Dexter Mead Walker
Managing Director, Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Family Wealth Director, Alternative Investments Director
Phone:
(202) 292-5450(202) 292-5450
Morgan Stanley Private Wealth Management
The Walker Group
Our Mission Statement
Striving to position our clients for financial success so that they may have the greatest impact today and for generations to come.
Welcome
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Forbes: 16th Best-In-State Wealth Management Team (2025)
Source: Forbes.com (Awarded Jan 2025) Data compiled by Shook Research LLC based on time period from March 2023 - March 2024.
Forbes: 21st Best-In-State Wealth Management Team (2024)
Source: Forbes.com (Awarded Jan 2024) Data compiled by Shook Research LLC based on time period from March 2022 - March 2023.
Barron's Top 1,200 Financial Advisors: State-by-State (2024)
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on assets, revenue, and quality of practice from Sept 2022 - Sept 2023.
Barron's Top 1,200 Financial Advisors: State-by-State (2025)
Source: Barron's.com (Awarded Mar 2025) Data compiled by Barron's based on assets, revenue, and quality of practice from Sept 2023 - Sept 2024.
Forbes: 16th Best-In-State Wealth Management Team (2025)
Source: Forbes.com (Awarded Jan 2025) Data compiled by Shook Research LLC based on time period from March 2023 - March 2024.
Forbes: 21st Best-In-State Wealth Management Team (2024)
Source: Forbes.com (Awarded Jan 2024) Data compiled by Shook Research LLC based on time period from March 2022 - March 2023.
Barron's Top 1,200 Financial Advisors: State-by-State (2024)
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on assets, revenue, and quality of practice from Sept 2022 - Sept 2023.
Barron's Top 1,200 Financial Advisors: State-by-State (2025)
Source: Barron's.com (Awarded Mar 2025) Data compiled by Barron's based on assets, revenue, and quality of practice from Sept 2023 - Sept 2024.
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Risk Management
- Family Governance & Wealth Education
- Corporate Services
- Retirement & Pension Plans
- Philanthropy Management
- Pre-Liquidity Planning
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Our Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Get started with our complimentary client resources.
The Private Wealth OrganizerFamily Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
Learn More
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit
organizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Learn Moreorganizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Learn More
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
Learn Moreand your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Learn More
Trust Services
Our trustee platform is “open architecture,” meaning that we provide you with access and ability to select an
appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Learn Moreappropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Corporate & Executive Solutions
Comprehensive Wealth Planning for Founders and Executives
Strategic Analysis
Your team can call on firm specialists to help you evaluate various exit strategies to determine which can help meet your personal goals and your aspirations for the ongoing business after your departure.
Resource Selection
We can connect you with a Morgan Stanley investment banker or third-party affiliate based on factors such as transaction size and type, likely purchasers, your industry and geographic focus
Income Tax Planning
Working closely with your outside tax and legal advisors, we can help you evaluate the impact of exit opportunities on your income taxes so that you can plan ahead and take advantage of strategies to reduce your tax liability.
Estate Planning
Through the estate planning process, we can help you update your will and other foundational documents to reflect your new success. Whether addressing issues of succession, inheritance or creditor protection, we can help you develop gifting and other strategies before the sale that may help reduce taxes on some or all of the proceeds—as well as on future appreciation of assets.
Team of Specialist to Simplify Complexity
Our team can help you identify the specialized skills required to address your needs and objectives and assemble a team to focus on your goals. Drawn from the global resources of Morgan Stanley and in coordination with your outside advisors, your team is likely to include specialists in risk management, customized liquidity strategies and income and estate taxation.
Location
1747 Pennsylvania Ave NW
Ste 700
Washington, DC 20006
US
Direct:
(202) 292-5450(202) 292-5450
Meet The Walker Group
Suzanne Ratelle Spano, CFA, CFP®
Senior Vice President, Wealth Management, Private Wealth Advisor, Family Wealth Director, Portfolio Management Director
Phone:
(202) 292-5451(202) 292-5451
Phone:
(202) 292-5454(202) 292-5454
Latrina Green
Assistant Vice President, Group Director, Financial Planning Specialist
Phone:
(202) 292-5452(202) 292-5452
Andre Lynch
Portfolio Management Associate
Phone:
(202) 292-5462(202) 292-5462
Tracy Zielke
Registered Client Service Associate
Phone:
(202) 292-5368(202) 292-5368
About Dexter Mead Walker
Dexter Walker is an Managing Director and Senior Portfolio Management Director with Morgan Stanley’s Private Wealth Management division. Prior to joining the firm in 1998, Dexter worked at Friedman Billings Ramsey in Institutional Equity Sales. In addition to building his practice at Morgan Stanley, he led the training and development program for the Washington D.C. complex for many years, and was the manager of the Annapolis Maryland office. In 2016 Dexter was named among the top 400 advisors by the Financial Times.
Dexter and his wife live in Maryland. They have four children whom Dexter adores, coaches, and actively helps to raise. He is active in a number of charitable causes including Fair Chance, the Somerset Foundation, and the Wendt Center. He is an avid squash and golf enthusiast, and enjoys historical business and biography reading.
Professional Details and Designations:
30 Years with Morgan Stanley
University of Delaware, B.A. and B.S.
Family Wealth Advisor
Dexter and his wife live in Maryland. They have four children whom Dexter adores, coaches, and actively helps to raise. He is active in a number of charitable causes including Fair Chance, the Somerset Foundation, and the Wendt Center. He is an avid squash and golf enthusiast, and enjoys historical business and biography reading.
Professional Details and Designations:
30 Years with Morgan Stanley
University of Delaware, B.A. and B.S.
Family Wealth Advisor
Securities Agent: LA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV, WY, MA, IA, GA, AL, AR, AZ, CA, CO, CT, DC, DE, FL, IL, KS, KY; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282608
NMLS#: 1282608
About Suzanne Ratelle Spano
Suzanne Spano is a Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Prior to joining the firm in 2007, Suzanne served as an accountant and analyst in New York City for several years. She later worked in investment banking for Deloitte & Touche Corporate Finance LLC and BB&T Capital Markets | Windsor Group. Suzanne, a native Minnesotan, currently lives in Northern Virginia. Outside of work, Suzanne spends her time walking her dogs, traveling, cooking and venturing into her interest in health, nutrition and longevity.
Professional Details and Designations:
17 Years with Morgan Stanley
University of Minnesota, B.A.
Georgetown University, M.B.A.
Chartered Financial Analyst charterholder
Certified Financial Planner™
Family Wealth Director
Professional Details and Designations:
17 Years with Morgan Stanley
University of Minnesota, B.A.
Georgetown University, M.B.A.
Chartered Financial Analyst charterholder
Certified Financial Planner™
Family Wealth Director
Securities Agent: WY, WA, VT, VA, TX, TN, SC, OR, OH, NY, NV, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, PA, MA, LA, KY, UT, KS, IL, GA, WV, FL, DE, DC, CT, CO, CA, AZ, AR, AL, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261779
NMLS#: 1261779
About Edward Fitzgerald Hayes
Edward Hayes is a Private Wealth Advisor with Morgan Stanley's Private Wealth Management Division. Prior to joining the firm in 2018, Edward was a Managing Partner with Spouting Rock, and co-founded Banyan Point, an OCIO and Multi-Family Office. Previously, he served as a Partner on a Barclays Wealth and Investment Management team managing over $1.5 Billion in client assets across all asset classes, both public and private. Edward came to Barclays as part of their acquisition of Lehman Brothers in September of 2008. He began his finance career with KeyBank, with a focus on High Yield and Distressed Debt.
Edward lives in Washington, D.C. where he enjoys spending time with his wife, son, and twin daughters.
Edward lives in Washington, D.C. where he enjoys spending time with his wife, son, and twin daughters.
Securities Agent: WY, WV, WI, VT, VA, TX, SD, WA, RI, PR, PA, NY, OH, NJ, NH, OK, NE, ND, NC, MT, OR, MS, MO, MN, MI, LA, KS, IN, IL, DE, NM, NV, GA, FL, ID, DC, CT, CO, IA, SC, CA, TN, AZ, UT, KY, AR, MD, AL, MA, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1796900
NMLS#: 1796900
About Latrina Green
Latrina currently serves as Group Director for the Walker Group at Morgan Stanley Private Wealth Management. Beginning her career in the financial industry in 2000, Latrina has been with the firm for 25 years. She held the role of CSA Coach from 2008 to 2012 and is Series 7, 66, & 31 securities licensed. Latrina strives continually to provide exceptional client service to ultra-high net worth individuals and stellar administrative support for her team. She oversees the support team and the operational aspects of The Walker Group's practice.
Born and raised in the Washington, DC Metropolitan Area, Latrina attended Frostburg State University, where she earned a Bachelor of Science degree in both English and Mass Communications with a Minor in Public Relations. Additionally, she continues to be an active member of her sorority, Zeta Phi Beta Sorority, Inc., enjoys cooking, and is an avid reader in her spare time.
Born and raised in the Washington, DC Metropolitan Area, Latrina attended Frostburg State University, where she earned a Bachelor of Science degree in both English and Mass Communications with a Minor in Public Relations. Additionally, she continues to be an active member of her sorority, Zeta Phi Beta Sorority, Inc., enjoys cooking, and is an avid reader in her spare time.
About Andre Lynch
Andre is a Portfolio Management Associate on the Walker Group at Morgan Stanley Private Wealth Management. His primary responsibility is to perform ongoing research activities associated with the team’s investment process used for management of clients’ portfolios. Andre graduated the University of Arizona with a B.S. degree in Finance. He joined Morgan Stanley in 2017, having previously spent two years at JP Morgan Chase.
Outside of work, Andre enjoys traveling as well as playing and watching soccer. He currently resides in Washington, DC with his wife Yuliya and their two sons, Arthur and Archie.
Outside of work, Andre enjoys traveling as well as playing and watching soccer. He currently resides in Washington, DC with his wife Yuliya and their two sons, Arthur and Archie.
About Tracy Zielke
Born and raised in Orlando, Florida, Tracy attended Florida State University where she earned a Bachelor of Science in Finance in addition to completing her Master of Science in Finance from Florida Atlantic University. Now residing in DC, she joined Morgan Stanley in 2023 as a Private Wealth Management Client Service Associate.
Tracy holds her Securities Industry Essentials (SIE), Series 7, Series 63, and Series 65. She prioritizes outstanding service to ultra-high net worth clients and consistent support to the Walker Group.
Personally, Tracy enjoys traveling, golf, and cheering for the Florida State Seminoles.
Tracy holds her Securities Industry Essentials (SIE), Series 7, Series 63, and Series 65. She prioritizes outstanding service to ultra-high net worth clients and consistent support to the Walker Group.
Personally, Tracy enjoys traveling, golf, and cheering for the Florida State Seminoles.
Contact Dexter Mead Walker
Contact Suzanne Ratelle Spano
Contact Edward Fitzgerald Hayes
Private Wealth Management
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Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
