Douglas Meece
Senior Vice President,
Financial Advisor
Direct:
(949) 760-2466(949) 760-2466
Toll-Free:
(800) 729-3877(800) 729-3877
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: KY, IN, IL, CO, WI, TN, KS, ID, WA, NH, NE, DE, WY, SC, GA, CA, UT, MA, CT, PA, OR, NJ, MI, MD, LA, HI, OH, NV, TX, AZ, VA, NY, NC, MO, ME, FL, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1380669
CA Insurance License #: 0B97068
NMLS#: 1380669
CA Insurance License #: 0B97068
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- University of Pennsylvania
Client Service Team
Tammy L Jau - Assistant Vice President, Wealth Management Associate
Phone:
(949) 717-5344(949) 717-5344
Email:Tammy.P.Li@morganstanley.com
Tammy joined the financial services industry in 2005, and has been working with Raf ever since. She focuses on relationship building, portfolio analysis and all aspects of client service. Her efficiency, organization and attention to detail help us earn the trust and confidence of our clients.
Tammy earned her B.S. in economics with a minor in management from the University of California, Irvine and her MBA in finance from California State University, Fullerton.
Born in Taipei, Taiwan, Tammy now lives in Ladera Ranch, California, with her husband and son. In her free time, she enjoys spending time with her family and loves food, traveling and yoga.
Tammy earned her B.S. in economics with a minor in management from the University of California, Irvine and her MBA in finance from California State University, Fullerton.
Born in Taipei, Taiwan, Tammy now lives in Ladera Ranch, California, with her husband and son. In her free time, she enjoys spending time with her family and loves food, traveling and yoga.
Andrea Vu - Portfolio Associate, Financial Planning Specialist
Phone:
(949) 717-5325(949) 717-5325
Email:Andrea.Vu@morganstanley.com
Andrea joined The Harbor Island Group in 2019. She is focused on client support, account administration, and relationship development. Andrea enjoys working directly with clients and strives to always provide an exceptional service experience.
Andrea is a graduate of the University of California, Irvine with a Bachelor’s degree in Literary Journalism.
Andrea was born and raised in Orange County. In her free time she enjoys cooking, hiking, golfing, and traveling.
Andrea is a graduate of the University of California, Irvine with a Bachelor’s degree in Literary Journalism.
Andrea was born and raised in Orange County. In her free time she enjoys cooking, hiking, golfing, and traveling.
Kathy Robertson - Portfolio Associate
Phone:
(949) 760-2430(949) 760-2430
Email:Kathy.Robertson@morganstanley.com
Kathy is a Portfolio Associate with The Harbor Island Group at Morgan Stanley, providing dedicated service coverage for Financial Advisors and their clients. In this role, Kathy supports the onboarding and maintenance of client accounts, accepts and enters client orders, and strives to deliver exceptional service focused on helping build and protect clients’ wealth.
Kathy joined The Harbor Island Group in April 2026 and has been part of the financial services industry since 1983. Prior to joining Morgan Stanley in 2012, Kathy held roles with Merrill Lynch in Charleston, South Carolina and Los Angeles, California, as well as Prudential Securities in Newport Beach, California.
A graduate of Clark Atlanta University in Atlanta, Georgia, Kathy earned a bachelor’s degree in Business Administration. Born and raised in Kingstree and Charleston, South Carolina, Kathy currently resides in Orange, California.
Outside of work, Kathy enjoys touring old and new homes, with a particular appreciation for historic homes of the South.
Kathy joined The Harbor Island Group in April 2026 and has been part of the financial services industry since 1983. Prior to joining Morgan Stanley in 2012, Kathy held roles with Merrill Lynch in Charleston, South Carolina and Los Angeles, California, as well as Prudential Securities in Newport Beach, California.
A graduate of Clark Atlanta University in Atlanta, Georgia, Kathy earned a bachelor’s degree in Business Administration. Born and raised in Kingstree and Charleston, South Carolina, Kathy currently resides in Orange, California.
Outside of work, Kathy enjoys touring old and new homes, with a particular appreciation for historic homes of the South.
Location
800 Newport Center Dr.
Ste 500
Newport Beach, CA 92660
US
Direct:
(949) 760-2466(949) 760-2466
Toll-Free:
(800) 729-3877(800) 729-3877
Fax:
(949) 640-6124(949) 640-6124
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
Iran Conflict: Seven Takeaways for Investors
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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 Douglas Meece today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
