David Trogan
Executive Director, Private Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(626) 683-4645(626) 683-4645
Toll-Free:
(800) 421-7248(800) 421-7248
Industry Award WinnerMy Mission Statement
Excellence in family wealth planning for your family's unique goals
Welcome
In his position as Executive Director, Financial Advisor and Senior Portfolio Management Director at Morgan Stanley, David Trogan combines his background with the global resources of the firm to help clients protect and grow their wealth. With a concentration in financial planning, and as a former CPA, he offers his clients the experience that is needed with comprehensive asset management and liability analysis. As a long term member of a top Southern California Angel Group, Pasadena Angels, he also has extensive experience in working with entrepreneurs, and management teams in defining and implementing an investment approach that allows them to participate in business opportunities while maintaining a simultaneous strategy to help protect and grow their net worth. Additionally, he works with individuals transitioning into retirement, helping to design and incorporate portfolio income streams.
David received his MBA at the University of Michigan Ross School of Business and his Bachelor of Arts in Business Economics from the University of California, Santa Barbara. Early in his career, he earned his CPA after working at Ernst and Young. He also hold the Series 7, 63 and 65 license. David's professional, academic and personal background makes him an invaluable resource to each of his clients.
When David is not working, he enjoys spending time with his wife and children.
David received his MBA at the University of Michigan Ross School of Business and his Bachelor of Arts in Business Economics from the University of California, Santa Barbara. Early in his career, he earned his CPA after working at Ernst and Young. He also hold the Series 7, 63 and 65 license. David's professional, academic and personal background makes him an invaluable resource to each of his clients.
When David is not working, he enjoys spending time with his wife and children.
Securities Agent: CO, CA, ND, HI, NV, MO, SC, PA, DE, WA, TX, NY, AZ, WY, NJ, OH, MD, MI, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1274514
CA Insurance License #: 0B13595
NMLS#: 1274514
CA Insurance License #: 0B13595
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Family Office
David leverages the versatile resources of Morgan Stanley and professionals to help his clients and their families maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
Family Office Resources
Reflecting on how the most successful families create and maintain enduring legacies across multiple generations, Morgan Stanley Family Office Resources (FOR) is structured to help clients define a guiding vision, translate that vision into effective strategies and implement those strategies by calling on the tactical expertise of experienced experts. Accessed by Morgan Stanley advisors through UHNW Client Specialists, our capabilities span three complementary areas of focus: Governance & Legacy, Wealth Strategies and Signature Access.
Watch this to learn more
What Does Wealth Mean to You
What's your relationship with wealth? For many, it's complicated. If they are going to be successful, family conversations about wealth often require us to engage in deep, introspective analysis to understand our own personal values and opinions, as well as what drives and motivates us.
Read this to learn more
Lasting Legacy Planning
Managing your family's wealth is much more than simply reaching a desired return. To learn more about how we at Morgan Stanley help you leave a legacy that lasts beyond just numbers, please click the link below.
Read this to learn more
Teaching Kids About Money
Effective discussions about wealth and values can help families optimize their capital to reach their goals. Follow this link to learn more about starting conversations with children about money.
Read this to learn more
Financial Do's and Don'ts for New Parents
Welcoming a child is an exciting milestone. Every parent, child and family is unique and should make the decisions that work for them and their finances. Knowing some major money considerations early on can help you formulate the plan that’s best for you. Click this link to read more about preparing financially for a baby.
Read this to learn more
From Clueless to Clued in: Teaching Teens about Money
As your children grow into young adults, you can help them learn how to manage their own finances. Click this link to learn how to go about it.
Read this to learn more
Lifestyle Advisory
Your family history is a crucial part of the person you have become, in more ways than you can imagine. Learning about these familial ties is a fascinating experience that can often shine a spotlight on your past and serve as a guiding light for your future. Morgan Stanley can give you access to various genealogical resources to help bring your family history to life.
Read this to learn moreWorking With You
David's practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services. David works with a broad range of clients who are high net worth individuals and families that are committed to growing and preserving their wealth. David's clients value and respect the advice he carefully cultivates for them in reaching goals for each of life's milestones. Examples of many of the goals he helps his clients accomplish include:
• Simplify their financial life
• Plan for an enjoyable retirement
• Plan through life's unexpected events
• Plan for business startups
• Minimize investment related taxes through complex strategies
• Educate the next generation on how to manage wealth and carry family values forward
His recommended solutions are carefully coordinated to help provide you with the knowledge, tools and resources needed to succeed in today's fast paced world.
David is here to help you make informed decisions on any financial issue you face.
• Simplify their financial life
• Plan for an enjoyable retirement
• Plan through life's unexpected events
• Plan for business startups
• Minimize investment related taxes through complex strategies
• Educate the next generation on how to manage wealth and carry family values forward
His recommended solutions are carefully coordinated to help provide you with the knowledge, tools and resources needed to succeed in today's fast paced world.
David is here to help you make informed decisions on any financial issue you face.
My Clients Include:
- Families spanning multiple generations
- Entrepreneurs
- Actors and Entertainers
- High Net Worth Individuals
- Existing Client Referrals
Planning For a New Beginning
Divorcing a spouse can be a difficult ordeal, with repercussions for your emotional and financial well-being. Although divorce is seldom easy, David can help you prepare for it, which will help you feel more in control and better equipped to make informed, confident decision about your financial future. David helps his clients regain their footing and move forward with confidence in their new life.
Taking Control of Your Finances After Divorce or Death of a Spouse
Divorce or death of a spouse can turn the best laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground.
Read this to learn more
Life After Divorce
Major relationship transitions can be overwhelming in both a personal and practical way. Dealing with the impact of divorce on your financial life can make an emotionally difficult time even more challenging. Follow this link to learn about how to create a path to financial independence to help you feel more in control and better equipped to make informed, confident decisions about your financial future.
Read this to learn more
Navigating Divorce
It is important to evaluate the impact divorce can have on both your personal and financial matters. The better you understand your options, the more likely you are to make sound financial decisions. This article will help you learn how to build a solid financial strategy that may help provide you with greater confidence and flexibility in the future
Read this to learn more
Making the Most of Your Sudden Wealth
It is important to evaluate the impact divorce can have on both your personal and financial matters. The better you understand your options, the more likely you are to make sound financial decisions. This article will help you learn how to build a solid financial strategy that may help provide you with greater confidence and flexibility in the future.
Read this to learn moreMonthly Outlooks
David aims to break down difficult financial concepts into easily understandable language so that his clients can fully understand the work that goes into making plans for their financial stability and way of life. He firmly believes in giving his clients access to as many resources as he can so they may stay up to date on the most recent market trends, analysis and outlooks. The sites listed below offer in-depth research on recent financial and market developments that have an impact on the current business world.
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Listen here
5 AI Trends Shaping Innovation and ROI
The world’s biggest tech companies presented at Morgan Stanley’s Technology, Media & Telecom Conference, identifying five trends around AI’s next frontiers and its ability to deliver ROI for enterprises.
Read to learn more
Global Investment Committee On the Markets Monthly Report
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape.
Read the latest edition
Global Investment Committee Weekly Research Report
The Global Investment Committee's Weekly Report provides an in depth look at markets, asset class performance and fixed income on a weekly basis.
Read the latest report
2025 Outlooks
As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.
Click to learn moreClient Service Team
Nathan Trogan
Phone:
(626) 683-4636(626) 683-4636
Email:Nathan.Trogan@morganstanley.com
Sharon M. Vandenbroek - Portfolio Associate
Phone:
(626) 683-4613(626) 683-4613
Email:sharon.m.vandenbroek@morganstanley.com
Location
55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 683-4645(626) 683-4645
Toll-Free:
(800) 421-7248(800) 421-7248
Fax:
(626) 397-4039(626) 397-4039
Awards and Recognition
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
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
Rational Investing in an Age of Uncertainty
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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
Ready to start a conversation? Contact David Trogan today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
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.
5Morgan 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.
6When 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.
7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
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.
5Morgan 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.
6When 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.
7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
