Welcome

As your Financial Advisors, our mission is to help make your wealth work as hard as it can. To accomplish this goal, we must ask the right questions, find appropriate strategies and put all of our experience and resources at Morgan Stanley to work for you.  You can count on us to understand the life you envision, and only then can we help create wealth management strategies aimed at meeting the objectives that matter most to you.
Services Include
  • 401(k) Rollovers
  • Annuities1
  • Estate Planning Strategies2
  • Retirement Planning3
  • Wealth Management4
  • Life Insurance5
  • 529 Plans6
  • Asset Management7
  • Cash Management8
  • Certificates of Deposit9
  • Professional Portfolio Management10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:





Develop a thorough understanding of your financial goals and objectives

Review and analyze your current financial situation

Identify and tailor solutions that can help you meet your individual needs

Implement your customized strategy, including personalized services and benefits

Review your strategy, meeting periodically to discuss your goals and needs




Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:





Personal

Highly individualized and committed to helping you achieve financial success

Flexible

Responsive to changes in your life and in your priorities over time

Comprehensive

Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

    Location

    33 Lono Avenue
    Suite 330
    Kahului, HI 96732
    US
    Direct:
    (808) 871-2238(808) 871-2238
    Toll-Free:
    (800) 246-4050(800) 246-4050

    Meet CGL Group

    About Me

    Greg was born at the Puunene Maui Hospital and grew up in Honolulu where he attended Punahou School. After receiving a BA in Sociology at Cornell University he returned to Honolulu and worked at Bank of Hawaii for 7 years before starting at Dean Witter in 1981. He became branch manager of the Maui Office in 1987 and stayed with the firm as it grew and eventually merged with Morgan Stanley.

    Greg has three grown children, Tiffany, Christian, and Parker. He served on the boards of the Maui Country Club and J. Walter Cameron Center and now commutes to Honolulu weekly to be with his 98 year old dad who still lives independently. He spends his extra time reading, exercising, attending  yoga classes, and keeping track of current events and sports.
    Securities Agent: HI, WA, VA, SD, PA, OR, NY, NV, NM, NH, ME, MD, MA, KS, FL, DC, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

    About Me

    Emi began her career at a Morgan Stanley predecessor firm over 20 years ago and been a part of the Chou Group since 2012. Emi is a CERTIFIED FINANCIAL PLANNER TM and enjoys working closely with clients in developing a personalized plan for their financial success.  

    Emi grew up in Omaha, NE and has a Bachelor of Music degree in Applied Piano from Nebraska Wesleyan University.  She received her CFP ® designation from the Northwestern University of Chicago.  When she’s not in the office, Emi loves to travel and spend time with her husband Dean and their two wonderful daughters Riley and Mia.  She serves on the Board of the Pacific Cancer Foundation, the Pu'ukukui Community Council and is a member of the Financial Planning Association.
    Securities Agent: HI, WA, VA, SD, PA, OR, NY, NV, NM, NH, ME, MD, MA, KS, FL, DC, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

    About Me

    Tom was born and raised in New England. He received his BA in Economics from Colorado College and worked at an investment firm in Boston, before his college sweetheart convinced him to move back to Maui with her. Tom has been a Financial Advisor with Morgan Stanley Since 2007 and has been Branch Manager since 2010. 

    Tom and Kristina have three children on Maui with whom they share their love of Maui. As a family, they enjoy hiking, exploring the Upcountry pastures, and Crossfit. Tom also coaches club soccer year round , and still attempts to play soccer in the adult leagues.
    Securities Agent: HI, WI, WA, VT, VA, UT, TX, SD, SC, RI, PR, PA, OR, NY, NV, NM, NH, NE, ND, NC, MS, MO, MN, MI, ME, MD, MA, KS, IN, IL, ID, GA, FL, DC, CT, CO, CA, AZ, AR; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1279151

    About Me

    Julie is a Portfolio Associate and worked for Morgan Stanley since 2012.  She has been in the financial service industry since 2004.  She has her series 7, 66, and life/health insurance licenses.

    Julie graduated from the University of Hawaii at Manoa with an Executive Master of Business Administration and a Bachelor of Business Administration Degree in Finance and Management.

    Blessed with two children and a wonderful husband, Julie loves spending time with the family.  Together they enjoy cooking, baking, and spending quality time with one another. 
    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.

    More from Morgan Stanley

    Consolidate Your Cash at a Competitive Rate

    Consolidate Your Cash at a Competitive Rate

    2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
    Learn more about Consolidate Your Cash at a Competitive Rate
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact CGL Group today.
    Market Information Delayed 20 Minutes
    1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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.

    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.

    5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    7Morgan 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.

    8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    9CDs 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.

    10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    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