The Buena Vista Group at Morgan Stanley

As a former teacher, it is second nature to me to educate our clients throughout the financial planning process. This process includes creating solid foundations for retirement, estate planning strategies, investing, and asset management.  I first explored my current career path as a way to assist my teaching colleagues in avoiding common retirement planning mistakes, and I became licensed as a CERTIFIED FINANCIAL PLANNER™.   My husband, Mort Johnson, a Chartered Retirement Planning Counselor, joined me in 2000, and as a team, The Buena Vista Group, we now serve long-term clients in a wide range of professions and life stages.

Charles (Chuck) M. Grohs is a Senior Vice President, Financial Advisor, and Portfolio Management Director at Morgan Stanley. His practice is rooted in: excellent listening and communication skills; honesty, trust and competence. Chuck has been serving clients since 1985.

His consultative process allows him to provide personalized advice and comprehensive financial planning with disciplined research, analytically driven investment selection, and several additional boutique services tailored to help meet his select clientele’s specific needs. As a Portfolio Management Director, Chuck has guided his clients through multiple market cycles during his more than 35 years of experience.

Chuck lives in Napa, California with his wife. Together, they have two daughters and a loveable corgi, Wallis. In his spare time, he enjoys studying history, traveling with his family, and as a long-time resident of Napa Valley, has enjoyed sourcing local grapes and creating his own wine, which he often shares with friends and family. Chuck is a graduate of University of California, Davis and he currently serves on the Investment Committee for the Santa Rosa Catholic Diocese.

Chuck is accepting new clients currently, and would enjoy learning about you and your family, along with your financial goals. Please phone or email to connect for an introductory and complementary call.

Ross Alan Monten is a Portfolio Manager and Vice President, Financial Advisor, at Morgan Stanley Wealth Management. He helps people invest their hard earned money. Ross' goal is to help you and your family to lead a happier, more productive and fulfilling life.

His focus areas include Large-Cap Equity, Private Credit, Private Real Estate, and Private Equity.

Originally from Minnesota, Ross survived childhood cancer and went on to serve our country as a Naval Intelligence Officer. He is an Alumnus of Harvard Business School, the London School of Economics, and the University of Minnesota.

Please phone Ross' office and introduce yourself. He is happily accepting new clients.

CA Insurance License #: 0L34869

Disclosures:
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.

Asset Allocation or Diversification does not guarantee a profit or protect against loss in a declining financial market.

The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

In 2017, I graduated from Cal Poly San Luis Obispo, earning a degree in Business Administration with a concentration in Finance. In 2018, I joined the Buena Vista Group at Morgan Stanley.

My goal is to create long-lasting relationships with our next generation of clients. I do this by leveraging years of experience with our existing client relationships, Morgan Stanley technology and our planning platforms to help clients solve their financial needs. I find it very rewarding to design financial strategies that help families buy new homes, save for college, and plan for retirement.

I’m excited about this business, meeting new people and sharing the power of everything we have to offer.

CA Insurance License #: 1994940

Before I became a Chartered Retirement Planning Counselor, I worked in information technology for 22 years.  When my wife, Donna Andrews, needed some temporary assistance, I offered to step in for a week—and stayed. Today I put my skills in management and technology to work for our clients preparing financial plans and investment proposals, and helping them with the navigation and management of their financial goals and investment assets.

Once I obtained my Bachelor of Science in Business Administration with an Emphasis in Marketing from Chico State University, I began my career in finance. My purpose as a Registered Client Service Associate is to tend to your needs the best I can and provide you with important information in an efficient and accurate manner.

My main goal is to learn how to properly perform the duties of this role with the help of you in challenging me. With that in mind, you will always be greeted with a positive attitude as well your requests being fulfilled no matter the extent of the task. I’m very excited to get to know each one of you and please don’t hesitate to reach out if you need anything at all.

CA Insurance License #: 4426538

I worked for non-profit organizations for close to two decades and I hope to bring the same mission of integrity and service to my time now in Wealth Management. I am a Certified Financial Planner* and have obtained my California Insurance License as well. (*Disclaimer: This role cannot solicit or provide investment advice.)

I look forward to helping you with all that I know and will learn.

Being the first person in my family to attend college, I knew that success was destined but also knew I had to work twice as hard. Following matriculation at Clark Atlanta University in Atlanta, GA with a degree in Business Management, I chose to work in the financial industry. I saw a need for financial education in my community and made it a goal to help bridge the gap. Here at the Buena Vista Group we have a passion for helping our clients reach not only their financial and business goals but their personal goals as well.

As a Client Services Professional I pride myself in making sure you have the support you need in navigating your finances and understanding your financial journey. We are here for you, and will continue to keep your best interest as a priority!

I have enjoyed working for Morgan Stanley for more than 23 years and have been fortunate to work in our Berkeley, Walnut Creek, and Napa offices. As a Client Services Professional, I enjoy working with our clients and helping them simplify their financial lives. In my free time, I really enjoy spending time with my family, playing the ukelele and guitar, rooting for the 49ers, Warriors, and Giants, and barbequing, especially pork belly, short ribs and oysters! I look forward to helping you and your family!