Greg Fullmer
Managing Director, Private Wealth Advisor
Phone:
(213) 486-8900(213) 486-8900
Morgan Stanley Private Wealth Management
Greg Fullmer
Managing Director, Private Wealth Management,
Private Wealth Advisor
Direct:
(213) 486-8900(213) 486-8900
My Mission Statement
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
Welcome
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Open-Architecture Platform
- Manager Selection
- Proprietary Investment Opportunities
- Sustainable & Responsible InvestingFootnote1
- Consolidated Reporting
- Pre-Liquidity Planning
- Hedging Strategies
- Risk Management
- Family Governance & Wealth Education
- Philanthropy Management
Securities Agent: FL, NJ, SC, OR, MT, HI, CO, WY, KS, DE, ND, MI, NY, IN, CA, NM, NC, DC, AK, PR, MA, UT, NV, IA, AZ, TN, OK, MN, ID, GA, WA, TX, ME, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1388006
NMLS#: 1388006
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Global Franchise
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
- $5.1 trillion in AUM1
- Total Deposits $351 billion1
- Morgan Stanley reported full year net revenues of $54.1 Billion in 20232
- Morgan Stanley's Global employees approximately 80,0001
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 15%1
- $314 billion in liquidity reserve1
1As of December 31, 2023, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
Location
444 South Flower St, 34th
Fl
Los Angeles, CA 90071
US
Direct:
(213) 486-8900(213) 486-8900
Meet My Team
Daniel Hawkins
Vice President, Portfolio Management Associate Director
Phone:
(213) 486-8908(213) 486-8908
Douglas Dyakon
Vice President, Portfolio Management Associate Director
Phone:
(213) 486-8909(213) 486-8909
Joel Russak
Associate Vice President, Wealth Management Associate
Phone:
(213) 486-8970(213) 486-8970
Alex London
Associate Vice President, Wealth Management Associate
Phone:
(213) 486-8980(213) 486-8980
Charlie Dorman
Portfolio Associate
Phone:
(213) 486-8949(213) 486-8949
About Greg Fullmer
As Managing Director, Greg oversees one of the top ultra-high-net-worth Private Wealth Management teams in the country. He has been honored as a Barron’s Top 1,200 Financial Advisor and a Financial Times Top 400 Advisor. Since joining the industry in 1987, Greg has worked for Goldman Sachs, where he built one of the most successful Private Wealth Management teams in the world, before moving to UBS and then Morgan Stanley in 2015. Greg earned his M.B.A. from Harvard Business School, where he served as Student Body President. During his undergraduate studies, he was the Student Body President and a valedictorian, earning a B.S. in sociology and English. Greg grew up on a dairy, potato, hay and grain farm in Idaho. His passions include travel, scuba diving, exercise, and motivational materials.
Disclosures:
2012-2015; 2020-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2015; 2020-2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2019) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/18.
Disclosures:
2012-2015; 2020-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2015; 2020-2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2019) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/18.
Securities Agent: FL, NJ, SC, OR, MT, HI, CO, WY, KS, DE, ND, MI, NY, IN, CA, NM, NC, DC, AK, PR, MA, UT, NV, IA, AZ, TN, OK, MN, ID, GA, WA, TX, ME, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Daniel Hawkins
Danny initially joined the team in 1997 and focuses on overseeing the group’s investment management process and managing client relationships. He has extensive experience in asset allocation, manager selection and alternative investments. Before joining Morgan Stanley in 2015, Danny worked for many years at UBS, Goldman Sachs and Merrill Lynch. After obtaining a B.S. in psychology, Danny earned his M.B.A. from Harvard Business School. In his free time, Danny enjoys staying active through bicycling, scuba diving and motorcycling, but his greatest joy is spending time with his wife and three children.
Securities Agent: NJ, NM, GA, AZ, TX, ME, FL, WA, ND, MI, DC, MT, CO, WY, NY, NC, KS, IN, HI, DE, SC, PR, OK, NV, MA, IL, IA, CA, TN, UT, MN, AK, OR, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
About Douglas Dyakon
Doug joined the team in 2003 and actively manages client relationships and the group’s investment management process. Previously, he worked in Private Wealth Management at both Goldman Sachs and UBS before joining Morgan Stanley in 2015. Doug graduated with honors from The George Washington University with a B.A. in international business. Outside the office, Doug has a passion for traveling and his French Bulldog, Louis. He enjoys engaging with different cultures and has explored six of the seven continents.
About Joel Russak
Joel joined the team in 2009 and focuses on portfolio analysis and investment research, in addition to providing personalized service to clients. Prior to joining Morgan Stanley in 2015, Joel worked for UBS after previously interning at Citi Smith Barney in the ultra-high-net-worth division. At age 20, Joel earned a master’s degree in mathematical finance, a B.S. in economics/mathematics, and a minor in business law with honors from the University of Southern California. He is a proud native of Los Angeles, and he enjoys cycling and weightlifting in his free time.
About Alex London
Alex has worked with the team since 2010 and focuses on on-boarding new clients, pursuing business development opportunities and upholding rigorous standards for client service. After graduating from the University of Southern California with a B.S. in business administration, Alex started his career at UBS before moving to Morgan Stanley in 2015. Originally from Northern California, Alex is a passionate San Francisco Giants fan. He also enjoys traveling to new places with his wife, playing golf, and spending time with family and friends.
About Charlie Dorman
Charlie joined the team in 2018 and provides exceptional service to clients while assisting the team with portfolio analysis and investment research. He graduated with honors from the University of Southern California with a B.S. in human biology and a minor in business finance. Prior to joining Morgan Stanley, he researched brain activity at the USC Hires Neuroscience Lab. Charlie is a Los Angeles native and an avid Dodgers fan. Outside the office, he has volunteered with various health-focused nonprofits and enjoys spending time with his family and friends.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Investing 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.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
