Stephen Wile, CPM®
Executive Director, Wealth Advisor, Family Wealth Advisor, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(208) 338-2760(208) 338-2760
The Bridgewater Group at Morgan Stanley
Direct:
(208) 338-2760(208) 338-2760
Our Mission Statement
As a client of The Bridgewater Group, we will never ask for your trust; rather, we strive to create an environment where trust will naturally grow. We take a comprehensive, planning based approach to clients' wealth and have experience in working with entrepreneurs, high net worth individuals and their families through all stages of life: from their first home purchase, to retiring confidently, to leaving a lasting legacy.
Seeking to Empower You and Your Family
"Will I Be Okay?" — The Question That Drives Our Work
That's the question our clients really care about. It means different things to different people:
- "Will I be able to retire as I hoped?"
- "Can I send my kids to college without delaying my retirement?"
- "Can I leave a meaningful legacy?"
- "How do I adjust after losing a spouse who managed our finances?"
A Personalized, Holistic Approach
At The Bridgewater Group at Morgan Stanley, we help clients answer these questions through a comprehensive, personalized planning process that encompasses virtually every part of their financial lives. We differentiate ourselves through our experience and deep commitment to your future.
Over 100 Years of Combined Experience
Our team of financial professionals brings more than a century of combined experience to the table. We focus on helping clients not just plan for tomorrow — but for the next 20–30 years. Together, we can build strategies to help navigate even your most complex financial challenges.
Let's Talk About Your Goals
We invite you to schedule a conversation to explore how we can work together toward achieving your most important life goals.
Team Award Recognition
The Bridgewater Group is honored to be named one of Forbes Best-In-State Wealth Management Teams for 2023, 2024, 2025 and 2026. This recognition reflects our commitment to excellence in client service and industry leadership.
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Featured on Morgan Stanley's Podcast
We're proud to share that our own Stephen Wile was featured in Episode 7 of What Should I Do With My Money? In "Single Again, Double the Questions", Stephen offers strategies to help manage finances after divorce — a must-listen for anyone navigating a major life transition.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Bridgewater Group Approach
Set Your Financial Objectives
Together, we will explore your entire financial picture, including both sides of your personal balance sheet in order to determine your financial objectives.
Define an Investment Strategy
We will provide you with strategies designed to improve the probability of successful outcomes - we call it goals-based investing.
Evaluate and Select Investments
We will work with you to help you manage your assets in accordance with your objectives and risk tolerance. Our investment approach features several proprietary models focused on US stocks and bonds, as well as carefully selected third party managers for alternative investments when appropriate.
Ongoing Review Process
We will monitor your progress on an ongoing basis and work with you to adjust your strategy as market conditions and changing life circumstances warrant.
Our Clients
Our client relationships are marked by their depth and longevity. Many began several decades ago and have extended from generation to generation. We attribute this loyalty to the care we serve to each client. Though every client has unique needs and goals some concerns are universal, no matter how much you earn or how much you’ve managed to accumulate over the course of your career.
The Entrepreneur Toolkit
We will work together to develop a clear and coherent business strategy so that you can focus on achieving your personal and professional goals.
Corporate Retirement Strategies
Leverage a comprehensive range of strategies, with the support of Financial Advisors, to help employees confidently reach their long-term goals.
Retirement Strategies
Family Governance & Wealth Education
Our team has experience in helping ultra high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.
Next Gen Planning
Parents have long worried that if children know too much about their family’s wealth, the knowledge will stifle their initiative and ambition.
Our team believes that it is important to discuss the importance money and planning with the younger generation in order to help a facilitate a strong financial foundation.
Talking to Kids About MoneyOur team believes that it is important to discuss the importance money and planning with the younger generation in order to help a facilitate a strong financial foundation.
Morgan Stanley's Impact
Since Morgan Stanley opened its doors in 1935, the firm has worked relentlessly to deliver first-class business in first-class fashion. The difference that Morgan Stanley has been able to make for countless lives in communities across the globe is rooted in our five core values - Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion, and Give Back.
Our History
Explore our new interactive historical timeline to learn more about Morgan Stanley's evolution from its foundational years to its modern success as a global firm.
Check Out Our Interactive Timeline
Morgan Stanley Philanthropy
In an ever-changing world, we recognize the importance of remaining responsive and nimble. Morgan Stanley is committed to using our capital and engaging our best asset - our employees, to deliver timely solutions to society's most pressing needs.
Giving Back
Our Core Values
At Morgan Stanley, we are proud to announce our newly adopted Core Value – Committing to Diversity and Inclusion. Read about our Core Values, and view the entire page to see how Morgan Stanley is cultivating a more inclusive workplace.
Diversity & Inclusion
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To better protect you and your family, Morgan Stanley invests in cybersecurity and fraud prevention technology and employs world-class talent to lead these efforts. Additionally, we tailor our security technology and practices to today's cyber risk landscape.
Securing Your DataClient Resources
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of digital features that help you keep track of your finances. They include:
• Managing Everyday Finances: Take advantage of mobile check deposit, paying your bills online and sending money online.
• Current Financial News: Gain access to up-to-date news, current market data, research, company profiles and quotes.
Disclosures:
"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 Online• Managing Everyday Finances: Take advantage of mobile check deposit, paying your bills online and sending money online.
• Current Financial News: Gain access to up-to-date news, current market data, research, company profiles and quotes.
Disclosures:
"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"
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
Total Wealth View
It is hard to see the complete picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions in one location to give you and your Financial Advisor a full picture of your financial wealth and health.
Total Wealth View
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
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Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel and Giving Back.
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101 S Capitol Blvd
Suite 401
Boise, ID 83702
US
Direct:
(208) 338-2760(208) 338-2760
444 South Flower St.
Los Angeles, CA 90071
US
Direct:
(213) 320-5667(213) 320-5667
Meet The Bridgewater Group
Theresa Wile, CPWA®, QPFC
Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director
Phone:
(208) 338-2760(208) 338-2760
Giovanna Svenson
Portfolio Associate
Phone:
(208) 338-6939(208) 338-6939
Altynai Abdilmanova
Registered Client Service Associate
Phone:
(213) 486-8947(213) 486-8947
About Stephen Wile
Stephen Wile
Executive Director
Certified Portfolio Manager®
Family Wealth Advisor
Senior Portfolio Management Director
Alternative Investments Director
Named to the Forbes Best-In-State Wealth Management Teams 2023 to 2026 Ranking*.
Stephen, originally from Canada, immigrated to the United States to pursue education and a career as a Wealth Advisor. More than 30 years later, he continues to help his clients approach their financial futures with greater ease and confidence through comprehensive financial planning and personalized investment management.
As a Morgan Stanley Family Wealth Advisor, Stephen is adept at navigating the complexities of wealth management. He serves as the team’s Portfolio Manager and holds certification from the Academy of Certified Portfolio Managers. His experience has earned him the Morgan Stanley Senior Portfolio Management Director designation, allowing him to offer clients discretionary investment management. Additionally, he holds the title of Alternative Investments Director at Morgan Stanley. Stephen has crafted several proprietary investment models, focusing on U.S. stocks, bonds, and alternative investments.
Stephen graduated from Andrews University in Michigan with a BA in History, furthering his education at Columbia University and the Wharton School of Business. He actively supports the The Corpus Cristi House, a day shelter for people who are experiencing homelessness in Boise, Idaho. Passionate about the Firm’s growth, Stephen volunteers in various pilot programs and mentors those eager to learn from his experience.
Proud father and stepfather to four wonderful children, Stephen enjoys motorcycles, live music and traveling. He has completed the NYC Marathon three times, supporting the American Cancer Society with the Morgan Stanley and Friends marathon team, most recently in 2021, finishing alongside his wife and business partner, Theresa Wile. He enjoys “collecting” Ernest Hemmingway bars around the world, which has taken him from Key West to Paris to run with the bulls in Pamplona. His thirst for living makes its way into clients’ financial plans, encouraging them to celebrate their successes by realizing their passions as well.
Stephen loves what he does and finds it incredibly rewarding. He is grateful to have been able to do this for 3 decades so far and appreciates every moment he gets to serve clients and their families.
*2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026 ). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Executive Director
Certified Portfolio Manager®
Family Wealth Advisor
Senior Portfolio Management Director
Alternative Investments Director
Named to the Forbes Best-In-State Wealth Management Teams 2023 to 2026 Ranking*.
Stephen, originally from Canada, immigrated to the United States to pursue education and a career as a Wealth Advisor. More than 30 years later, he continues to help his clients approach their financial futures with greater ease and confidence through comprehensive financial planning and personalized investment management.
As a Morgan Stanley Family Wealth Advisor, Stephen is adept at navigating the complexities of wealth management. He serves as the team’s Portfolio Manager and holds certification from the Academy of Certified Portfolio Managers. His experience has earned him the Morgan Stanley Senior Portfolio Management Director designation, allowing him to offer clients discretionary investment management. Additionally, he holds the title of Alternative Investments Director at Morgan Stanley. Stephen has crafted several proprietary investment models, focusing on U.S. stocks, bonds, and alternative investments.
Stephen graduated from Andrews University in Michigan with a BA in History, furthering his education at Columbia University and the Wharton School of Business. He actively supports the The Corpus Cristi House, a day shelter for people who are experiencing homelessness in Boise, Idaho. Passionate about the Firm’s growth, Stephen volunteers in various pilot programs and mentors those eager to learn from his experience.
Proud father and stepfather to four wonderful children, Stephen enjoys motorcycles, live music and traveling. He has completed the NYC Marathon three times, supporting the American Cancer Society with the Morgan Stanley and Friends marathon team, most recently in 2021, finishing alongside his wife and business partner, Theresa Wile. He enjoys “collecting” Ernest Hemmingway bars around the world, which has taken him from Key West to Paris to run with the bulls in Pamplona. His thirst for living makes its way into clients’ financial plans, encouraging them to celebrate their successes by realizing their passions as well.
Stephen loves what he does and finds it incredibly rewarding. He is grateful to have been able to do this for 3 decades so far and appreciates every moment he gets to serve clients and their families.
*2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026 ). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Securities Agent: PA, GA, VA, NM, ID, CT, AR, TX, MD, IL, DC, CA, WI, NV, MT, LA, IA, NY, MO, ME, OR, FL, CO, AK, WV, NE, NC, MA, AZ, SC, OK, OH, KS, WA, HI, UT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265065
CA Insurance License #: CA Insurance Lic.# 0G81962
NMLS#: 1265065
CA Insurance License #: CA Insurance Lic.# 0G81962
About Theresa Wile
Theresa Wile
Senior Vice President, Financial Advisor
Certified Private Wealth Advisor®
Qualified Plan Financial Consultant®
Alternative Investments Director
Named to the Forbes Best-In-State Wealth Management Teams 2023 Ranking*
Theresa began her career in Financial Services in 1995 and joined Morgan Stanley in 2010. She was a Senior Private Banker in Beverly Hills, CA and previously served as the Loan Portfolio Manager for the Pacific Coast Region with Morgan Stanley Private Bank. She holds the Certified Private Wealth Advisor® designation, administered by the Investments and Wealth Institute in conjunction with the University of Chicago Booth School of Business.
Theresa thrives on making the complex simple and her biggest priority is helping our clients have confidence in their financial journey. She does this by providing a listening ear regarding what is truly important to them and then creating a customized financial plan designed to accomplish those objectives. The responsibility of earning and maintaining a client’s trust, knowing they have a roadmap that will help guide them toward achieving their most significant goals, is one she takes very seriously.
Theresa is a graduate of the University of Southern California Marshall School of Business, where she earned her Bachelor of Science with the Lloyd Greif Center for Entrepreneurial Studies and Master of Business Administration in Corporate Finance. She is the proud mother of amazing teenage twins and two lovely stepdaughters. She enjoys being active, traveling, and skiing with the family whenever she can. She is an avid runner and discovered marathon training in 2019. Since then, she has run three marathons with her husband, Stephen, and most recently ran the 50th NYC Marathon with the Morgan Stanley and Friends team, benefiting the American Cancer Society.
She is grateful to have the privilege of working with her husband and best friend as her business partner to serve our terrific clients every day alongside our superb team of professionals at The Bridgewater Group.
*Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Senior Vice President, Financial Advisor
Certified Private Wealth Advisor®
Qualified Plan Financial Consultant®
Alternative Investments Director
Named to the Forbes Best-In-State Wealth Management Teams 2023 Ranking*
Theresa began her career in Financial Services in 1995 and joined Morgan Stanley in 2010. She was a Senior Private Banker in Beverly Hills, CA and previously served as the Loan Portfolio Manager for the Pacific Coast Region with Morgan Stanley Private Bank. She holds the Certified Private Wealth Advisor® designation, administered by the Investments and Wealth Institute in conjunction with the University of Chicago Booth School of Business.
Theresa thrives on making the complex simple and her biggest priority is helping our clients have confidence in their financial journey. She does this by providing a listening ear regarding what is truly important to them and then creating a customized financial plan designed to accomplish those objectives. The responsibility of earning and maintaining a client’s trust, knowing they have a roadmap that will help guide them toward achieving their most significant goals, is one she takes very seriously.
Theresa is a graduate of the University of Southern California Marshall School of Business, where she earned her Bachelor of Science with the Lloyd Greif Center for Entrepreneurial Studies and Master of Business Administration in Corporate Finance. She is the proud mother of amazing teenage twins and two lovely stepdaughters. She enjoys being active, traveling, and skiing with the family whenever she can. She is an avid runner and discovered marathon training in 2019. Since then, she has run three marathons with her husband, Stephen, and most recently ran the 50th NYC Marathon with the Morgan Stanley and Friends team, benefiting the American Cancer Society.
She is grateful to have the privilege of working with her husband and best friend as her business partner to serve our terrific clients every day alongside our superb team of professionals at The Bridgewater Group.
*Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: NV, KS, SC, MA, HI, CT, PA, IA, NE, NC, AR, GA, OK, DC, CA, AZ, TX, FL, CO, MD, IL, NM, ID, WI, WA, VA, UT, OR, NY, AK, WV, MT, MO, OH, ME, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 798327
CA Insurance License #: CA Insurance Lic. # 4191038
NMLS#: 798327
CA Insurance License #: CA Insurance Lic. # 4191038
About Giovanna Svenson
Giovanna, also known as "Gio," begun her journey with Bridgewater Group in 2020, and has been with Morgan Stanley for 41 years, bringing a wealth of experience from various branch operations departments. Originally from Florence, Italy, she is fluent in Italian and conversant in several other languages, enriching her role at The Bridgewater Group with a unique cultural perspective.
Gio is committed to delivering exceptional service, always prioritizing the best interests of her clients. She excels in creating a collaborative and supportive environment, which translates into a positive experience for both clients and colleagues. Her dedication to mentoring and coaching is evident through her active participation in firm pilot programs aimed at enhancing our offerings.
A proud self-starter, Giovanna is known for her efficiency and her ability to build strong relationships with clients and team members. Her "Can Do Attitude" is a valued asset at The Bridgewater Group.
Since moving to Idaho in 2020, Giovanna has embraced opportunities for outdoor activities. She enjoys international travel and adventures with her husband and two accomplished adult daughters. To maintain her energy and well-being, she engages in daily physical activities such as yoga and walking.
Gio is committed to delivering exceptional service, always prioritizing the best interests of her clients. She excels in creating a collaborative and supportive environment, which translates into a positive experience for both clients and colleagues. Her dedication to mentoring and coaching is evident through her active participation in firm pilot programs aimed at enhancing our offerings.
A proud self-starter, Giovanna is known for her efficiency and her ability to build strong relationships with clients and team members. Her "Can Do Attitude" is a valued asset at The Bridgewater Group.
Since moving to Idaho in 2020, Giovanna has embraced opportunities for outdoor activities. She enjoys international travel and adventures with her husband and two accomplished adult daughters. To maintain her energy and well-being, she engages in daily physical activities such as yoga and walking.
About Altynai Abdilmanova
Alty Abdilmanova is a Registered Client Service Associate (CSA) on our team at Morgan Stanley, bringing a distinctly global perspective shaped by her international education and broad financial services experience. Born and raised in Almaty, Kazakhstan, Alty is fluent in Russian, Kazakh, English, and Spanish, enabling her to connect with clients across cultures and backgrounds.
Alty’s academic journey began in England, where she studied at Trent College in Nottingham and completed high school before relocating to Boston to pursue higher education. She earned a Bachelor of Science in Finance from Northeastern University, building a strong analytical and client-focused foundation for her career in financial services.
Prior to joining Morgan Stanley, Alty developed experience across multiple roles and fast-paced environments, including work as a Securities Lending Analyst and a Practice Business Development Coordinator. She also worked at a hedge fund in New York City before moving to Los Angeles, gaining hands-on exposure to both the technical side of the markets and the relationship-driven side of building a practice.
Outside of work, Alty is passionate about staying active and embracing new experiences. She enjoys tennis and padel, seeks out opportunities to try new sports and adrenaline-fueled activities, and has a deep love for horses and horseback riding. She also enjoys writing music in her free time.
Alty’s academic journey began in England, where she studied at Trent College in Nottingham and completed high school before relocating to Boston to pursue higher education. She earned a Bachelor of Science in Finance from Northeastern University, building a strong analytical and client-focused foundation for her career in financial services.
Prior to joining Morgan Stanley, Alty developed experience across multiple roles and fast-paced environments, including work as a Securities Lending Analyst and a Practice Business Development Coordinator. She also worked at a hedge fund in New York City before moving to Los Angeles, gaining hands-on exposure to both the technical side of the markets and the relationship-driven side of building a practice.
Outside of work, Alty is passionate about staying active and embracing new experiences. She enjoys tennis and padel, seeks out opportunities to try new sports and adrenaline-fueled activities, and has a deep love for horses and horseback riding. She also enjoys writing music in her free time.
Contact Stephen Wile
Contact Theresa Wile
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Dwight Guinto
Private Banker
Peter Barash
Private Banker
Sean Lavin
Trust Specialist
About Dwight Guinto
Dwight Guinto is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dwight began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Business Banking Area Manager at the Wells Fargo. He also served as a Senior Business Relationship Manager and Business Development Officer at Wells Fargo.
Dwight is a graduate of the California State Polytechnic University - Pomona, where he received a Bachelor of Liberal Arts in Education. He lives in Monrovia, California with his family. Outside of the office, Dwight enjoys spending time with his family in outdoor activities and competing in triathlons.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dwight began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Business Banking Area Manager at the Wells Fargo. He also served as a Senior Business Relationship Manager and Business Development Officer at Wells Fargo.
Dwight is a graduate of the California State Polytechnic University - Pomona, where he received a Bachelor of Liberal Arts in Education. He lives in Monrovia, California with his family. Outside of the office, Dwight enjoys spending time with his family in outdoor activities and competing in triathlons.
NMLS#: 1211641
About Peter Barash
Peter Barash is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs,
leveraging our comprehensive suite of cash management and lending solutions.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs,
leveraging our comprehensive suite of cash management and lending solutions.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
NMLS#: 799189
About Sean Lavin
Sean is a Regional Trust Specialist for Morgan Stanley based in Los Angeles. He is responsible for supporting Private Wealth Advisors and their clients’ legal counsel in developing trust and fiduciary solutions for families, institutions and charities. Sean works closely with clients and their legal and strategic advisors to help educate them on appropriate trust vehicles designed to meet the clients’ specific goals and objectives. Sean also provides advice on how to utilize the fiduciary services available through the Morgan Stanley’s comprehensive third party trustee platform that is available to clients.
Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.
Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.
Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.
Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Bridgewater Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
