Phone:
(626) 584-3424(626) 584-3424
Industry Award WinnerOur Mission Statement
Dedicated financial planning, customized investment plans, white glove service and a holistic approach to help clients meet their financial goals.
Our Story and Services
Our team focuses on retirement income planning, educational funding, structures for charitable giving, and estate planning strategies. We work with affluent families, individual clients, closely held businesses and non-profit organizations to emphasize total portfolio management. We are committed to providing strategies tailored to the unique needs of each client and strive to deliver customized consulting, wealth planning and investment advice with outstanding service.
We work in concert with our client families' other trusted advisers their attorneys, accountants, insurers, business managers and tax advisors. We are proud that many of these advisers have recommended our services to their own clients who need a high level of wealth management. In addition, our internal team of professionals help ensure our clients have access to the highest degree of advice in the areas of lending, insurance, annuities, long-term care, corporate retirement plans and trust estate strategies.
We work in concert with our client families' other trusted advisers their attorneys, accountants, insurers, business managers and tax advisors. We are proud that many of these advisers have recommended our services to their own clients who need a high level of wealth management. In addition, our internal team of professionals help ensure our clients have access to the highest degree of advice in the areas of lending, insurance, annuities, long-term care, corporate retirement plans and trust estate strategies.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Financial Plan Made for You
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
With the Pasadena Rose Compass Group at Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resource of Morgan Stanley, we can help you take charge of your financial future and achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use. Please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
With the Pasadena Rose Compass Group at Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resource of Morgan Stanley, we can help you take charge of your financial future and achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use. Please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Learn More
Portfolio Risk Platform
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – A risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More HerePortfolio Risk Platform – A risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualitied investors enhance returns, reduce volatility, manage taxes and generate income--while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley’s Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Start Using the Tool TodayCASH MANAGEMENT AND LENDING
Morgan Stanley helps you make the most of your cash while keeping your goals in focus. From managing liquidity to exploring lending solutions, we offer flexible strategies designed to support your evolving financial needs – whatever they may be.
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Explore the Full Suite of Offerings
Beyond Basic Borrowing
Most people borrow during the course of their lives. But it’s important to be as strategic about borrowing as you are with the other areas of your financial life.
Strategic Borrowing
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
Click to Learn More
Helping a Loved One Buy a Home
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
Ways to Help With a Home Purchase
Preferred Certificates of Deposit (CDs)
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Lock in a Competitive Rate
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Help Keep Your Cash Working for YouTAX EFFICIENT STRATEGIES
Discover strategic tax efficient planning solutions tailored to your financial goals. The team's personalized approach to minimizing tax liabilities with a focus on long term growth empowers you to make the most of your earnings.
Want to Keep More of Your Investment Returns? Consider these Tax Moves
Establishing a tax management strategy for your investments may help you keep more of your returns.
Learn More
Tax Management Services
A wealth management tax services strategy designed to help keep more of your returns with a tax-managed investment portfolio.
Learn More
Your Guide to Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these tax-smart strategies for your financial plan.
Learn More
Total Tax 365: Tax-Smart Investing All Year Long
Tax acts as a drag on your investments performance that can be heavier than any fee you pay. But they might also be the easiest to reduce, with the right strategies in place.
Learn MoreMODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Learn More
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Learn More
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Learn More
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More
Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Learn More
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
2026 Federal Tax Tables
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2026 Federal Tax RatesLocation
55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 584-3427(626) 584-3427
Meet Pasadena Rose Compass Group
Phone:
(626) 622-5609(626) 622-5609
Phone:
(626) 304-2450(626) 304-2450
Adalina Gonzalez
Client Service Associate
Phone:
(626) 683-4647(626) 683-4647
About Kathleen A. Burns
Our team focuses on retirement income planning, educational funding, structures for charitable giving, and estate planning strategies. We work with affluent families, individual clients, closely held businesses and non-profit organizations to emphasize total portfolio management. We are committed to providing strategies tailored to the unique needs of each client and strive to deliver customized consulting, wealth planning and investment advice with outstanding service.
We work in concert with our client families' other trusted advisers their attorneys, accountants, insurers, business managers and tax advisors. We are proud that many of these advisers have recommended our services to their own clients who need a high level of wealth management. In addition, our internal team of professionals help ensure our clients have access to the highest degree of advice in the areas of lending, insurance, annuities, long-term care, corporate retirement plans and trust estate strategies.
Kathleen began her wealth advisory and portfolio management career in 1983 and with more than three decades of experience brings trust, experience and a clear vision to your investment journey. She joined Morgan Stanley in 2020 after 11 years at UBS Financial Services. Dedicated to providing wealth planning strategies at the highest level, Kathleen earned the CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor (CRPC®), and Qualified Plan Financial Consultant (QPFC®) certification through the College of Financial Planning. Her license includes series 7, 31, 63, and 65 security licenses as well as insurance licenses for life, health, annuities, and long-term care.
Kathleen earned her Bachelor's degree in International Relations and History from The University of Southern California and a Master's degree in International Finance from Boston University.
Outside the office, Kathleen lives in Valencia with her husband Bob. They enjoy traveling around the world, eclectic music choices and watching their beloved Trojans. Kathleen and Bob have a son Devon and two rescue Abyssinian cats, Frankie and Elliot. Kathleen is an Executive Member of the USC Board of Governors and the USC Dornsife Alumni Advisory Council. Currently, Kathleen is volunteering with Town & Gown of USC as well as the USC Newman Guild. This is her 2nd year serving with the Advisory Committee on Investment Responsibility who advise the Investment Committee on the Board of Trustees. She is also a past Board member of the Glendale Memorial Health Foundation.
Experience to guide you forward
-Senior Vice President, Wealth Management, Morgan Stanley 2020 - Present
-Senior Vice President, Wealth Management, UBS, 2009 – 2020
-Vice President, Merrill Lynch Wealth Management, 1990 – 2009
My professional achievements and education
2026 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24-6/30/25
2025 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24
2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from
6/30/22-6/30/23
Forbes Best-In-State Women Advisors Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC based on time period from 9/30/24 - 9/30/25
Forbes Best-In-State Women Advisors
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20."
-Certified Financial Planner 2012 - present
-Chartered Retirement Planning Counselor 2014 - present
-Qualified Plan Financial Consultant 2023 - present
-M.A. Boston University International Finance
-B.A. University of Southern California International Relations & History
We work in concert with our client families' other trusted advisers their attorneys, accountants, insurers, business managers and tax advisors. We are proud that many of these advisers have recommended our services to their own clients who need a high level of wealth management. In addition, our internal team of professionals help ensure our clients have access to the highest degree of advice in the areas of lending, insurance, annuities, long-term care, corporate retirement plans and trust estate strategies.
Kathleen began her wealth advisory and portfolio management career in 1983 and with more than three decades of experience brings trust, experience and a clear vision to your investment journey. She joined Morgan Stanley in 2020 after 11 years at UBS Financial Services. Dedicated to providing wealth planning strategies at the highest level, Kathleen earned the CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor (CRPC®), and Qualified Plan Financial Consultant (QPFC®) certification through the College of Financial Planning. Her license includes series 7, 31, 63, and 65 security licenses as well as insurance licenses for life, health, annuities, and long-term care.
Kathleen earned her Bachelor's degree in International Relations and History from The University of Southern California and a Master's degree in International Finance from Boston University.
Outside the office, Kathleen lives in Valencia with her husband Bob. They enjoy traveling around the world, eclectic music choices and watching their beloved Trojans. Kathleen and Bob have a son Devon and two rescue Abyssinian cats, Frankie and Elliot. Kathleen is an Executive Member of the USC Board of Governors and the USC Dornsife Alumni Advisory Council. Currently, Kathleen is volunteering with Town & Gown of USC as well as the USC Newman Guild. This is her 2nd year serving with the Advisory Committee on Investment Responsibility who advise the Investment Committee on the Board of Trustees. She is also a past Board member of the Glendale Memorial Health Foundation.
Experience to guide you forward
-Senior Vice President, Wealth Management, Morgan Stanley 2020 - Present
-Senior Vice President, Wealth Management, UBS, 2009 – 2020
-Vice President, Merrill Lynch Wealth Management, 1990 – 2009
My professional achievements and education
2026 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24-6/30/25
2025 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24
2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from
6/30/22-6/30/23
Forbes Best-In-State Women Advisors Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC based on time period from 9/30/24 - 9/30/25
Forbes Best-In-State Women Advisors
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20."
-Certified Financial Planner 2012 - present
-Chartered Retirement Planning Counselor 2014 - present
-Qualified Plan Financial Consultant 2023 - present
-M.A. Boston University International Finance
-B.A. University of Southern California International Relations & History
Securities Agent: TX, MO, WA, SC, NH, RI, PA, NC, CA, KY, AZ, VA, NV, KS, NM, MI, CO, AR, IL, OR, GA, FL, UT, OH, MA, LA, CT, TN, NY, ID, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2133269
CA Insurance License #: 0B34489
NMLS#: 2133269
CA Insurance License #: 0B34489
About Marc Rodriguez
Marc Rodriguez is a financial advisor and financial planning specialist with over 15 years of experience in the finance industry. He is passionate about helping clients navigate the complex world of wealth management through an analytical approach.
Marc’s prior career experiences has allowed him to incorporate both sides of clients' balance sheets. He understands the crucial role of incorporating liabilities within the financial planning process. His unique approach of beginning with a Financial Plan is important to the success of the overall investment strategy. He has found that many clients have done a good job of building wealth, but at times, some of their investment strategies overlap or are insufficient. As a financial advisor, Marc helps families understand how to manage the different aspects of their wealth and provides tailored solutions specific to each client's financial picture.
Marc started his career in banking in 2005 and joined Morgan Stanley in 2019. He is licensed with his Series 6, 7, 63, 65, and California life insurance license. He is also fluent in Spanish, which allows him to effectively communicate with a diverse group of clients.
Marc’s professional accomplishments couple with and stem from him being a family man. He has been married to his wife, Kristina, for eight years, and they have three children, Hannah, Dominic, and Vivienne. Marc enjoys coaching his kids' sports teams, specifically baseball and soccer, and finds joy in seeing the smile on kids' faces when they achieve what they once thought was impossible. Seeing his family and clients succeed is why Marc does what he does. In his spare time, he trains Brazilian Jiu-Jitsu two to three days a week.
Marc’s prior career experiences has allowed him to incorporate both sides of clients' balance sheets. He understands the crucial role of incorporating liabilities within the financial planning process. His unique approach of beginning with a Financial Plan is important to the success of the overall investment strategy. He has found that many clients have done a good job of building wealth, but at times, some of their investment strategies overlap or are insufficient. As a financial advisor, Marc helps families understand how to manage the different aspects of their wealth and provides tailored solutions specific to each client's financial picture.
Marc started his career in banking in 2005 and joined Morgan Stanley in 2019. He is licensed with his Series 6, 7, 63, 65, and California life insurance license. He is also fluent in Spanish, which allows him to effectively communicate with a diverse group of clients.
Marc’s professional accomplishments couple with and stem from him being a family man. He has been married to his wife, Kristina, for eight years, and they have three children, Hannah, Dominic, and Vivienne. Marc enjoys coaching his kids' sports teams, specifically baseball and soccer, and finds joy in seeing the smile on kids' faces when they achieve what they once thought was impossible. Seeing his family and clients succeed is why Marc does what he does. In his spare time, he trains Brazilian Jiu-Jitsu two to three days a week.
Securities Agent: KY, AR, PA, CO, OH, NM, GA, UT, SC, MI, RI, ID, FL, TX, OR, KS, NC, MA, IL, NY, LA, CA, WA, TN, CT, NV, NH, AZ, VA, MO, MN, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 794100
CA Insurance License #: 0L58988
NMLS#: 794100
CA Insurance License #: 0L58988
About Dean A Billman
Dean has over 32 years of wealth management experience with Morgan Stanley and its predecessor firms. He is a Senior Vice President and a Financial Advisor focused on serving the financial needs of individuals, endowments and foundations with long-term investment strategies. He also focuses on retirement income planning.
His education factors extensively into his acumen as a financial advisor. Dean has a Bachelor of Science degree in Business Administration from Bowling Green State University, and a Master in Business Administration degree from Xavier University. He has also completed post-graduate work at Claremont Graduate School in Claremont, CA.
When he's not at work, Dean volunteers on several local community organizations, including The Pasadena Tournament of Roses, Pasadena City College’s Business Administration Advisory Committee and is a member of the Rotary Club of Pasadena. He is also an avid runner. Dean resides in Pasadena with his wife Karen.
His education factors extensively into his acumen as a financial advisor. Dean has a Bachelor of Science degree in Business Administration from Bowling Green State University, and a Master in Business Administration degree from Xavier University. He has also completed post-graduate work at Claremont Graduate School in Claremont, CA.
When he's not at work, Dean volunteers on several local community organizations, including The Pasadena Tournament of Roses, Pasadena City College’s Business Administration Advisory Committee and is a member of the Rotary Club of Pasadena. He is also an avid runner. Dean resides in Pasadena with his wife Karen.
Securities Agent: MN, FL, MI, IL, OH, ID, CA, AR, AZ, WA, UT, TX, OR, NC, WY, SC, LA, CO, NH, GA, CT, TN, HI, RI, PA, KS, DC, VA, NV, NM, MO, KY, SD, NJ, MA, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278870
CA Insurance License #: 0B22278
NMLS#: 1278870
CA Insurance License #: 0B22278
Contact Kathleen A. Burns
Contact Marc Rodriguez
Contact Dean A Billman
Awards and Recognition
Forbes America's Top Women Wealth Advisors
Forbes America's Top Women Wealth Advisors Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
Forbes Best-In-State Wealth Advisors
2024-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Dwight Guinto
Private Banker
Joy Quiza
Associate Private Banker
About Dwight Guinto
Dwight Guinto is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dwight began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Business Banking Area Manager at the Wells Fargo. He also served as a Senior Business Relationship Manager and Business Development Officer at Wells Fargo.
Dwight is a graduate of the California State Polytechnic University - Pomona, where he received a Bachelor of Liberal Arts in Education. He lives in Monrovia, California with his family. Outside of the office, Dwight enjoys spending time with his family in outdoor activities and competing in triathlons.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dwight began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Business Banking Area Manager at the Wells Fargo. He also served as a Senior Business Relationship Manager and Business Development Officer at Wells Fargo.
Dwight is a graduate of the California State Polytechnic University - Pomona, where he received a Bachelor of Liberal Arts in Education. He lives in Monrovia, California with his family. Outside of the office, Dwight enjoys spending time with his family in outdoor activities and competing in triathlons.
NMLS#: 1211641
About Joy Quiza
Joy Quiza is an Associate Private Banker serving Morgan Stanley Wealth Management offices in California.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Joy began her career in financial services in 2007, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Premier Banker at Wells Fargo Bank, N.A.
Joy is a graduate of Centro Escolar University, where she received a Bachelor of Arts in Mass Communication. She lives in Los Angeles, California with her husband. Joy is the founder of Alexis Louise Quiza (ALQ) Children’s Foundation, and past president of the Filipino American Business Association of Glendale – Greater Los Angeles from 2018-2019. Outside of the office, Joy volunteers in various community events serving the AAPI community. She and her husband love to travel and enjoy the joy their daughter and three dogs bring in their lives.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Joy began her career in financial services in 2007, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Premier Banker at Wells Fargo Bank, N.A.
Joy is a graduate of Centro Escolar University, where she received a Bachelor of Arts in Mass Communication. She lives in Los Angeles, California with her husband. Joy is the founder of Alexis Louise Quiza (ALQ) Children’s Foundation, and past president of the Filipino American Business Association of Glendale – Greater Los Angeles from 2018-2019. Outside of the office, Joy volunteers in various community events serving the AAPI community. She and her husband love to travel and enjoy the joy their daughter and three dogs bring in their lives.
NMLS#: 642535
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Pasadena Rose Compass Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
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. 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 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 (“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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
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. 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 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 (“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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
