Jed P. Woelfle, CFP®
Managing Director, Market Executive
Phone:
(202) 292-5400(202) 292-5400
Morgan Stanley
Washington Market Office
You define success, we help you achieve it
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Market:
(202) 452-4000(202) 452-4000
Toll-Free:
(800) 792-4411(800) 792-4411
Market Executive
Shaun T. FultonPhone:
(202) 292-5456(202) 292-5456
About Morgan Stanley Washington Market
Our clients have meaningful goals. Our Financial Advisors can help turn these goals into reality. For over 80 years, we have worked with individuals, families, businesses and institutions - delivering wealth management solutions while leveraging all of the technology and resources Morgan Stanley has to offer.
Complex Manager Jed Woelfle describes the Washington D.C. Complex as “collaborative” and emphasizes that “a large majority of our Advisors are seasoned professionals and friends.” Jed promotes imagination, creativity, and thinking big while also setting realistic steps to achieve goals with his team. Jed aligns the culture of the Washington D.C. Complex with Morgan Stanley’s core values: Put the Client First, Do the Right Thing, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Give Back.
Outside of the office, employees of the D.C. Complex recognize the true value of giving back – one of Morgan Stanley’s core values. Through our most recent annual philanthropy initiative, the complex team has logged over 3,000 volunteer hours and raised over $500k for local non-profit organizations.
Jed is “passionate about expanding perspective through diverse thinking.” In line with creation of a Diversity & Inclusion Council, complex leadership strives to ensure every employee has the tools and support needed to thrive and focus on what’s most important – providing an outstanding service for our clients. “At Morgan Stanley we have a chance to build something special.”
Complex Manager Jed Woelfle describes the Washington D.C. Complex as “collaborative” and emphasizes that “a large majority of our Advisors are seasoned professionals and friends.” Jed promotes imagination, creativity, and thinking big while also setting realistic steps to achieve goals with his team. Jed aligns the culture of the Washington D.C. Complex with Morgan Stanley’s core values: Put the Client First, Do the Right Thing, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Give Back.
Outside of the office, employees of the D.C. Complex recognize the true value of giving back – one of Morgan Stanley’s core values. Through our most recent annual philanthropy initiative, the complex team has logged over 3,000 volunteer hours and raised over $500k for local non-profit organizations.
Jed is “passionate about expanding perspective through diverse thinking.” In line with creation of a Diversity & Inclusion Council, complex leadership strives to ensure every employee has the tools and support needed to thrive and focus on what’s most important – providing an outstanding service for our clients. “At Morgan Stanley we have a chance to build something special.”
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Washington Market
Tracy Tang
Senior Vice President, Senior Risk Officer
Cindy Talley
Senior Vice President, Market Business Service Officer
Tolu Adeyemi
First Vice President, Senior Private Banker
Joe Howard
First Vice President, PWM Associate Market Manager
About Jed P. Woelfle
Jed P. Woelfle, is a Managing Director as well as the Complex Manager for the Morgan Stanley Washington, D.C. Complex. Having begun his career as a Financial Advisor in 1992, Jed brings several decades of industry experience and a passion for client service to the D.C. Complex. Throughout his career Jed has held multiple leadership roles, inclusive of branch, complex, and regional management – working with thousands of financial advisors in the process.
As the D.C. Complex Manager, Jed promotes imagination, creativity, and thinking big while also setting realistic steps to achieve goals with his team. Jed aligns the culture of the Washington D.C. Complex with Morgan Stanley’s core values: Put the Client First, Do the Right Thing, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Give Back.
At home, Jed appreciates spending quality time with his family. As an avid boater, he and his family spend many hours on the water enjoying the beauty of the Chesapeake Bay and exploring its surrounding tributaries. Jed and his wife Sheryl have been married for over 35 years and together they have two married children, three grandchildren, and their dog Shelby.
Jed is a graduate of The University of Maryland, with a degree in accounting.
As the D.C. Complex Manager, Jed promotes imagination, creativity, and thinking big while also setting realistic steps to achieve goals with his team. Jed aligns the culture of the Washington D.C. Complex with Morgan Stanley’s core values: Put the Client First, Do the Right Thing, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, and Give Back.
At home, Jed appreciates spending quality time with his family. As an avid boater, he and his family spend many hours on the water enjoying the beauty of the Chesapeake Bay and exploring its surrounding tributaries. Jed and his wife Sheryl have been married for over 35 years and together they have two married children, three grandchildren, and their dog Shelby.
Jed is a graduate of The University of Maryland, with a degree in accounting.
About Tracy Tang
Tracy Tang is the Senior Complex Risk Officer in the DC-Annapolis Complex. She has been with Morgan Stanley and predecessor Firms for 20 years. Tracy started her management career as a Control Administrator. She later became the Operations Manager, Senior Complex Administrative Manager, and Senior Complex Risk Officer. She has an extensive background in Operations and Risk Management. Tracy graduated from Dickinson College with a Bachelor of Arts in Economics and Sociology. She resides in Bethesda, MD with her husband and 2 children.
About Cindy Talley
Cindy Talley is a First Vice President at Morgan Stanley. She is the current Complex Business Service Officer in the Washington, D.C. Complex.
Cindy started her career as a Receptionist/Client Service Associate in 1986 with Shearson Lehman Brothers in Pensacola, FL. In 1988, she and her husband relocated to Jacksonville, FL where she became the Branch Administrator. In February of 1993, after another relocation to the Washington, DC suburbs Cindy joined the Mclean, VA Complex. She initially was a Registered Client Service Associate but after a few years was promoted to the Operations Manager role and then the Complex Business Service Officer role. In August of 2012, Cindy transferred to the DC Annapolis Complex as their Complex Business Service Officer.
Outside of the office, Cindy and her husband David enjoy cooking, hiking, camping and watching college football.
Cindy started her career as a Receptionist/Client Service Associate in 1986 with Shearson Lehman Brothers in Pensacola, FL. In 1988, she and her husband relocated to Jacksonville, FL where she became the Branch Administrator. In February of 1993, after another relocation to the Washington, DC suburbs Cindy joined the Mclean, VA Complex. She initially was a Registered Client Service Associate but after a few years was promoted to the Operations Manager role and then the Complex Business Service Officer role. In August of 2012, Cindy transferred to the DC Annapolis Complex as their Complex Business Service Officer.
Outside of the office, Cindy and her husband David enjoy cooking, hiking, camping and watching college football.
About Tolu Adeyemi
Tolu Adeyemi is a Private Banker serving Morgan Stanley’s Wealth Management offices in Washington D.C. and Maryland.
Tolu began his career in financial services in 2007 and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Wealth Management. He has also been a Wealth Management Banker and Investment Service Advisor for Merrill Lynch.
Tolu received a Bachelor of Science in Marketing from Kean University. He and his wife reside with their son in Fulton, MD.
When not in the office, Tolu enjoys playing golf, fishing and cooking, as well as spending time with family and friends.
Tolu began his career in financial services in 2007 and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Client Advisor at PNC Wealth Management. He has also been a Wealth Management Banker and Investment Service Advisor for Merrill Lynch.
Tolu received a Bachelor of Science in Marketing from Kean University. He and his wife reside with their son in Fulton, MD.
When not in the office, Tolu enjoys playing golf, fishing and cooking, as well as spending time with family and friends.
About Joe Howard
Joe Howard is the Associate Market Manager for the Private Wealth Management Office in Washington, D.C. Joe was previously the Senior Risk Officer in the Greater Chesapeake Market based out of Baltimore, MD. He has been with Morgan Stanley since 2014 and started his career as a Registered Client Service Associate assisting Financial Advisors and clients. Known for his integrity and professionalism, Joe has an extensive background in Operations, Client Service and Risk Management. Joe graduated from the University of Michigan with a Bachelor of Arts degree in English Literature and has a Masters in Forensic Accounting from American University in Washington, DC. As a native Washingtonian, Joe enjoys exploring the city, traveling, and reading in his spare time.
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Branch Address
410 Severn Ave
Bldg B Ste 211
Annapolis, MD 21403
US
Branch:
(410) 268-5700(410) 268-5700
Toll-Free:
(800) 877-3985(800) 877-3985
Details
In the Annapolis City Marina at 410 Severn Avenue. Please bring your parking ticket with you for validation. Suite 211 is in the gray building, one flight up from the parking area. There is an elevator inside the red door.
Branch Address
107 Centennial St.
Ste 102A
La Plata, MD 20646
US
Branch:
(301) 645-9304(301) 645-9304
Toll-Free:
(800) 992-3194(800) 992-3194
Details
We share a parking lot with Sacred Heart Church and our entrance is on the south side of the building.
Branch Address
150 West Market St
Ste 301
Salisbury, MD 21801
US
Branch:
(410) 341-7900(410) 341-7900
Toll-Free:
(800) 676-7461(800) 676-7461
Branch Address
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Branch:
(202) 292-5400(202) 292-5400
Branch Address
1775 I Street NW
Suite 200
Washington, DC 20006
US
Branch:
(202) 862-9000(202) 862-9000
Toll-Free:
(800) 745-2451(800) 745-2451
Branch Address
28601 Marlboro Ave
Ste 201
Easton, MD 21601
US
Branch:
(410) 822-3400(410) 822-3400
Toll-Free:
(800) 634-0070(800) 634-0070
Washington Branch
Find a Financial AdvisorBranch Address
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Branch:
(202) 452-4000(202) 452-4000
Toll-Free:
(800) 792-4411(800) 792-4411
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024