About Garrett Bland
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.
Securities Agent: TN, NV, LA, CA, WY, PA, NY, UT, TX, NH, NC, IL, CT, WA, KS, GA, MD, VA, HI, DE, PR, NM, MT, MA, AZ, SC, ID, FL, DC, CO, AR, AK; General Securities Representative; Investment Advisor Representative
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CA Insurance License #: 0I61255