Rathmell Mooney Anderson Group at Morgan Stanley

Chip Rathmell is a Certified Financial Planner (CFP^®), Certified Investment Management Analyst (CIMA^®), Senior Vice President, Wealth Advisor, Senior Investment Management Consultant, and a second generation member of Morgan Stanley. He began his career at Morgan Stanley in 1993 and has been helping clients build and preserve their wealth by providing comprehensive wealth management strategies.

Chip focuses on developing and implementing financial plans for clients using risk and goal analysis, and asset allocation. He builds investment portfolios using an array of investment vehicles including institutional money managers, fixed income securities, equity securities, mutual funds, annuities, life insurance, alternative investments, and more.

Chip works with a range of clients including wealthy individuals, families, business owners, and executives, to support them with retirement planning. In addition to having access to Morgan Stanley's state-of-the-art resources and capabilities, Chip has access to world class economic analysts, as well as, tax and estate planning specialists. These resources allow him to assist investors in making educated and timely financial decisions. Chip also has extensive training and experience in analyzing an individual’s financial situation which provides him the ability to recommend a plan of action to help investors meet their near and long-term goals.

If you would like to learn more about Chip's services, please feel free to contact him directly to discuss possible financial solutions for your goals.

Mark Mooney began his career with the firm in 1981 in the banking division as the manager of Sears Savings Bank in Downey, California. Mark was asked to join a very select team of retirement planners who had the honor of going out all across the United States to meet with many of the more than 500,000 Sears employees. This was when Sears consisted of Allstate Insurance, Coldwell Banker, Sears Bank and Dean Witter. Mark was able to travel to more than 30 states where he met with thousands of fellow employees to help guide them toward a successful retirement. Mark put his BA in Economics as a graduate of Wheaton College to great use in his role.

Mark has now passed more than 40 years with the same firm and has seen more than his share of corporate name changes during this time, but his job description has never changed. When Anne Mooney, his wife, joined him in 1999 it was with her encouragement that they both became Certified Financial Planners^®. Anne worked with Mark for 20 years before her death in 2019. In Anne’s absence Mark was determined to keep the team approach by joining forces with Charles Rathmell and Paul Anderson. It was not long ago that Mark sat down for a lunch meeting with clients up in Seattle. This is a family that began their relationship with Mark when their father retired from Allstate in the early 1990’s. The father passed away several years ago, but seated around the table were four generations of his family all of whom are clients of ours. This is when you know for certain that you chose the right career.

Paul Anderson has been working in banking since the late 1990’s and started his career as a financial advisor at Morgan Stanley in 2003. After several years working for Merrill Lynch, Paul returned to Morgan Stanley in 2020. Paul works with Individuals, small business owners and many C Suite executives. Paul has the privilege of helping people on their road to success, one goal at a time. Paul Graduated from University of California Irvine in 2002.

Paul lives in the Anaheim Colony in a 1924 Craftsman style home with his wife Jessica and their dog Scout. Paul’s passions are traveling with family, walking with Scout, and exploring new restaurants with his wife throughout Southern California. In December of 2023 Paul rang in the New Year at Epcot in Florida marking the 50th state visited with the family. Florida did not disappoint from Key West to Miami Beach, amazing.

Tammy began working for Morgan Stanley in July 1991. She has considerable training and experience in operations and compliance. She has held numerous positions during her tenure with Morgan Stanley including receptionist, cashiering, wire operator, new accounts clerk, customer service associate, Branch Manager’s assistant, Operations Manager and Compliance Officer. Her function is that of an administrative manager. She has the responsibility of seeing that all aspects of your account are handled properly. She assists with developing and implementing financial plans for clients using risk and goal analysis, and asset allocation.

Outside of work, Tammy is a mother of 18 year old twin boys, and enjoys many family oriented activities including bowling, golfing, fishing, and boating. She also enjoys watching NASCAR and Football.

Katy began working for Morgan Stanley in 1998 out in the Long Beach Branch. She worked there as a Branch Managers Assistant for 17 years, then transitioned into a CSA role which she was in for the last 8 years, and has recently moved into a Senior CSA role. Katy is married and enjoys camping, hiking and spending time at the beach.