Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

1775 I Street NW
Suite 200
Washington, DC 20006
Direct:
(202) 857-5425(202) 857-5425
Toll Free:
(800) 522-3546(800) 522-3546

Meet The Zaft McKinney Group

About Me

CRPC®, Executive Director, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Matt currently manages individual, corporate, trust, and institutional portfolios in addition to developing financial strategies and providing advice on all things financial in nature.
With over 18 years of experience in the investment industry, Matt’s areas of focus include portfolio management, structured products, annuities, and options.
Matt manages a portfolio using the Portfolio Management platform and has earned the designation of Senior Portfolio Management Director.
Matt was honored by Reuters as a Top Financial Advisor in the country for 2008.
In Barron’s Magazine, Matt was named among “America’s Top 1000 National Advisors” in 2009 and 2010. Matt received his B.A. in Economics and Sociology from Johns Hopkins University.
Securities Agent: AL, CA, CO, CT, DC, FL, IL, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 643745

About Me

Connor joined Matt at the beginning of 2010. He is originally from St. Louis, MO and now resides in Washington, DC.
He is a graduate of Johns Hopkins University where he received his B.A. in Economics with a minor in Entrepreneurship and Business Management.
Connor works primarily with individuals to understand their financial objectives and works together with them to achieve such short-term and long-term goals.
Connor understands that his clients look to him not only as a financial adviser, but also as a relationship source that provides financial security, ease, and knowledge no matter what the circumstance.
Securities Agent: AL, CA, CO, CT, DC, FL, IL, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 833609

About Me

Series 7 and 66 licensed
Maria worked at Merrill Lynch’s prestigious New York office from 1993 to 2001 and from 2003 to 2005. She joined the team in Washington, D.C. in 2007.
Maria is the head of account administration and client services. In December of 2007 she was named as a top client associate in the region.
She received her B.A. in Economics from the University of Massachusetts.

About Me

Brett is a graduate of the University of Maryland, College Park where he earned his B.A. in History.  He is presently enrolled in their Masters of Business Administration program.  Brett was born in Baltimore and lived there for several years before moving to the Eastern Shore.  Prior to joining Morgan Stanley in 2013, he worked for Sony, Verizon Wireless, and Chevy Chase (now Capital One) Bank in sales and support roles.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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.
Managing Family Conflict

Managing Family Conflict

Conflict in families can be devastating. And all too often, when we total up the costs, the most significant ones aren't measured in dollars, but in shattered relationships.

More from Morgan Stanley

Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Zaft McKinney Group today.
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