"Knowledge is Power" and "Responsibility is key to freedom" are two key phrases that have influenced Carissa's approach to life and her career as a financial advisor. Additionally, she is guided foremost by the golden rule "you get out of life what you put into it". Work ethic is important to her.

Constant change and how you respond to it demands flexibility and the discipline to adapt and thus develop an understanding of the best tools currently available for financial planning and portfolio construction and management.

Carissa has successfully guided her clients through the Stock Market Crash of 1987, the dot.com bubble burst in 2001 and the financial crisis of 2008. This depth of experience enables her clients to seize opportunities even in tumultuous markets.

She couples her experience with an openness to what is new. She stays relevant while helping her clients align their portfolios to achieve the performance desired to accomplish their investment goals and objectives.

In addition to indulging her love of fine food and wine, she enjoys traveling, reading, practicing yoga and swimming. She both founded a book club with a friend and belongs to another. She also spearheaded the creation of a salon. Last but not least, supporting dance and classical music are also an important endeavor of hers.
Services Include
  • Financial Planning1
  • Estate Planning Strategies2
  • Retirement Planning3
  • Sustainable Investing4
  • Fixed Income5
  • Certificates of Deposit6
  • Lending Products
  • Life Insurance7
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, KY, LA, MA, MI, MN, MT, NC, NJ, NV, NY, OR, PA, RI, TX, VA, WA, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
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Goals-Based Wealth Management
Our integrated Goals-Based Wealth Management platform ties goals to implementation, leveraging the intellectual capital and sophisticated institutional capabilities of Morgan Stanley.
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  • Implement
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  • Track Progess
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444 South Flower St, 34th
Los Angeles, CA 90071
(213) 486-8826(213) 486-8826
Toll Free:
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Investment and Market Perspectives

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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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  • Annuities
The Simple Six-Step Retirement Checkup

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Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
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  • Impact Investing
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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
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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1Morgan 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.

2Morgan 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.

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.

4The 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.

5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

6CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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.

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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.

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