Dale Ishida Suezaki, CIMA®
First Vice President,
Financial Advisor
Direct:
(808) 334-2740(808) 334-2740
My Mission Statement
To provide total wealth management services in a professional and confidential manner. And build relationships based on mutual respect and a high level of trust and integrity.
Welcome
Dale has over 30 years of experience in the financial services industry working on corporate financial planning, banking, investor relations, small business start-up, trusts and investments.
Over the last 20 years at Morgan Stanley in the Kailua Kona, Hawaii office; I’ve been able to help clients with:
· Planning for Retirement
· Creating Investment Plans
· Developing Income Distribution Plans
· Planning for the next generation
· Giving Back with Charitable Giving Plans
It is an honor and privilege to work in the community that I grew up in.
Over the last 20 years at Morgan Stanley in the Kailua Kona, Hawaii office; I’ve been able to help clients with:
· Planning for Retirement
· Creating Investment Plans
· Developing Income Distribution Plans
· Planning for the next generation
· Giving Back with Charitable Giving Plans
It is an honor and privilege to work in the community that I grew up in.
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Sustainable InvestingFootnote3
- Professional Portfolio ManagementFootnote4
- Business PlanningFootnote5
- Estate Planning StrategiesFootnote6
- Philanthropic Services
- Endowments and FoundationsFootnote7
- Planning for Individuals with Special Needs and their Families
Securities Agent: AZ, CA, CT, CO, FL, GA, HI, MA, MO, MT, NC, NH, NJ, NV, NY, OR, TX, UT, VA, WA, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290411
CA Insurance License #: 0M32900
NMLS#: 1290411
CA Insurance License #: 0M32900
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Personalized Approach
Are you looking for someone to take the time to listen to your story?
Together, we will navigate these extraordinary times and sit alongside you to develop your financial plan.
Identifying financial solutions begins with a solid understanding of your 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. The process is personal, flexible and comprehensive.
Together, we will navigate these extraordinary times and sit alongside you to develop your financial plan.
Identifying financial solutions begins with a solid understanding of your 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. The process is personal, flexible and comprehensive.
1. Introductory Meeting
The first step in our relationship begins with you and hearing your story. Our introductory meeting is an initial discussion aimed towards getting to know you, your lifestyle, and aspirations. It is also a time for you to get to know us and what to expect.
2. Discovery Meeting
Our next meeting is when we will work together to identify and tailor solutions that can help you meet your individual needs. Together, we review your current financial situation, along with your values and priorities and build solutions to help you achieve your goals.
3. Implementation
This is the implementation phase to translate our discussions into investment strategies, all while using your life goals as our compass. We will be able to tap into the wide breadth and depth of Morgan Stanley’s products and services to build out your investment plan.
4. Review Strategy Periodically
Together we will review your strategy and meet periodically, creating a personalized agenda for each meeting. Just as your life evolves and changes, so will your investment strategies. We will discuss your goals and needs to ensure your financial expectations are being met and adjusted to changes in your life and your priorities. Our ultimate mission is your success and well-being.
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Financial Literacy Guide
It’s never too early-or too late -to start improving your financial literacy. A great first step is covering the basics.
Financial Literacy for Any Stage of Your Life
Estate Planning Video Series
Morgan Stanley Family Office Resources offers a differentiated value proposition to integrate comprehensive tax, estate, and financial planning strategies into your overall wealth plan. These educational videos discuss the basics and highlight the resources available in estate planning strategies to help you address some of life's challenges and opportunities as they arise.
Tax Loss Harvesting
What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?
"What is tax-loss harvesting?" Article
Family & Kids
It's never too early to start teaching kids about money. Learn how to build, teach and model good financial behaviors. We recommend starting with Budgeting to introduce healthy money habits.
Making Financial Literacy a Family Affair
Seniors & Caregivers
Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents plan so you can protect your loved one’s financial wellbeing.
Parent Estate PlanningResources
Global Investment Office
Morgan Stanley Wealth Management’s Global Investment Office is a diverse team of experienced analysts, strategists and economists who provide strategic and tactical advice to guide your portfolio, including timely commentary and special reports from our Global Investment Committee (GIC).
Insights from the Global Investment Office
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn About Our Planning Tools
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
2023 Federal Tax Table
This document outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2023 Tax Table
2023 Maximum Benefit & Contribution Limits
This document highlights the maximum benefit contribution limits from 2017-2023.
View Maximum Benefit & Contribution Limits
Tax Efficient Strategies
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Your Guide to Tax-Efficient Planning
Secure 2.0 Act
Congress recently passed the SECURE 2.0 Act of 2022, which was signed into law on December 29, 2022. SECURE 2.0 is a significant piece of retirement legislation that is intended to make it easier for businesses to offer retirement plans and for individuals to save for retirement.
Fact Sheet
Private Banking Brochure
As a valued Morgan Stanley client, you are eligible to take advantage of our comprehensive and competitive suite of cash management and lending solutions. Read more in our Private Banking Brochure.
Private Banking BrochureUpcoming Events, Replays & Recent News
Client Service Team
Gabriele De Marco - Client Service Associate
Phone:
(808) 334-2742(808) 334-2742
Email:gabriele.de.marco@morganstanley.com
Gabriele DeMarco joined our team as a Client Service Associate. Gabriele was born and raised in Italy before moving to the United States in 1998. Gabriele has over 20 years of experience in the financial technology and capital markets fields and has held positions at Bank of America, Barclays Global Investors and BlackRock. As a Client Service Associate, Gabriele understands and values our clients’ needs. He uses his knowledge to provide the best possible experience for our clients at Morgan Stanley.
Location
75-240 Nani Kailua Drive
#4
Kailua Kona, HI 96740
US
Direct:
(808) 334-2740(808) 334-2740
Fax:
(808) 326-9484(808) 326-9484
Wealth Management
From My Desk
Forbes’ Top Women Wealth Advisors
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
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
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
Are You Prepared for Tax Day?
Article Image
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
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Dale Ishida Suezaki today.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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.
6Morgan 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.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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.
6Morgan 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.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
