Christina Li
Senior Registered Client Service Associate
Phone:
(310) 205-4926(310) 205-4926
Philip Ambrosino, CFP®
Executive Director, Wealth Management,
Global Sports and Entertainment Director
Direct:
(310) 551-9411(310) 551-9411
My Mission Statement
Strategy, Clarity & Purpose
Tailored wealth management for discerning clients
Tailored wealth management for discerning clients
My Story and Services
My role is to bring clarity and structure to complexity — helping you define what success means for you and aligning the right resources to get there.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning Stratagies
- 401(k) Rollovers
- Trust Services
- Alternative Investments
- Executive Benefit Services
- Asset Management
- Business Planning
- Annuities
Securities Agent: CO, NM, MO, MA, IA, WY, VA, NV, MD, LA, SD, DE, PA, ME, IL, CT, GA, AZ, WI, VT, TN, NH, MN, NJ, HI, FL, CA, WA, OR, OH, NY, NC, MI, DC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2001822
NMLS#: 2001822
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PLANNING FOR YOU AND YOUR FAMILIES’ FINANCIAL NEEDS
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register For Morgan Stanley Online Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit Our Security CenterGlobal Sports & Entertainment
The mission of our Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. We can help you navigate these complex situations.
Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. We understand the unique financial challenges of entertainers and can help craft customized financial strategies that are tailored to their specific needs. Delivering the powerful resources of Morgan Stanley, one of the world's leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Global Sports & Entertainment Overview
There's no limit to your potential-during your career and beyond. Morgan Stanley Global Sports & Entertainment (GSE) pairs advanced experience in your complex industry with the global resources of a top-tier firm to help you achieve financial independence today and a legacy of greatness tomorrow.
Morgan Stanley Global Sports & Entertainment
We offer specialized capabilities and global resources to help athletes, artists and entertainment professionals achieve their investment goals.
Film and Media
Actors, screenwriters, producers, directors, broadcasters, and industry executives
Music
Artists, producers, songwriters, publishers, record labels and agents
Sports
Current and retired pro athletes, college athletes, esports athletes, coaches, team owners and industry executives
Entertainment
TV and streaming proffesionals, gamers, podcasters, and digital content creators
Upcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: 100 Days of Trump 2.0
DATE: April 24, 2025 at 4:15 p.m. ETWhat do the policies of the administration's first 100 days indicate for the economy and the markets? Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, for a conversation with Global Head of Government Relations, Michael J. Stein, and Head of U.S. Policy, Monica Guerra, about potential implications for investors.Can't attend the live event? Register anyway for access to the replay.
4398292 04/2025
Online
Shaping The Future
2025 Tax Tables
This table shows the 2025 contribution limits for Retirement Plans, Traditional and ROTH IRA Contribution Limits, Health Savings Accounts, and more.
2024 Tax Tables
This table shows the 2024 contribution limits for Retirement Plans, Traditional and ROTH IRA Contribution Limits, Health Savings Accounts, and more.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On The Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more
Cybersecurity 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.
Your Guide to Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan as you prepare for this year's filing.
Estate & Legacy Planning Strategies
It's important to plan for what will happen with your wealth when you're gone or need help. Wills, revocable and irrevocable trusts, Medicaid planning, powers of attorney, transfer-on-death—we help you understand the landscape, consider your options, and coordinate with your estate attorney to help ensure that your wishes are heard, understood, and met.
Insurance Analysis
We review your financial risk profile, assess the factors that drive insurance needs, and identify potential areas of exposure to help you determine the right mix and amounts of insurance coverage for you. We also assess your existing coverages to identify areas that may warrant changes.
Retirement & Financial Goal Analysis
Throughout your life, we help you articulate and plan for your financial goals, near and far—from retirement and legacy-planning to education and homeownership. We use advanced planning tools to analyze investment and savings strategies, translate the results into options and recommendations tailored to you, and regularly monitor and review progress with you to help keep you on-track.
Tax Optimization
Tax-smart investing and withdrawal strategies can help you mitigate exposure to current taxes in your portfolio and keep more of what you've earned. From income and capital gains taxes to estate taxes and tax penalty pitfalls, we use active tax-reduction strategies and look for opportunities to help reduce your tax bill, saving more for what matters most to you.
GPS
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual and capital capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is on track to achieving their financial goals.
Lifeview
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.
Location
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 551-9411(310) 551-9411
Meet My Team
Jacqueline Ginsburg
Financial Advisor
Phone:
(310) 285-4815(310) 285-4815
Jared Kramer
Financial Advisor
Phone:
(310) 285-2684(310) 285-2684
Kaelin Garemani
Planning Associate
About Jacqueline Ginsburg
Securities Agent: FL, TX, NY, AZ, CT, NM, HI, CA, NJ, NC, MN, OR, PA, OH, NV, DC, MI, TN, MD, CO; General Securities Representative; Investment Advisor Representative
About Jared Kramer
Securities Agent: CT, CA, OR, FL, NJ, TX, TN, MN, VA, GA, DC, CO, NY, HI, PA, NM, NV, NC, MD, AZ, OH; General Securities Representative; Investment Advisor Representative
About Kaelin Garemani
Kaelin Garemani is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Kaelin provides experience across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning strategies.
She earned her undergraduate degree from The Univeristy of California, Berkeley and received the Financial Planning Specialist® designation from the College for Financial Planning. Kaelin is originally from Los Angeles, CA and currently resides in Brooklyn, New York.
She earned her undergraduate degree from The Univeristy of California, Berkeley and received the Financial Planning Specialist® designation from the College for Financial Planning. Kaelin is originally from Los Angeles, CA and currently resides in Brooklyn, New York.
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
Article Image
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
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Philip Ambrosino today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
