Welcome

Your family is sure to be unlike any other we have ever served but may share many of the same questions, challenges and opportunities.  We'll listen carefully to uncover your most important concerns and aspirations, then develop bespoke solutions that may range from managing risk in multiple portfolios, to aligning family governance structures and estate plans with your values and hopes for future generations, to connecting you with our investment bankers and capital markets specialists.

For the past 18 years, our team has focused exclusively on a select group of highly accomplished executives, entrepreneurs and others who have succeeded in accumulating significant wealth.  We offer the objective and consultative approach of a boutique firm, coupled with the access, global resources, oversight and institutional capabilities of a top financial institution.We look forward to meeting with you soon and learning more about your needs.
Capabilities
  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Investment Management
  • Philanthropy Management
  • Pre-Liquidity Planning
  • Corporate Services
  • 10b5-(1) Programs
  • Hedging Strategies
  • Open-Architecture Platform
  • Manager Selection
  • Consolidated Reporting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Philosophy

We seek to produce strong risk adjusted returns.  Our clients’ portfolios prioritize liquidity, consistency, and net returns after taxes and fees.

Our experience over many market cycles has taught us that equanimity and humility is paramount to sustained success in investing, while hubris and over-confidence can be costly.  

We adapt and respond dispassionately to changing market conditions and leverage the institutional research capabilities, scale and open investment platform of Morgan Stanley to gain access to investment strategies rarely available to individual investors.

With rare exceptions, we do not recommend or directly invest client assets in Morgan Stanley proprietary products.  This ensures objectivity and keeps our interests completely aligned with those of our clients.

We maintain full transparency so that our clients have a clear understanding of what they are paying for and what they receive in return.

    Location

    4350 La Jolla Village Dr
    Ste 1000
    San Diego, CA 92122
    US
    Direct:
    (858) 597-7790(858) 597-7790

    Meet O'Neill Jones Group

    About Me

    Jeff O'Neill
    Senior Vice President

    Jeff and his team develop customized wealth management solutions to an exceptional group of highly accomplished executives, entrepreneurs, venture capitalists and others.  Jeff is a senior vice president, private wealth advisor, alternative investments director and holds the designation of family wealth director, a title held by fewer than 3% of Morgan Stanley Advisors.  He has extensive experience in investment management and portfolio construction, alternative investments, corporate equity solutions & risk management (including 10b5-1 programs, concentrated/restricted stock, and hedging strategies), business succession planning, trust & estates planning, lending, family governance and wealth education. 

    Prior to joining Morgan Stanley, Jeff was as a director in Credit Suisse’s U.S. Private Banking division from 2010-2015. He had previously been a principal and director at Bernstein Global Wealth Management, a unit of AllianceBernstein L.P., where he served as the head of Bernstein’s Private Client practice in the San Diego region from 2006-2009. Jeff joined Sanford C. Bernstein & Company in New York in 1999. Earlier in his career, Jeff was the founder and CEO of the Redstone Group LLC, a real estate investment and advisory firm based in New York City.

    He holds a B.S. degree from Fairleigh Dickinson University and an MBA in from Columbia Business School.

    Within the community, Jeff serves as a member of the finance committee for La Jolla Country Day School.  He and his wife Kathryn live in Rancho Santa Fe with their daughter, Marcelle.
    Securities Agent: TX, CA, UT, PA, NY, NV, NJ, NC, MT, IL, ID, FL, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1742534

    About Me

    Andy Jones has provided investment advice to high-net-worth individuals, families and non-profits for over 16 years. Andy focuses on developing, implementing and monitoring customized financial strategies designed to meet the unique objectives of each client. He is experienced in multiple wealth management disciplines, including investment management, trust and estate planning services, corporate executive services and monetization strategies, customized credit and lending, and tax minimization.

    Andy served as Vice President in Credit Suisse’s U.S. Private Banking division from 2011-2015. Prior to that, Andy was a Vice President at Bernstein Global Wealth Management where he held management and client advisory roles in New York and San Diego for ten years. His career in financial services began in 2000 at Sanford C. Bernstein & Company.

    Andy holds a B.A. in Economics from Williams College. He and his wife Megan live in La Jolla with their four children - Lucy, Piper, Sawyer and Marlowe.
    Securities Agent: TX, CA, NY, NV, NJ, IL, ID, FL, CO, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1514380

    About Me

    Alissa Wadell is responsible for developing customized financial plans and asset allocations proposals and assists in all aspects of the investment due diligence process, including but not limited to, performance reporting, manager searches and investment policy compliance.  She has experience working with private clients, corporations, retirement plans, foundations, government entities and non-profits.

    Prior to joining Morgan Stanley, Alissa worked for Wells Fargo Advisors for 10 years.  Alissa is a CERTIFIED FINANCIAL PLANNER Professional, and she received a Bachelors degree in Political Science from the University of California San Diego.  Alissa is currently enrolled in the MBA program at National University

    About Me

    Tom Hoang is responsible for processing new account documentation, preparing financial analyses, client reporting and handling day to day client requests.  He joined Morgan Stanley in 2014, supporting a San Francisco-based Private Wealth Management team, before moving to San Diego to join the ONeill Jones Group.  Tom graduated from San Diego State University and holds a B.S. in Business with an emphasis on accounting.
    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
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    Market Information Delayed 20 Minutes
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

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