Washington, DC Branch Office

Beatriz (Bea) Luna Vida is an Executive Director and Market Manager at Morgan Stanley. With over 20 years of experience in the financial services industry, Bea leads the 1775 I Street Branch in Washington, DC, running the overall management of the business with the help of her team. Bea focuses on facilitating business development and seeking opportunities for growth through the coaching and delivery of the best strategies, practices, and global resources available at Morgan Stanley to serve five client segments: Traditional High Net Worth, Ultra High Net Worth, Institutional, Corporate Retirement Services, and International. Previously, Bea served as the Private Wealth Management (“PWM”) Regional Sales Manager in New York City and as the PWM Associate Market Manager for the 1585 Broadway HQ Office.

Prior to joining Morgan Stanley, Bea was a Managing Director and Branch Manager at Santander Securities Puerto Rico, the first woman to hold such a position at a major broker dealer in that region. During her 16-year tenure at Santander, she also served as a Financial Advisor, Director of Investment Consulting, Director of Research, and as a Research Analyst, where she was a member of the Institutional Investor No. 2 Equity Research Team covering Food & Beverage in Latin America. Bea began her professional career as a Telecom Analyst for Andersen Consulting (currently Accenture), after spending nine months as a World Teach/ RARE volunteer in Baja California, Mexico.

At Morgan Stanley, Bea has been an active participant in the Firm’s multicultural and women’s groups serving on the National Diversity & Inclusion Council, as President of the Mid-Atlantic Regional D&I Council, and currently on the leadership team of the Multicultural Employee Network Group. She was also named to the 2017 MAKERS@ Class by Morgan Stanley Wealth Management, as one of 17 accomplished women professionals who serve as groundbreakers, innovators, and advocates for women and equality.

Bea currently serves on the United States Tennis Association (USTA) Nominating Committee leading its Diversity & Inclusion sub-committee, the Kellogg Alumni Council, the Board of Trustees of Universidad Sagrado Corazon, and on the Board of Directors of the Caribbean Tennis Association. She is also a member of the Young Presidents Organization (YPO).

Bea received a B.S. in Foreign Service from Georgetown University and an Executive MBA from Kellogg School of Management. At Georgetown, she played NCAA Division I Tennis, was a Big East Academic All-Star, and a recipient of the Arthur Ashe Jr. Sports Scholar Award. In 1992, she was part of the first Federation Cup Tennis team representing Puerto Rico.

Susan Reed has been in the brokerage business for 29 years. She started her career with Morgan Stanley in 1990 in Pensacola, FL. She’s held roles as CSA, Registered CSA, Branch Admin, Compliance Officer, Operations Manager and BSM. She moved to Washington State in 2003 and went to work with Smith Barney. During the conversion of the two firms, she relocated back to the East Coast and started as a Business Service Officer with the DC/Annapolis complex in 2010.

Outside of work she likes to spend time with her family, friends, her dogs, road trips and anything Disney.

Cassie joined Morgan Stanley from Wells Fargo, where she served as an Operations Branch Liaison. Drawing on over 25 years of experience in the industry, she began her securities career with Wheat First Butcher Singer in Richmond, Virginia working on their fixed income and Nasdaq trading desk. Cassie was part of the merger between Wheat First Union, Wachovia Securities and Wells Fargo while working as a client associate. Her experience led her to become a Complex Administrative Manager at UBS, where she helped both advisors and associates develop and grow their careers.

Cassie holds an MBA from Averett University and a Bachelor’s in Finance from Radford University. She currently resides in Springfield, Virginia, with her 3 dogs and 3 cats.

In her spare time, Cassie enjoys competitive sports, working out and recently placed in the top 6 of the NPC bodybuilding show.

Darnell started his career in Financial Services in 2013, when he joined J.P. Morgan Chase. He started his tenure as a Personal Banker in the Retail Bank. He transitioned to Wealth Management in 2016, from there he held roles in Client Service, Operations, and ultimately Risk Management. Darnell joined Morgan Stanley in 2022 a Risk Officer in the Washington DC office.

Darnell studied Business Management and attended Western Governor’s University. Originally from New York, he has lived in Ohio and most recently relocated to Virginia.

Darnell and his wife have two daughters. Darnell is an avid basketball fan and will watch every Knicks game throughout the year. In his free time, he likes to cook, workout, and spend time with his family.

Born in Chicago and a longtime resident of the San Francisco Bay Area, Heather has family in Arlington, Virginia and is proud to now call Alexandria, Virginia her new home.

A financial services industry veteran, she has three decades of equities and fixed income experience in roles ranging from Sales and Trading to Compliance, Audit, Operations, and Risk.

She joined Morgan Stanley in 2021 as a Risk Officer at the California office in San Francisco, and in 2023, was nominated to the Western Region Risk Officer Council.

Outside of work, Heather is a music fanatic & an artist. She looks forward to exploring local museums and venues for creative inspiration.