Arlyne Brown

As a seasoned professional with more than 25 years of industry experience, I provide customized strategies to individuals, families and small business owners with a special focus on wealth management services for women, divorcees and widows.  I strive to deliver comprehensive planning and a commitment to outstanding service with passion and integrity.  I began my career in financial services in 1981 as an options trader for  a regional firm in Los Angeles.  Over the years, I worked at several firms, including E. F. Hutton, Jefferies and Company, and J P Morgan Chase.  I joined Morgan Stanley in 2009 and I most enjoy the opportunity to share my institutional knowledge with individuals and families and build more personal relationships with my clients.  My mother, Evelyn, has been my inspiration throughout my life, as she survived World War II in the Philippines, came to America and became a physician in the 1950's.  She raised the five of us with the values of strength, determination and fortitude to overcome life's biggest challenges.  I myself survived a head on collision, cancer and divorce.  I can easily empathize with my client's challenges and provide appropriate guidance to help achieve their specific goals.  My passion for helping people is equaled only by my dedication to family and community.  I am the mother of three grown children, grandmother to one, and an active volunteer at my church.  I currently serve as a Board Member of the San Diego Women's Foundation, a nonprofit organization focused on collective philanthropy to benefit underserved communities.  Originally from Los Angeles, I now live in Encinitas.  In my free time, I play golf and practice yoga.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Annuities2
  • Asset Management3
  • Divorce Financial Analysis4
  • Estate Planning Strategies5
  • Financial Planning6
  • Fixed Income7
  • Lending Products
  • Life Insurance8
  • Long Term Care Insurance9
  • Municipal Bonds10
  • Retirement Planning11
  • Sustainable Investing12
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, MA, MD, MI, MO, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255520
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Awards

  • Morgan Stanley Pacesetters Club, 2012, 2013, 2015, 2016
  • Best Wealth Manager, Ranch and Coast Magazine, 2014
  • Five Star Wealth Manager, San Diego Magazine, 2016, 2017, 2018

Education

  • BA - Economics, UCLA, Los Angeles, CA
  • Series 3, 7 & 66 Licensed
  • CA Insurance Lic. #0G85478
  • MBA - Finance, University of Southern California, Los Angeles, CA
  • New York Insurance Lic. #LA-1212766
  • Certified Divorce Financial Analyst
  • University of Paris (La Sorbonne), Studied French Language and Culture

Associations

  • Kappa Alpha Theta Fraternity
  • Board Member, The San Diego Women's Foundation
  • North County Estate Planning Council
  • UCLA Alumni Association
  • USC Alumni Association
  • Financial Planning Association of San Diego

Experience

Present: Morgan Stanley*
Financial Advisor
Rancho Santa Fe, CA

J P Morgan Chase
Phoenix, AZ

Insurance Company of the West
San Diego, CA

Jefferies & Company, Inc.
Los Angeles, CA

    Location

    6041 La Flecha
    Rancho Santa Fe, CA 92067
    US
    Direct:
    (858) 613-8149(858) 613-8149
    Toll Free:
    (800) 755-3765(800) 755-3765
    Fax:
    (858) 756-0294(858) 756-0294
    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.

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    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

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    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Arlyne Brown 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.

    2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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 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.

    5Morgan 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.

    6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    11Morgan 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.

    12The 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.

    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