Danielle P. Barrios, CFP®
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Direct:
(310) 285-4850(310) 285-4850
My Mission Statement
I guide individuals and families in defining, planning for, and achieving their financial goals. Through comprehensive financial planning and bespoke wealth management solutions, my mission is to help you navigate life's transitions while managing your wealth today and for future generations.
My Story and Services
Danielle Barrios is a Financial Advisor with Morgan Stanley in Beverly Hills. She works with individuals and families in providing comprehensive wealth management solutions. A highly accomplished financial services professional, she holds a Master’s degree in Wealth Management from Columbia University and a Bachelor’s degree from Georgetown University.
Previously, Danielle worked at J.P. Morgan where she was a member of a Private Wealth team in Washington, D.C. Prior to that, she gained valuable experience at UBS and Wells Fargo, focusing on family office and private banking capabilities for multi-generational families.
Danielle is a CERTIFIED FINANCIAL PLANNER™ professional and carries FINRA SIE, Series 7, and Series 66 licenses. Beyond her financial experience, Danielle is a 200-Hour Yoga Alliance-certified teacher, highlighting her commitment to holistic well-being. In her spare time, she is a volunteer essay reader and classroom speaker for the SIFMA Foundation and mentors students in the Riordan Programs at the UCLA Anderson School of Management.
A Los Angeles native, Danielle grew up in Koreatown and graduated from Immaculate Heart High School in Hollywood.
Morgan Stanley Smith Barney LLC. Member SIPC.
Previously, Danielle worked at J.P. Morgan where she was a member of a Private Wealth team in Washington, D.C. Prior to that, she gained valuable experience at UBS and Wells Fargo, focusing on family office and private banking capabilities for multi-generational families.
Danielle is a CERTIFIED FINANCIAL PLANNER™ professional and carries FINRA SIE, Series 7, and Series 66 licenses. Beyond her financial experience, Danielle is a 200-Hour Yoga Alliance-certified teacher, highlighting her commitment to holistic well-being. In her spare time, she is a volunteer essay reader and classroom speaker for the SIFMA Foundation and mentors students in the Riordan Programs at the UCLA Anderson School of Management.
A Los Angeles native, Danielle grew up in Koreatown and graduated from Immaculate Heart High School in Hollywood.
Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: WI, WA, VA, UT, TX, RI, OR, OH, NY, NM, NJ, NC, MD, MA, LA, KY, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, NV, AR, PA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 2554450
CA Insurance License #: 0G40017
NMLS#: 2554450
CA Insurance License #: 0G40017
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-4850(310) 285-4850
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Danielle P. Barrios today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
