Casey Hubbard
Vice President, Wealth Management,
Financial Advisor,
Global Sports and Entertainment Director
Direct:
(310) 443-0513(310) 443-0513
Industry Award WinnerMy Mission Statement
Helping successful individuals, families, business owners, and entertainment professionals make confident financial decisions through customized, comprehensive wealth management.
My Story and Services
Casey Hubbard is a Financial Advisor at Morgan Stanley, where he works with clients to help them evaluate investment opportunities, build long-term relationships, and make informed decisions aligned with their financial objectives.
Casey began his career at Morgan Stanley in 2015 as a Sales Associate, supporting the trading and maintenance of large institutional accounts and helping construct client performance reports. In 2019, he became a Financial Advisor, bringing forward a strong foundation in investment research, client service, and portfolio-related analysis. His work includes a focus on individual security selection and analysis, as well as research across a broad range of investment managers.
Known for his relationship-driven approach, Casey is passionate about building lasting connections and helping clients feel supported through changing market and life circumstances. In 2026, he was named to Morgan Stanley Wealth Management’s Pacesetter’s Club.
A Bay Area native, Casey earned his Bachelor of Science degree from Arizona State University in 2012. He is also a member of the Sigma Chi Alumni Association. Outside of work, Casey enjoys golfing, participating in charity-driven events, and spending time in the Santa Monica community, where he currently resides.
Casey began his career at Morgan Stanley in 2015 as a Sales Associate, supporting the trading and maintenance of large institutional accounts and helping construct client performance reports. In 2019, he became a Financial Advisor, bringing forward a strong foundation in investment research, client service, and portfolio-related analysis. His work includes a focus on individual security selection and analysis, as well as research across a broad range of investment managers.
Known for his relationship-driven approach, Casey is passionate about building lasting connections and helping clients feel supported through changing market and life circumstances. In 2026, he was named to Morgan Stanley Wealth Management’s Pacesetter’s Club.
A Bay Area native, Casey earned his Bachelor of Science degree from Arizona State University in 2012. He is also a member of the Sigma Chi Alumni Association. Outside of work, Casey enjoys golfing, participating in charity-driven events, and spending time in the Santa Monica community, where he currently resides.
Securities Agent: MD, GA, AZ, TX, LA, KS, IN, ID, DE, CO, WY, WA, HI, WI, VA, OR, OH, OK, NJ, UT, PA, NH, MN, KY, IA, CT, TN, NC, MT, IL, MO, FL, DC, SC, NY, NV, MI, MA, CA, AK, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1884522
CA Insurance License #: 0N08413
NMLS#: 1884522
CA Insurance License #: 0N08413
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Designations & Awards
At The Lindbrook Group at Morgan Stanley, we take a long-term view of wealth management—grounded in careful planning, thoughtful investment discipline, and the belief that great advice should evolve as life changes. The awards and professional designations featured here are a reflection of that approach and the high standards we hold across planning, portfolio construction, family wealth strategies, and client service.
Each credential reflects advanced education and a commitment to maintaining high standards across the full client experience—strategy, execution, and ongoing service.
For clients, that means working with professionals who collaborate, bring multiple perspectives to the table, and remain focused on making sound decisions—today and for the long term. Click through the images to explore each award and designation, and how they support the way we serve you.
In addition to serving a wide range of clients, we offer a dedicated Sports & Entertainment specialty, designed for individuals and families navigating the unique financial dynamics of the industry. From uneven income cycles and contract-driven earnings to brand-related opportunities and increased complexity, our focus is on helping clients bring structure and clarity to financial decision-making.
Each credential reflects advanced education and a commitment to maintaining high standards across the full client experience—strategy, execution, and ongoing service.
For clients, that means working with professionals who collaborate, bring multiple perspectives to the table, and remain focused on making sound decisions—today and for the long term. Click through the images to explore each award and designation, and how they support the way we serve you.
In addition to serving a wide range of clients, we offer a dedicated Sports & Entertainment specialty, designed for individuals and families navigating the unique financial dynamics of the industry. From uneven income cycles and contract-driven earnings to brand-related opportunities and increased complexity, our focus is on helping clients bring structure and clarity to financial decision-making.
Award Disclosures
2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Award DisclosuresSource: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Firm & Client Resources
At the Lindbrook Group at Morgan Stanley, we strive to offer our clients the proper guidance, advice and resources to help assist with any of their financial needs.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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On The Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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Morgan Stanley Online (MSO)
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register For Morgan Stanley Online Today
Online Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit Our Security Center
Total Wealth View
It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Link and Add Your External Accounts
Reserved Living & Giving
Morgan Stanley is proud to offer great discounts for its reserved group of clients. Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley’s most valued clients. The program is designed to enhance your lifestyle.
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Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Cash Plus
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
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Portfolio Risk Platform
See your portfolio’s exposures in one place and explore how historical and hypothetical market events could impact performance. Morgan Stanley’s Portfolio Risk Platform—powered by BlackRock’s Aladdin risk technology—provides scenario analysis and risk insights to support more informed portfolio decisions.
Estate & Legacy Planning Strategies
It's important to plan for what will happen with your wealth when you're gone or need help. Wills, revocable and irrevocable trusts, Medicaid planning, powers of attorney, transfer-on-death—we help you understand the landscape, consider your options, and coordinate with your estate attorney to help ensure that your wishes are heard, understood, and met.
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Insurance Analysis
We review your financial risk profile, assess the factors that drive insurance needs, and identify potential areas of exposure to help you determine the right mix and amounts of insurance coverage for you. We also assess your existing coverages to identify areas that may warrant changes.
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Retirement & Financial Goal Analysis
Throughout your life, we help you articulate and plan for your financial goals, near and far—from retirement and legacy-planning to education and homeownership. We use advanced planning tools to analyze investment and savings strategies, translate the results into options and recommendations tailored to you, and regularly monitor and review progress with you to help keep you on-track.
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Tax Optimization
Tax-smart investing and withdrawal strategies can help you mitigate exposure to current taxes in your portfolio and keep more of what you've earned. From income and capital gains taxes to estate taxes and tax penalty pitfalls, we use active tax-reduction strategies and look for opportunities to help reduce your tax bill, saving more for what matters most to you.
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Cash Management & Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
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Family Office Resources
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
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Private Markets
Morgan Stanley Wealth Management announced the launch of its Private Markets Transaction Desk, a concierge service that empowers eligible shareholders and investors to buy and sell eligible private company shares in the secondary market.
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Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
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Philanthropic Strategies & Structures
One of the great pleasures of building a successful business is the platform it provides to create the change you want to see in the world. There is a broad range of approaches that you may wish to consider and each option has unique characteristics, from various forms of donor control to varying degrees of flexibility, cost and complexity. While most of these strategies can be deployed at any point in the development of your business, there can be considerable efficiencies to be gained by implementing certain strategies in advance of an IPO, or the sale of your business.
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Donor Advised Funds
A DAF is a charitable giving vehicle administered by a sponsoring organization such as MS GIFT, a 501(c)(3) public charity. DAFs are structured as 501(c)(3) organizations created with the intent of managing charitable donations on behalf of individuals, families and organizations.
Learn MoreClient Service Team
Amy Quinn - Assistant Vice President
Amy has been providing financial service support to clients for over 25 years. As a fully registered Wealth Management Associate, Amy is the lead contact with clients for administrative problem resolution and complex life event navigation. While overseeing all operational aspects of The Lindbrook Group’s administrative processes, she also serves as a resource to other Associates throughout the firm and is frequently selected to participate in new service and technology pilot programs.
Amy’s professional passion is working directly with clients to identify and solve their needs and concerns. She is a published poet, a Volunteer Director for the Woodland Hills Children’s Theater and a Congressional District Leader for The ONE Campaign to Make Poverty History. Amy lives in West Hills with her husband, Grahm, and son, Jack.
Amy’s professional passion is working directly with clients to identify and solve their needs and concerns. She is a published poet, a Volunteer Director for the Woodland Hills Children’s Theater and a Congressional District Leader for The ONE Campaign to Make Poverty History. Amy lives in West Hills with her husband, Grahm, and son, Jack.
Xzavier Howard - Client Service Associate
Xzavier joined Morgan Stanley in 2017 through the Wealth Management Operations Analyst Campus Recruiting Program. He spent the first 5 years of his career rotating through various roles in Wealth Management Ops including Private Banking Business Management, Mutual Funds Project Management and Operations Project Strategy. His responsibilities included managing financial reporting, forecasting and risk analysis for the Private Banking divisions, identifying and implementing strategic solutions across traditional & alternative investments and spearheading multi-year platform integration initiatives. Xzavier moved from New York to LA and joined the Lindbrook group in the middle of 2022. He is driven, focused and solution oriented with a passion for establishing and enhancing long lasting client relationships.
Xzavier is an east coast native that is looking forward to expanding his west coast network after relocating to Los Angeles. He received his bachelor’s degree in criminology and political science from West Virginia University before pivoting into the finance industry. He is a self-educated skincare enthusiast and all-around creative that participates in skincare and beauty branding, education and partnerships outside of the office.
Xzavier is an east coast native that is looking forward to expanding his west coast network after relocating to Los Angeles. He received his bachelor’s degree in criminology and political science from West Virginia University before pivoting into the finance industry. He is a self-educated skincare enthusiast and all-around creative that participates in skincare and beauty branding, education and partnerships outside of the office.
Michael Midgette-Coleman - Client Service Associate
Michael has been in the Wealth Management industry for 6 years which his experience includes many aspects such as portfolio management and building client relationships. He also has been responsible for providing clientele with several options for retirement planning and mutual fund choice selection. Michael joined Morgan Stanley in 2022 as a Client Services Associate where he has taken on the responsibilities of handling the operational and administrative duties for The Lindbrook Group as well as assisting existing clients with their account needs. Michael is a self-driven individual who has the eagerness to learn and grow.
Michael was born and raised in Los Angeles, and he is a graduate of The University of Nevada, Reno with a degree in Business Management and Finance. Outside of work, Michael enjoys watching sports and enjoying quality time with his family.
Michael was born and raised in Los Angeles, and he is a graduate of The University of Nevada, Reno with a degree in Business Management and Finance. Outside of work, Michael enjoys watching sports and enjoying quality time with his family.
Lydia Hinzer - Senior Registered Associate
Location
10960 Wilshire Blvd
Ste 2000
Los Angeles, CA 90024
US
Direct:
(310) 443-0513(310) 443-0513
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Casey Hubbard today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
