Paul McGeary
Managing Director, PWM Market Manager
Phone:
(202) 292-5400(202) 292-5400
Morgan Stanley Private Wealth Management
Washington Dc Pwm Branch Office
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Branch:
(202) 292-5400(202) 292-5400
Branch Manager
Paul McGearyPhone:
(202) 292-5447(202) 292-5447
About Morgan Stanley Washington Dc Pwm Branch
Welcome to Morgan Stanley Private Wealth Management, a dedicated group of professionals focused exclusively on the needs of ultra high net worth individuals, their families and foundations. Co-located with our institutional businesses to foster connectivity, our Private Wealth Advisors combine their talents with the vast global resources of our firm to help clients address the complex, multifaceted challenges of managing significant wealth. By providing advice founded on a culture of excellence and driven by global insight, we are devoted to helping our clients preserve and grow their financial, family and social capital.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Family Governance & Wealth Education
- Philanthropy Management
- Comprehensive Wealth Planning
- Asset AllocationFootnote1
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Investing with ImpactFootnote3
- Hedging Strategies
- Pre-Liquidity Planning
- Lending SolutionsFootnote4
- Cash Management SolutionsFootnote5
- Lifestyle Advisory ServicesFootnote6
Our Team at Morgan Stanley Washington Dc Pwm Branch
Joe Howard
First Vice President, PWM Associate Market Manager
Gabrielle Bulgari
Vice President, PWM Risk Officer
Eric Sinclair
First Vice President, PWM Risk Officer
Darin Jackson
Assistant Vice President, PWM Business Service Officer
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.
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.
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.
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.
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.
When he is not working, he is likely fishing, biking or enjoying time out on the road.
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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.
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.
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.
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
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
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.
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
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.
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.
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
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
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.
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