Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Sustainable & Responsible Investing
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

Location

1999 Ave Of The Stars
Suite 2400
Los Angeles, CA 90067
US
Direct:
(310) 788-2000(310) 788-2000

Meet The Bland Group

About Me

Garrett Bland is a Private Wealth Advisor and Managing Director at Morgan Stanley Private Wealth Management. Garrett holds the Portfolio Management Director and Family Wealth Director designations. Barron's magazine has named him to Barron’s list of America’s Top 1,200 Advisors: 2016 State-by-State for eight years in a row (2009-2016).  The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management and revenue produced for the Firm. Prior to joining Morgan Stanley, Garrett was a Managing Director at J.P. Morgan Securities.

Garrett advises clients and provides them with insights, services and strategies to help them achieve their goals.  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 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 board member at Pacifica Christian High School, a board member of the Board of Directors of Friends of Golf, and member of the Executive Board for the Western Los Angeles County Council of the Boy Scouts of America. In his spare time, Garrett enjoys golfing and spending time with his family. He and his wife have three children and live in Pacific Palisades, CA.
Securities Agent: CA, WA, NY, LA, IL, HI, CO, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 529902
CA Insurance License #: 0I61255

About Me

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 three children, and enjoys bicycling, camping and gardening.

About Me

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.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.