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.

About Gabrielle Bulgari

Gabrielle Bulgari is a Risk Officer for the Morgan Stanley Private Wealth Management Office in Washington, D.C., and has been a member of the PWM leadership team since 2021. Gabrielle has a background in international law and European Affairs, and is fluent in multiple languages.

Outside of work, Gabrielle enjoys traveling, road cycling, hiking, tennis, and boxing. Passionate about giving back, Gabrielle has volunteered extensively in her community. In recognition of her service - including teaching English to adult immigrants and leading financial literacy workshops in Northern Virginia and Washington, D.C. - she received the US President’s Volunteer Service Award in 2019.

About Eric Sinclair

Eric Sinclair has been a Risk Officer for the Morgan Stanley Private Wealth Management Office in Washington, D.C., including Flagship offices in Maryland, Virginia, and North Carolina, since 2021 and has over 15 years of industry experience.

Eric earned his B.S. from Northeastern University with a dual concentration in Management as well as Finance and Insurance and holds his Series 7, 9, 10, 24, 31, 66, and 79 as well as his Life and Health Insurance license. Originally from New York, he now resides in Northern Virginia with his wife and two children.

About Darin Jackson

Raised in North Carolina, Darin credits his grandmother’s strong emphasis on education as instrumental to his obtainment of his MBA. Darin is also a CFP® professional.

When he is not working, he is likely fishing, biking or enjoying time out on the road.

About Rafael Gonzalez-Tosca

Rafael has more than 15 years of experience in the financial industry, having previously worked at Merrill Lynch where he was a Director and Market Client Relationship Manager. Rafael has extensive experience working with both wealth management and private wealth management teams serving individual and institutional clients in domestic and international markets.

Rafael earned his bachelor’s degree in business management from Brigham Young University-Idaho and his MBA from New Mexico Highlands University. Outside of work Rafael enjoys playing sports, listening to music in different languages, traveling and dancing.

About Michael Long

Michael Long joined Morgan Stanley in 2025 as an administrator, supporting the PWM Branch in Washington, D.C. Michael previously worked in commercial real estate as a Marketing Manager before entering into the financial services industry.

Raised in the Hudson Valley, NY, Michael is a graduate of Marist College with a degree in Business Administration and Accounting. Michael currently resides in Bethesda, MD and enjoys spending time with his family, being active, and being outdoors.

Explore Career Opportunities at Morgan Stanley Private Wealth Management

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Branch Address

1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Branch:
(202) 292-5400(202) 292-5400
1Alternative 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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2Morgan 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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3Morgan 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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4Morgan 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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5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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6Morgan 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 and other legal matters.

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7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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8Tax 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.

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9Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.

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10Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.

Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.

Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.

With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.

To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.

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11Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.

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12Morgan 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.

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13Morgan 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 (“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 and other legal matters.

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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

© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.


Awards Disclosures | Morgan Stanley
CRC 5062008 6/25