About Jed P. Woelfle, CFP®
Drawing on more than three decades of leadership experience in financial advisory services, Jed Woelfle serves as Market Executive for Morgan Stanley’s Washington, D.C., Annapolis, and Eastern Shore Markets. Jed also oversees the broader DMV market. In these roles, Jed is deeply engaged in connecting Advisors and clients across markets, cultivating strategic partnerships, and encouraging the thoughtful exchange of ideas and best practices. Through these efforts, he helps strengthen the ability of the market’s advisory teams to deliver sophisticated solutions for clients facing exceptionally complex financial needs.
Jed began his career as a Financial Advisor in 1992 before advancing into leadership. Throughout his tenure with Morgan Stanley and its predecessor firms, he has held a range of branch, complex and regional management roles. He has worked with thousands of Financial Advisors and helped guide the growth and development of high-performing teams. Jed is a CERTIFIED FINANCIAL PLANNER™ professional and earned a Bachelor of Science in Accounting from the University of Maryland.
Originally from Long Island, New York, Jed, and family have made the Washington, DC area their home for over 30 years. Jed and his wife of 40+ years, Sheryl, have two married children, five grandchildren and a German Shepherd who helps keep life lively. A longtime boating enthusiast, Jed has spent many memorable days on the Chesapeake Bay and its tributaries. He remains active in the community, having served on the board of Living Classrooms and participated in a variety of local charitable initiatives.