Lina Li
Private Banker
Dedrick Rhone
Vice President, Wealth Management,
Financial Advisor,
Portfolio Manager,
Workplace Advisor - Equity Compensation
Direct:
(408) 947-3707(408) 947-3707
Toll-Free:
(800) 444-4752(800) 444-4752
My Mission Statement
We offer tailored advice designed to give our clients the confidence to pursue their passions.
Background
Drawing on 23 years of global financial experience, Dedrick Rhone brings clarity and control to the complex financial lives of highly accomplished executives, entrepreneurs, and their families. A designated Portfolio Manager, Dedrick believes strongly in a disciplined approach to wealth planning driven by each client’s unique goals and core values. He and his team strive to deliver a family office level of service, and a holistic approach to comprehensive wealth management that encompasses diversification of concentrated wealth, estate planning and other long-term wealth management strategies.
Dedrick earned a B.A. in Communications from the University of Northern Iowa. After graduation, he continued his studies in Taiwan, receiving a certificate of fluency in Mandarin from National Taiwan University’s Stanford International Chinese Language Program (ICLP). He started his financial career as a Junior Sales Trader for BNP Paribas in Taipei, before transitioning to wealth advisory and returning home to the United States. He joined Morgan Stanley in 2015.
Highly active in his community, Dedrick is a member of the Board of Trustee for Hidden Villa, a non-profit that fosters educational experiences that build connections and inspires a deeper appreciation and respect for nature, food, and one another. He has an appreciation for other cultures and enjoys travelling and exploring new places and new cuisines. He, his wife and son all enjoy traveling and spending time with family and friends.
Dedrick earned a B.A. in Communications from the University of Northern Iowa. After graduation, he continued his studies in Taiwan, receiving a certificate of fluency in Mandarin from National Taiwan University’s Stanford International Chinese Language Program (ICLP). He started his financial career as a Junior Sales Trader for BNP Paribas in Taipei, before transitioning to wealth advisory and returning home to the United States. He joined Morgan Stanley in 2015.
Highly active in his community, Dedrick is a member of the Board of Trustee for Hidden Villa, a non-profit that fosters educational experiences that build connections and inspires a deeper appreciation and respect for nature, food, and one another. He has an appreciation for other cultures and enjoys travelling and exploring new places and new cuisines. He, his wife and son all enjoy traveling and spending time with family and friends.
Securities Agent: MN, AL, VI, NY, NV, CO, WA, SC, VT, TN, OH, ME, IL, VA, PA, MT, AZ, DE, OR, MD, IN, FL, CT, TX, NH, KS, HI, GA, WY, DC, MS, AR, NM, AK, WI, LA, PR, NE, SD, IA, UT, OK, NC, MA, KY, WV, RI, MO, NJ, ND, MI, ID, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1597630
NMLS#: 1597630
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Clients
My clients all have very unique backgrounds and needs. My team offers a family office–style approach to comprehensive wealth management, addressing the sophisticated financial needs of entrepreneurs, executives and family offices, bringing understanding in the areas of diversification of concentrated wealth, estate planning and other long-term wealth management strategies.
Interests
I volunteer for a number of organizations, but I would say I'm most passionate about helping at-risk youth create a path to increased self-esteem, respect and becoming grounded in society. In my spare time, I enjoy travelling, cooking and spending time with family and friends. My wife, son and I also enjoy traveling and spending time with family and friends.
How can we add value to you today?
We provide strategies for all of your financial needs.
Family & Family Goverance
- Trust & Estate Planning
- Family By-Laws
- Investment Policy Statement
- Medical Directive
- Long Term Financial Plan
- Family By-Laws
- Investment Policy Statement
- Medical Directive
- Long Term Financial Plan
Education
- Private School
- College Saving Plan
- College Saving Plan
Cash Management and Lending Solutions
Risk Management
- Insurance strategies/review
- Security Matters - Family Safety
- Minimize Opportunities for Lawsuits
- Security Matters - Family Safety
- Minimize Opportunities for Lawsuits
Retirement Plans
- 401(k), SEP IRA, Defined Benefits Plans, Money Purchase Plans, Deferred Comp Plans
Philanthropy
- Family Foundation
- Donor Advice Fund (DAF)
- Charitable Remainder Trust (CRT)
- Donor Advice Fund (DAF)
- Charitable Remainder Trust (CRT)
Investments
- Stock Portfolio Management
- Asset Allocation Creation
- Sourcing Unique Opportunities
- Asset Allocation Creation
- Sourcing Unique Opportunities
Location
16000 Los Gatos Blvd
Los Gatos, CA 95032
US
Direct:
(408) 947-3707(408) 947-3707
Toll-Free:
(800) 444-4752(800) 444-4752
Fax:
(408) 947-2208(408) 947-2208
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Lina Li
Lina Li is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lina began her career in financial services in 2005, and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, she was a Banking Advisor at Merrill Lynch. She also served as a Preferred Banking Office Manager at First Republic Bank and a Banking Center Manager at Bank of America.
Lina is a graduate of San Jose State University, where she received a Bachelor of Science in Business Administration with a Concentration in Accounting. She lives in San Jose, California with her family. Outside of the office, she enjoys reading, travelling, and spending time with family and friends. Lina dedicates her time to SCRITCH Kittens as Secretary, Adoption Counselor and foster.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lina began her career in financial services in 2005, and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, she was a Banking Advisor at Merrill Lynch. She also served as a Preferred Banking Office Manager at First Republic Bank and a Banking Center Manager at Bank of America.
Lina is a graduate of San Jose State University, where she received a Bachelor of Science in Business Administration with a Concentration in Accounting. She lives in San Jose, California with her family. Outside of the office, she enjoys reading, travelling, and spending time with family and friends. Lina dedicates her time to SCRITCH Kittens as Secretary, Adoption Counselor and foster.
NMLS#: 1376901
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
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Dedrick Rhone today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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.
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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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.
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.
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)
