JP Evans
Senior Vice President, Branch Manager
Phone:
(702) 792-2000(702) 792-2000
Morgan Stanley
Las Vegas Branch Office
You define success, we help you achieve it
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Branch:
(702) 792-2000(702) 792-2000
Toll-Free:
(800) 247-2265(800) 247-2265
Branch Manager
JP EvansPhone:
(702) 792-2072(702) 792-2072
About Morgan Stanley Las Vegas Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Las Vegas Branch
Kirk-Patrick Richards, CRPC®
First Vice President, Associate Market Manager
Phone:
(702) 792-2019(702) 792-2019
Lynne Okazaki
First Vice President, Business Service Manager
Phone:
(702) 792-2002(702) 792-2002
Gina Ortega
Vice President, Service Manager
Phone:
(702) 242-8322(702) 242-8322
Carole Hartley
Branch Administrator
Phone:
(702) 792-2053(702) 792-2053
About JP Evans
About JP Evans:
JP was born and raised in Miami, and attended the HBCU Clark Atlanta University in Atlanta, GA; he majored in Business Administration with a concentration in Finance and Marketing. Upon earning his Bachelors in 2000 he became a Financial Advisor in the New York/New Jersey area with Merrill Lynch.
Post September 11th he enlisted in the US Army Reserve where he later became a Drill Sergeant serving on multiple tours of duty. While maintaining his career in Financial Services, he later transitioned to the roles of Administrative Manager and Client Relationship Manager servicing several offices in South Florida to Include the International Market in Miami covering Latin America.
In 2018, JP began his career with Morgan Stanley where he served as the Associate Market Manager for the Central California & Las Vegas market. Since 2023 JP has been the Las Vegas Branch Manager. He currently resides in Las Vegas with his family.
JP was born and raised in Miami, and attended the HBCU Clark Atlanta University in Atlanta, GA; he majored in Business Administration with a concentration in Finance and Marketing. Upon earning his Bachelors in 2000 he became a Financial Advisor in the New York/New Jersey area with Merrill Lynch.
Post September 11th he enlisted in the US Army Reserve where he later became a Drill Sergeant serving on multiple tours of duty. While maintaining his career in Financial Services, he later transitioned to the roles of Administrative Manager and Client Relationship Manager servicing several offices in South Florida to Include the International Market in Miami covering Latin America.
In 2018, JP began his career with Morgan Stanley where he served as the Associate Market Manager for the Central California & Las Vegas market. Since 2023 JP has been the Las Vegas Branch Manager. He currently resides in Las Vegas with his family.
Securities Agent: CA, DC, FL, GA, ID, IL, MA, MN, MO, MS, NV, NY, PA, TX, VA, WA, AK, AL, AR, AZ, CO, CT, HI, IA, IN, KS, KY, LA, MD, ME, MI, MT, NC, ND, NE, NH, NJ, NM, OH, OK, OR, PR, IR, SC, SD, TN, UT, VI, VT, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
About Kirk-Patrick Richards
About Kirk Richards:
Kirk Richards is a First Vice President at Morgan Stanley and current Associate Market Manager for the Central California/Las Vegas Market. Kirk has more than twenty years of experience in the Financial Services Industry and began his career in 2000 with Charles Schwab.
He has successfully transitioned into many roles over the years including, Financial Advisor, Plan Administrator, Associate Director of Controls, Market Supervision Manager, and Business Development Manager. He currently holds the Chartered Retirement Planning Counselor (CRPC) Designation, and Series 7, 63, 66, 9, 10 and 24 licenses.
Kirk is originally from Kingston, Jamaica and grew up in Miami Florida. Now resides in Las Vegas with his Wife Stephania and his son Alan. Outside of work Kirk enjoys spending time with his family, cycling and volunteering in the community.
Kirk Richards is a First Vice President at Morgan Stanley and current Associate Market Manager for the Central California/Las Vegas Market. Kirk has more than twenty years of experience in the Financial Services Industry and began his career in 2000 with Charles Schwab.
He has successfully transitioned into many roles over the years including, Financial Advisor, Plan Administrator, Associate Director of Controls, Market Supervision Manager, and Business Development Manager. He currently holds the Chartered Retirement Planning Counselor (CRPC) Designation, and Series 7, 63, 66, 9, 10 and 24 licenses.
Kirk is originally from Kingston, Jamaica and grew up in Miami Florida. Now resides in Las Vegas with his Wife Stephania and his son Alan. Outside of work Kirk enjoys spending time with his family, cycling and volunteering in the community.
About Lynne Okazaki
Securities Agent: AZ, CA, MO, NV, WA, AK, AL, AR, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Gina Ortega
Gina Ortega joined Morgan Stanley in 2005 as a Branch Administrative Assistant. She now holds the role of Service Manager in Operations and manages the Service Associates in the Central California Las Vegas Market.
Gina like reading, movies, travel, doing volunteer work and spending time with family, friends and her dog.
Gina like reading, movies, travel, doing volunteer work and spending time with family, friends and her dog.
About Carole Hartley
Carole began her career in the financial services industry in 2006 with Morgan Stanley. She is a dedicated professional and maintains the following licenses: General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63).
She is the Branch Administrator for the Las Vegas Branch. She provides outstanding administrative service to all employee’s, the management team, making the day-to-day management of their financial world as effortless and seamless as possible.
She is also the Branch Information Technology Liaison helping employees take advantage of the powerful platform that Morgan Stanley provides.
Originally from Manchester England, and now resides in Las Vegas. Carole is an avid sport fan enjoying all aspects of sports.
She is the Branch Administrator for the Las Vegas Branch. She provides outstanding administrative service to all employee’s, the management team, making the day-to-day management of their financial world as effortless and seamless as possible.
She is also the Branch Information Technology Liaison helping employees take advantage of the powerful platform that Morgan Stanley provides.
Originally from Manchester England, and now resides in Las Vegas. Carole is an avid sport fan enjoying all aspects of sports.
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Branch Address
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Branch:
(702) 792-2000(702) 792-2000
Toll-Free:
(800) 247-2265(800) 247-2265
Fax:
(702) 666-0048(702) 666-0048
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024