My Story

Your life is a journey, constantly changing and evolving— from the ups of getting married, starting a family, selling your prosperous business, or retiring after a successful career, to the downs of illness, divorce, or losing a spouse.   Every transition brings new financial challenges.   My message to you is simple: You are not alone.   Over the years, I’ve found that being there for my clients every step of the way, and following a well thought out financial plan, helps give them the confidence to meet life’s challenges.
Services Include
  • 401(k) Rollovers
  • Business Succession Planning1
  • Cash Management2
  • Divorce Financial Analysis3
  • Estate Planning Strategies4
  • Executive Financial Services5
  • Financial Planning6
  • Professional Portfolio Management7
Securities Agent: AR, AZ, CA, CO, DE, HI, IL, MI, MN, NC, NH, NM, NV, OR, PA, SC, TX, UT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1310685
CA Insurance License #: 0G20962
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

Aligning Life Goals with Financial Strategies

As your Financial Advisor, I continually help you align your financial strategies with your personal and professional goals.  I also guide you to a clear understanding of how the many pieces of your financial life fit together.

Our conversations focus on your dreams and fears, as well as your family values.   Instead of chasing an arbitrary market benchmark, I measure success by the progress you make towards your most important life goals.  Ultimately, my purpose as your advisor is to help ensure that you live the life you truly imagined, no matter what life throws at you.

A Trusted Advocate for Your Financial Future

Just as life is full of twists and turns, so is the path to long-term financial success.  Let me help you manage through the bends in the road, because the bends are often where true wealth is earned.

If you are anticipating or undergoing a transition in your life, I welcome the opportunity to meet with you and explore how I can leverage my skills and experience—and the vast resources of Morgan Stanley—to help you bring your vision of the future to reality.

    Experience

    With my extensive background in financial planning for life’s transitions—including retirement, sale of a business, divorce, or loss of a matriarch or patriarch—I help my clients take a proactive approach to wealth building.  I combine over 15 years of financial services experience with a deep understanding of family dynamics and lending to help successful business owners, executives, and families implement wealth strategies that are in sync with their business and life goals.

    My comprehensive approach to wealth management considers both sides of life’s balance sheet, helping align my clients’ life goals with strategic asset, lending, and risk management solutions.

    I joined Morgan Stanley in 2008 from Bear Stearns, where I was a top manager.  I hold Series 7 and 66 licenses, as well as a CA insurance license.   I earned my Bachelor’s degree in business entrepreneurship in 1995 and my MBA in finance and strategic management in 2001, both from the University of Southern California.

      Location

      800 Newport Center Dr.
      Ste 500
      Newport Beach, CA 92660
      US
      Direct:
      (949) 717-5407(949) 717-5407
      Toll Free:
      (800) 468-3352(800) 468-3352
      Fax:
      (949) 717-5333(949) 717-5333
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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      The 2019 Wanderlust List

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      Ready to start a conversation? Contact Andrea M Casaw today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018