Dan Anderson, CWS®
Managing Director, Wealth Management, Senior Portfolio Management Director, Family Wealth Director
Phone:
(702) 737-8153(702) 737-8153
Echelon Point Wealth Management Group at Morgan Stanley
Direct:
(702) 737-8143(702) 737-8143
Toll-Free:
(855) 291-4921(855) 291-4921
Our Mission Statement
With a deep understanding of your priorities, we provide the wisdom, knowledge and experience to serve as your single point of contact for all your family wealth needs.
OUR STORY AND SERVICES
Comprehensive wealth management takes a unique set of skills that goes well beyond general financial planning. It takes a team of experienced professionals, who have acquired the insights, wisdom and world-class resources needed to tackle today's fierce challenges.
Here with Echelon Point Wealth Management Group at Morgan Stanley, we are a seasoned advisory team who knows what it takes to achieve results. We focus on what is most important to you and provide the skills and sophisticated strategies needed to make informed, confident decisions about your future, your family and your finances.
We believe wealth is about more than the size of your investment portfolio. It's about your life and the people and passions that give your life purpose. Our strengths lie in our ability to help you prevent financial mistakes and make sound investment decisions through ongoing education, a rigorous and detailed process, tailored solutions and a commitment to always doing the right thing.
It is only through mastering these critical responsibilities that we are able to effectively manage risk and optimize performance, fortifying your family's financial security for generations to come.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR FOCUS & RECOGNITIONS
Explore our wealth management recognitions alongside a showcase of our diverse services and some of the types of clients we serve.
- Managing a significant life event, such as selling a business, receiving a large inheritance or transitioning to retirement
- Diversifying highly concentrated positions
- Minimizing taxes, while optimizing investment performance
- Financing a major acquisition
- Preparing the next generation to effectively manage wealth
- Creating a legacy plan to preserve family harmony as well as assets
- Achieving charitable and philanthropic goals
- Financially successful individuals
- Families spanning multiple generations
- Business owners and corporate executives
- Retired professionals in the medical and legal fields
- Referrals from existing clients and industry professionals
Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025
Echelon Point Wealth Management Group is honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2023, 2024, and 2025, The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. These groups of experienced wealth managers have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
Source: Forbes (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2018 - 2024 Forbes Best in State Wealth Advisors
Dan Anderson, CWS®, Managing Director, Wealth Management, Senior Portfolio Management Director, and Family Wealth Director is thankful for this recognition. Forbes Best-In-State Wealth Advisors are selected by SHOOK Research and is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
2018 -2024 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2018 - 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Our Services
We deliver comprehensive services to a broad range of clients, who have accumulated a higher level of wealth and seek financial guidance on the following activities:
Our Clients
While our clients have unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy for now and the future. We help them manage and protect their assets, so they may enjoy their wealth and leave the legacy they desire.
Our clients include:
ESTATE PLANNING GUIDE
Estate Planning Essentials: 7 Key Steps
Discussing the end of life and what happens to your assets is never an easy conversation to have, especially with family. But this type of planning is essential if you hope to ease what can be a difficult process for the people you love and to ensure that your wishes are respected.
Here are 7 steps to help simplify the process
You're Been Named as Your Parent's Executor. Now What?
If you’ve been named the executor under your parent’s Last Will and Testament (the “Will”), it quickly becomes apparent that it’s a role with both emotional and administrative tasks.
Here are some guidelines
Charitable Giving Overview
A person may make gifts to charitable organizations and may receive income, gift and/or estate tax charitable deductions. The organization may be a public charity, a private foundation, or a hybrid of the two. Gifts to a public charity are treated more favorably for income tax purposes compared to gifts to a private foundation. Federal law restricts a private foundation’s activities and may impose excise taxes on the foundation, its directors, donors and/or family members for violations of the rules.
Click here to learn more
Preparing for Your Meeting with an Estate Planning Attorney
You have worked long and hard to achieve success and build wealth for you and your family. There have been numerous challenges along the way. You may be at a point now where your greatest challenge is preserving your wealth and building a plan for its transition to those you choose in a way you choose.
Click here to learn moreEVENTS & RESOURCES
At Morgan Stanley, we understand that staying informed about the ever-evolving markets, staying up to date on tax-related information, and gaining knowledge from events are crucial components of a successful investment strategy.
We've curated a comprehensive range of resources designed to empower you in managing your wealth effectively and enriching your financial journey. Whether it's investment research from our investment specialists, tax-related information, or firm events, our goal is to provide with the tools you need to make informed decisions and achieve your financial aspirations.
We've curated a comprehensive range of resources designed to empower you in managing your wealth effectively and enriching your financial journey. Whether it's investment research from our investment specialists, tax-related information, or firm events, our goal is to provide with the tools you need to make informed decisions and achieve your financial aspirations.
EVENT: Protecting Your Assets in the Digital Age
Event Date: Thursday, June 20th, 2024 @5PM EST
Join us on June 20th as Rachel Wilson, Chief Data Officer of Morgan Stanley Wealth Management, discusses how to protect your assets in the digital age.
Topics will include cybersecurity trends, how Morgan Stanley protects our clients, and how you can protect yourself by taking advantage of complimentary Identity and Credit Protection from Experian® offered through a Morgan Stanley CashPlus Brokerage Account.
Register for the event hereJoin us on June 20th as Rachel Wilson, Chief Data Officer of Morgan Stanley Wealth Management, discusses how to protect your assets in the digital age.
Topics will include cybersecurity trends, how Morgan Stanley protects our clients, and how you can protect yourself by taking advantage of complimentary Identity and Credit Protection from Experian® offered through a Morgan Stanley CashPlus Brokerage Account.
IRA Rollover Guide
Our IRA Rollover Guide provides you with information on the following:
- Your options when you are eligible to take a distribution from a QRP.
- The differences in services and features between a QRP and a Morgan Stanley retirement account.
- The differences in fees between a QRP and a Morgan Stanley retirement account.
- Information about our responsibilities when recommending you roll over your retirement plan assets to a Morgan Stanley retirement account and potential conflicts of interest as well as other important disclosures.
Learn more here- Your options when you are eligible to take a distribution from a QRP.
- The differences in services and features between a QRP and a Morgan Stanley retirement account.
- The differences in fees between a QRP and a Morgan Stanley retirement account.
- Information about our responsibilities when recommending you roll over your retirement plan assets to a Morgan Stanley retirement account and potential conflicts of interest as well as other important disclosures.
Contribution Limits
Planning for retirement is vital, understanding the limits for your retirement contributions empowers you to best prepare for retirement.
Learn more here
2024 Income Tax Tables
This document outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Learn more here
2023 Income Tax Tables
This document outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Learn more here
Investment Research
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Learn more here
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Trust and Estate Planning and Business Succession
The key to determining which trust, tax and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents
Lifestyle Services
The enjoyment of wealth means the most powerful benefits of a family office is the potential to help family members simplify their personal lives. We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Legacy & Estate Planning Strategies
We provide a fully-integrated, comprehensive analysis of your balance sheet, estate plan and investment strategy through a collaborative process. At your request, we will coordinate with your estate planning and tax advisors as well.
Philanthropic Toolkit
Believing that philanthropy must be more than checkbook writing, involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions and to develop a mission statement is an effective step to achieving long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support and how long you envision your involvement to last, are your matters that matter to us.
Family Governance and Education
Too often, members of rising generations spend decades in silence. Having a mechanism in place such as a family mission statement, a family constitution or an investment policy statement can offer critical parameters and guidelines to make decisions as a collective. We work with you to find your way to becoming your own generation, with your own voice.
Redefining Family Office
Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals. We deliver an exceptionally attentive level of service and dedicate ourselves to finding solutions to the challenges our clients face, even those challenges that fall well outside the traditional role of wealth managers.
Location
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Direct:
(702) 737-8143(702) 737-8143
Toll-Free:
(855) 291-4921(855) 291-4921
Meet Echelon Point Wealth Management Group
Troy Pinkelman
Senior Vice President, Financial Advisor, Family Wealth Advisor
Phone:
(702) 792-2014(702) 792-2014
Chris Norton
First Vice President, Financial Advisor
Phone:
(702) 792-2040(702) 792-2040
Phone:
(702) 737-8156(702) 737-8156
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(702) 792-2045(702) 792-2045
Dee Rae Clarke
Portfolio Associate
Phone:
(702) 737-8132(702) 737-8132
Elizabeth Marshment
Client Service Associate
Phone:
(702) 792-2036(702) 792-2036
Christine Graham
Senior Registered Sales Associate
Phone:
(702) 242-8370(702) 242-8370
Lisa Montes Irizarry
Client Service Associate
Phone:
(702) 737-8135(702) 737-8135
About Dan Anderson
A seasoned wealth management professional for 38 years, Dan has dedicated his career to serving the specialized needs of high net worth families, corporate executives and business owners. His results-driven approach includes the development of a tailored wealth plan and a commitment to ongoing education and outstanding service. Dan works closely with clients to simplify their financial lives, so they may enjoy their wealth and leave the legacy they desire.
An industry veteran, Dan began his financial services career at Morgan Stanley in 1984. Over the next several years, he expanded his responsibilities, taking on the role of Branch Manager of the firm’s Las Vegas complex, a position he held until 2004, when he returned to his growing practice for the opportunity to work more closely with clients, advocating for their financial well-being and helping make a significant impact on the quality of their lives.
In 2011, Dan earned Morgan Stanley’s Family Wealth Director designation. This credential – achieved by less than three percent of the firm’s advisors – provides Dan with the knowledge needed to serve the sophisticated needs of ultra high net worth clients. As a Family Wealth Director, Dan and his team have access to an extensive range of resources designed to help families manage the complex, multigenerational challenges of significant wealth. He takes an integrated approach that includes family issues, wealth transfer and asset protection. In addition to this role, Dan is a Senior Portfolio Management Director and is responsible for managing the team’s discretionary fixed income portfolios.
Dan has a long history of serving his clients and the Las Vegas community. He currently sits on the Board of Trustees of the Foundation for an Independent Tomorrow and the Nevada Community Foundation. He and his family support many other organizations in southern Nevada. He has been married to his wife, Ginger, for 21 years and has two grown sons.
An industry veteran, Dan began his financial services career at Morgan Stanley in 1984. Over the next several years, he expanded his responsibilities, taking on the role of Branch Manager of the firm’s Las Vegas complex, a position he held until 2004, when he returned to his growing practice for the opportunity to work more closely with clients, advocating for their financial well-being and helping make a significant impact on the quality of their lives.
In 2011, Dan earned Morgan Stanley’s Family Wealth Director designation. This credential – achieved by less than three percent of the firm’s advisors – provides Dan with the knowledge needed to serve the sophisticated needs of ultra high net worth clients. As a Family Wealth Director, Dan and his team have access to an extensive range of resources designed to help families manage the complex, multigenerational challenges of significant wealth. He takes an integrated approach that includes family issues, wealth transfer and asset protection. In addition to this role, Dan is a Senior Portfolio Management Director and is responsible for managing the team’s discretionary fixed income portfolios.
Dan has a long history of serving his clients and the Las Vegas community. He currently sits on the Board of Trustees of the Foundation for an Independent Tomorrow and the Nevada Community Foundation. He and his family support many other organizations in southern Nevada. He has been married to his wife, Ginger, for 21 years and has two grown sons.
Securities Agent: PR, AR, OK, NH, ND, MS, MD, LA, KS, DE, TN, WA, TX, NV, ID, HI, GA, CO, WY, NM, NJ, MI, DC, WV, OR, MO, IA, CT, CA, AZ, WI, OH, KY, FL, VA, UT, SC, PA, NE, NC, SD, NY, MN, MA, IN, AL, ME, IL, AK, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288381
CA Insurance License #: #0H68349
NMLS#: 1288381
CA Insurance License #: #0H68349
About Troy Pinkelman
Troy Pinkelman is a Senior Vice President, Financial Advisor, and Family Wealth Advisor with Echelon Point Wealth Management at Morgan Stanley. He enjoys working closely with high net worth individuals and families to ensure they have a solid understanding of their finances and an integrated approach to managing their wealth. Troy focuses on helping clients achieve their financial goals, which often include planning for a successful retirement, financing a major acquisition or selling a successful business.
Troy learned first-hand the importance of having a knowledgeable and trustworthy financial advisor from his grandmother, who did not have a good experience with her advisor. This lesson inspired Troy to pursue a profession where he could educate clients effectively about their personal finances and make a positive impact on the quality of their lives. After graduating from the University of Nevada, Las Vegas, Troy began his career in financial services at Morgan Stanley in 2013. He holds his FINRA Series 7 and 66 licenses and earned the Family Wealth Advisor designation in 2018.
Over the years, Troy has built a successful practice, advising families on how to better understand and manage their total financial picture. He believes investing should be based on a strategy that is easy to understand and easy to implement. Through a goals-based process and world-class resources, Troy works diligently to provide clients with clarity and confidence about their finances, so they may enjoy their wealth while preparing for a comfortable retirement.
Born in Toledo, Ohio, Troy now calls Henderson, Nevada his home, where he lives with his wife, Danielle, and their infant son, Wesley. Outside of the office, Troy has been an active volunteer with several local organizations. In his free time, he enjoys being outdoors, playing golf, photography and spending time with family and friends.
Troy learned first-hand the importance of having a knowledgeable and trustworthy financial advisor from his grandmother, who did not have a good experience with her advisor. This lesson inspired Troy to pursue a profession where he could educate clients effectively about their personal finances and make a positive impact on the quality of their lives. After graduating from the University of Nevada, Las Vegas, Troy began his career in financial services at Morgan Stanley in 2013. He holds his FINRA Series 7 and 66 licenses and earned the Family Wealth Advisor designation in 2018.
Over the years, Troy has built a successful practice, advising families on how to better understand and manage their total financial picture. He believes investing should be based on a strategy that is easy to understand and easy to implement. Through a goals-based process and world-class resources, Troy works diligently to provide clients with clarity and confidence about their finances, so they may enjoy their wealth while preparing for a comfortable retirement.
Born in Toledo, Ohio, Troy now calls Henderson, Nevada his home, where he lives with his wife, Danielle, and their infant son, Wesley. Outside of the office, Troy has been an active volunteer with several local organizations. In his free time, he enjoys being outdoors, playing golf, photography and spending time with family and friends.
Securities Agent: HI, AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1395614
CA Insurance License #: 0I56513
AR Insurance License #: 17028445
NMLS#: 1395614
CA Insurance License #: 0I56513
AR Insurance License #: 17028445
About Chris Norton
Chris Norton is a First Vice President and Financial Advisor with the Echelon Point Wealth Management Group at Morgan Stanley. Chris firmly believes that financial planning means more than providing his clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. His consultative process begins with an in-depth discussion of his clients current finances and future objectives. Together, he will address issues that his client's might have overlooked and determine how to help adjust investment strategies to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Chris was born and raised in Las Vegas, Nevada. He graduated from The University of Nevada, Las Vegas with a B.A. in Finance.
Chris started his career within the Financial Services industry in Banking where he worked with small business. He then transitioned over to the Investment sector with JP Morgan Wealth Management before moving to Morgan Stanley in 2014.
Chris is married to his wife Lindsey, who is involved in Red Rock Search and Rescue and has a daughter named Chloe. Outside of work, Chris enjoys winter sports, hiking, fishing, and playing golf.
Chris was born and raised in Las Vegas, Nevada. He graduated from The University of Nevada, Las Vegas with a B.A. in Finance.
Chris started his career within the Financial Services industry in Banking where he worked with small business. He then transitioned over to the Investment sector with JP Morgan Wealth Management before moving to Morgan Stanley in 2014.
Chris is married to his wife Lindsey, who is involved in Red Rock Search and Rescue and has a daughter named Chloe. Outside of work, Chris enjoys winter sports, hiking, fishing, and playing golf.
Securities Agent: WY, OR, GA, WV, WI, NY, VA, TN, SD, WA, SC, OH, NM, NJ, MI, MT, NH, NE, MN, NC, KS, NV, MA, KY, TX, IN, IL, MD, ID, UT, IA, MO, MS, ND, CT, CO, FL, AZ, CA, HI, AK, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 667138
CA Insurance License #: 0M20877
NMLS#: 667138
CA Insurance License #: 0M20877
About Philip Tynan
Securities Agent: IL, UT, NY, CO, AK, TN, SC, MT, ID, FL, PA, NV, MD, CA, AZ, MO, CT, WI, NJ, MN, IA, WY, WA, NM, KY, OR, NC, TX, VA, OH, KS, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
CA Insurance License #: 0D09161
CA Insurance License #: 0D09161
About Mark Richanbach
Total Return
Absolute Return
Beta
Alpha
Modern Portfolio Theory
Asset Allocation
Risk/Return Tradeoff
Standard Deviation
Communication Skills
Client Communication Frequency
Derivatives
Rebalancing
Tax Efficiency
Retirement planning
Goals planning
Rate of Return
These words are not just industry terms for the financial professional. These words are meant as tools for serious investors to analyze, define, and understand their goals, their appetite for risk (none to some), and to analyze if their portfolio construction is meeting those goals.
My experience dates back to 1979, when I worked at the venerable firm of Sutro and Co. in downtown San Francisco as a lowly assistant in the smoke-filled cashiers "cage," microfilming and running securities between their Sansome street office and the vault at what was once the Pacific Stock Exchange just a few blocks away.
Long story short, In 1991, I moved to my ancestral roots in Oregon, where my great-grandfather immigrated (or escaped, depending on who is telling the story) from Russia back in 1875.
At Morgan Stanley, I have developed a team that delivers the expertise, attention to detail, and service you expect from a seasoned professional within the robust and prestigious environment of Morgan Stanley.
Well, before COVID-19, I utilized the efficiency of computer and electronic communication to develop and maintain strong, efficient, and effective client relationships across the country, regardless of our clients physical location or primary residence.
For an appointment, please call or email today.
Absolute Return
Beta
Alpha
Modern Portfolio Theory
Asset Allocation
Risk/Return Tradeoff
Standard Deviation
Communication Skills
Client Communication Frequency
Derivatives
Rebalancing
Tax Efficiency
Retirement planning
Goals planning
Rate of Return
These words are not just industry terms for the financial professional. These words are meant as tools for serious investors to analyze, define, and understand their goals, their appetite for risk (none to some), and to analyze if their portfolio construction is meeting those goals.
My experience dates back to 1979, when I worked at the venerable firm of Sutro and Co. in downtown San Francisco as a lowly assistant in the smoke-filled cashiers "cage," microfilming and running securities between their Sansome street office and the vault at what was once the Pacific Stock Exchange just a few blocks away.
Long story short, In 1991, I moved to my ancestral roots in Oregon, where my great-grandfather immigrated (or escaped, depending on who is telling the story) from Russia back in 1875.
At Morgan Stanley, I have developed a team that delivers the expertise, attention to detail, and service you expect from a seasoned professional within the robust and prestigious environment of Morgan Stanley.
Well, before COVID-19, I utilized the efficiency of computer and electronic communication to develop and maintain strong, efficient, and effective client relationships across the country, regardless of our clients physical location or primary residence.
For an appointment, please call or email today.
Securities Agent: PA, AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1272871
CA Insurance License #: 0L70026
NMLS#: 1272871
CA Insurance License #: 0L70026
About Dee Rae Clarke
Dee Rae began her career in the financial industry in 1990 in Denver, Colorado. She moved to Las Vegas in 1992 and worked in Operational Management for Dain Rauscher until she became a Financial Advisor at A. G. Edwards in 2000.
Dee Rae has worked as head of the Operations Team for The Anderson Miller Pinkelman Group at Morgan Stanley since 2014. By using both her operational experience, and skills learned during her years as a Financial Advisor, she fulfills a key client relationship roll within our team by acting as a liaison with our clients on most commonly asked questions and needs.
In her free time, Dee Rae loves to tend to her flowers, especially in the Spring when they begin to bloom. She is an avid reader, and finds joy in spending her downtime with her 6 year old granddaughter.
Dee Rae has worked as head of the Operations Team for The Anderson Miller Pinkelman Group at Morgan Stanley since 2014. By using both her operational experience, and skills learned during her years as a Financial Advisor, she fulfills a key client relationship roll within our team by acting as a liaison with our clients on most commonly asked questions and needs.
In her free time, Dee Rae loves to tend to her flowers, especially in the Spring when they begin to bloom. She is an avid reader, and finds joy in spending her downtime with her 6 year old granddaughter.
About Elizabeth Marshment
Elizabeth Marshment began her career at Morgan Stanley in 2013 as a Client Service Associate. Prior to joining Morgan Stanley, she had her own transcription business for 15 years and also worked for a large financial institution for 9 years.
Liz has lived most of her life in Las Vegas and raised 2 children here as well. She is recently married and currently resides with her husband in Las Vegas.
Liz has lived most of her life in Las Vegas and raised 2 children here as well. She is recently married and currently resides with her husband in Las Vegas.
About Christine Graham
Christine Graham is a Registered Client Service Associate with Echelon Point Wealth Management Group at Morgan Stanley. Christine joined Morgan Stanley in 2018, as a Client Service Associate. Her primary focus is providing the clients with a high level of service in various operational and administrative areas.
She graduated from the University of Louisville with a B.A. in History and currently holds 7 and 66 FINRA registrations.
Christine and her husband, Jacob, live in Las Vegas, NV. In her free time she enjoys hiking, camping, and traveling to different National Parks around the country.
She graduated from the University of Louisville with a B.A. in History and currently holds 7 and 66 FINRA registrations.
Christine and her husband, Jacob, live in Las Vegas, NV. In her free time she enjoys hiking, camping, and traveling to different National Parks around the country.
About Lisa Montes Irizarry
Lisa Montes Irizarry is a Client Service Associate who is born and raised in Las Vegas, Nevada. She has 10 years of banking experience. Lisa is married to her husband Tony, They have a 13 year old daughter, and 2 year old son.
In her spare time, Lisa enjoys shopping, traveling, and her family summer trips to the river. Some of her favorites include: sushi, coca cola, pickles and hot cheetos.
In her spare time, Lisa enjoys shopping, traveling, and her family summer trips to the river. Some of her favorites include: sushi, coca cola, pickles and hot cheetos.
Contact Dan Anderson
Contact Troy Pinkelman
Contact Chris Norton
Contact Philip Tynan
Contact Mark Richanbach
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
Savanah Arellano
Associate Private Banker
Gail G. Brown, CFP®
Financial Planning Director, Assistant Vice President
About Savanah Arellano
Savanah Arellano is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Nevada and California.
Associate Private Bankers partner with Private Bankers and 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.
Savanah began her career in financial services in 2005, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Wealth Management Associate at U.S. Bancorp.
She lives in Las Vegas, NV with her family. Outside of the office, Savanah enjoys reading, cooking and spending time with her kids at their sporting events and volunteering in their classrooms.
Associate Private Bankers partner with Private Bankers and 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.
Savanah began her career in financial services in 2005, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Wealth Management Associate at U.S. Bancorp.
She lives in Las Vegas, NV with her family. Outside of the office, Savanah enjoys reading, cooking and spending time with her kids at their sporting events and volunteering in their classrooms.
NMLS#: 679740
About Gail G. Brown
Gail G. Brown, CFP® CPWA® is Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central California and Las Vegas. She is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Gail began her career in financial services in 2005 and joined Morgan Stanley in 2016. Prior to her current position, she worked in array of financial services to include; lending, business banking, risk management and investment advisory services. Her broad experience has demonstrated to her, the importance of developing a financial plan, that ensures all aspects of our clients’ financial world align and complement one another.
Gail graduated from University of Nevada Las Vegas and holds her CERTIFIED FINANCIAL PLANNER™ and Certified Personal Wealth Advisor® designations.
Gail is a native of Las Vegas and enjoys serving on the board of the local Summerlin Rotary Club. She loves international travel adventures where she can immerse herself in other cultures, camping and getting her hands dirty in her home garden. Gail truly enjoys her work; she finds purpose in providing clarity and peace of mind to our amazing clients and their families.
Gail began her career in financial services in 2005 and joined Morgan Stanley in 2016. Prior to her current position, she worked in array of financial services to include; lending, business banking, risk management and investment advisory services. Her broad experience has demonstrated to her, the importance of developing a financial plan, that ensures all aspects of our clients’ financial world align and complement one another.
Gail graduated from University of Nevada Las Vegas and holds her CERTIFIED FINANCIAL PLANNER™ and Certified Personal Wealth Advisor® designations.
Gail is a native of Las Vegas and enjoys serving on the board of the local Summerlin Rotary Club. She loves international travel adventures where she can immerse herself in other cultures, camping and getting her hands dirty in her home garden. Gail truly enjoys her work; she finds purpose in providing clarity and peace of mind to our amazing clients and their families.
NMLS#: 693330
CA Insurance License #: 0M34241
CA Insurance License #: 0M34241
Wealth Management
From Our Team
Promoting Healthy Longevity
Wealth Management
Global Investment Office
Portfolio Insights
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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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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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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
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
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
Ready to start a conversation? Contact Echelon Point Wealth Management Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
4Morgan 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.
5When 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.
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
7Morgan 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.
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
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 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.
4Morgan 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.
5When 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.
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
7Morgan 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.
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)
