Blake Davidson
Portfolio Associate
Phone:
(949) 955-7801(949) 955-7801
Don A. Harrell, CFP®
Senior Vice President,
Financial Advisor,
Chartered Retirement Planning Counselor,
Alternative Investments Director,
Global Sports and Entertainment Director,
NFLPA Registered Institutional Player Financial Advisor,
Family Wealth Advisor
Direct:
(949) 365-5333(949) 365-5333
Toll-Free:
(800) 533-3402(800) 533-3402
My Mission Statement
Deliver excellence in the field of Wealth Management. Strive to become profoundly valued and relevant in the lives of the families I'm privileged to serve.
Who I am and How I work
Relationships matter……this is the core, philosophical belief I have followed for the past 25 years in the financial services industry. I place value on time spent together to talk about the things in life that truly matter like family, legacy, purposeful living and giving back when we have the heart and resources to do so. My commitment to you centers on my desire to serve you and your family well. I will give you my full attention when we engage. I will communicate regularly to be sure you are informed and comfortable. I will work tirelessly to keep the tools of my craft sharp so that I can proficiently serve your financial needs. It is my goal to do my “best” work so that you and your family can live your “best” life. If you are a client, I thank you and am grateful to be on the journey with you. If you are considering putting me and my resources to work for you I warmly welcome your inquiry.
Securities Agent: CO, CA, VA, NM, MI, IA, HI, AZ, PA, MS, MD, ID, NY, NH, IL, DE, MT, MO, KS, WY, WA, TX, OH, MA, LA, IN, FL, UT, SC, OR, DC, NC, CT, AL, TN, NV, ND, AK, WI, NJ, GA, SD; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 633452
CA Insurance License #: 0C23870
NMLS#: 633452
CA Insurance License #: 0C23870
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
A Financial Playbook for Sports Professionals
Passion, grit, and relentless pursuit of excellence define your world. Don knows that same commitment goes far beyond the field- especially when it comes to your finances. With over three decades of experience advising NBA, NFL, MLB, and NCAA Athletes, Don delivers a forward-thikning, personal approach tailored to your unique needs.
He understands that every win, every contract negotiation, and every setback can impact your financial game plan. By partnering with Don, you can stay focused on dominating your sport while he tackles the complexities of your portfolio.
Ready for a strategy that champions your goals? Reach out today to elevate your financial future.
NFLPA Partnership
As an NFLPA registered advisor, Don understands the intricacies and challenges of working with NFL athletes to build, preserve, and share their wealth with their families.
Global Sports and Entertainment
As a GSE Director, Don can connect you with the vast resources of Morgan Stanley while coordinating with your team of CPAs, attorneys, and specialists to help ensure you're always supported and in-the-know.
Financial Solutions for Pro Athletes
Turning pro is exciting- but costly. From training to travel, the path to the draft demands financial readiness.
Name. Image, and Likeness
College athletes can now cash in on their name, image, and likeness (NIL)- a game-changing opportunity to build a brand and secure financial deals. Understanding the rules and maximizing these benefits can set the stage for success both on and off the field.
NIL Do's and Don'ts
Learn about the essential do's and don'ts to help you thrive in the NIL era.
How Can Athletes Build Their Credit
For rising stars, strong credit isn't just a number- it's a game-changer. From securing loans to funding your future ventures, building credit early opens doors to financial freedom and long-term success.
Beyond Business: Turning Success into Lasting Wealth
You've built something great- now it's time to protect and grow it. Success brings opportunity, but it also comes with financial complexities that require a strategic approach.
For over three decades, Don has helped entrepreneurs turn business success into lasting wealth. Whether you're scaling, exiting, or planning for the future, he provides the knowledge and skill to keep you focused on what you do best- leading and innovating.
Your vision got you here. Let's make sure your wealth keeps up. Let's have a conversation.
Entrepreneurship in the Spotlight
Success isn't just about today- it's about what you build for tomorrow. Entrepreneurship gives you the power to take control, create impact, and own your next chapter. Ready to make your move?
The Emotional Side of Selling Your Business
Selling your business is a major life change. While it can bring new opportunities, it may also stir feelings of loss and uncertainty. Navigating these emotions is the key to embracing your next chapter.
The Path From Athlete to Entrepreneur
The same drive that fuels champions can power entrepreneurs. Just like in sports, success in business takes vision, discipline, and the right team. With the right strategy, your next big win could be in the world of entrepreneurship.
Retirement Investing for the Self-Employed
As a self-employed professional, your future is in your hands. An individual 401k gives you the power to maximize savings, reduce taxes, and build long-term wealth- on your own terms. Start investing in your future today.
Morgan Stanley Inclusive & Sustainable Ventures
Morgan Stanley Inclusive & Sustainable Ventures is more than an accelerator- it's a launchpad for diverse and purpose-driven founders, With access to capital, mentorship, and a powerful network, we help early-stage innovators build, scale, and reshape the future of business.
Location
28202 Cabot Rd
Ste 500
Laguna Niguel, CA 926771271
US
Direct:
(949) 365-5333(949) 365-5333
Toll-Free:
(800) 533-3402(800) 533-3402
Fax:
(949) 756-8908(949) 756-8908
Meet My Team
About Blake Davidson
Blake Davidson is a Registered Associate at Morgan Stanley. With over 5 years of Financial Industry experience, his background includes Equity Analysis, Financial Advising, Client Service, and Wealth Planning.
Blake was born and raised in Newport Beach, CA, and played multiple sports growing up including soccer, baseball, football and wrestling. He studied Finance at California Polytechnic State University, San Luis Obispo. Following his college graduation, Blake moved to New York City to start his career in Wealth Management at UBS, where he worked as a Financial Advisor/Wealth Planning Specialist. After a few years in NYC, Blake eventually made his way back home to Southern California where he currently resides. In his free time, Blake enjoys the beach, watching football, hiking, and staying active.
Blake was born and raised in Newport Beach, CA, and played multiple sports growing up including soccer, baseball, football and wrestling. He studied Finance at California Polytechnic State University, San Luis Obispo. Following his college graduation, Blake moved to New York City to start his career in Wealth Management at UBS, where he worked as a Financial Advisor/Wealth Planning Specialist. After a few years in NYC, Blake eventually made his way back home to Southern California where he currently resides. In his free time, Blake enjoys the beach, watching football, hiking, and staying active.
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
Kyle Miller
Private Banker
About Kyle Miller
Kyle Miller is a Senior 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.
Kyle began his career in financial services in 2005, and joined Morgan Stanley in 2011 as an Associate Private Banker. Prior to joining the firm, he was a Senior Banker at U.S. Bank. He also spent time early in his career with the Denver Broncos.
Kyle is a graduate of the University of Colorado at Boulder, where he received a Bachelor of Science in Marketing and Finance, and San Diego State University, where he received his MBA in Business Administration. He lives in Dana Point, California with his wife and two daughters. Outside of the office, Kyle enjoys skiing, playing golf and volunteering in the community.
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.
Kyle began his career in financial services in 2005, and joined Morgan Stanley in 2011 as an Associate Private Banker. Prior to joining the firm, he was a Senior Banker at U.S. Bank. He also spent time early in his career with the Denver Broncos.
Kyle is a graduate of the University of Colorado at Boulder, where he received a Bachelor of Science in Marketing and Finance, and San Diego State University, where he received his MBA in Business Administration. He lives in Dana Point, California with his wife and two daughters. Outside of the office, Kyle enjoys skiing, playing golf and volunteering in the community.
NMLS#: 798374
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
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
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Don A. Harrell 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.
1When 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.
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
3Morgan 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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 DisclosuresLink Opens in New Tab
1When 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.
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
3Morgan 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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
