Mike Burbank, CIMA®, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor, Investing with Impact Director, International Client Advisor
Phone:
(415) 576-3131(415) 576-3131
Morgan Stanley Private Wealth Management
The Burbank Group
Direct:
(415) 576-3131(415) 576-3131
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Welcome
The Burbank Group at Morgan Stanley Private Wealth Management provides sophisticated and thoughtful financial planning and investment management to help entrepreneurs, private equity partners, and senior investment bankers preserve and grow their families’ financial capital. Our mission is to make our clients lives simpler and free up time to pursue their passions.
Our practice has evolved over the past thirty years to serve exceptionally affluent clients with complex investing and planning needs. Mike Burbank’s family co-founded Bristol Farms, a Los Angeles based gourmet grocery store chain that raised private equity growth capital in 1994 and was acquired by Albertsons in 2004. As the son of a founder, Mike experienced first-hand the challenges of growing a family business, coordinating tax and estate planning advice, and managing family wealth.
Today the Burbank Group, a team within Morgan Stanley Private Wealth Management, is a national practice with partners in San Francisco and Los Angeles, and manages over $3.75 billion for approximately 65 families as of November 2024. We couple more than four decades of experience serving a select group of uncommonly successful families and individuals with Morgan Stanley’s strength, stature and global resources.
Our practice has evolved over the past thirty years to serve exceptionally affluent clients with complex investing and planning needs. Mike Burbank’s family co-founded Bristol Farms, a Los Angeles based gourmet grocery store chain that raised private equity growth capital in 1994 and was acquired by Albertsons in 2004. As the son of a founder, Mike experienced first-hand the challenges of growing a family business, coordinating tax and estate planning advice, and managing family wealth.
Today the Burbank Group, a team within Morgan Stanley Private Wealth Management, is a national practice with partners in San Francisco and Los Angeles, and manages over $3.75 billion for approximately 65 families as of November 2024. We couple more than four decades of experience serving a select group of uncommonly successful families and individuals with Morgan Stanley’s strength, stature and global resources.
Capabilities
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Investment Management
- Philanthropy Management
- Family Governance & Wealth Education
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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.
Clients
Our practice works with the founders of mission driven consumer products companies (food & beverage, personal care & beauty, fashion and footwear, restaurant, specialty retail, e-commerce), their family offices, and the founders and managing directors of leading private equity, venture capital and investment banking firms.
Our clients have created substantial wealth by growing a private company, selling to a private equity firm or strategic buyer, or taking their company public. We serve approximately 65 families and advise on over $3.25 billion of assets as of March 2024.
Our clients have created substantial wealth by growing a private company, selling to a private equity firm or strategic buyer, or taking their company public. We serve approximately 65 families and advise on over $3.25 billion of assets as of March 2024.
How We Serve Our Clients
We serve as the family office for our clients, managing their investments and coordinating cash management, tax, estate, philanthropic and financial planning. We leverage Morgan Stanley’s resources, our clients own networks, and our deep ecosystem of key advisory relationships to deliver world class solutions.
What Makes Our Team Different
We deliver a highly personalized and tailored set of solutions to a small number of clients.
We challenge conventional thinking.
We employ a common sense, long-term approach that focuses on maintaining and increasing your purchasing power while limiting the risk of permanent loss of your hard-earned capital.
We are investors, not consultants, and apply a long-term, repeatable, investment approach to everything we do.
As investors we are directly accountable for the decisions we make on your behalf.
As fiduciaries your interests always come first.
We challenge conventional thinking.
We employ a common sense, long-term approach that focuses on maintaining and increasing your purchasing power while limiting the risk of permanent loss of your hard-earned capital.
We are investors, not consultants, and apply a long-term, repeatable, investment approach to everything we do.
As investors we are directly accountable for the decisions we make on your behalf.
As fiduciaries your interests always come first.
Philosophy
We structure wealth and customize solutions based solely on an objective view of your needs
We align your strategy with the values that have shaped your life and constitute the core of your legacy
We act as a fiduciary and put your interests ahead of all else
We are investors, not consultants, and make decisions based on grounded investment principals
We simplify financial complexity to help you achieve clarity and control
We align your strategy with the values that have shaped your life and constitute the core of your legacy
We act as a fiduciary and put your interests ahead of all else
We are investors, not consultants, and make decisions based on grounded investment principals
We simplify financial complexity to help you achieve clarity and control
Our Services
We help our clients manage their entire balance sheet.
We often start working with founders while they are still illiquid and have most of their capital tied up in their business
We have a Four Step Process for helping founders evaluate their current planning (or the lack thereof), spot critical issues and gaps , discuss improvements and implement changes
We are our clients “designated nags” – planning that is not executed is a waste of time.
We often start working with founders while they are still illiquid and have most of their capital tied up in their business
We have a Four Step Process for helping founders evaluate their current planning (or the lack thereof), spot critical issues and gaps , discuss improvements and implement changes
We are our clients “designated nags” – planning that is not executed is a waste of time.
What Should I Do With My Money?
Morgan Stanley’s award-winning original podcast, was created to demystify and demonstrate the value that experienced financial advisors can provide.
Season 2 Episode 4: "Suddenly Wealthy - Giving it Away" features The Burbank Group’s Mike Burbank, CIMA®, CFP®, who shares his thoughts on how to align your portfolio with your values and your philanthropic goals.
Mike sits down with Claire to discuss various financial considerations around rethinking her approach to philanthropy and managing her family’s wealth after an IPO increases the family balance sheet dramatically
Listen HereSeason 2 Episode 4: "Suddenly Wealthy - Giving it Away" features The Burbank Group’s Mike Burbank, CIMA®, CFP®, who shares his thoughts on how to align your portfolio with your values and your philanthropic goals.
Mike sits down with Claire to discuss various financial considerations around rethinking her approach to philanthropy and managing her family’s wealth after an IPO increases the family balance sheet dramatically
Location
555 California Street
14th Fl
San Francisco, CA 94104
US
Direct:
(415) 576-3131(415) 576-3131
Meet The Burbank Group
Scott Hafeli, CFA
Executive Director, Private Wealth Management, Private Wealth Advisor, Investing with Impact Director
Phone:
(415) 576-3132(415) 576-3132
Willis Davis, CFA
Senior Vice President, Private Wealth Advisor
Phone:
(415) 576-2052(415) 576-2052
Cate Rachford
Senior Vice President, Group Director
Phone:
(415) 576-3134(415) 576-3134
Suzy Shin
Associate Vice President, Wealth Management Associate
Phone:
(415) 576-2329(415) 576-2329
Oscar Castillo
Portfolio Associate
Phone:
(415) 576-8935(415) 576-8935
Wes Cai
Wealth Management Analyst
Phone:
(415) 576-3133(415) 576-3133
About Mike Burbank
Mike Burbank , CFP, CIMA, Founder of The Burbank Group is a Managing Director and Private Wealth Advisor with the Private Wealth Management division of Morgan Stanley. Mike leads the team and draws on almost forty years of experience as an investor, financial planner and trusted advisor to founders and their families. The son of a Marine Corps fighter pilot who went on to co-found Bristol Farms and a speech pathologist, Mike earned a B.S. in Marine Biology at the University of California Santa Barbara where he played on the Division 1 Men’s volleyball team and made a career shift from marine biology to private wealth management in 1983.
Mike sits on the Director's Council of NCEAS, The National Center for Ecological Analysis and Synthesis at UCSB, www.nceas.ucsb.edu and was the President of the Board of Directors of Seacology, an international conservation organization www.seacology.org, and a Founding Board Member of Naturally Bay Area, www.naturallybayarea.org.
The Burbank Group at Morgan Stanley was recognized as one of Barron's Top 250 Private Wealth Management Teams for 2024, and named to Forbes Magazine 2025 list of America’s Best-in-State Wealth Management Teams, ranking #14 for California – San Francisco. Mike Burbank has been recognized as one of the Top 400 Advisors in the United States by the Financial Times every year from 2013 through 2020, by Forbes Magazine 2023 list of America’s Best-in-State Wealth Advisors, ranking #13 for California, and the Barron’s list of America’s Top 1,200 Advisors: 2025 State-by-State, ranked #84 in California.
A voracious reader, avid scuba diver, enthusiastic (but mediocre) surfer, and rabid Golden State Warriors fan, Mike, his wife Cindy, and their thirteen-pound Cavapoo “Maverick” split their time between San Francisco and Manhattan Beach and visits to their three adult children, Ryan, Grace and Maya.
2024 Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
Awards Disclosures
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2025) Data compiled by Barron's based on time period from Sept 2023- Sept 2024.
2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: MD, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VI, WA, WI, WY, ME, IN, AL, AR, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, KY, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268245
CA Insurance License #: 0A32861
Mike sits on the Director's Council of NCEAS, The National Center for Ecological Analysis and Synthesis at UCSB, www.nceas.ucsb.edu and was the President of the Board of Directors of Seacology, an international conservation organization www.seacology.org, and a Founding Board Member of Naturally Bay Area, www.naturallybayarea.org.
The Burbank Group at Morgan Stanley was recognized as one of Barron's Top 250 Private Wealth Management Teams for 2024, and named to Forbes Magazine 2025 list of America’s Best-in-State Wealth Management Teams, ranking #14 for California – San Francisco. Mike Burbank has been recognized as one of the Top 400 Advisors in the United States by the Financial Times every year from 2013 through 2020, by Forbes Magazine 2023 list of America’s Best-in-State Wealth Advisors, ranking #13 for California, and the Barron’s list of America’s Top 1,200 Advisors: 2025 State-by-State, ranked #84 in California.
A voracious reader, avid scuba diver, enthusiastic (but mediocre) surfer, and rabid Golden State Warriors fan, Mike, his wife Cindy, and their thirteen-pound Cavapoo “Maverick” split their time between San Francisco and Manhattan Beach and visits to their three adult children, Ryan, Grace and Maya.
2024 Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
Awards Disclosures
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2025) Data compiled by Barron's based on time period from Sept 2023- Sept 2024.
2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: MD, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VI, WA, WI, WY, ME, IN, AL, AR, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, KY, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268245
CA Insurance License #: 0A32861
Securities Agent: ID, GA, TX, NH, MT, KS, VI, VA, AR, UT, SC, OK, MN, HI, CA, AZ, AL, NJ, MO, IN, IL, PA, NM, MA, DC, CT, WY, WI, TN, OH, NC, MD, DE, CO, NY, SD, OR, KY, FL, WA, NV, ME; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268245
CA Insurance License #: 0A32861
NMLS#: 1268245
CA Insurance License #: 0A32861
About Scott Hafeli
Scott is Chief Investment Officer for the team, chairs our Investment Committee, and has primary responsibility for researching, implementing, and monitoring investment plans for our clients.
Scott and Mike teamed up almost 20 years ago, and he brings his experience as an options trader at Fidelity, an analyst at UBS and Hambrecht & Quist, the Chartered Financial Analyst’s designation (CFA), a BA degree from the University of Utah, and a prodigious memory to the task.
In 2015, 2017, and 2018, Scott was recognized by the Financial Times as one of the Top 400 Financial Advisors in the United States.
Scott and his family live in Santa Monica and, when not working, can usually be found at the beach or in the mountains, surfing, camping, climbing, or skiing.
2015, 2017, 2018 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2015; data 9/30/13 - 9/30/14
Scott and Mike teamed up almost 20 years ago, and he brings his experience as an options trader at Fidelity, an analyst at UBS and Hambrecht & Quist, the Chartered Financial Analyst’s designation (CFA), a BA degree from the University of Utah, and a prodigious memory to the task.
In 2015, 2017, and 2018, Scott was recognized by the Financial Times as one of the Top 400 Financial Advisors in the United States.
Scott and his family live in Santa Monica and, when not working, can usually be found at the beach or in the mountains, surfing, camping, climbing, or skiing.
2015, 2017, 2018 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2015; data 9/30/13 - 9/30/14
Securities Agent: HI, ID, WY, SD, PA, NY, MD, FL, VA, SC, IL, CO, NV, NJ, DE, AZ, AL, NM, KS, CT, TX, NH, IN, WA, VI, NC, MN, MA, CA, UT, OR, OK, OH, DC, TN, MO, GA, WI, MT, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1261955
NMLS#: 1261955
About Willis Davis
Willis is Director of Financial Planning for The Burbank Group. He’s a thoughtful planner, a patient investor, and an enthusiastic educator. Willis graduated summa cum laude from Hampden-Sydney College with degrees in Mathematical Economics and Spanish and has held the Chartered Financial Analyst™ (CFA®) since 2015. Willis has over 14 years of Private Wealth experience. Prior to joining the Burbank Group, he worked with Morgan Stanley’s Wealth Strategies Group in New York City and in our Washington, DC PWM office.
Willis enjoys trail running, skiing, and lacrosse. He is an avid reader, and his favorite books include "The Sun Also Rises" by Ernest Hemingway, Marcus Aurelius’ "The Meditations", and "A Random Walk Down Wall Street" by Burton Malkiel. Willis has been an animal lover his entire life, supporting causes like The Marymont Foundation, The SPCA, and The Grey Muzzle Organization. Originally from Virginia, Willis and his wife now live in Marin.
Securities Agent: DC, CA, WI, WA, VA, UT, TX, SC, PA, OR, OK, OH, NY, NV, NJ, NH, NC, MO, MN, MD, MA, KY, IL, ID, HI, FL, DE, CT, CO, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, IN, MA, MD, MT, ME, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VI, WA, WI, WY, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1999061
Willis enjoys trail running, skiing, and lacrosse. He is an avid reader, and his favorite books include "The Sun Also Rises" by Ernest Hemingway, Marcus Aurelius’ "The Meditations", and "A Random Walk Down Wall Street" by Burton Malkiel. Willis has been an animal lover his entire life, supporting causes like The Marymont Foundation, The SPCA, and The Grey Muzzle Organization. Originally from Virginia, Willis and his wife now live in Marin.
Securities Agent: DC, CA, WI, WA, VA, UT, TX, SC, PA, OR, OK, OH, NY, NV, NJ, NH, NC, MO, MN, MD, MA, KY, IL, ID, HI, FL, DE, CT, CO, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, IN, MA, MD, MT, ME, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VI, WA, WI, WY, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1999061
Securities Agent: IL, MD, NY, IN, ID, DE, CA, SC, OH, NC, CT, WA, VI, TN, KS, AL, GA, SD, PA, NH, MT, MO, AZ, WY, MN, MA, NV, WI, OR, NJ, ME, HI, FL, VA, TX, OK, NM, DC, CO, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1999061
NMLS#: 1999061
About Cate Rachford
Cate is a Senior Vice President and Group Director within the Private Wealth Management Division of Morgan Stanley. Cate oversees client service, money manager implementation, trade execution and restricted stock clearance for the Burbank Group.
Cate has 23 years Private Wealth experience and began working with Mike Burbank while at Montgomery Securities in 1998. Prior to joining Morgan Stanley Cate received a B.S. in Business Management and Biology from the University of California, Davis.
Cate and her family live in San Francisco, California.
Cate has 23 years Private Wealth experience and began working with Mike Burbank while at Montgomery Securities in 1998. Prior to joining Morgan Stanley Cate received a B.S. in Business Management and Biology from the University of California, Davis.
Cate and her family live in San Francisco, California.
About Suzy Shin
Suzy is responsible for assisting the Burbank Group with client services and operations including portfolio reporting, alternative investment implementation, tax reporting, and trade execution.
Suzy has 8 years Private Wealth experience and began working with the Burbank Group in 2018 after receiving a B.S. in Accounting from the University of Texas at Dallas.
After escaping San Francisco’s fog during Covid, Suzy and her boyfriend Mark moved to Dallas where they love spending time with friends and family, cuddling up with their sweet Pomeranian, Carlos, and searching for new shows to binge watch on Netflix or diving into old favorites like Ozark. Stranger Things and Squid Game.
Suzy has 8 years Private Wealth experience and began working with the Burbank Group in 2018 after receiving a B.S. in Accounting from the University of Texas at Dallas.
After escaping San Francisco’s fog during Covid, Suzy and her boyfriend Mark moved to Dallas where they love spending time with friends and family, cuddling up with their sweet Pomeranian, Carlos, and searching for new shows to binge watch on Netflix or diving into old favorites like Ozark. Stranger Things and Squid Game.
About Oscar Castillo
Oscar is a Portfolio Associate within the Private Wealth Management Division of Morgan Stanley. Oscar is responsible for assisting the Burbank Group with client services and operations including account related services and trade execution.
Oscar has 20 years Private Wealth experience. Prior to joining Morgan Stanley in 2007, Oscar was at UBS Wealth Management.
Oscar received a Bachelor of Arts in Public Administration from San Diego State University.
Oscar and his partner reside in San Francisco, California.
Oscar has 20 years Private Wealth experience. Prior to joining Morgan Stanley in 2007, Oscar was at UBS Wealth Management.
Oscar received a Bachelor of Arts in Public Administration from San Diego State University.
Oscar and his partner reside in San Francisco, California.
About Wes Cai
Wes is a Wealth Management Analyst within the Private Wealth Management Division of Morgan Stanley. He serves as a point of contact for client inquiries/requests, trade execution, portfolio reporting and onboarding within the Burbank Group. Wes works closely with Scott and Willis to implement cash management needs and assists on investment and financial plans.
Wes joined the Burbank Group in 2022 from Graystone Consulting-Dallas – the institutional consulting business of Morgan Stanley – serving endowments and foundations, not-for-profits and charitable organizations. Prior to Morgan Stanley, Wes had his start in the financial industry serving high-net-worth clients as a Charles Schwab advisor.
Wes holds a Bachelor of Arts in Interdisciplinary Studies with a concentration in Business Communication and Management from the University of Texas at Dallas.
Fun Fact: Wes and Suzy have known each other for nearly two decades – graduating from the same high school, earning degrees from the same university, and now on the same team contributing to an outstanding overall service experience for our clients.
Although Wes is a native to the Bay Area, he has spent a majority of his life in Texas. He currently resides in Dallas with his fiancée where they enjoy scoping out the newest restaurants in town and spending summers on the lake to get away from the Texas heat. And whenever schedules align and time allows, Wes and his friends are always ready to book their next international adventure.
Wes joined the Burbank Group in 2022 from Graystone Consulting-Dallas – the institutional consulting business of Morgan Stanley – serving endowments and foundations, not-for-profits and charitable organizations. Prior to Morgan Stanley, Wes had his start in the financial industry serving high-net-worth clients as a Charles Schwab advisor.
Wes holds a Bachelor of Arts in Interdisciplinary Studies with a concentration in Business Communication and Management from the University of Texas at Dallas.
Fun Fact: Wes and Suzy have known each other for nearly two decades – graduating from the same high school, earning degrees from the same university, and now on the same team contributing to an outstanding overall service experience for our clients.
Although Wes is a native to the Bay Area, he has spent a majority of his life in Texas. He currently resides in Dallas with his fiancée where they enjoy scoping out the newest restaurants in town and spending summers on the lake to get away from the Texas heat. And whenever schedules align and time allows, Wes and his friends are always ready to book their next international adventure.
Contact Mike Burbank
Contact Scott Hafeli
Contact Willis Davis
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
CRC 4237142 (02/2025)
