Amanda Brock
Director of Business Strategy
Phone:
(310) 205-4733(310) 205-4733
The Beverly Hills Group at Morgan Stanley
Direct:
(310) 205-4701(310) 205-4701
Toll-Free:
(800) 499-0722(800) 499-0722
Our Mission Statement
Empowering wealthy clientele to make more enriching decisions
Team Philosophy
Where the science of financial decision making intersects with the unique personal and business circumstances of wealthy clientele, our team empowers clients with the information, resources and support to make more enriching financial decisions. This empowerment is born from two key concepts: (1) An in-depth understanding of each respective client we serve and what they care most about; and (2) Extensive education, experience, and expertise in the sciences that apply to personal financial decisions in global markets.
Paramount are your goals for your family, your personal needs, and your understanding them allows us to serve you in a manner that goes beyond just financial figures. We then determine your time horizon for various key benchmarks and we gauge your risk tolerance, before devising an investment model aimed toward achieving your desired outcomes. We will assist you in updating your goals when appropriate providing a comprehensive organizational process that will help you simplify your life and navigate the unexpected ups and downs not merely of the financial markets, but of everyday life where finances are impacted.
We study investment trends and leverage this knowledge to help you develop a personalized investment strategy. For this reason, no two plans are exactly alike. Our focused approach to investing is founded in a disciplined, process that underpins how we work together.
Ultimately, we’ll be working with you to organize your life, simplify the planning process, and free up your time. It all begins when we first meet and becomes progressively more enriching and rewarding as we develop a strong, trust-based working relationship meant to last a lifetime. This means less reliance on hunches and opinions, greater confidence in decision-making and real plans for what to do under a range of different circumstances.
We are a team of driven individuals that naturally want to connect and understand others. Let us know how we can serve you.
Paramount are your goals for your family, your personal needs, and your understanding them allows us to serve you in a manner that goes beyond just financial figures. We then determine your time horizon for various key benchmarks and we gauge your risk tolerance, before devising an investment model aimed toward achieving your desired outcomes. We will assist you in updating your goals when appropriate providing a comprehensive organizational process that will help you simplify your life and navigate the unexpected ups and downs not merely of the financial markets, but of everyday life where finances are impacted.
We study investment trends and leverage this knowledge to help you develop a personalized investment strategy. For this reason, no two plans are exactly alike. Our focused approach to investing is founded in a disciplined, process that underpins how we work together.
Ultimately, we’ll be working with you to organize your life, simplify the planning process, and free up your time. It all begins when we first meet and becomes progressively more enriching and rewarding as we develop a strong, trust-based working relationship meant to last a lifetime. This means less reliance on hunches and opinions, greater confidence in decision-making and real plans for what to do under a range of different circumstances.
We are a team of driven individuals that naturally want to connect and understand others. Let us know how we can serve you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Top Financial Advisor Rankings
Forbes Best In State Wealth Advisors 2018: Forbes 2018 Best-In-State Wealth Advisors RankingHonors
Forbes U30 Summit: 2018 Panelist - Top Next Generation Wealth Advisors New-Age Marketing
Forbes Top Advisor Inaugural Summit: 2017 Panelist - Top Ranked Millennial Financial Advisors
Forbes U30 Summit: 2017 Speaker - Best Ideas from Top Ranked Next Generation Financial Advisors
Morgan Stanley Presidents Club
Smith Barney's Blue Chip Council
Forbes Top Advisor Inaugural Summit: 2017 Panelist - Top Ranked Millennial Financial Advisors
Forbes U30 Summit: 2017 Speaker - Best Ideas from Top Ranked Next Generation Financial Advisors
Morgan Stanley Presidents Club
Smith Barney's Blue Chip Council
Disclosures
2018, 2019, 2021Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017, 2018 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.
Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017, 2018 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.
Location
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 205-4701(310) 205-4701
Toll-Free:
(800) 499-0722(800) 499-0722
Meet The Beverly Hills Group
About Amanda Brock
Amanda Brock is a Registered Client Service Associate at Morgan Stanley in Beverly Hills, where she oversees the operational, compliance and service-related processes for James Schneiderman and The Beverly Hills Group. She has nearly a decade of experience in the financial industry, and has earned the unwavering trust and confidence of both her team and the clients she serves.
Prior to joining the Beverly Hills Group at Morgan Stanley, Amanda served as a client associate with a top wealth management team at a local firm downtown Los Angeles. She joined her previous team immediately after graduating from college, and brought along the fresh insight to update processes and assist with streamlining the team's administrative tasks.
Amanda received a Bachelor’s Degree in Accountancy from Northern Arizona University. She holds both the Series 7 and Series 66 licenses.
As a native Angeleno, Amanda enjoys spending time outdoors by hiking various trails around the city. One of her greatest climbs occurred in the YMCA charity event Rise to the Challenge, in which she has climbed the 1,664 steps (75 stories) for the past three years and counting. Amanda is an avid cook, who continues to pick up new techniques from her travels, most recently to Thailand and Indonesia. Amanda's passion for food can be attributed to all of the great cooks in her family, most notably her father, who was a chef. Amanda is also a huge Kings fan, and can frequently be found attending games at the Staples Center.
Prior to joining the Beverly Hills Group at Morgan Stanley, Amanda served as a client associate with a top wealth management team at a local firm downtown Los Angeles. She joined her previous team immediately after graduating from college, and brought along the fresh insight to update processes and assist with streamlining the team's administrative tasks.
Amanda received a Bachelor’s Degree in Accountancy from Northern Arizona University. She holds both the Series 7 and Series 66 licenses.
As a native Angeleno, Amanda enjoys spending time outdoors by hiking various trails around the city. One of her greatest climbs occurred in the YMCA charity event Rise to the Challenge, in which she has climbed the 1,664 steps (75 stories) for the past three years and counting. Amanda is an avid cook, who continues to pick up new techniques from her travels, most recently to Thailand and Indonesia. Amanda's passion for food can be attributed to all of the great cooks in her family, most notably her father, who was a chef. Amanda is also a huge Kings fan, and can frequently be found attending games at the Staples Center.
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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 The Beverly Hills Group 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)
