The Philleo Ialeggio Group - Morgan Stanley Team - Bethesda, MD
Morgan Stanley
The Philleo Ialeggio Group
at Morgan Stanley
Consulting Group
7500 Old Georgetown Rd
10th Floor
Bethesda, MD 20814
tel: (301) 961-1800
toll-free: (800) 745-4503 
fax: (301) 961-1853
Steve Philleo, CFP, CIMA, Financial Advisor
Daniel Ialeggio, CFP, Financial Advisor
Welcome


Our mission is to help our clients successfully manage their investments to meet their financial needs and goals - to create, protect and insure their wealth and legacy. We believe that long-term financial goals and objectives are best achieved through a focus on risk control, proper diversification and tactical asset allocation. We also believe that you deserve financial advisors who share your vision, earn your trust and work diligently towards attaining your financial objectives.

Our clients are the foundation of our practice. As such, we are committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals and striving to transcend their expectations.

 




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  • The Philleo Ialeggio Group at Morgan Stanley has been recognized as one of the elite wealth management practices in the greater Washington, DC area and included in the 2013 NABCAP Premier Wealth Advisor list published in the Washington Business Journal September 27, 2013.

  • The highest compliment  we can receive is the referral of your friends, family and business associates. Please  consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" our team.

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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