1977. As a member of Morgan Stanley’s 2022 President’s Council, his focus is comprehensive wealth management for individuals including investments, retirement / estate planning, insurance and annuities. David was named among Washington’s Premier Wealth Advisors (’11,’12) by the National Association of Board Certified Advisory practices, Barron’s 2014, 2015, 2016, and 2018, as one “America’s Top 1200 Financial Advisors,” and in the Financial Times as “Financial Times Top 400 Advisers” in 2014 and 2015.  David is an avid Capitals and Nationals fan and enjoys golfing at River Bend Country Club. He lives in Great Falls, Virginia, with his wife, Jackie, and is very proud to have his two sons, Michael and Ryan as his partners for 16 years.

2014-2016,2018 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2016,2018). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.

Michael has worked in finance since his graduation from Tufts University in 2000 with a degree in Economics and Political Science.  At Tufts, Michael played four years of varsity ice hockey, three years of varsity golf and was President of his fraternity, Theta Delta Chi.  After four years in Boston, Michael excelled as an Equity Trader for E*TRADE Financial in New York City.  He spent five years trading in Manhattan before coming to Washington to join The Stuart Group.  Michael is a CERTIFIED FINANCIAL PLANNER™ professional, who focuses on identifying financial blind spots, goals-based financial planning and portfolio management.  He is a member of River Bend Country Club and is a passionate Washington Capitals fan.  Michael lives in Arlington, Virginia with his wife, Jessica, and daughters, Skylar, Elle and Everly.

Ryan joined the Stuart Group at Morgan Stanley in 2006 after graduating from James Madison University with a degree in Finance and Accounting. As First Vice President and Senior Portfolio Manager, he focuses on assisting affluent individuals and their families reach their financial goals through a comprehensive wealth management strategy. He also works closely with small businesses and non-profits to help them achieve their ultimate goals. Out of the office you will often see Ryan on the golf course. He played Division I golf at JMU, is a scratch golfer and a former club champion at River Bend Club in Great Falls, Virginia. Along with his love of golf, Ryan shares his father and brother’s love of the Washington Capitals. He currently lives in Arlington, VA with his wife, Amy and their sons Conway and Aiden.

Carrie works closely with wealthy individuals and families to identify their financial goals and navigate a path toward helping achieve them. Whether ensuring clients can pay for their children’s education, retire when and how they want, or take that big trip they’ve always dreamed of, Carrie works directly with each client to help them stay on track to accomplish these goals. She also works with small businesses and not-for-profits, understanding their unique needs and assisting them in achieving their investment goals.
Carrie moved from Chicago to join the Stuart Group in 2012 and has been in the financial services industry since graduating from Northwestern University in 2005. She lives in Alexandria, Virginia, with her husband, Eric, and their dog, Wrigley. As Wrigley’s name implies, Carrie remains an avid fan of all things Chicago: the Cubs, the Bears, the Blackhawks, Chicago style pizza, and the Northwestern Wildcats. Carrie also loves the outdoors, playing in a local rec softball league, as well as getting crushed on the tennis court by her husband.

Debbie joined the Stuart group in February 2011 and has been with Morgan Stanley and its predecessors since 1982. Debbie’s goal is to provide each client with an exceptional administrative experience. Her strong relationships with the team ensure she can connect clients to the right person for the right job. Her experience, breadth of knowledge, and understanding of our clients' needs, benefit the team and the clients we serve. She enjoys spending time with family, especially her grandson, Mason. Debbie lives in Fredericksburg, Virginia and enjoys her two dogs.

Allie joined the Stuart Group in 2018, after graduating from UMBC with a degree in Financial Economics. She learned strong teamwork skills during her four years as a Division I swimmer, holding two school records. Allie has twice completed the grueling 4.4 mile Chesapeake Bay swim, and now swims on her own for fun. In addition to taking charge of daily client requests, her primary role is to focus on the team’s marketing efforts and to help clients take advantage of the robust suite of Morgan Stanley Online tools. Allie enjoys her role as a client service associate and her positivity and enthusiasm keep the team in good spirits. She enjoys spending time with friends and family and teaching swim lessons during the summer. Allie lives in Catonsville, Maryland with her husband, Ben and daughter, Charlotte.

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