Stephen Bearden, CFP®, CIMA®, CPWA®
Executive Director, Market Executive, Southern California Region
Phone:
(310) 788-2100(310) 788-2100
Morgan Stanley Private Wealth Management
Los Angeles PWM - 201 Market Office
You define success, we help you achieve it
1999 Ave Of The Stars
Ste 2400
Los Angeles, CA 90067
US
Market:
(310) 788-2000(310) 788-2000
Toll-Free:
(800) 786-0048(800) 786-0048
Market Executive
Stephen BeardenPhone:
(310) 788-2100(310) 788-2100
About Morgan Stanley Los Angeles PWM - 201 Market
In the Morgan Stanley PWM Southern California Region, our mission is to deliver bespoke, first-class financial guidance to families, businesses, and institutions. This guidance is rooted in integrity, innovation, and collaboration in order to preserve, grow, and align our clients’ wealth with their legacy.
Through comprehensive solutions and diverse expertise, we are committed to putting our clients first and delivering exceptional, thoughtful service. This commitment succeeds through our investment in the lives and careers of our Financial Advisors, Support Professionals, and their families.
We believe that blending sophisticated ideas with compassionate insight empowers individuals and families to realize their vision with clarity, control, and purpose.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $973 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Through comprehensive solutions and diverse expertise, we are committed to putting our clients first and delivering exceptional, thoughtful service. This commitment succeeds through our investment in the lives and careers of our Financial Advisors, Support Professionals, and their families.
We believe that blending sophisticated ideas with compassionate insight empowers individuals and families to realize their vision with clarity, control, and purpose.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $973 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Legacy PlanningFootnote1
- Philanthropy Management
- Comprehensive Wealth Planning
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Portfolio Construction
- Hedging Strategies
- Pre-Liquidity Planning
- Lending SolutionsFootnote3
- Cash Management SolutionsFootnote4
- Lifestyle Advisory ServicesFootnote5
- Single Family Office Advisory
Our Team at Morgan Stanley Los Angeles PWM - 201 Market
David Candelaria
First Vice President, Associate Market Manager
Phone:
(310) 788-2078(310) 788-2078
Tenee DeCoteau-Thomas
Market Business Service Officer
Phone:
(310) 788-5017(310) 788-5017
Michael Thompson
Senior Risk Officer
Phone:
(310) 788-2273(310) 788-2273
About Stephen Bearden
Stephen Bearden is the Market Executive for the Southern
California Region of Private Wealth Management at Morgan Stanley. With 30 years of experience, Steve is committed to creating an environment where clients, Financial Advisors, and Support Professionals can all thrive. He began his career in 1994 with Merrill Lynch and joined Morgan Stanley in 2012, taking on various leadership roles. Prior to moving into his current role, Steve was also heavily involved in launching Morgan Stanley Wealth Management Canada and served on both the Executive and Operating Committees for that business.
Beyond his professional responsibilities, Steve is dedicated to community service, volunteering with organizations like the American Cancer Society and Habitat for Humanity. He holds an undergraduate degree and an MBA from the University of Houston, along with several professional designations, including CFP®, CIMA®, CPWA®, and CRPC®
California Region of Private Wealth Management at Morgan Stanley. With 30 years of experience, Steve is committed to creating an environment where clients, Financial Advisors, and Support Professionals can all thrive. He began his career in 1994 with Merrill Lynch and joined Morgan Stanley in 2012, taking on various leadership roles. Prior to moving into his current role, Steve was also heavily involved in launching Morgan Stanley Wealth Management Canada and served on both the Executive and Operating Committees for that business.
Beyond his professional responsibilities, Steve is dedicated to community service, volunteering with organizations like the American Cancer Society and Habitat for Humanity. He holds an undergraduate degree and an MBA from the University of Houston, along with several professional designations, including CFP®, CIMA®, CPWA®, and CRPC®
CA Insurance License #: 0G82623
About David Candelaria
David Candelaria brings over 16 years of expertise in the
financial services industry to his role at Morgan Stanley.
Before joining the firm in 2014, David started his career and honed his skills as a broker with Charles Schwab. At Morgan Stanley, he has advanced his career through various key positions, including Business Service Officer and Market Business Service Officer. Currently, David serves as a First Vice President and the Associate Market Manager for the Private Wealth Management office for Southern California, located in Los Angeles.
David is a proud alumnus of the University of Arizona, where he graduated in 2009 with a Bachelor of Science in
Sociology, emphasizing Economics. He and his partner,
Nicolas, enjoy residing in the vibrant Sunset Square
neighborhood of Hollywood.
financial services industry to his role at Morgan Stanley.
Before joining the firm in 2014, David started his career and honed his skills as a broker with Charles Schwab. At Morgan Stanley, he has advanced his career through various key positions, including Business Service Officer and Market Business Service Officer. Currently, David serves as a First Vice President and the Associate Market Manager for the Private Wealth Management office for Southern California, located in Los Angeles.
David is a proud alumnus of the University of Arizona, where he graduated in 2009 with a Bachelor of Science in
Sociology, emphasizing Economics. He and his partner,
Nicolas, enjoy residing in the vibrant Sunset Square
neighborhood of Hollywood.
About Tenee DeCoteau-Thomas
Teneé DeCoteau-Thomas is a Market Business Service Officer with over 20 years of experience in the Financial Service industry. She holds a BA in Sociology from California State Long Beach University.
Teneé has a strong track record and passion for building high performing teams, has sat on the firm’s Business Service Advisory Council, a group tasked with providing insight and feedback to senior management regarding the firm’s business processes, and continues to promote a culture of collaboration and partnership while ensuring that the execution of the business and service functions for the branches she helps to manage are seamless.
Teneé is at her best when coaching and developing others. She enjoys inspiring others to be their best selves both in and outside of the office and is happiest when spending time with family and friends.
Teneé has a strong track record and passion for building high performing teams, has sat on the firm’s Business Service Advisory Council, a group tasked with providing insight and feedback to senior management regarding the firm’s business processes, and continues to promote a culture of collaboration and partnership while ensuring that the execution of the business and service functions for the branches she helps to manage are seamless.
Teneé is at her best when coaching and developing others. She enjoys inspiring others to be their best selves both in and outside of the office and is happiest when spending time with family and friends.
About Michael Thompson
Michael Thompson serves as Senior Risk Officer for Morgan Stanley’s Los Angeles Private Wealth Management (LAPWM) market, where he is responsible for overseeing risk management and supervisory practices.
With more than 35 years in the brokerage industry, Michael began his career at Bear Stearns, holding roles including Senior Trader (Los Angeles), Compliance Manager (Los Angeles), and Branch Manager (Atlanta). He later served as Regional Supervisory Manager at J.P. Morgan (Los Angeles) and joined Morgan Stanley in 2011. He has served on the Morgan Stanley National Risk Officer Council.
Throughout his career, he has extensive experience advising leadership on supervisory, regulatory, and governance matters across complex market environments, and is recognized for his collaborative approach to risk oversight and team leadership.
In his personal time, Michael enjoys traveling, coaching youth sports, and playing board games with his family. He is active with the Luc Strong Foundation, supporting families affected by Sickle Cell Disease. He attended Idaho State University.
He holds FINRA registrations including Series 7, 24, 9, 10, 53, 23, 14, 3, 65, 63, 8, and 52.
With more than 35 years in the brokerage industry, Michael began his career at Bear Stearns, holding roles including Senior Trader (Los Angeles), Compliance Manager (Los Angeles), and Branch Manager (Atlanta). He later served as Regional Supervisory Manager at J.P. Morgan (Los Angeles) and joined Morgan Stanley in 2011. He has served on the Morgan Stanley National Risk Officer Council.
Throughout his career, he has extensive experience advising leadership on supervisory, regulatory, and governance matters across complex market environments, and is recognized for his collaborative approach to risk oversight and team leadership.
In his personal time, Michael enjoys traveling, coaching youth sports, and playing board games with his family. He is active with the Luc Strong Foundation, supporting families affected by Sickle Cell Disease. He attended Idaho State University.
He holds FINRA registrations including Series 7, 24, 9, 10, 53, 23, 14, 3, 65, 63, 8, and 52.
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Los Angeles PWM - 201 Branch
Find a Financial AdvisorBranch Address
1999 Ave Of The Stars
Ste 2400
Los Angeles, CA 90067
US
Branch:
(310) 788-2000(310) 788-2000
Toll-Free:
(800) 786-0048(800) 786-0048
Fax:
(310) 788-2033(310) 788-2033
1Morgan 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.
2Alternative 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.
3Morgan 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
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 Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
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
© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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
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 Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
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
© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 5062008 6/25