The Bland Duffy Group at Morgan Stanley

Garrett Bland is a Private Wealth Advisor and Managing Director at Morgan Stanley Private Wealth Management. Garrett holds the Portfolio Management Director, Family Wealth Director, and Workplace Advisor – Equity Compensation designations. Barron's magazine named him one of California’s Top Financial Advisors (2009-2016, 2021-2022). He was also named one of Forbes’ Best-In-State Wealth Advisors (2020-2023). As of 2022, Garrett no longer participates in any of the advisor ranking lists. Prior to joining Morgan Stanley, Garrett was a Managing Director at J.P. Morgan Advisors.

Garrett advises clients and provides them with insights, services and strategies to help them achieve their goals. With many clients being public company officers, directors and business owners, Garrett helps leverage Morgan Stanley's resources to connect them to experts in tax, trust and estate planning and investment banking. He is passionate about financial markets, and enjoys exposure to a broad spectrum of actionable ideas. He combines this knowledge with the resources of Morgan Stanley, relying on the firm's broad based thinking, its ideas, and its deep research and experience to develop disciplined portfolio strategies that match his clients' individual needs.

Garrett's upbringing was steeped in the financial markets–his father was an auditor at the audit, tax and advisory firm KPMG for 40 years–so no one was surprised when he began his career in financial services as an intern at J.P. Morgan in 1989 while still an undergraduate at UCLA. He was promoted to Managing Director at J.P. Morgan in 1996 and served as Regional Director for Southern California (2003-2013). He received his B.A. in economics from the University of California at Los Angeles in 1990.

Garrett is a member of the Board of Trustees of Pacifica Christian High School and member of the Board of Directors of Friends of Golf. Past affiliations include member of the Executive Board for the Western Los Angeles County Council of the Boy Scouts of America, member of the Board of Directors of California Council on Economic Education, member of the Board of Directors of LA's Best, member of the J.P. Morgan Foundation for Greater Los Angeles Contributions Committee, Chairman of the Board of Deacons of Calvary Christian Church, member of the Board of Directors of Orange County Community Housing Corporation, member of the Board of Directors of Asia Society Los Angeles, and member of the investment committee of Calvary Christian School Foundation. In his spare time, Garrett enjoys golfing and various outdoor activities. He and his wife live in Newport Beach, CA. They are the proud parents of three children, two college graduates and one scheduled to graduate in 2025.

2020-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2009-2016, 2021-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2016, 2021-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Richard Duffy
Executive Director
Private Wealth Advisor

Drawing on more than three decades of diverse experience in the financial services industry, Richard Duffy works closely with a select clientele of high-achieving individuals, families and their charitable entities. Richard and his partner, Garrett Bland, combine their talents with the vast resources of Morgan Stanley to deliver an institutional approach to highly-customized wealth management solutions based on each of their clients’ specific needs and aspirations.

Prior to joining Private Wealth Management in 2024, Richard covered community banks for Morgan Stanley, specializing in fixed income securities, residential loan sales and warehouse syndications. He previously served as a Managing Director at JP Morgan in Los Angeles and Senior Managing Director at Bear Stearns in Boston and Los Angeles. Richard attended boarding school at Worcester Academy in Worcester, MA and graduated from Northeastern University in Boston.

Richard and his wife, Amanda, live in Glendale, California, with their golden retriever, Elsie. Their two children, Marcel and Celine, are both attending Richard’s Alma Mater Worcester Academy in Massachusetts. A scratch golfer, Richard is a 3-time club champion playing out of Lakeside Golf Club, Wilshire Country Club and Worcester Country Club. He is also an active volunteer with the Southern California Golf Foundation, which offers mentorship and access opportunities to young people throughout the region.

Maria Hernandez is a Wealth Management Associate at Morgan Stanley Private Wealth Management. As the team’s primary interface for clients, Maria is responsible for a number of important functions. These include assisting with processing client requests, executing trades, performing fixed-income and retirement plan analytics, creating asset allocation reports and preparing presentations and year-end reviews.

Maria also assists with a variety of corporate services issues, such as stock option plan administration, restricted securities transactions, 10b5-1 selling plans, concentrated positions and lending solutions.

Prior to joining Morgan Stanley, Maria was a Client Associate with J.P. Morgan Securities and began her career in financial services at Bear Stearns in 1995. Before that, Maria managed a number of executive travel functions at Hilltop Aviation (1991-1995).

Maria lives in Los Angeles with her two children. She enjoys attending live sporting events, camping and gardening.

Sherry Zambrano is a Registered Associate at Morgan Stanley Private Wealth Management. She facilitates a number of operations functions for the team, among which are fulfilling client requests, preparing documentation, coordinating client investments in syndicate and IPO offerings and executing trades.

Sherry began her financial services career during college when she served as an intern at an investment bank. She found the experience to be a good fit with her business curriculum, and pursued a role in investment management upon graduation, joining J.P. Morgan in 2011. She considers her success with clients to be based on her genuine interest in understanding their needs, and then doing the necessary research to respond in a timely manner.

Sherry was born and raised in Mexico City where she was a championship figure skater. She earned a B.S. degree in business administration with an emphasis on leadership development from the University of Southern California. While a student there, she helped found the USC Figure Skating Club. Sherry lives in Beverly Hills, where she enjoys yoga, rock climbing and traveling.

Fredy Rivera is a Registered Associate within Morgan Stanley's Private Wealth Management division, having joined the firm in 2024. In his role, Fredy collaborates with team members to support various operational functions, including onboarding and maintaining client accounts, processing orders as directed by the financial advisor, and assisting with firm services and solutions to address clients' needs. Before joining Morgan Stanley, Fredy began his career at Fidelity Investments in 2023 as a Financial Representative. He holds a B.S. in Business Administration from the University of Southern California.