My Story and Services

I manage the assets and liabilities of young families, entrepreneurs, artists and athletes. My motivation is to return time and clarity to my clients; and to empower them to lead impactful lives and build enduring legacies.

I believe firmly in maintaining relationships built on honesty, integrity and accessibility. I employ a goals-based, values-oriented approach to managing my clients’ wealth. Above all else, I stand by being meticulous and transparent in risk, cost and tax management.

Please contact me to start a conversation.
Services Include
  • Retirement Planning1
  • Planning for Education Funding2
  • Estate Planning Strategies3
  • Philanthropic Management4
  • 401(k) Rollovers
  • Stock Option Plans5
  • Sustainable Investing6
  • Alternative Investments7
  • Cash Management8
Securities Agent: TX, CA, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I am a Los Angeles-based Financial Advisor who focuses on helping young families, entrepreneurs, artists and athletes lead impactful lives, and develop the foundation for an enduring legacy. I also serve as the Business Development Manager for Morgan Stanley’s Beverly Hills, Westwood and Santa Monica offices. In this role, I work directly with 172 of the area’s leading Financial and Wealth Advisors to elevate their standard of care, and adapt their solution set to meet the needs of their clients in our ever-evolving world. Prior to my current roles, I was an Equity Product Specialist for Morgan Stanley in New York City, where I helped Financial Advisors identify investment opportunities and construct portfolios that best suited their clients’ goals, needs and risk tolerances.

I graduated from Columbia University in 2014 with a degree in Economics. I augmented my primary academic focus with studies in logic, philosophy, and ancient East Asian literature, which instilled in me a deep appreciation for balance, order and discipline; three principles that govern my investment process today.

A devout endurance athlete, I transitioned a career in the pool that culminated as a four-year member of Columbia Men’s Varsity Swim Team, into land disciplines. When I’m not running or cycling, I can be found on a tennis court or one of LA's hiking trails with my wife, Tala, and Cocker Spaniel, Apollo.

I am actively engaged in the Columbia alumni community as a member of their Young Leaders Council, Young Alumni Board and Club of Southern California.

Location

9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-2659(310) 285-2659
Fax:
(323) 928-9587(323) 928-9587

Investment and Market Perspectives

On the Markets

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
Cybersafety Tip: The Cybersecurity Benefits of Morgan Stanley’s Digital Offerings

Cybersafety Tip: The Cybersecurity Benefits of Morgan Stanley’s Digital Offerings

Learn how Morgan Stanley Online and the Morgan Stanley Mobile App are built with the security of client assets and data as a top priority.

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

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
Maximum Benefit and Contribution Limits 2013 - 2019

Maximum Benefit and Contribution Limits 2013 - 2019

A quick reference guide to maximum benefit and contribution limits for all major retirement vehicles.

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.

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
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What to Look for in Your 401(k) Service Provider

Choosing a 401(k) plan can be an overwhelming task. Here are some tips to help you choose the right plan.

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Ready to start a conversation? Contact Andrew Wood 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 (“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.

3Morgan 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.

4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. 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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

5Morgan 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.

6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

8Morgan 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

The 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.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

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