Tanya Hekimian
Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director
Direct:
(310) 285-4810(310) 285-4810
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your financial goals.
My Story and Services
I grew up in the Washington, D.C. area and received a B.A. from The American University in 1993. I relocated to Los Angeles and spent over twenty years working in the entertainment industry as a writer, producer and executive overseeing the creation, sale and production of multi-million dollar film and television projects.
To continue my twenty year passion for ‘buy and hold’ real estate investing, I started my own firm to acquire and re-position non-performing 1st lien assets from banks and hedge funds. I feel my diverse background allows me a deeper understanding of my clients and their needs, helping me to manage their assets as well as their liabilities and guiding them towards strategies that preserve and grow their wealth and their business interests.
My passion for philanthropic work has always been a cornerstone in my life. I have served Co-chaired the Los Angeles board as well as served on the National board of StepUp where I raised money to empower at risk young women so they could become confident, college bound and career focused. I have also served on the board of She Built It, the Westside Family YMCA and has worked as a volunteer fundraiser for Doctors Without Borders. I have also served as the Chairwoman of the Armenian and Sunday school at St. James Armenian Apostolic Church. In addition, I served for four years as a Grade Captain for Brentwood School’s Annual Giving Campaign. During my time at Curtis School I served for ten years as a fundraiser for their Annual Giving Campaign to raise money for her children’s schools to fund scholarships and diversity initiatives. I also chaired and hosted multiple fundraising events and chaired multiple committees during my time at both Brentwood and Curtis School.
I am currently a member of 100 Women In Finance and StepUp (non-profits.) In my spare time I also enjoy cooking, gardening, painting and boating. A proud Armenian, I recently found out that I am also not only a descendant of Polish nobility but also of Napoleon Bonaparte. I currently reside in Beverly Hills and love to spend time and travel with my children.
To continue my twenty year passion for ‘buy and hold’ real estate investing, I started my own firm to acquire and re-position non-performing 1st lien assets from banks and hedge funds. I feel my diverse background allows me a deeper understanding of my clients and their needs, helping me to manage their assets as well as their liabilities and guiding them towards strategies that preserve and grow their wealth and their business interests.
My passion for philanthropic work has always been a cornerstone in my life. I have served Co-chaired the Los Angeles board as well as served on the National board of StepUp where I raised money to empower at risk young women so they could become confident, college bound and career focused. I have also served on the board of She Built It, the Westside Family YMCA and has worked as a volunteer fundraiser for Doctors Without Borders. I have also served as the Chairwoman of the Armenian and Sunday school at St. James Armenian Apostolic Church. In addition, I served for four years as a Grade Captain for Brentwood School’s Annual Giving Campaign. During my time at Curtis School I served for ten years as a fundraiser for their Annual Giving Campaign to raise money for her children’s schools to fund scholarships and diversity initiatives. I also chaired and hosted multiple fundraising events and chaired multiple committees during my time at both Brentwood and Curtis School.
I am currently a member of 100 Women In Finance and StepUp (non-profits.) In my spare time I also enjoy cooking, gardening, painting and boating. A proud Armenian, I recently found out that I am also not only a descendant of Polish nobility but also of Napoleon Bonaparte. I currently reside in Beverly Hills and love to spend time and travel with my children.
Securities Agent: CA, MS, SC, OR, NV, UT, MN, GA, AZ, AK, MD, MA, VA, MI, KS, NM, IL, IA, FL, CT, WA, NY, PA, NJ, DC, NH, WY, DE, TX, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1925838
CA Insurance License #: CA Insurance License #0J14061
NMLS#: 1925838
CA Insurance License #: CA Insurance License #0J14061
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-4810(310) 285-4810
Fax:
(213) 293-1996(213) 293-1996
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Tanya Hekimian today.
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
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)
