Michael Svec

CFP, Consulting Group, Senior Vice President, Financial Advisor, Portfolio Management Director

Contact Me
Michael Svec

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

Welcome

I have 20 years of experience in the financial services industry at the predecessor firm of Morgan Stanley. Prior to joining the firm, I began my financial career with Price Waterhouse in management consulting. I have built my business providing highly personalized investment advice and financial council. As a Financial Advisor, I help clients to develop strategies to manage their personal and business finances. I focus on wealth management, retirement planning, and estate planning.

I have a B. A. degree in Sociology from the University of Maryland and a M.B.A. in Finance from American University. I am a CERTIFIED FINANCIAL PLANNER™ and hold licenses for the following designations: Series 7, 63, 65, and 31. 

A native of Maryland, I am married to Rachel and have three daughters, Gaby, Maya, and Carly, and reside in Bethesda. I enjoy spending time with my family and watching my children participate in sports and school activities. I am involved with the University of Maryland Alumni Association, and the University of Maryland M Club (former athletes of the University). Away from the office, I enjoy reading, golf and travel.

 

Securities Agent: AZ, CA, CO, DC, FL, GA, IL, IN, KY, MD, MS, NC, NE, NJ, NM, NY, PA, SC, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1275762


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 1850 K Street Nw, Suite 900
  • Washington, DC 20006


    Education

    Education

    • MBA - Finance, 1996 American University Washington, DC
    • BA - Sociology, 1990 University of Maryland College Park, MD
    • Certified Financial Planner™
    • Financial Planning Specialist Smith Barney
    • Series 7 - General Securities Representative
    • Series 31 - Managed Futures & Commodities
    • Series 63 - Uniform State Exam
    • Series 65 - Investment Advisory Agent
    • Life & Health Insurance Licensed

    Associations

    Associations

    • Financial Planning Association
    • American University Alumni Association
    • University of Maryland Alumni Association
    • University of Maryland Mentor Program

    Experience

    Experience

    1997 - Present: Morgan Stanley
    Senior Vice President
    Certified Financial Planner™
    Senior Portfolio Manager
    Washington, DC

    1993 - 1997: Price Waterhouse
    Management Consultant
    Bethesda, MD

    Client Service Team

    Client Service Team

    Kelli Senopole

    Client Service Associate


    Kelli Senopole is a Sr. Client Associate with Morgan Stanley and has been with the firm since 2008. She serves as a key client contact, helping to oversee all aspects of client affairs and operational procedures. She provides service and administrative support, working closely with the back office departments to facilitate and manage the entire client experience. Kelli has been recognized by the firm for outstanding client service.
     
    Kelli has a Bachelor of Arts degree in Business and International Business from Muskingum University (Ohio). Originally from Pittsburgh, PA, she is an avid fan of the Pirates, Steelers and all things Pittsburgh. She is married and lives in Bethesda, MD.

     

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Michael Svec today.

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