My Story and Services

Lemuel Daniels has worked in the financial services sector for more than 35 years at some of Wall Street’s most prestigious firms. In 2013, he joined Morgan Stanley as Vice President, Client Advisor. Lem was the first African American chosen tor represent Merrill Lynch in 1978 as a part of a diversity advertising campaign and was the recipient of the Broker of the Year Award in 1985 with Bear Stearns Special Investment Group.

In 1991, while at Bear Stearns, Lem facilitated Black Entertainment Television (BET) in raising capital. BET became the first African American company to be listed on the New York Stock Exchange. In 1996, Lem was the Broker of Record for the IPO of Carson Products, an ethnic hair care company. While at Smith Barney/CitiGroup, Lem was responsible for FedEx becoming the first corporate client of the Diner’s Club MasterCard relationship in 2004. Lem was instrumental in arranging financing for the purchase of the Los Angeles Laker Great Western Forum by Faithful Central Church in Inglewood, CA. In addition, he brokered the fund raising effort for the film Get on the Bus directed by Spike Lee. The film, based on the Million Man March on Washington, DC, was the first to be financed entirely by African Americans.
Lem served as a member of the finance task force on the Board of Directors for Rebuild Los Angeles Project. He is listed in in Who’s Who in Black America as well as other publications, e.g., The Wall Street Journal, Black Enterprise, Wall Street TV journal Report, Ebony Man, and Registered Representative Magazine. Lem previously served as the Vice Chair of the National Association of Securities Professionals (NASP).

Lem serves the greater Los Angeles community in leadership roles on various boards and committees: Treasurer of the Great Los Angeles African American Chamber of Commerce (GLAACC), member of the Brooking Institute- Los Angeles Metropolitan Export Initiative, Advisory Board member of Vision to Learn, member of the Southern California Organizing Committee for the Olympic Games and Board of Directors for New Directions for Veterans which assists homeless veterans in finding employment and housing. Lem was instrumental in organizing the 5th International Olympic Committee (IOC) Women’s and Sports conference in 2012. In addition, he was appointed to the Los Angeles Mayor’s Blue Ribbon Commission to study the impact of AEG’s proposed Downtown Event Center and Farmer’s Field/Stadium for fair share job creation.

Lem received his Bachelor’s of Science degree in communication from Southern Illinois University. He served with distinction as a member of the United States Army during the Vietnam era.
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Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

Sign Up for eDelivery

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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact Lem Daniels today.
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