Our Team at Morgan Stanley Washington Dc Pwm Branch

About Paul McGeary

Paul McGeary is a Managing Director and manages the Morgan Stanley Private Wealth Management business in Washington, DC.

Paul joined the Morgan Stanley in 2005 in Private Wealth Management based in London, overseeing fixed income and structured investments. In 2008, he moved to New York and served in several leadership roles in Wealth Management Capital Markets. In 2016, he became a Regional Sales Manager, originally in the Southeast Region and then in the Northeast Region.

Paul earned a B.S. in Management from Fordham University.

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

1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Branch:
(202) 292-5400(202) 292-5400
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.

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2Alternative 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.

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3The 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.

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4Morgan 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

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5Morgan 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

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6Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.

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Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.

Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

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.

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

© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.


Awards Disclosures
CRC 5062008 10/2022