The Tufton Group at Morgan Stanley

Scott J. Hesekiel, CFP is a Senior Vice President, Wealth Advisor, Consulting Group Analyst, and Senior Investment Management Consultant at Morgan Stanley. He has been assisting clients as a Wealth Advisor for more than 35 years – all at Morgan Stanley. Prior to Scott joining Morgan Stanley, he earned his B.S. in Economics and Business Administration with a concentration in Finance from Towson University.

Scott leads The Tufton Group, a team of seven professionals, addressing the comprehensive investment consulting needs of their clients. He listens to understand individual needs and goals and develops solid long lasting relationships. Scott has an immense passion for helping his clients reach their financial goals.

Always gaining knowledge within the financial space, he underwent extensive training to become a CERTIFIED FINANCIAL PLANNER™ practitioner. The rigorous certification process included completing an 8 month comprehensive course of study and passing a two-day 10 hour CFP^® Certification examination. As a CFP, this makes him a fiduciary, requiring him to be bound both legally and ethically to act in the clients best interest. In addition, he has a specialty as an Insurance Planning Specialist.

Scott has two grown children and he resides in Lutherville, Maryland. He also has a passion for giving, making contributions to various charitable foundations. In his free time, Scott’s interests include working out, traveling, and golfing.

Roy A. Longanecker III is an Associate Vice President, Senior Portfolio Manager and Financial Advisor with the Tufton Group. He joined Morgan Stanley in 2009 and has over 20 years of experience in the industry.

Roy grew up in a single parent household that saw his mom struggle with planning for retirement. This upbringing helped to create a passion for helping people with similar circumstances. He felt strongly that not only could he help his mom, but that he could provide the right guidance for all people that needed help in reaching their financial goals.

With a skill set in Portfolio Management, Roy provides a Financial Planning based experience with a 4 Step Disciplined Process (1) Discovery (2) Forming your strategy (3) Implementing your plan (4) Measuring your Success. This process allows him to not only build a relationship with his clients, but help them reach their personal goals in a strategic way.

In his free time, Roy is a Foundation Board Member CCBC (Community College of Baltimore County), Freemason and Shriner.

California Insurance License Number M42369

Malcolm E. Steigerwald is a Senior Portfolio Manager, Alternative Investments Director, Insurance Planning Director, Chartered Retirement Plans Specialist, and Financial Advisor at Morgan Stanley. He has over 20 years of experience in finance and over 30 years of experience as a business owner. He has been with Morgan Stanley since 2002.

Malcolm specializes in creating customized wealth management strategies for clients with a particular emphasis on portfolio management. In addition, he leverages his experience in the alternative investment space to help his clients achieve their financial objectives. Malcolm is constantly looking to provide results for his clients and will determine the products he utilizes according to those results.

Being a business owner for over 30 years, with offices and manufacturing plants in 3 states and up to 200 employees, has provided him with the ability to have a better understanding of the challenges that face business owners and the passion for building personal relationships with clients. Paired with this, is an expertise as a Chartered Retirement Plans Specialist, Alternative Investments Director, and Financial Planning Specialist. He is also licensed in the Health & Life insurance space.

Malcolm is heavily involved in the community and with philanthropy having served as the Former Commissioner of The Baltimore City Economic Development Commission, former member of the Foundation Board of The Community College of Baltimore County and former President of The Leukemia Research Foundation. In addition, Malcolm is a member of the Tupenny Club of Baltimore and the Worldwide Kenpo Karate Association.

California Insurance License Number 0M42810

As a Financial Advisor, she focuses on financial planning and has achieved the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Qualified Plan Financial Consultant and Financial Planning Specialist designations. She is an alumna of The University of Maryland, Baltimore County, where she majored in Financial Economics. While in college, she served as the treasurer of the Pre-Nursing Society and was a member of the Economics Council.

Katherine now lives in Street, Maryland with her husband Nick and their dog. She has always been competitive and has had a lifelong passion of sports. In 2021, she participated in the Miss Maryland USA pageant, where she competed against many other successful women.

She has always been intrigued by the stock market and the ability to invest money and she is happy to be in a position where she can help clients gain a sound financial state. She is currently a member of Morgan Stanley’s Women’s Business Alliance and Wealth Management Women’s Network. Having a full grasp of the modern financial tools available here at Morgan Stanley, her focus is to give clients a world-class experience unlike any other. She strives to provide outstanding customer service and to go above and beyond their expectations to best serve clients to help them achieve their financial goals. She is excited to help you on this journey.

Lisa is a Senior Registered Associate and Financial Planning Specialist with The Tufton Group. Lisa graduated Cum Laude with a B.S. in Finance and Economics from Towson State University. Upon graduating Lisa began her career in the Bureau of Public Debt Treasury Department conducing the weekly Treasury bill auctions then moved onto Legg Mason as a Municipal Bond Trader for 23 years. Once Legg Mason sold their Financial Advisors to Smith Barney Lisa moved onto Ferris Baker Watts to continue her long career in Municipal Bond Trading. However Ferris Baker Watts was bought out by RBC three years later and Lisa was on the move again. She began her next career with Morgan Stanley with the Tufton Group where she remains 14 years later. She has 40 years of experience within the industry and has been with Morgan Stanley Wealth Management since 2008.

As an integral part of the team, Lisa utilizes her 40 years of experience in the financial services industry to help clients achieve their life goals. She is diligent in providing each client with exceptional client service and is committed to building strong client relationships.

Lisa graduated Cum Laude with a B.S. in Finance and Economics from Towson State University. She holds the Series 7, 63, 65 and Life and Health insurance licenses, along with a Financial Planning Specialist designation.

In her spare time, she likes to draw, sketch and paint pictures. Lisa and her husband Stuart have been married for 41 years.

Nikki Middlestadt joined Morgan Stanley in 2015 as a Client Service Associate. Nikki plays a key role on the team in her daily activities as she manages the service and proactive operations of the client experience. She strives to deliver superior client service.

Nikki graduated from Ohio University with a BS in Business Administration.

Nikki lives in White Marsh area with her husband Mark and her 3 kids Hannah, Grace and Ryan.