Duncan Hizzey
First Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(805) 494-0233(805) 494-0233
My Mission Statement
Providing exceptional financial stewardship so you can spend your valuable time focused on what brings joy and meaning to your life.
My Story and Services
Duncan Hizzey is a Vice President and Financial Advisor with The Oaks Group at Morgan Stanley in Westlake Village, CA. Deeply committed to building strong trusting relationships with his clients, he focuses primarily on creating and managing financial plans to help a wide range of investors achieve their unique goals.
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.
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.
Securities Agent: NH, LA, WI, OK, NY, MI, MD, HI, GA, UT, SD, MT, FL, CO, ND, MA, CA, AZ, AR, TX, RI, OH, TN, PA, NV, NJ, MO, MN, ME, KS, SC, IA, DE, CT, WY, NE, KY, WA, VA, NC, IN, ID, DC, IL, VT, OR, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1949120
NMLS#: 1949120
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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.
In The Press
Location
100 N Westlake Blvd
Ste 200
Westlake Village, CA 91362
US
Direct:
(805) 494-0233(805) 494-0233
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
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Ready to start a conversation? Contact Duncan Hizzey 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 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
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)
