Claremont Branch Office

Since 1998, Ruarri has worked with individuals, families and businesses to provide custom financial solutions to grow, preserve and protect their wealth. As a Senior Vice President and Branch Manager, Ruarri brings a unique breadth and depth of industry knowledge and experience to a select group of clients.

Ruarri grew up in the Hudson Valley region of New York State and graduated from SUNY at Brockport in 1996 with a Bachelor of Science degree in Management. He then moved to California in 1997 and joined Morgan Stanley Dean Witter’s Newport Beach office in 1998. Ruarri was soon tapped for a management position and has managed branches in Ontario, Brea, Santa Ana and Claremont, California, while also serving the needs of his own clients.

Outside of work, Ruarri stays busy with the myriad activities of his two girls.

Jennifer Duarte is a Vice President and Business Development Manager serving Morgan Stanley’s Wealth Management office in the Pasadena Market. She is responsible for helping Financial Advisors grow and scale their practice by understanding their goals and priorities and connecting them to firm resources to enhance and deepen their relationships with their clients. Jennifer began her career in financial services in 2013 and joined Morgan Stanley in 2021. Prior to her current position, she was a Wealth Advisor at an independent RIA company leading the company’s financial planning initiatives. However, Jennifer spent the bulk of her career at Merrill Lynch on a team serving as a Financial Advisor focusing on financial planning and investment management. Jennifer graduated from the University of California, Irvine and holds her Certified Financial Planner^® and Chartered Financial Consultant (CHFC^® ). Jennifer lives in Los Angeles, CA where her family has several Mexican restaurants that she can recommend! Outside of work, she enjoys the outdoors and can be found at a Pilates class.

Jennifer is the Business Service Officer overseeing the Inland Empire region of the Los Angeles market. She is a graduate of Biola University’s Torrey Honors Institute and joined the brokerage industry in 2015. In 2023 Jennifer joined Morgan Stanley to serve as BSO for Claremont, Riverside, and Palm Desert, where she supervises and guides the Support Professionals and Service Associates. Jennifer is passionate about improving clients’ lives through financial peace of mind. In her free time Jennifer enjoys being involved in her community through fostering dogs and working on native habitat restoration.

Debra brings over 40 years of industry experience to our team. As a Branch Administrator, she provides administrative support to our managers, financial advisors, and support professionals. Debra is passionate about mentoring and helping others. She is very active in the community and leads the philanthropic efforts in the Los Angeles Complex. Outside of work, Debra serves as a Chaplain and Life Coach. She also enjoys spending time with her daughter, Joya.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative