Morgan Stanley Baltimore Branch

10/25/2023

I’m pleased to announce that I will be featured as a speaker on the “Motivating Your Money for Good: Investing, Philanthropy, and More” panel at the Black Wealth Summit, a conference designed to educate and empower Black people in their personal financial journeys. The conference will take place in Maryland October 27-28 and will feature an esteemed group of Morgan Stanley Financial Advisors and managers to share a variety of wealth building resources, tools, and techniques designed to aid and inspire the Black community.

01/17/2023

We are pleased to announce that our Baltimore Wealth Management Harbor East Office has relocated to Wills Wharf Office at Baltimore Harbor Point.

The team did an amazing job selecting the location, designing the space, constructing the office, and executing on the move. The new office is a beautiful modern, secure, fun, and energetic place for everyone to work and for clients to visit.

Thank you Jeff Lubin, Michelle Fox, Kate Watson, Joe Howard, David Mott, Shawn Isaacson, Allison Duvall, Desi Berry Not pictured Scott Boylan, Kim Fletcher, Jen McGlynn Jacqueline Snyder, Jon Dattoli, Paul Leone, Rick LaValley, Robert Napolitano, Stephanie DeSantes, and Brian Wingate

06/10/2022

It is with great pleasure that we welcome Beams and Knisley to Morgan Stanley’s 2022 Pathways Internship Program. We are very excited to have both on board and working with our Greater Chesapeake Complex Teams.

03/15/2022

Congratulations to Mary Boyle, Cathy Davies-Harmon, Christine Randolph, Lori Villegas and all the Morgan Stanley Financial Advisors for their 2022 Forbes Top Women Wealth Advisors Best-In-State rankings. You continuously demonstrate a commitment to taking care of clients, with an eye toward raising standards in our industry. https://mgstn.ly/336VZVc

03/01/2022

I am very pleased to announce that 14 Financial Advisors in the Great Chesapeake Complex have been named to Morgan Stanley’s prestigious Pacesetter's Club a group of the Firm’s successful Financial Advisors. I hope you will join me in congratulating these individuals on this achievement.
Michael Bowden, Sean Fox, Sarah George, Paul Gladkowski, Kelly Granger, Hunter Harmon, Ayaz Hasan, Allan House, Namita Kathuria, Ray McFaul, Brian McGettigan, Matthew Nabhan, Keith Tobin, Allison Turner

10/18/2021

Congratulations to on being named by Forbes as one of their Top Next-Gen Wealth Advisors for 2021. We are proud of John as he is dedicated to serving clients at the highest level possible and glad to see he is receiving this honor. https://www.forbes.com/top-next-gen-advisors/

10/18/2021

A big win for our Morgan Stanley Wealth Management family: was named to the 2021 ranking of Top Wealth Advisor Moms by Working Mother and SHOOK Research. Congratulations to Lori and all the Morgan Stanley Financial Advisors who made this list. You represent the best of our industry and we are proud to celebrate this accomplishment with you. https://mgstn.ly/3BNYlEg

06/17/2021

We are looking for a Financial Planning Director to work directly with our Financial Advisors to deliver in-depth wealth planning and holistic advice to our clients.
If anyone has interest or knows a great fit for the role, please use the link below!!

https://www.linkedin.com/jobs/view/2476294890

05/09/2021

Happy Mother’s Day to all the amazing moms, stepmoms, surrogate moms, mother figures and moms-to-be!

05/07/2021

Congratulations to The J.K. Meek Group on being named as one of Barron’s Top 100 Institutional Consulting Teams for 2021.

The team is dedicated to serving clients at the highest level possible and we are proud to celebrate with Jim Meek, Michael Graham, Russell Lagreca, Lee Eybel, Marty Domres, and Allan House.

https://www.morganstanley.com/assets/pdfs/2021_Graystone_Ad.pdf

03/29/2021

Congratulations to https://www.linkedin.com/in/james-meek-5609ab63 for being ranked by Barron’s as one of their Top 1,200 Financial Advisors for 2021. We celebrate you for earning this well-deserved recognition and representing the best in our industry. Great job JIm!

10/23/2020

Access to education has a huge role to play in ensuring racial justice and closing the racial wealth gap. As part of the commitment we made to diversity and inclusion earlier this year, The Morgan Stanley HBCU Scholars program will provide full scholarships and living expenses for 60 students at three top historically Black colleges: Howard University, Morehouse College and Spelman College. Learn more:

Morgan Stanley Launches Program to Provide 60 Students with Full-Four Year Scholarships to Howard University, Morehouse College and Spelman College