Audney DePaulo is a Private Wealth Advisor with Morgan Stanley Private Wealth Management, who has spent the majority of his career working in various capacities with high-net-worth families, foundations and endowments. After nearly 20 years at Merrill Lynch Private Wealth, He joins Morgan Stanley in 2024 to continue his work with clients, offering counsel and advice on multiple aspects of their financial well-being. He creates customized strategies for a select number of families across the United States in the areas of asset allocation, estate planning services for multiple generations, liability management, and the psychological aspects of significant wealth on family dynamics. He holds the Accredited Wealth Management Advisor, AWMA™ designation from The College for Financial Planning Institutes Corp.
He holds two bachelor’s degrees from the University of Arizona and an M.B.A. in finance from the University of Southern California. In his spare time, Audney is an avid swimmer and golfer who is also active in a variety of team sports, both coaching and participating. Audney lives with his wife and two children in Los Angeles.
Capabilities
- Asset Allocation
- Cash Management & Lending
- Comprehensive Wealth Planning
- Investment Management
- Philanthropy Management
- Pre-Liquidity Planning
- Retirement & Pension Plans
- Tax, Trust & Estate Advisory
Securities Agent: CA, TX, NC, FL, IL, UT, NY, DE, AZ, NH, OR, CO, MO, NV, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 811234
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.