The Veritas Group at Morgan Stanley

Greg joined Morgan Stanley in 1981 after receiving a Bachelor of Science degree in Economics from Virginia Tech. He has received the Wealth Advisor designation and is a Chartered Mutual Fund Counselor.

As an industry veteran, he brings significant experience and knowledge to the process of helping clients meet their individual financial goals. He has built long term relationships by blending prudent counsel, informed judgment, and sound advice with genuine concern for his clients. His approach is to help clients understand the context of their financial situation, guide them in setting appropriate financial objectives, and work with them in managing their assets to reach their objectives. Modern financial markets are complex and fast-paced, requiring a level of competence and capital beyond the scope of most individual investors. For these reasons, Greg believes that engaging world-class institutional portfolio managers is the most effective and efficient means of accessing global securities markets in a manner that maximizes returns and controls risk.

Taking a comprehensive, collaborative approach means actively providing advice and counsel as appropriate and making himself available and accessible when needed. Keeping clients informed, making recommendations, and providing regular portfolio monitoring are all part of the ongoing financial planning and investment management process.

Greg has been named by Forbes in its annual ranking of Best-In-State Wealth Advisors 2018-2023, was named One of America's Top Financial Advisors by Barron's in 2011 and 2012, and one of Virginia's Top Financial Advisors in 2005-2008, 2011, and 2018-2023 by Virginia Business Magazine.

Licensed and registered as both an Investment Adviser and a Registered Representative, Greg is also licensed with the New York Stock Exchange and the NASDAQ Stock Market. He has served as the Co-Chairman of the Morgan Stanley Financial Advisor Council and as a member of the Morgan Stanley Technology Council. He is a member of the Morgan Stanley Masters Council, an Associate Member of the Association of Christian Economists, and a member of the Omicron Delta Epsilon International Economics Honor Society.

He enjoys hiking, fishing, and shooting sports. He serves as a Regional Board Member with Hope International and is active in his church. Greg and his wife, Helene, have two grown children, two grandchildren and live in Virginia Beach.


Disclosures:
2018-2023 Forbes Best-In-State Wealth Advisors Ranking

Source: Forbes.com. Awarded 2018-2023. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2011-2012 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 2011-2012. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Bryant has enjoyed a 30 year career with Morgan Stanley as a Financial Advisor in Hampton Roads. Originally from southwest Virginia, he holds a Bachelor of Science degree in Finance from Liberty University. While at Liberty, he was a student-athlete and captained the 1992 football team. Bryant believes The Veritas Group’s three pillar business approach “Transparency, Accountability, and Sustainability” is foundational to its long term success with clients. He is also very proud of The Veritas Group’s commitment to not only doing good work for clients but also within the community.

In addition to serving clients, Bryant serves on the portfolio committee within The Veritas Group and holds the Portfolio Manager credential at Morgan Stanley. He and his wife of over 30 years, Joanie, along with their three children, Parker, Emily and Abigail call Hampton Roads home. Outside of The Veritas Group, the Bowden family has spent time teaching, mentoring and coaching young people through school programs and athletics. They also engage with multiple community outreach groups in Hampton Roads.

John has been a Financial Advisor with Morgan Stanley in Hampton Roads working with clients for almost 25 years. His father was in the United States Navy so John has lived in multiple places including Japan and Sicily but calls Norfolk home. John is an alumni of Old Dominion University graduating with a Bachelor of Science in 1992. His desire to help people and an interest in investments and planning helped John make the decision to join Morgan Stanley in 1999.

John is a CERTIFIED FINANCIAL PLANNER™ and spearheads the financial planning effort within The Veritas Group. As a CFP^® he works with Veritas Group clients to help create, implement and track a holistic financial plan to support them in reaching their financial goals. John and his wife Valerie have been married for almost 30 years and live in Norfolk with their daughter Sylvie, a student at Norfolk Academy. John enjoys traveling with Valerie and Sylvie and enjoys seeing new and exciting places.

Kyle was born and raised in Virginia Beach. He spent several summers working for the Virginia Beach Lifesaving Service as an oceanfront lifeguard which set the foundation for his desire to help people professionally. Upon graduating with a Bachelor of Arts in Political Science and a minor in Economics from Flagler College in Saint Augustine, Florida, Kyle began his professional career back in Virginia Beach. He pursued a consultative role analyzing the technology needs of businesses in the Hampton Roads area and implemented solutions which resulted in improved efficiencies and increased profitability.

Since joining The Veritas Group in 2015, Kyle is focused on helping clients and families move toward their financial goals. He is committed to the practice of providing comprehensive investment advice and counsel and building on The Veritas Group's legacy of serving clients with excellence.

Kyle is Series 7 and Series 66 Licensed and is an Investment Adviser Representative and a Registered Representative. He also holds the Financial Planning Specialist designation with Morgan Stanley. He enjoys playing music, surfing, fishing, and biking. Kyle, his wife Rebecca, and their two children, Fisher and Teal live in Virginia Beach.

Leidy joined the financial services industry in 2015. She has been with Morgan Stanley since 2017, and joined The Veritas Group in 2023. She holds a Bachelor’s of Science from The University of North Florida.

Leidy’s focus within The Veritas Group is comprehensive financial planning for clients and their families.

Leidy lives in Virginia Beach with her husband Dominick, two young daughters, Leah and Layla, and their two dogs.

Betsy joined Morgan Stanley in 1990 and brings nearly 30 years of industry experience to the practice. She received her Associates Degree in Marketing Management and Sales from New York City Technical College in 1984. As a Senior Registered Client Service Associate, Betsy brings significant operational experience and expertise to the practice, as well as conducting planning and portfolio review and assessment
preparation. She is Series 7 and Series 66 licensed and has received the Financial Planning Associate designation from Morgan Stanley. Betsy has served as Assistant Branch Operations Manager and as a member of the Morgan Stanley Client Service Associate Council.

As a cancer survivor, Betsy is actively involved in breast cancer awareness, education, and research fundraising. She enjoys spending time with her husband, Lou, two daughters, and granddaughter and lives in Virginia Beach.

Shandra joined Morgan Stanley in 2004 and combined with her previous career in banking, brings nearly 18 years of industry experience to the practice. As a Client Service Associate, Shandra is committed to building strong relationships with clients and the various business units within Morgan Stanley. Her primary responsibilities include onboarding new clients, ensuring client account information is current and performing operational tasks that support the day-to-day management of the team. She is currently working toward her Series 7 and Series 66 licenses. In her spare time, Shandra enjoys volunteering with local charities and road trips through the VA Mountains with her husband, Perry.

Bobby has been in the financial services industry since 1995 and with Morgan Stanley since 2008. He helps facilitate clients' service needs and assists with operations management for The Veritas Group. Bobby maintains his Series 7, 66, 9, and 10 in addition to Life and Health Insurance licenses. Having previously worked as a Financial Advisor and Personal Banker, Bobby brings vast industry knowledge, attention to detail and a friendly demeanor to clients of The Veritas Group. He earned a BS in Business from Old Dominion University. Bobby lives in Virginia Beach with his wife Renee and their two children, Emma and Carson. He enjoys all things outdoors including fishing, hunting, and camping.