Duncan Hizzey
My Mission Statement
My Story and Services
Duncan’s process begins with a discovery meeting, which enables him to gather all relevant information of a client’s financial life and what he or she would like to accomplish. From there, he employs his analytical skills to create a comprehensive financial plan designed to help achieve specific goals within the individual’s time horizon.
As for his investment philosophy, Duncan places as much importance on mitigating undue risk as he does on accumulating wealth over time.
Duncan joined Morgan Stanley in 2019 following a highly successful 17-year career in the health care industry that required him, not only to be knowledgeable, but sensitive, compassionate and understanding. His current clients greatly value those character traits in him.
Duncan graduated from Pepperdine University with a B.S. in International Business & Finance. Born and raised in the Pacific Northwest, he now lives in Thousand Oaks with his wife, Maya, and their three daughters (Lily, Naomi, and Claire). In his free time, Duncan enjoys working in the yard, following current events, and golfing with his family.
NMLS#: 1949120
Education
- Bachelor's Degree in International Business & Finance with a Minor in Economics from Pepperdine University
- Series 7, 66
- Financial Planning Specialist: Those designated as Financial Planning Specialists have undergone continuing education requirements aimed at understanding the fundamentals of wealth accumulation and wealth management for high-net-worth individuals on a deeper level.
Comprehensive Guidance for Evolving Wealth
Our team helps connect business strategy to personal planning with a focus on cash flow and liquidity planning, tax-aware wealth building, risk management, and exit or succession readiness - so you can pursue growth while staying prepared for what's next.
Our team helps families build a long-term framework that connects legacy goals, estate planning objectives, and investment strategy - supporting thoughtful wealth transfer, family alignment, and continuity over time.
Our team helps structure a comprehensive strategy focused on liquidity management, diversified investing, risk management, and long-term planning - so you can make the most of today's opportunities while building for life beyond your primary career.
Our team helps simplify the process by creating an integrated plan focused on cash flow, tax-aware investing, retirement readiness, risk management, and long-term wealth transfer - so your financial strategy keeps pace with your career and personal goals.
Our team partners with family offices to provide tailored wealth management support focused on investment strategy, liquidity planning, multigenerational wealth transfer coordination, and efficient implementation - helping bring structure, continuity, and scalability to family wealth.
Our team works with you to develop an integrated wealth strategy focused on after-tax planning, portfolio construction and diversification, liquidity planning, and coordinated estate and charitable strategies - helping ensure your wealth supports your family today and for generations to come.
Our team helps you create a coordinated strategy for cash flow planning, tax-aware diversification, and portfolio alignment - so your compensation supports your broader financial goals with clarity and discipline.
Our team helps you build a retirement roadmap focused on income planning, tax-efficient withdrawal strategies, investment alignment, and ongoing monitoring - designed to support your lifestyle and help you stay prepared for change.
Our team helps organizations develop an investment and stewardship framework focused on asset allocation, spending and liquidity planning, and disciplined oversight - supporting long-term financial health while staying aligned with purpose.
Morgan Stanley's Modern Wealth Tools
- Budgeting and Spending Tracking
- Make Transfers and Trades
- Access Key Information
- Safe and Secure Document Storage in the Digital Vault
- Link Your External Accounts to View Insights
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- Digital Tools
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- Multi-Factor Authentication
- Reallocating Assets
- Making New Investments
- Where Risk is Emanating From in Your Portfolio
- A Snapshot of Your Finances
- To Discover Trends and Save Smarter
- To Enhance Your Goal Planning
- To Analyze Your Income and Expenses
Morgan Stanley Online allows clients to seamlessly and securely manage their investments and every day finances in one place. With Morgan Stanley Online, you can enjoy features such as:
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Many investors struggle to weigh the potential risks and gauge how adverse events might affect their portfolio. Morgan Stanley's Portfolio Risk Platform can help you get a better idea of the risks you may face, as well as how to mitigate them. Depending on your situation, goals, and preferences the platform can help you make decisions about:
Within Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place. With our Total Wealth Tool and Morgan Stanley Online, you can see your complete financial picture, allowing you:
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
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- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
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Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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