David Lawrence
Managing Director, Wealth Management, Market Executive
Phone:
(925) 939-5100(925) 939-5100
Morgan Stanley
East Bay Market Office
You define success, we help you achieve it
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Market:
(925) 939-5100(925) 939-5100
Toll-Free:
(800) 949-5199(800) 949-5199
Market Executive
David LawrencePhone:
(925) 939-5100(925) 939-5100
About Morgan Stanley East Bay Market
The culture in our Market is modeled after Morgan Stanley’s core values – Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, Give Back.
In our Market, we believe every client deserves a consistent and premium level of service regardless of size and complexity. There is no “one size fits all” approach for everybody. We utilize powerful technology to tailor and scale our expertise for each client on an individual level. We also tailor our approach to employee development in the same way. Every Financial Advisor is at a different point in their career, and we give each person the coaching they need to grow personally and professionally. We value diversity of people and ideas, and we have designed our FAA program to ensure our branches are indicative of the communities we live in.
Philanthropy efforts in our Market are strong, with employees donating their time and resources to serving the communities we live in with an emphasis on hunger and children’s issues. Collectively, we have raised over $500,000 for Feeding America.
As a client or as an employee, Morgan Stanley provides an opportunity to achieve something special.
In our Market, we believe every client deserves a consistent and premium level of service regardless of size and complexity. There is no “one size fits all” approach for everybody. We utilize powerful technology to tailor and scale our expertise for each client on an individual level. We also tailor our approach to employee development in the same way. Every Financial Advisor is at a different point in their career, and we give each person the coaching they need to grow personally and professionally. We value diversity of people and ideas, and we have designed our FAA program to ensure our branches are indicative of the communities we live in.
Philanthropy efforts in our Market are strong, with employees donating their time and resources to serving the communities we live in with an emphasis on hunger and children’s issues. Collectively, we have raised over $500,000 for Feeding America.
As a client or as an employee, Morgan Stanley provides an opportunity to achieve something special.
Services Provided
- Alternative InvestmentsFootnote1
- Cash Management SolutionsFootnote2
- Family Mission Statements
- Insurance ServicesFootnote3
- Investing with ImpactFootnote4
- Legacy PlanningFootnote5
- Lending SolutionsFootnote6
- Long-term Care InsuranceFootnote7
- Maintaining Cash Flow
- Next Generation EducationFootnote8
- Retirement PlanningFootnote9
- Saving for CollegeFootnote10
- Succession PlanningFootnote11
- Traditional Investments
Our Team at Morgan Stanley East Bay Market
Timothy Cariolano, CFP
First Vice President, Associate Market Manager
Phone:
(925) 930-3806(925) 930-3806
Ashanti Loggins
First Vice President, Market Business Service Officer
Phone:
(925) 930-3880(925) 930-3880
Rebecca Lattimore
First Vice President, Market Risk Officer
Phone:
(925) 746-2948(925) 746-2948
About David Lawrence
In 2004 David started his career in Financial Services at Morgan Stanley as a Financial Advisor. He moved on to become a Producing Sales Manager and Business Development Manager before stepping into branch management. Prior to his current role as Market Executive in the East Bay he held the same role in Sacramento and was a branch manager in Reno, Denver, Oakland and Santa Rosa. He holds an undergraduate degree from the College of Charleston and an MBA from the University of San Francisco.
Securities Agent: CA, CO, MA, NV, OR, SC, UT; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Timothy Cariolano
Tim Cariolano is Vice President and Associate Complex Manager. He has 10 years of financial services experience and has been with Morgan Stanley since 2018. He attained the CERTIFIED FINANCIAL PLANNER™ designation in 2013.
Tim began his career with Ameriprise Financial Services, LLC in Minneapolis, Minnesota, where he is from, as a financial advisor and then was promoted to regional sales manager for San Francisco, Seattle and Portland. Tim joined Morgan Stanley in 2018 as the Business Development Manager covering San Francisco/Hawaii and joined the East Bay complex in August 2021 as Associate Complex Manager. He has responsibility for coaching experienced financial advisors on business growth strategies, overseeing our Financial Advisor Associate program and supervising the day to day management of the Walnut Creek branch.
In his free time, Tim enjoys the outdoors of Northern California, travelling the world, spending times with friends and family and keeping up with current events. Tim studied Journalism, Strategic Communications and Business at the University of Missouri.
Tim began his career with Ameriprise Financial Services, LLC in Minneapolis, Minnesota, where he is from, as a financial advisor and then was promoted to regional sales manager for San Francisco, Seattle and Portland. Tim joined Morgan Stanley in 2018 as the Business Development Manager covering San Francisco/Hawaii and joined the East Bay complex in August 2021 as Associate Complex Manager. He has responsibility for coaching experienced financial advisors on business growth strategies, overseeing our Financial Advisor Associate program and supervising the day to day management of the Walnut Creek branch.
In his free time, Tim enjoys the outdoors of Northern California, travelling the world, spending times with friends and family and keeping up with current events. Tim studied Journalism, Strategic Communications and Business at the University of Missouri.
About Ashanti Loggins
Ashanti Loggins is a Bay Area native with 25 years of Client Service and Operations experience in the Financial Services industry. After attending UC Irvine, Ashanti began her career with Fidelity Investments in 1995. In 2000, Ashanti began working at Lehman Brothers, where she served as the Branch Operations Manager for 8 years. In 2008, Lehman Brothers was bought by Barclays, becoming Barclays Wealth and Investment Management. Ashanti continued her tenure with Barclays as a Regional Operations Manager for an additional 8 years, responsible for Branch Operational Support and oversight for 5 branches in their Western Region.
Ashanti Loggins joined Morgan Stanley in 2016 as a BSM in the Walnut Creek Branch and became CBSO of the East Bay Complex in October 2018.
Ashanti Loggins joined Morgan Stanley in 2016 as a BSM in the Walnut Creek Branch and became CBSO of the East Bay Complex in October 2018.
About Rebecca Lattimore
Rebecca Lattimore joined the financial services industry in 1997 with a boutique firm in Seattle. Rebecca focused on Sales and Trading at the firm until moving to Austin, Texas in 2001. While living in Austin, Rebecca spent several years working in the trading department at the Teacher Retirement System of Texas before finally joining Smith Barney as a supervisor in 2004. Today Rebecca is a First Vice President and Senior Complex Risk Officer for the Walnut Creek Complex at Morgan Stanley.
Rebecca has obtained her Series 9, Series 10, Series 3, Series 7, Series 63, and Series 65 licenses. She holds a degree in economics from SUNY Stony Brook.
Rebecca currently resides in Santa Rosa California with her husband and two children.
Rebecca has obtained her Series 9, Series 10, Series 3, Series 7, Series 63, and Series 65 licenses. She holds a degree in economics from SUNY Stony Brook.
Rebecca currently resides in Santa Rosa California with her husband and two children.
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Branch Address
1999 Harrison St
Suite 2200
Oakland, CA 94612
US
Branch:
(510) 839-8080(510) 839-8080
Toll-Free:
(800) 755-1579(800) 755-1579
Fax:
(510) 891-0578(510) 891-0578
Walnut Creek Branch
Find a Financial AdvisorBranch Address
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Branch:
(925) 939-5100(925) 939-5100
Fax:
(925) 933-7715(925) 933-7715
Details
Garage entrance is off Bonanza which can be reached via N. California or Mt. Diablo Blvd. Garage entrance is next to a brick building and is seen by the Silver 1333 logo signage along the street. Pull a ticket to open the gate, which we will validate at the front desk.
When you enter, go past the Valet Parking for Scott’s Restaurant and continue to the Valet Parking in the back of the lot. From there, the attendant will either park your car, or direct you on where to park. Entrance to the Main Lobby of Building 1333 is on your left as you are entering the garage.
To get to Suite 133, take the elevator to the first floor. Suite 133 is directly outside of the Elevator Lobby.
When you enter, go past the Valet Parking for Scott’s Restaurant and continue to the Valet Parking in the back of the lot. From there, the attendant will either park your car, or direct you on where to park. Entrance to the Main Lobby of Building 1333 is on your left as you are entering the garage.
To get to Suite 133, take the elevator to the first floor. Suite 133 is directly outside of the Elevator Lobby.
Branch Address
1101 5th Avenue
Ste 275
San Rafael, CA 94901
US
Branch:
(415) 460-6207(415) 460-6207
Toll-Free:
(800) 777-3489(800) 777-3489
Fax:
(415) 482-2750(415) 482-2750
Branch Address
4309 Hacienda Drive
Ste 200
Pleasanton, CA 94588
US
Branch:
(925) 730-3800(925) 730-3800
Toll-Free:
(800) 834-4434(800) 834-4434
Fax:
(925) 730-3880(925) 730-3880
Branch Address
700 Main Street
Suite 315
Napa, CA 94559
US
Branch:
(707) 252-7177(707) 252-7177
Toll-Free:
(800) 829-0194(800) 829-0194
Branch Address
2 Theatre Square
Ste 322
Orinda, CA 94563
US
Branch:
(925) 254-3888(925) 254-3888
Toll-Free:
(800) 786-1415(800) 786-1415
Fax:
(925) 254-2550(925) 254-2550
Berkeley Branch
Find a Financial AdvisorBranch Address
1999 Harrison St
Suite 2200
Oakland, CA 94612
US
Branch:
(510) 839-8080(510) 839-8080
Fax:
(510) 891-0578(510) 891-0578
Branch Address
3562 Round Barn Circle
1st Fl
Santa Rosa, CA 95403
US
Branch:
(707) 524-1000(707) 524-1000
Toll-Free:
(800) 752-5340(800) 752-5340
East Bay Branch
Find a Financial AdvisorBranch Address
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Branch:
(925) 939-5100(925) 939-5100
Toll-Free:
(800) 949-5199(800) 949-5199
Fax:
(925) 933-7715(925) 933-7715
1Alternative 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.
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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
5Morgan 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, charitable giving, philanthropic planning and other legal matters.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When 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.
10Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Morgan 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, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
5Morgan 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, charitable giving, philanthropic planning and other legal matters.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When 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.
10Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Morgan 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, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024