Susanna Adler
Vice President, Financial Advisor
Phone:
(310) 285-4911(310) 285-4911
John R Privitelli, CFP®
Senior Vice President,
Wealth Advisor
Direct:
(310) 285-4865(310) 285-4865
Toll-Free:
(800) 669-4866(800) 669-4866
My Mission Statement
Experienced wealth planning services for your life and legacy goals
Welcome
After graduating with a business finance degree from the University of Southern California in 1980, John began a partnership with his father Joseph at Dean Witter & Co. Joseph was a pure stockbroker and had a substantial clientele. John significantly impacted the business by building bond portfolios for clients. John became a Certified Financial Planner™ in 1984. There were approximately 2100 CFPs in the nation at that time. In 1995 he was one of the few chosen by the firm to pass an extensive course to become a “Wealth Advisor”. This designation, like the CFP, takes into consideration the entire wealth planning process for a client, from accumulation of assets, retirement planning, to estate planning and business succession strategies. John currently serves multigenerational families that have been doing business with the Privitelli group since they started with his father over 6 decades ago.
John identifies each clients’ financial goals and works with them to create a custom plan to achieve those goals. In addition to goals-based planning, John focuses on creating equity and bond portfolios for individuals seeking growth and income to fulfill their retirement needs.
John has been married to Erica for 33 years and they have two children, Nick (30) and Gabriella (26). For more than 35 years John has been taking Kempo Karate classes and has achieved his 7 degree black belt.
John identifies each clients’ financial goals and works with them to create a custom plan to achieve those goals. In addition to goals-based planning, John focuses on creating equity and bond portfolios for individuals seeking growth and income to fulfill their retirement needs.
John has been married to Erica for 33 years and they have two children, Nick (30) and Gabriella (26). For more than 35 years John has been taking Kempo Karate classes and has achieved his 7 degree black belt.
Services Include
- Financial PlanningFootnote1
- Asset Management
- Trust AccountsFootnote2
- Estate Planning StrategiesFootnote3
- Cash Management and Lending ProductsFootnote4
- Wealth ManagementFootnote5
- 401(k) Rollovers
- 529 PlansFootnote6
- Exchange Traded FundsFootnote7
- Corporate BondsFootnote8
- Fixed IncomeFootnote9
- Municipal BondsFootnote10
Securities Agent: KY, TX, TN, RI, AL, OR, CO, FL, ME, NV, MA, IL, AZ, NC, GA, DC, MI, CA, WY, NY, IN, ID, CT, UT, PA, MT, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255711
CA Insurance License #: 0A61090
NMLS#: 1255711
CA Insurance License #: 0A61090
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Introducing our Goals Planning System (GPS)
Our clients have goals - from traveling the world, to starting a business, to securing their family's future. GPS helps our clients define what they want out of life, and creates a financial framework to bring these goals to life.
Introducing Aladdin
The Portfolio Risk Platform leverages Aladdin, Blackrock's state-of-the-art risk engine used by many of the world's largest institutional asset managers. Financial markets can bring unexpected volatility; it’s important that you feel well-informed and confident that your portfolio is on track to meet your financial goals.
Our Portfolio Risk Platform is a powerful and sophisticated risk engine that enables a deeper understanding of your portfolios, helping us work with you to manage your risk while proactively guiding your wealth.
Our Portfolio Risk Platform is a powerful and sophisticated risk engine that enables a deeper understanding of your portfolios, helping us work with you to manage your risk while proactively guiding your wealth.
Your Privacy is Protected
Morgan Stanley’s success depends on our reputation which is derived in part from our ability to maintain the confidentiality and security of our valued client’s information and assets. Our clients have entrusted greater than $2 trillion in assets with Morgan Stanley, making us one of the world’s leading wealth management firms.
We have assembled teams including some of the best cybersecurity experts in the business to ensure that we maximize the impact of our cybersecurity spending and tailor our security technology and practices to today’s cyber risk landscape.
Between our technology and human capital investments, Morgan Stanley has built a cutting-edge cyber defense organization in-house, as well as working with industry and government partners.
We have assembled teams including some of the best cybersecurity experts in the business to ensure that we maximize the impact of our cybersecurity spending and tailor our security technology and practices to today’s cyber risk landscape.
Between our technology and human capital investments, Morgan Stanley has built a cutting-edge cyber defense organization in-house, as well as working with industry and government partners.
Your Fraud Protection Technology Includes
- Multi-Factor Authentication
- System Integrity Checks
- Continous fraud monitoring
We Begin by Designing A Plan Tailored For You
In a world that constantly changes, you need a tailored wealth plan than can evolve with you. We are here to bring clarity and focus on what matters most to you.
Location
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-4865(310) 285-4865
Toll-Free:
(800) 669-4866(800) 669-4866
Meet My Team
Gerad P. Herkey
Registered Client Service Associate
Phone:
(310) 285-4867(310) 285-4867
Nick Privitelli, Financial Planning Specialist
Financial Advisor
Phone:
(310) 285-4808(310) 285-4808
About Susanna Adler
Listening to the barrage of financial information that is broadcast everywhere you turn can be confusing. Finding the time to assess the information and manage your finances, when you already lead a busy life, adds even more complexity. A good Financial Advisor can simplify your life. Selecting a Financial Advisor whom you trust, is aligned with your values and understands your business and family dynamics is not something to take lightly.
With more than 20 years of experience as a Financial Advisor, I focus on developing enduring relationships with clients. I advocate for your best interests. My advice is direct and transparent. I translate financial jargon into easy to understand terms. Our relationship is built on mutual respect and trust. I foster the open and honest dialogue that is critical to your financial future. I also believe that listening is more important than speaking. With my conversational approach, I spend time getting to know you, your hopes and dreams for your family, your interests, hobbies, philanthropic endeavors and explore the legacy you want to leave. Based on our discussions, I create an individualized road map tailored to your personal financial goals, adjusting over time as your needs evolve.
You have worked hard to accumulate wealth. I am committed to working just as hard to protect what you have saved, while growing it responsibly. Through thoughtful, comprehensive planning, I help you to simplify your life and enjoy what matters to you most.
With more than 20 years of experience as a Financial Advisor, I focus on developing enduring relationships with clients. I advocate for your best interests. My advice is direct and transparent. I translate financial jargon into easy to understand terms. Our relationship is built on mutual respect and trust. I foster the open and honest dialogue that is critical to your financial future. I also believe that listening is more important than speaking. With my conversational approach, I spend time getting to know you, your hopes and dreams for your family, your interests, hobbies, philanthropic endeavors and explore the legacy you want to leave. Based on our discussions, I create an individualized road map tailored to your personal financial goals, adjusting over time as your needs evolve.
You have worked hard to accumulate wealth. I am committed to working just as hard to protect what you have saved, while growing it responsibly. Through thoughtful, comprehensive planning, I help you to simplify your life and enjoy what matters to you most.
CA Insurance License #: 0E43451
About Gerad P. Herkey
Gerad P. Herkey is a Registered Client Service Associate at Morgan Stanley Wealth Management. Mr. Herkey is responsible for administrative work related to client accounts, which includes account opening, transfers, disbursements, wires, credit lines, and all related paperwork. His interpersonal skills and ability to easily connect with clients makes the client onboarding and account management process a smooth experience. He provides additional value by utilizing Morgan Stanley’s resources, including the capital markets and alternative investment desks, to bring a holistic and responsive approach to serving clients.
Mr. Herkey joined Morgan Stanley in 2014 and is a graduate from the University of Southern California with a degree in Urban Planning and Real Estate Development. He resides in Los Angeles and enjoys cycling, running, snowboarding, and camping.
Mr. Herkey joined Morgan Stanley in 2014 and is a graduate from the University of Southern California with a degree in Urban Planning and Real Estate Development. He resides in Los Angeles and enjoys cycling, running, snowboarding, and camping.
About Nick Privitelli
Nick Privitelli is a Financial Advisor at Morgan Stanley Wealth Management. He joins the Privitelli Group with 2 years of experience as a Registered Client Service Associate, bringing the highest quality service to an ultra-high net worth clientele. Since 1957, The Privitelli Group has delivered excellence in service to clients. Nick has the unique opportunity to operate the business as the third generation Privitelli to do so. He is thrilled to be a financial advisor and is committed to helping clients achieve their retirement goals and beyond. Nick is also a conversational Spanish speaker.
Securities Agent: NC, AL, UT, MA, NY, MI, CO, OH, RI, CT, AZ, PA, ME, ID, WY, TX, OR, KY, IN, GA, DC, TN, NV, MT, IL, FL, CA; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 4292122
CA Insurance License #: 4292122
Wealth Management
Global Investment Office
Portfolio Insights
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
Ready to start a conversation? Contact John R Privitelli today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
10Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
10Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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)
