Audney DePaulo

Audney has spent the majority of his career working with ultra-high net worth families, foundations and endowments to offer advice on multiple aspects of their financial well-being. Today, he focuses on creating 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 effects of significant wealth on family dynamics.

Audney brings more than two decades of experience to his role, having recently joined Morgan Stanley after spending 20 years at Merrill Lynch. He holds two bachelor’s degrees from the University of Arizona and an M.B.A. in finance from the University of Southern California. To better understand the unique needs of ultra-high net worth clients, Audney has earned the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning.

Audney lives in Los Angeles with his wife and two children. Outside the office, he is an avid swimmer and golfer, and he coaches and participates in a variety of team sports.

Lily focuses on client relationship management, which involves listening to and understanding clients’ needs, providing a personalized level of service, and striving to build long-term relationships. Her role includes servicing clients’ accounts and managing their expectations as she fulfills their requests. Lily most enjoys the opportunity to work directly with clients, and she is dedicated to delivering a rewarding experience.

Before joining Morgan Stanley in 2024, Lily worked at Merrill Lynch for more than 30 years, first as a margin clerk and later as a client associate before becoming a Private Wealth Client Relationship Manager. She holds the Series 7, 63 and 65 licenses, as well as the Accredited Wealth Management AdvisorSM designation, and she graduated from the University of Southern California with a B.S. in business administration-finance.

Lily was born in Los Angeles and currently lives in Beverly Hills. Outside the office, she enjoys spending time with family, reading and walking.

Judith is responsible for all aspects of day-to-day account administration, including answering questions, responding to requests, and managing clients’ expectations while complying with Morgan Stanley rules and regulatory requirements. She appreciates the problem-solving aspect of her role, as well as her regular interactions with clients, and she relies on open communication and proactive service to help build strong client relationships.

Judith started her career as a client associate at Merrill Lynch in 1997 and most recently served as a Private Wealth Client Relationship Manager there before joining Morgan Stanley in 2024. She holds the Series 7 and 66 licenses and the Accredited Wealth Management AdvisorSM designation, and she earned a B.S. in business management from De La Salle University in Manila, Philippines.

A resident of North Hollywood, Judith enjoys spending time with her husband, travelling, cooking, hiking, cycling and practicing yoga. She is also a volunteer for LA Family Housing, an organization dedicated to providing housing and other critical services to end homelessness.

Liam is responsible for portfolio construction, which involves research and analysis across traditional and non-traditional asset classes. He works to align clients’ portfolios to their stated aspirations and provides the education and resources they need to feel comfortable with their investments. Liam utilizes a holistic approach to portfolio construction that incorporates both sides of clients' balance sheets to position them appropriately across the risk-return spectrum.

Prior to joining Morgan Stanley, Liam worked at Merrill Lynch as a Private Wealth Relationship Manager where he covered ultra-high net worth client relationships and served on the team’s internal investment committee. He graduated from San Diego State University with a B.S. in business administration-finance and has earned the Series 7 and 66 industry licenses as well as the Accredited Wealth Management AdvisorSM designation. In addition, he is a CFA Charterholder and a member of the CFA Society of Los Angeles.

A first-generation child of parents from Hong Kong, Liam is originally from San Diego and now lives in Santa Monica. In his free time, he is an avid runner and a history enthusiast.