James Buri, CFP®
Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(949) 365-5307(949) 365-5307
My Mission Statement
To deliver a superior wealth management experience to the many who understand the importance of preservation
Our Story
Since 1984, we have assisted individual investors and families protect- and prudently grow- their assets through financial strategies primarily focused on wealth preservation. We implement a long-term, value-oriented investment approach that focuses on each client’s individual financial requirements, situation and tolerances.
Our consultative process is based upon understanding each client, designing a personalized portfolio and reviewing our progress regularly. Our role is to guide you and your family through all market conditions and help safeguard your goals and objectives.
We strive to deliver an exceptional client experience that stands apart from other investment firms by:
- Providing transparency within our process and portfolios
- Customized portfolios- down to the position level- to help meet clients’ needs and desires
- Efficient execution of labor-intensive investment strategies focused on wealth preservation
We encourage you to find out more about the team that has been executing wealth preservation strategies for nearly 40 years.
Robert G. Collier, CFP® James J. Buri, CFP®
Financial Advisor, Senior Vice President Financial Advisor, Vice President
Morgan Stanley Wealth Management Morgan Stanley Wealth Management
Kendra Buri, CFP®
Financial Advisor
Morgan Stanley Wealth Management
Our consultative process is based upon understanding each client, designing a personalized portfolio and reviewing our progress regularly. Our role is to guide you and your family through all market conditions and help safeguard your goals and objectives.
We strive to deliver an exceptional client experience that stands apart from other investment firms by:
- Providing transparency within our process and portfolios
- Customized portfolios- down to the position level- to help meet clients’ needs and desires
- Efficient execution of labor-intensive investment strategies focused on wealth preservation
We encourage you to find out more about the team that has been executing wealth preservation strategies for nearly 40 years.
Robert G. Collier, CFP® James J. Buri, CFP®
Financial Advisor, Senior Vice President Financial Advisor, Vice President
Morgan Stanley Wealth Management Morgan Stanley Wealth Management
Kendra Buri, CFP®
Financial Advisor
Morgan Stanley Wealth Management
Securities Agent: MA, OR, IA, CT, AL, MT, RI, NJ, MI, FL, AZ, NH, GA, DC, CA, IL, LA, WA, MN, IN, TX, VA, UT, OK, CO, NC, NV, NY, HI, PA, ID, MD, WI, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1838649
CA Insurance License #: 0H48318
NMLS#: 1838649
CA Insurance License #: 0H48318
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Custom Strategies
We focus on designing portfolios tailored to the client’s unique objectives, tax situation and liquidity requirements. When it comes to investments, there is not a one-size-fits-all solution. Investment planning should encompass their needs, risk and goals along with the client’s personal values.
Our primary focus is wealth preservation. Our consultative process is based upon understanding our clients, designing a personalized portfolio and reviewing our progress regularly. It is our role to guide you and your family through various market conditions and to help safeguard what is most important to you. In assisting client’s reach their goals, we utilize the following strategies:
- Covered Call Strategy
- Corporate Fixed Income
- Municipal Fixed Income
- Growth and Alternative Strategies
- Enhanced Cash
Corporate Fixed Income
We custom build our fixed income portfolios seeking to increase income and yield while minimizing credit, interest rate and reinvestment risk. We focus on the highest tiers of the quality spectrum and diversify to ensure navigation through turbulent markets.
Municipal Fixed Income
A fixed income strategy that is ideally suited for clients who earn high levels of taxable, ordinary income. We use our extensive research process to identify municipalities that offer fixed income in the highest tier of quality and seeking to maximize after-tax yield.
Both the Corporate and Municipal Fixed Income Strategies are not limited to Morgan Stanley’s inventory and the inventory breadth includes from 5,000-8,000 different CUSIPs daily.
Custom Portfolio Strategies
We custom build every portfolio from individual positions and we can reflect your goals, risk tolerance or values within every single position that we purchase. Strategies can be implemented to reflect your goals, objectives and values:
- Blended portfolios to reflect specific goals and risk tolerances:
We can blend different strategies seeking to magnify growth and income or minimize volatility.
- Socially-Responsible portfolios
Capability to run multiple screens and filters to both eliminate and prioritize investments that complement a client’s underlying values while maintaining structurally sound portfolios
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
- Tax Management
It’s not what you earn but what you keep that is important. We focus on maximizing what you keep in your pocket through numerous tax strategies including tax loss harvesting, asset location and tax efficient investment vehicles
- Income Maximization
Whether you need income from your portfolio or you want your portfolio to be focused on more tangible returns, we build portfolios that seek to generate enhanced income that meet your desires
Our primary focus is wealth preservation. Our consultative process is based upon understanding our clients, designing a personalized portfolio and reviewing our progress regularly. It is our role to guide you and your family through various market conditions and to help safeguard what is most important to you. In assisting client’s reach their goals, we utilize the following strategies:
- Covered Call Strategy
- Corporate Fixed Income
- Municipal Fixed Income
- Growth and Alternative Strategies
- Enhanced Cash
Corporate Fixed Income
We custom build our fixed income portfolios seeking to increase income and yield while minimizing credit, interest rate and reinvestment risk. We focus on the highest tiers of the quality spectrum and diversify to ensure navigation through turbulent markets.
Municipal Fixed Income
A fixed income strategy that is ideally suited for clients who earn high levels of taxable, ordinary income. We use our extensive research process to identify municipalities that offer fixed income in the highest tier of quality and seeking to maximize after-tax yield.
Both the Corporate and Municipal Fixed Income Strategies are not limited to Morgan Stanley’s inventory and the inventory breadth includes from 5,000-8,000 different CUSIPs daily.
Custom Portfolio Strategies
We custom build every portfolio from individual positions and we can reflect your goals, risk tolerance or values within every single position that we purchase. Strategies can be implemented to reflect your goals, objectives and values:
- Blended portfolios to reflect specific goals and risk tolerances:
We can blend different strategies seeking to magnify growth and income or minimize volatility.
- Socially-Responsible portfolios
Capability to run multiple screens and filters to both eliminate and prioritize investments that complement a client’s underlying values while maintaining structurally sound portfolios
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
- Tax Management
It’s not what you earn but what you keep that is important. We focus on maximizing what you keep in your pocket through numerous tax strategies including tax loss harvesting, asset location and tax efficient investment vehicles
- Income Maximization
Whether you need income from your portfolio or you want your portfolio to be focused on more tangible returns, we build portfolios that seek to generate enhanced income that meet your desires
Our Services
Understanding our client’s needs requires dedication towards their ultimate goals and objectives. Each client is unique and has their own individual desires. Discovering your full background and risk tolerance is the very foundation of financial success.
We strive to fully understand each client’s unique needs and situation through utilizing our comprehensive wealth management services that provide greater insight:
- Retirement and Income Planning
- Tax Efficient Strategies
- Estate Planning Strategies
- Business Planning
- Cash Management Strategies
- Saving and Wealth Accumulation strategies
We strive to fully understand each client’s unique needs and situation through utilizing our comprehensive wealth management services that provide greater insight:
- Retirement and Income Planning
- Tax Efficient Strategies
- Estate Planning Strategies
- Business Planning
- Cash Management Strategies
- Saving and Wealth Accumulation strategies
Why Morgan Stanley?
Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are four core values:
PUTTING CLIENTS FIRST
DOING THE RIGHT THING
LEADING WITH EXCEPTIONAL IDEAS
GIVING BACK
Morgan Stanley is committed to providing investors with the finest financial advice, products and services. Working together we will be able to draw upon the firm’s vast network of knowledgeable professionals to help us map out your individual investment strategy. As a Morgan Stanley client you will benefit from the resources and support of a global financial services firm.
“Our DNA, our culture and our history are rooted in serving our clients.”
James Gorman, Chairman and CEO
PUTTING CLIENTS FIRST
DOING THE RIGHT THING
LEADING WITH EXCEPTIONAL IDEAS
GIVING BACK
Morgan Stanley is committed to providing investors with the finest financial advice, products and services. Working together we will be able to draw upon the firm’s vast network of knowledgeable professionals to help us map out your individual investment strategy. As a Morgan Stanley client you will benefit from the resources and support of a global financial services firm.
“Our DNA, our culture and our history are rooted in serving our clients.”
James Gorman, Chairman and CEO
Client Service Team
Erika Dominguez - Resgistered Client Service Associate
Phone:
(949) 365-5326(949) 365-5326
Email:erika.dominguez1@morganstanley.com
Location
28202 Cabot Rd
Ste 500
Laguna Niguel, CA 92677
US
Direct:
(949) 365-5307(949) 365-5307
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact James Buri today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan Stanley’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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan Stanley’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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
