Riverside Branch Office

Cole joins the Magnolia Wealth Management Group from New York Life, where he provided complex tailored insurance solutions for business owners and high net worth families. In his 6 years with our team, Cole has established himself one of the most dynamic and ambitious financial advisors in the region. Cole is a native resident of the Inland Empire and has a bachelors degree in finance from California State University San Bernardino. Additionally, Cole holds an MBA in Finance from the University of Redlands. Cole is married to his lovely wife Stephanie with whom they have three young children. Cole and his family enjoy outdoors activities like fishing, playing baseball and participating in boy scout events. Cole is an active member in his community and serves as a board member on the Inland Leaders Charter Foundation. Additionally, he is an ambassador with the local Chamber of Commerce and a fellow Rotarian.
Securities Agent: MO, LA, WY, UT, IL, FL, CA, OH, NE, DC, TN, OK, NH, ME, ID, NV, NM, MN, MD, AL, WA, NY, NC, HI, DE, CT, VT, SC, OR, KS, AZ, AR, WV, NJ, ND, MT, CO, VA, TX, MI, IA, AK, PA, MS, MA, KY, IN, GA, WI, VI, SD, RI, PR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2148366

Jennifer Duarte is a Vice President and Business Development Manager serving Morgan Stanley’s Wealth Management office in the Pasadena Market. She is responsible for helping Financial Advisors grow and scale their practice by understanding their goals and priorities and connecting them to firm resources to enhance and deepen their relationships with their clients. Jennifer began her career in financial services in 2013 and joined Morgan Stanley in 2021. Prior to her current position, she was a Wealth Advisor at an independent RIA company leading the company’s financial planning initiatives. However, Jennifer spent the bulk of her career at Merrill Lynch on a team serving as a Financial Advisor focusing on financial planning and investment management. Jennifer graduated from the University of California, Irvine and holds her Certified Financial Planner^® and Chartered Financial Consultant (CHFC^® ). Jennifer lives in Los Angeles, CA where her family has several Mexican restaurants that she can recommend! Outside of work, she enjoys the outdoors and can be found at a Pilates class.

Jennifer is the Business Service Officer overseeing the Inland Empire region of the Los Angeles market. She is a graduate of Biola University’s Torrey Honors Institute and joined the brokerage industry in 2015. In 2023 Jennifer joined Morgan Stanley to serve as BSO for Claremont, Riverside, and Palm Desert, where she supervises and guides the Support Professionals and Service Associates. Jennifer is passionate about improving clients’ lives through financial peace of mind. In her free time Jennifer enjoys being involved in her community through fostering dogs and working on native habitat restoration.

Debra brings over 40 years of industry experience to our team. As a Branch Administrator, she provides administrative support to our managers, financial advisors, and support professionals. Debra is passionate about mentoring and helping others. She is very active in the community and leads the philanthropic efforts in the Los Angeles Complex. Outside of work, Debra serves as a Chaplain and Life Coach. She also enjoys spending time with her daughter, Joya.

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative