Kyle Miller
Private Banker
Dylan M Wong, CFP®
Associate Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Portfolio Manager,
Global Sports and Entertainment Associate Director,
Insurance Planning Director,
Financial Planning Specialist
Direct:
(949) 234-4429(949) 234-4429
Toll-Free:
(800) 965-2576(800) 965-2576
My Mission Statement
Tailored solutions that help meet your needs. Committed to trust, integrity, and accountability. We are a family oriented practice focused on creating lasting relationships so that investors like you can discover your wealth’s true potential.
My Story and Services
Dylan is a Financial Advisor, CFP® professional, and Portfolio Manager with Morgan Stanley serving the needs of his high-net worth clients through a collaborative wealth management process. Having worked with numerous senior Orange County advisors at the start of his career, Dylan has honed his knowledge of holistic wealth and retirement planning as well as custom portfolio management. His clientele includes individual investors, multi-generational families, and institutional entities that are looking for guidance on how to accumulate, preserve, and distribute substantial wealth. More specifically, he works heavily with transitioning business owners, C-suite executives, medical physicians, attorneys, and retirees and divorcees. As an Associate Director at the Firm's Global Sports and Entertainment Group, there is also a heavy focus on serving the complex needs of professional sports athletes and celebrity entertainers. By being at the forefront of financial services technology, in addition to leveraging the intellectual capital and global resources of Morgan Stanley, Dylan delivers first-class advice tailored to his clients in a multitude of areas. These include: investment management and strategy, goals-based financial planning and retirement income analysis, cash management solutions, estate and wealth transfer planning strategies, family governance, and lifestyle advisory. Your goals are both financial and personal. So whether you’ve reached a milestone or are looking to set the next one, Dylan is committed to delivering excellence so that you can spend more time doing what you truly love.
Dylan is a partner at The Roney Group with Morgan Stanley. He joined the southern California-based practice in January 2021 and alongside his senior partners Gary Roney and Allison Brill, they make up a 5-person comprehensive wealth management team dedicated to executing on all aspects of their clients’ financial lives.
The Roney Group’s financial advisors and associate professionals capitalize on the team’s combined four decades of financial services experience. As of today, (1/1/2022), they manage over $800MM of client assets for a variety of highly successful investors. The partners hold exclusive designations that also allow them to work heavily with corporations and their employer-sponsored plans. They are noted for their highly personalized approach that has led the group to attract some of the nation’s most esteemed figures and influencers. The Roney Group’s process begins with listening; goals and values are the two most important factors. Then, by building out a robust financial plan, applying a forward-looking investment strategy, and designing a comfortable contact model, they aim to provide their clients with the highest level of financial excellence in a multitude of areas. Their suite of services is expansive and ranges from professional asset management to financial planning to corporate retirement solutions. The team is also supported by their two long-tenured service associates, Michele Mendiola and Terry Hagerman.
Dylan graduated cum laude from Monmouth College (IL) in May 2018 with a Bachelor of Arts in Business Administration-Finance and Economics. He holds his Series 7 and 66 securities licenses, CA Life, Accident, and Health insurance license, and NMLS # 1826758. He is also an active member of Morgan Stanley's prestigious Portfolio Management Group, which aims to be at the forefront of innovation in the area of discretionary investment management. In an effort to provide his clients with the highest level of service, Dylan also obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021. He achieved certification by meeting CFP Board's educational, experience, examination, and ethical requirements, and has committed to providing financial planning services that adhere to CFP Board's standards of excellence. Since 2023, Dylan has been included as a member of Morgan Stanley's Pacesetter's Club - a recognition program designed to highlight outstanding performance by Financial Advisors.
Today, Dylan serves on the Emerging Leaders Board of Directors at the March of Dimes and devotes much of his free time supporting their cause to fight for the health of all mothers and babies. He currently resides in Aliso Viejo and while not working, enjoys traveling, playing tennis, yoga, and time on the water with friends and family.
Gary, Alli, and Dylan invite you to learn more and discover your wealth’s true potential at The Roney Group with Morgan Stanley. Visit our team website here: https://advisor.morganstanley.com/the-roney-group
Dylan is a partner at The Roney Group with Morgan Stanley. He joined the southern California-based practice in January 2021 and alongside his senior partners Gary Roney and Allison Brill, they make up a 5-person comprehensive wealth management team dedicated to executing on all aspects of their clients’ financial lives.
The Roney Group’s financial advisors and associate professionals capitalize on the team’s combined four decades of financial services experience. As of today, (1/1/2022), they manage over $800MM of client assets for a variety of highly successful investors. The partners hold exclusive designations that also allow them to work heavily with corporations and their employer-sponsored plans. They are noted for their highly personalized approach that has led the group to attract some of the nation’s most esteemed figures and influencers. The Roney Group’s process begins with listening; goals and values are the two most important factors. Then, by building out a robust financial plan, applying a forward-looking investment strategy, and designing a comfortable contact model, they aim to provide their clients with the highest level of financial excellence in a multitude of areas. Their suite of services is expansive and ranges from professional asset management to financial planning to corporate retirement solutions. The team is also supported by their two long-tenured service associates, Michele Mendiola and Terry Hagerman.
Dylan graduated cum laude from Monmouth College (IL) in May 2018 with a Bachelor of Arts in Business Administration-Finance and Economics. He holds his Series 7 and 66 securities licenses, CA Life, Accident, and Health insurance license, and NMLS # 1826758. He is also an active member of Morgan Stanley's prestigious Portfolio Management Group, which aims to be at the forefront of innovation in the area of discretionary investment management. In an effort to provide his clients with the highest level of service, Dylan also obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021. He achieved certification by meeting CFP Board's educational, experience, examination, and ethical requirements, and has committed to providing financial planning services that adhere to CFP Board's standards of excellence. Since 2023, Dylan has been included as a member of Morgan Stanley's Pacesetter's Club - a recognition program designed to highlight outstanding performance by Financial Advisors.
Today, Dylan serves on the Emerging Leaders Board of Directors at the March of Dimes and devotes much of his free time supporting their cause to fight for the health of all mothers and babies. He currently resides in Aliso Viejo and while not working, enjoys traveling, playing tennis, yoga, and time on the water with friends and family.
Gary, Alli, and Dylan invite you to learn more and discover your wealth’s true potential at The Roney Group with Morgan Stanley. Visit our team website here: https://advisor.morganstanley.com/the-roney-group
Services Include
- Wealth ManagementFootnote1
- Professional Portfolio ManagementFootnote2
- Financial PlanningFootnote3
- Retirement PlanningFootnote4
- Cash Management and Lending ProductsFootnote5
- Trust ServicesFootnote6
- Estate Planning StrategiesFootnote7
- Alternative InvestmentsFootnote8
- Sustainable InvestingFootnote9
- Structured ProductsFootnote10
- Executive Financial ServicesFootnote11
- Stock Plan ServicesFootnote12
- Stock Option PlansFootnote13
- Corporate Retirement PlansFootnote14
- Corporate Investment SolutionsFootnote15
Securities Agent: MI, ID, AR, TX, VA, SD, NY, CO, MN, FL, DE, AZ, WA, UT, NJ, IL, GA, CA, PA, OR, NV, NC, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1826758
CA Insurance License #: 0M40395
AR Insurance License #: 18821278
NMLS#: 1826758
CA Insurance License #: 0M40395
AR Insurance License #: 18821278
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Four Stages of Wealth
Life is about change. As you progress through different stages of your personal and professional life, you will face a succession of financial opportunities and challenges. Your financial goals and priorities may shift or evolve, and your wealth management strategies will need to adapt to keep pace.
Throughout your life, you will move through four stages of wealth: Accumulation, Preservation, Utilization, and Transfer. These stages overlap, and the transition stages may be gradual. As an accomplished individual in your respective industry, you have unique career dynamics and variable income streams. Your path through the wealth management cycle is rarely linear and transitions can be abrupt. Given these intricacies, you need comprehensive, customized wealth management strategies that match your lifestyle and your career trajectory.
With my team and me, backed by Morgan Stanley’s best in-class ideas and innovation, you will be provided with a navigated approach to thinking about – and planning for – your future and family during every chapter of your personal and professional journey. Welcome to our business; we are excited to meet you.
Throughout your life, you will move through four stages of wealth: Accumulation, Preservation, Utilization, and Transfer. These stages overlap, and the transition stages may be gradual. As an accomplished individual in your respective industry, you have unique career dynamics and variable income streams. Your path through the wealth management cycle is rarely linear and transitions can be abrupt. Given these intricacies, you need comprehensive, customized wealth management strategies that match your lifestyle and your career trajectory.
With my team and me, backed by Morgan Stanley’s best in-class ideas and innovation, you will be provided with a navigated approach to thinking about – and planning for – your future and family during every chapter of your personal and professional journey. Welcome to our business; we are excited to meet you.
Helping You Identify Goals and Achieve Financial Empowerment
From sending children to college to leaving a lasting legacy – and everything in between, we are here to answer your financial questions and implement the best strategies for your specific goals and circumstances. Here are just some of the questions we help our clients answer every day.
Life Events
Life is constantly changing. How do I prepare for a more secure future knowing that certain events – like a divorce or a death in the family – can dramatically impact my plans?
Cash Flow
I can predict some, but not all of my expenses. How do I invest for the future, but have the cash on hand I need for today?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Retirement Lifestyle
I want a work-life balance and an active retirement lifestyle. How do I plan for retirement, so I can maintain my current lifestyle without worrying I’ll ever run out of money?
Trust and Estate Planning
Making sure my estate goes to the people and organizations I care about is important to me. How do I leave a lasting legacy?
Investment Management
I have so many things I want to do with my life. How can one investment strategy balance them all?
Income Tax Strategies
How can I reduce the amount of taxes I pay, while staying fully invested?
Managing Risk
Life’s risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life’s unknowns?
Multi-Generational Wealth
Given extended life expectancy, how do I make sure I can make sure I take care of myself and my aging parents? What can I do to pass wealth onto my children and ultimately grandchildren?
Business Strategies
How do I manage by personal wealth with so much of my money tied up in my business? I want to make an exit, can you help facilitate the transaction?
Taking a Holistic View of Your Personal and Financial Life
We can help you with a specific financial need or create a comprehensive plan that incorporates both sides of your balance sheet and virtually every aspect of your financial situation. Our process takes a 360 degree view of your wealth. This leads to solutions that are not only designed to reach specific financial targets, but are reflective of who you are and how you ultimately want to share your wealth.
Discovery and Goal Setting
We begin with an in-depth conversation to understand what is most important to you. We learn about the values that shape your decisions and identify any circumstances unique to your situation.
Analysis and Strategy Development
We conduct a detailed analysis of your financial situation using various financial planning and risk analysis tools. We then develop a detailed financial plan designed to help you build, preserve and transfer your wealth according to your goals.
Wealth Plan Presentation
In this step, we present your financial plan, which includes an investment portfolio that aligns your investments with your goals, your timeframe and your risk level. We also discuss other wealth management solutions that may include risk management techniques and estate planning strategies.
Advice Implementation
Upon your approval, we begin to transfer your assets to Morgan Stanley. Once they are aligned with your investment strategy, we begin to execute the other strategies we outlined in your plan.
Ongoing Monitoring
We speak with you regularly to provide updates on your accounts. We also monitor progress towards each of your goals, adjusting your financial plan accordingly as changes in your life occur.
White-Glove Service
Committed to a first-class experience, we focus on developing longstanding relationships that provide special value to you and your family now and over time.
Going it alone can be difficult. Learn how a professional can work with you to build a wealth plan that helps you reach your goals.
How a Morgan Stanley Financial Advisor Can Help
Many investors turn to professionals for guidance on their investments. Nearly six in 10 (57%) of high-net-worth investors in the U.S. currently work with a financial professional, according to a Morgan Stanley survey. These investors are most interested in getting guidance on retirement income (87%), asset allocation (87%), market analysis (87%) and changes in tax policy (80%).1 Many also want a Financial Advisor’s help aligning their portfolio with their values (75%), sticking with their financial plan (73%), planning for long-term care (73%) and estate planning (68%).
Managing your finances is more than just making investment decisions. It begins with having a thorough understanding of your situation- including expenses, investments, aspirations and family dynamics, as well as your goals. By working with a Financial Advisor, you can determine an asset allocation strategy to help you reach your goals, then put those strategies in place. Your Financial Advisor can also work with your tax and legal advisors to help create a personalized plan that suggests ways to help reduce your taxes, incorporates estate and philanthropic goals and help cover your future health-care needs.
Financial advice can also help you avoid making sudden decisions based on bad timing. Many people have a tendency to pull money out of the stock market when prices are falling, and to buy into the market when prices are rising. This can cause investors to overpay for stocks or miss out on buying opportunities in the market.
A Morgan Stanley Financial Advisor can also give you access to nontraditional investments, such as alternative strategies and private equity solutions. For investors who qualify, these options can provide returns that don’t correlate with the broader market, while also helping you manage risk. A Financial Advisor will team with your tax advisor to work toward helping you keep more of your investment returns or determine if tax-loss harvesting could work for you.
Making the Most of Working with a Financial Advisor
If you’re already working with a Financial Advisor, be sure that you are taking advantage of all the financial firm can offer. Many firms offer digital tools, including online spending and budgeting applications, tracking your investments held elsewhere and lending products. And you should meet regularly with your Financial Advisor to help ensure that your plan is kept up-to-date and reflects your current goals. Best of all, working with your Financial Advisor enables you to have someone who understands your goals, while looking out for your financial future.
Many investors turn to professionals for guidance on their investments. Nearly six in 10 (57%) of high-net-worth investors in the U.S. currently work with a financial professional, according to a Morgan Stanley survey. These investors are most interested in getting guidance on retirement income (87%), asset allocation (87%), market analysis (87%) and changes in tax policy (80%).1 Many also want a Financial Advisor’s help aligning their portfolio with their values (75%), sticking with their financial plan (73%), planning for long-term care (73%) and estate planning (68%).
Managing your finances is more than just making investment decisions. It begins with having a thorough understanding of your situation- including expenses, investments, aspirations and family dynamics, as well as your goals. By working with a Financial Advisor, you can determine an asset allocation strategy to help you reach your goals, then put those strategies in place. Your Financial Advisor can also work with your tax and legal advisors to help create a personalized plan that suggests ways to help reduce your taxes, incorporates estate and philanthropic goals and help cover your future health-care needs.
Financial advice can also help you avoid making sudden decisions based on bad timing. Many people have a tendency to pull money out of the stock market when prices are falling, and to buy into the market when prices are rising. This can cause investors to overpay for stocks or miss out on buying opportunities in the market.
A Morgan Stanley Financial Advisor can also give you access to nontraditional investments, such as alternative strategies and private equity solutions. For investors who qualify, these options can provide returns that don’t correlate with the broader market, while also helping you manage risk. A Financial Advisor will team with your tax advisor to work toward helping you keep more of your investment returns or determine if tax-loss harvesting could work for you.
Making the Most of Working with a Financial Advisor
If you’re already working with a Financial Advisor, be sure that you are taking advantage of all the financial firm can offer. Many firms offer digital tools, including online spending and budgeting applications, tracking your investments held elsewhere and lending products. And you should meet regularly with your Financial Advisor to help ensure that your plan is kept up-to-date and reflects your current goals. Best of all, working with your Financial Advisor enables you to have someone who understands your goals, while looking out for your financial future.
- We all have goals—and many are linked to our finances, from paying for higher education, to meeting health-care needs and other foreseen costs, to retirement. Trying to make investment decisions while juggling all these financial goals on your own can be overwhelming and time-consuming. Consider working with a Morgan Stanley Financial Advisor. They have the experience to help create and implement a wealth plan that takes your specific goals and circumstances into account.
Client Service Team
Terry Hagerman - Portfolio Associate, Financial Planning Associate
Phone:
(949) 234-4435(949) 234-4435
Email:terry.hagerman@morganstanley.com
Terry's role is to provide support for all administrative and operational aspects of the Roney Group's book of business. He also ensures that clients are receiving the most efficient support when dealing with money movement and service needs. Working directly with Gary, Allison, and Dylan, Terry is responsible for assisting in the implementation of advisor guidance to help clients achieve their short- and long-term financial goals.
Terry has over 37 years of financial services industry experience. He started at E.F. Hutton in February of 1980 as a Margin Analyst. After 25 years in Regional Operations, he took on the role of Complex Service Manager at the Irvine, CA Branch of Morgan Stanley. A little over a year later, he became the Complex Administrative Manager (Compliance Officer) of that same office complex. In January of 2009, Terry joined Gary's team as a Senior Registered CSA and is currently in the role of Portfolio Associate.
After serving a year of active duty in the U.S. Coast Guard, he began his career in the financial services industry while finishing his 5-year term as an active member of the US Coast Guard Reserve. Terry holds his Series 7, 9, 10, 63, and 66 securities licenses as well as a Financial Planning Associate designation.
Terry has been married for 29 years, has 5 grandchildren and loves to spend time with family. He and his wife love animals and foster homeless pets for a local animal shelter. Terry is an advocate for physical health and active in community service. He donates platelets about 24 times a year and since the 1990's, he's donated over 700 units. Terry has also participated in numerous half marathons and 10k races.
Terry has over 37 years of financial services industry experience. He started at E.F. Hutton in February of 1980 as a Margin Analyst. After 25 years in Regional Operations, he took on the role of Complex Service Manager at the Irvine, CA Branch of Morgan Stanley. A little over a year later, he became the Complex Administrative Manager (Compliance Officer) of that same office complex. In January of 2009, Terry joined Gary's team as a Senior Registered CSA and is currently in the role of Portfolio Associate.
After serving a year of active duty in the U.S. Coast Guard, he began his career in the financial services industry while finishing his 5-year term as an active member of the US Coast Guard Reserve. Terry holds his Series 7, 9, 10, 63, and 66 securities licenses as well as a Financial Planning Associate designation.
Terry has been married for 29 years, has 5 grandchildren and loves to spend time with family. He and his wife love animals and foster homeless pets for a local animal shelter. Terry is an advocate for physical health and active in community service. He donates platelets about 24 times a year and since the 1990's, he's donated over 700 units. Terry has also participated in numerous half marathons and 10k races.
Michele Mendiola - Portfolio Associate
Phone:
(949) 234-4436(949) 234-4436
Email:michele.mendiola@morganstanley.com
With over 20 years of experience in the financial services industry, Michele specializes in wealth management operations and client relationship management. Her goal is to enhance the client's experience and maintain personable and professional team connections to the client base.
Michele joined Gary Roney and his team in early 2014, transitioning from branch operations and being awarded Outstanding Services in 2008 and Service Staff Employee of the Year in 2010. Prior to joining Morgan Stanley, Michele was a mortgage loan underwriter at Taylor Bean & Whitaker, LoanCity, and American Mortgage Express.
Michele graduated from Huntington Beach High School, did some coursework at Orange Coast College before starting a family. She has served as President and Member-at-Large with Business Network International for the Fountain Valley Chapter from 1997 to 2002. Determined to enhance her knowledge of the industry and provide greater support, Michele most recently achieved her Series 7 and 66 securities licenses.
Michele enjoys spending time with her husband, four grown children and new granddaughter. She is a certified yoga instructor who taught for over three years, and loves entertaining with her large extended family and friends.
Michele joined Gary Roney and his team in early 2014, transitioning from branch operations and being awarded Outstanding Services in 2008 and Service Staff Employee of the Year in 2010. Prior to joining Morgan Stanley, Michele was a mortgage loan underwriter at Taylor Bean & Whitaker, LoanCity, and American Mortgage Express.
Michele graduated from Huntington Beach High School, did some coursework at Orange Coast College before starting a family. She has served as President and Member-at-Large with Business Network International for the Fountain Valley Chapter from 1997 to 2002. Determined to enhance her knowledge of the industry and provide greater support, Michele most recently achieved her Series 7 and 66 securities licenses.
Michele enjoys spending time with her husband, four grown children and new granddaughter. She is a certified yoga instructor who taught for over three years, and loves entertaining with her large extended family and friends.
Location
28202 Cabot Rd
Ste 500
Laguna Niguel, CA 92677
US
Direct:
(949) 234-4429(949) 234-4429
Toll-Free:
(800) 965-2576(800) 965-2576
Fax:
(949) 365-5398(949) 365-5398
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 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
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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
Rational Investing in an Age of Uncertainty
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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
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 Dylan M Wong today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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.
4When 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.
5Morgan 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
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Morgan 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.
8Alternative 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.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
11Morgan 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.
12Morgan 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.
13Morgan 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.
14When 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.
15Morgan 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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.
4When 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.
5Morgan 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
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Morgan 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.
8Alternative 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.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
11Morgan 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.
12Morgan 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.
13Morgan 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.
14When 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.
15Morgan 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
