The Wadsworth Group - Morgan Stanley Team - Roanoke, VA
Morgan Stanley
The Wadsworth Group
at Morgan Stanley
10 South Jefferson St
Suite 1700
Roanoke, VA 24011
tel: (540) 725-3160
toll-free: (800) 755-5127 
fax: (540) 301-6382

 L to R: Dean Wadsworth, Shawn McMahon and Katherine Rand

Dean A Wadsworth
Dean A Wadsworth, CFP, CIMA
Senior Vice President
Wealth Advisor
Senior Investment Management Consultant
tel: (540) 725-3161
Professional Details
  • 34 Years Investment Industry Experience
  • 1989 - Present: Morgan Stanley*
  • 1980 - 1989: UBS/PaineWebber
  • Senior Investment Management Consultant
  • Senior Vice President - Wealth Advisor
  • Certified Financial Planner since 1992
  • Certified Investment Management Consultant (CIMA) since 1999
  • 1999 - Present: Member of Investment Management Consultants Association
  • Portfolio Manager
  • 1993 - 2008: Morgan Stanley* President's Council Member
  • 2009 - Present: Morgan Stanley* Master's Council Member
  • 2006 - 2008: Member of the Top 50 Wealth Advisors Winner's Circle in Virginia by RJ Shook
  • Old Dominion University - BS Biology
  • Rescue Mission Foundation Board
  • Grandin Court Baptist Church
Dean A Wadsworth, CFP , CIMA  holds the following registrations:
BM/Supervisor; Securities Agent: AR, CA, FL, GA, IA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, PA, SC, SD, TN, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

Shawn L Mcmahon
Shawn L Mcmahon, CFP, ChFC, CRPS
Associate Vice President
Financial Advisor
tel: (540) 725-3170

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Professional Details
  • 15 Years Investment Industry Experience
  • Certified Financial Planner Since 2008
  • Chartered Financial Consultant Since 2006
  • Chartered Retirement Plans Specialist Since 2007
  • Hampden-Sydney College, BA History 1997
  • Hampden-Sydney College Alumni Council Member
  • Rotary Club of Roanoke Valley
Shawn L Mcmahon, CFP , ChFC , CRPS  holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NY, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1279022

Katherine J. Rand
Portfolio Associate <BR> Financial Planning Associate
tel: 540-725-3177
fax: 540-301-6382

Professional Details
  • Kathy holds the following registrations: General Securities Representative; Investment Advisorship, Managed Futures
  • 27 Years Investment Industry Experience
  • 1994 - present Morgan Stanley*
  • 1988 - 1994 UBS/PaineWebber
  • 1987 - 1988 Robert W. Baird
  • Graduate of Ferris State University in Big Rapids, MI

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