Phone:
(615) 298-6528(615) 298-6528
The Collier Buri Group at Morgan Stanley at Morgan Stanley
Direct:
(949) 365-5326(949) 365-5326
Our Mission Statement
We are committed to deliver a superior wealth management experience through comprehensive financial planning and discovery.
Our Story
Since 1984, we have assisted individual investors and families to protect- and prudently grow- their assets through financial strategies primarily focused on wealth preservation. We implement a long-term, value-oriented investment approach that focuses on each client’s individual financial requirements, situation and tolerances.
Our fundamental belief is that the best way to grow assets is through wealth preservation. Our goal is to preserve wealth by focusing on an array of financial techniques that look to create natural defenses from market downturns. The investment techniques may narrow the potential outcomes and, in turn, help meet each client’s definition of success.
Our consultative process is based upon understanding each client, designing a personalized portfolio and reviewing our progress regularly. Our role is to guide you and your family through all market conditions and help you reach your goals and objectives.
We strive to deliver an exceptional client experience that stands apart from other investment firms by:
- Providing transparency within our process and portfolios
- Customized portfolios- down to the position level- to meet clients’ needs and desires
- Efficient execution of labor-intensive investment strategies focused on wealth preservation
We encourage you to find out more about the team that has been executing wealth preservation strategies for nearly 40 years.
Robert G. Collier, CFP®
Financial Advisor, Senior Vice President
Morgan Stanley Wealth Management
James J. Buri, CFP®
Financial Advisor, Senior Vice President
Morgan Stanley Wealth Management
Kendra Buri CFP®
Financial Advisor
Morgan Stanley Wealth Management
Our fundamental belief is that the best way to grow assets is through wealth preservation. Our goal is to preserve wealth by focusing on an array of financial techniques that look to create natural defenses from market downturns. The investment techniques may narrow the potential outcomes and, in turn, help meet each client’s definition of success.
Our consultative process is based upon understanding each client, designing a personalized portfolio and reviewing our progress regularly. Our role is to guide you and your family through all market conditions and help you reach your goals and objectives.
We strive to deliver an exceptional client experience that stands apart from other investment firms by:
- Providing transparency within our process and portfolios
- Customized portfolios- down to the position level- to meet clients’ needs and desires
- Efficient execution of labor-intensive investment strategies focused on wealth preservation
We encourage you to find out more about the team that has been executing wealth preservation strategies for nearly 40 years.
Robert G. Collier, CFP®
Financial Advisor, Senior Vice President
Morgan Stanley Wealth Management
James J. Buri, CFP®
Financial Advisor, Senior Vice President
Morgan Stanley Wealth Management
Kendra Buri CFP®
Financial Advisor
Morgan Stanley Wealth Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Custom Strategies
We focus on designing portfolios tailored to the client’s unique objectives, tax situation and liquidity requirements. When it comes to investments, there is not a one-size-fits-all solution. Investment planning should encompass their needs, risk and goals along with the client’s personal values.
Our primary focus is wealth preservation. Our consultative process is based upon understanding our clients, designing a personalized portfolio and reviewing our progress regularly. It is our role to guide you and your family through various market conditions and to help safeguard what is most important to you. In assisting client’s reach their goals, we utilize the following strategies:
- Covered Call Strategy
- Corporate Fixed Income
- Municipal Fixed Income
- Growth and Alternative Strategies
- Enhanced Cash
Options are not suitable for all investors. Supporting documentation will be supplied upon request.
Before engaging in the purchase or sale of options, potential clients should understand the nature of and
extent of their rights and obligations and be aware of the risks involved, including, without limitation, the
risks pertaining to the business and financial condition of the issuer of the underlying security or instrument.
Option investing, like other forms of investing, involves tax considerations, transaction costs and
margin requirements that can significantly affect the profit and loss of buying and writing options. The
transaction costs of options investing consist primarily of commissions (which are imposed in opening,
closing, exercise and assignment transactions), but may also include margin and interest costs in particular
transactions. Transaction costs are especially significant in options strategies calling for multiple purchases
and sales of options, such as multiple leg strategies, including spreads, straddles and collars. If you are
considering options as part of your investment plan, your Morgan Stanley Financial Advisor or Private
Wealth Advisor is required to provide you with the "Characteristics and Risks of Standardized Options"
booklet from the Options Clearing Corporation. Clients should not enter into options transactions until
they have read and understood the Disclosure Document, as options are not suitable for everyone, and
discuss transaction costs with their Financial Advisor or Private Wealth Advisor. Please ask your Financial
Advisor or Private Wealth Advisor for a copy of the “Characteristics and Risks of Standardized Options”
booklet. A copy of the ODD is also available online at: http://www.theocc.com/about/publications/
publication-listing.jsp. Supporting documentation will be supplied upon request.
Our primary focus is wealth preservation. Our consultative process is based upon understanding our clients, designing a personalized portfolio and reviewing our progress regularly. It is our role to guide you and your family through various market conditions and to help safeguard what is most important to you. In assisting client’s reach their goals, we utilize the following strategies:
- Covered Call Strategy
- Corporate Fixed Income
- Municipal Fixed Income
- Growth and Alternative Strategies
- Enhanced Cash
Options are not suitable for all investors. Supporting documentation will be supplied upon request.
Before engaging in the purchase or sale of options, potential clients should understand the nature of and
extent of their rights and obligations and be aware of the risks involved, including, without limitation, the
risks pertaining to the business and financial condition of the issuer of the underlying security or instrument.
Option investing, like other forms of investing, involves tax considerations, transaction costs and
margin requirements that can significantly affect the profit and loss of buying and writing options. The
transaction costs of options investing consist primarily of commissions (which are imposed in opening,
closing, exercise and assignment transactions), but may also include margin and interest costs in particular
transactions. Transaction costs are especially significant in options strategies calling for multiple purchases
and sales of options, such as multiple leg strategies, including spreads, straddles and collars. If you are
considering options as part of your investment plan, your Morgan Stanley Financial Advisor or Private
Wealth Advisor is required to provide you with the "Characteristics and Risks of Standardized Options"
booklet from the Options Clearing Corporation. Clients should not enter into options transactions until
they have read and understood the Disclosure Document, as options are not suitable for everyone, and
discuss transaction costs with their Financial Advisor or Private Wealth Advisor. Please ask your Financial
Advisor or Private Wealth Advisor for a copy of the “Characteristics and Risks of Standardized Options”
booklet. A copy of the ODD is also available online at: http://www.theocc.com/about/publications/
publication-listing.jsp. Supporting documentation will be supplied upon request.
Corporate Fixed Income
We believe that a client’s allocation to fixed income should be their safest assets. We custom build our fixed income portfolios seeking to increase income and yield while minimizing credit, interest rate and reinvestment risk. We focus on the highest tiers of the quality spectrum and diversify to ensure navigation through turbulent markets.
Municipal Fixed Income
A fixed income strategy that is ideally suited for clients who earn high levels of taxable, ordinary income. We use our extensive research process to identify municipalities that offer fixed income in the highest tier of quality and seeking to maximize after-tax yield.
Both the Corporate and Municipal Fixed Income Strategies are not limited to Morgan Stanley’s inventory and the inventory breadth includes from 5,000-8,000 different CUSIPs daily.
Both the Corporate and Municipal Fixed Income Strategies are not limited to Morgan Stanley’s inventory and the inventory breadth includes from 5,000-8,000 different CUSIPs daily.
Custom Portfolio Strategies
We custom build every portfolio from individual positions and we can reflect your goals, risk tolerance or values within every single position that we purchase. Strategies can be implemented to reflect your goals, objectives and values:
- Blended portfolios to reflect specific goals and risk tolerances:
We can blend different strategies seeking to magnify growth and income or minimize volatility.
- Socially-Responsible portfolios
Capability to run multiple screens and filters to both eliminate and prioritize investments that complement a client’s underlying values while maintaining structurally sound portfolios
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
- Tax Management
It’s not what you earn but what you keep that is important. We focus on maximizing what you keep in your pocket through numerous tax strategies including tax loss harvesting, asset location and tax efficient investment vehicles
- Income Maximization
Whether you need income from your portfolio or you want your portfolio to be focused on more tangible returns, we build portfolios that seek to generate enhanced income that meet your desires
- Blended portfolios to reflect specific goals and risk tolerances:
We can blend different strategies seeking to magnify growth and income or minimize volatility.
- Socially-Responsible portfolios
Capability to run multiple screens and filters to both eliminate and prioritize investments that complement a client’s underlying values while maintaining structurally sound portfolios
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
- Tax Management
It’s not what you earn but what you keep that is important. We focus on maximizing what you keep in your pocket through numerous tax strategies including tax loss harvesting, asset location and tax efficient investment vehicles
- Income Maximization
Whether you need income from your portfolio or you want your portfolio to be focused on more tangible returns, we build portfolios that seek to generate enhanced income that meet your desires
Our Services
You Define Success, We Help You Achieve It: With our commitment to partnership, we help guide you through life's uncertainties and strive for success.
Maintain Cash Flow: I can predict some expenses, but others I can’t. How can I plan to have the cash I need?
Retirement Planning: Is there a way to plan for retirement that takes into account my lifestyle, my family, my company?
Business Strategies: How do I manage my personal wealth with so much tied up in my company?
Travel Goals: Is my nest egg big enough for my travel dreams? Can we swing that vacation home?
Health Needs: What happens to our child’s inheritance if one of us needs long-term care?
Estate Planning: Making sure my estate goes to the people and organizations I care about is a priority. How do I transform my assets into a legacy?
Charitable Giving: The charities I support are extremely important to me—how do I maximize my support of them?
Saving for College: Will I be able to pay for my children’s (and possibly grandchildren’s) educations?
Managing Risk: Are my investments at the right risk level? How do I protect my assets and my family?
Investing: I have so many goals and priorities … how can one investment strategy balance them all?
Tax Optimization: How do I make my investments work for me so that I not paying unnecessary taxes and keeping more in my pocket?
Morgan Stanley Goals Planning System | GPS
Every plan starts with an understanding of your full financial picture and what you hope to achieve. Your plan is customized to reflect what you care about most. Conversation topics can range from technical questions, such as inflation and taxes, to personal matters, like communicating with heirs. The choices belong to you—your life, your values, your definition. We help you get there.
In a world that constantly changes, you need a tailored wealth plan that can evolve with you. We are here to bring clarity and focus on what matters most to you: Legacy, Retirement, Purchases, Family, Travel and Leisure, Career, Tuition.
We will guide you through the process and help you determine if you are on track to achieve your goals.
1. Discover: Understand your financial portrait and quantify your goals.
2. Advise: Create a tailored wealth plan to help keep you on track.
3. Implement: Seek to add value with tax-aware capabilities.
4. Track Progress: Know where you stand and adjust to your changing needs.
Legacy Planning: Trusts, Estates and Philanthropy
When it comes to estate planning, some clients worry about the nuts and bolts—asset allocation, investment selection, tax planning— while others want to coach younger generations on how to become good stewards of family wealth and how to be an effective philanthropist, or wonder how a family will make joint decisions after a large inheritance.
Each family is different, and we can provide resources to help educate and prepare for the future.
Lending and Cash Management Products and Services to Complement Your Investment Strategy
In addition to investing, smart use of borrowing can help provide funding for personal, business or real estate needs—potentially without selling your investments:
- Competitive rates
- Quick access to funds, once approved
- Flexible financing options
Home Loan Solutions
We can help you and your family identify the right home financing solution and then guide you through the process:
- Flexible financing options
- Competitive rates based on your existing relationship
- Financing for properties beyond a primary residence
Cash Management: As a Morgan Stanley client, you can better manage your cash and cash flow by viewing your investments and your finances in one place.
- The relationship that you want: Personalized advice and service on your everyday finances
- Solutions you need
Maintain Cash Flow: I can predict some expenses, but others I can’t. How can I plan to have the cash I need?
Retirement Planning: Is there a way to plan for retirement that takes into account my lifestyle, my family, my company?
Business Strategies: How do I manage my personal wealth with so much tied up in my company?
Travel Goals: Is my nest egg big enough for my travel dreams? Can we swing that vacation home?
Health Needs: What happens to our child’s inheritance if one of us needs long-term care?
Estate Planning: Making sure my estate goes to the people and organizations I care about is a priority. How do I transform my assets into a legacy?
Charitable Giving: The charities I support are extremely important to me—how do I maximize my support of them?
Saving for College: Will I be able to pay for my children’s (and possibly grandchildren’s) educations?
Managing Risk: Are my investments at the right risk level? How do I protect my assets and my family?
Investing: I have so many goals and priorities … how can one investment strategy balance them all?
Tax Optimization: How do I make my investments work for me so that I not paying unnecessary taxes and keeping more in my pocket?
Morgan Stanley Goals Planning System | GPS
Every plan starts with an understanding of your full financial picture and what you hope to achieve. Your plan is customized to reflect what you care about most. Conversation topics can range from technical questions, such as inflation and taxes, to personal matters, like communicating with heirs. The choices belong to you—your life, your values, your definition. We help you get there.
In a world that constantly changes, you need a tailored wealth plan that can evolve with you. We are here to bring clarity and focus on what matters most to you: Legacy, Retirement, Purchases, Family, Travel and Leisure, Career, Tuition.
We will guide you through the process and help you determine if you are on track to achieve your goals.
1. Discover: Understand your financial portrait and quantify your goals.
2. Advise: Create a tailored wealth plan to help keep you on track.
3. Implement: Seek to add value with tax-aware capabilities.
4. Track Progress: Know where you stand and adjust to your changing needs.
Legacy Planning: Trusts, Estates and Philanthropy
When it comes to estate planning, some clients worry about the nuts and bolts—asset allocation, investment selection, tax planning— while others want to coach younger generations on how to become good stewards of family wealth and how to be an effective philanthropist, or wonder how a family will make joint decisions after a large inheritance.
Each family is different, and we can provide resources to help educate and prepare for the future.
Lending and Cash Management Products and Services to Complement Your Investment Strategy
In addition to investing, smart use of borrowing can help provide funding for personal, business or real estate needs—potentially without selling your investments:
- Competitive rates
- Quick access to funds, once approved
- Flexible financing options
Home Loan Solutions
We can help you and your family identify the right home financing solution and then guide you through the process:
- Flexible financing options
- Competitive rates based on your existing relationship
- Financing for properties beyond a primary residence
Cash Management: As a Morgan Stanley client, you can better manage your cash and cash flow by viewing your investments and your finances in one place.
- The relationship that you want: Personalized advice and service on your everyday finances
- Solutions you need
Why Morgan Stanley?
A Firm You Can Trust
Morgan Stanley has over 80 years of experience advising our clients on creating, trading, managing and distributing capital— and we do so with a standard of excellence. At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our commitment to building, preserving and managing the wealth of our clients forms the foundation of everything we do.
Doing Business With Integrity: A Focus on Core Values
Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Our four core values define not only our success, but who we are:
Putting Clients First
Always keep our clients' interests first. Work with colleagues to deliver the firm’s best to every client. Listen to our clients’ needs and goals.
Doing the Right Thing
Act with integrity. Think like an owner to help create long-term shareholder value. Value and reward honesty, collegiality and character.
Leading with Exceptional Ideas
Break new ground. Let facts and different points of view broaden our perspective. Be vigilant about what we can do better.
Giving Back
Be generous with our expertise, time and money. Invest in the future of our communities and our firm. Mentor the next generation.
Global Resources, Local Expertise
Morgan Stanley Wealth Management is one of the largest, most established wealth management businesses in the industry, with almost 16,000 Financial Advisors and $2.4 trillion in client assets. Our Institutional Securities Group and Investment Management businesses expand our wealth management capabilities, delivering investment banking, capital markets and institutional investing services to corporations, organizations and governments around the world.
Wealth Management
A global leader dedicated to delivering services and solutions that help you build, preserve and manage wealth and reach your goals.
Investment Management
Global investment manager delivering innovative investment solutions across public and private markets worldwide.
Institutional Securities Group
One of the world’s top firms in M&A, equity underwriting and debt financing.
By the Numbers
Wealth Management
- 16,000 Financial Advisors and Private Wealth Advisors in 600 locations
- $2.4 trillion in client assets
- No. 1 in Investment Advisory assets under management
Firm
- 57,000+ Employees
- Tier 1 Risk-Based Capital Ratio under U.S. Basel I of approximately 16.5% and leverage 8.3%
- Stable Credit rating A3, BBB+ and A by Moody’s, S&P and Fitch, respectively
Our Investment Platform
1 World-Class Global Investment Committee
- Establish allocation guidelines based on their forecasting.
- Asset class recommendations to help Financial Advisors guide you.
50+ Manager Analysis and Portfolio Strategy Analysts
- Assess quality of investment managers.
- Develop opportunistic trade ideas.
- Implement ideas via model portfolios.
450+ Morgan Stanley & Co. Research Analysts
- Analysts in 21 countries.
- Cover over 3,000 securities.
- Support the flow of ideas.
1,400+ Third-Party Intellectual Capital Investment Managers
- Wide selection of third-party investment managers approved for use in advisory programs.
Morgan Stanley has over 80 years of experience advising our clients on creating, trading, managing and distributing capital— and we do so with a standard of excellence. At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our commitment to building, preserving and managing the wealth of our clients forms the foundation of everything we do.
Doing Business With Integrity: A Focus on Core Values
Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Our four core values define not only our success, but who we are:
Putting Clients First
Always keep our clients' interests first. Work with colleagues to deliver the firm’s best to every client. Listen to our clients’ needs and goals.
Doing the Right Thing
Act with integrity. Think like an owner to help create long-term shareholder value. Value and reward honesty, collegiality and character.
Leading with Exceptional Ideas
Break new ground. Let facts and different points of view broaden our perspective. Be vigilant about what we can do better.
Giving Back
Be generous with our expertise, time and money. Invest in the future of our communities and our firm. Mentor the next generation.
Global Resources, Local Expertise
Morgan Stanley Wealth Management is one of the largest, most established wealth management businesses in the industry, with almost 16,000 Financial Advisors and $2.4 trillion in client assets. Our Institutional Securities Group and Investment Management businesses expand our wealth management capabilities, delivering investment banking, capital markets and institutional investing services to corporations, organizations and governments around the world.
Wealth Management
A global leader dedicated to delivering services and solutions that help you build, preserve and manage wealth and reach your goals.
Investment Management
Global investment manager delivering innovative investment solutions across public and private markets worldwide.
Institutional Securities Group
One of the world’s top firms in M&A, equity underwriting and debt financing.
By the Numbers
Wealth Management
- 16,000 Financial Advisors and Private Wealth Advisors in 600 locations
- $2.4 trillion in client assets
- No. 1 in Investment Advisory assets under management
Firm
- 57,000+ Employees
- Tier 1 Risk-Based Capital Ratio under U.S. Basel I of approximately 16.5% and leverage 8.3%
- Stable Credit rating A3, BBB+ and A by Moody’s, S&P and Fitch, respectively
Our Investment Platform
1 World-Class Global Investment Committee
- Establish allocation guidelines based on their forecasting.
- Asset class recommendations to help Financial Advisors guide you.
50+ Manager Analysis and Portfolio Strategy Analysts
- Assess quality of investment managers.
- Develop opportunistic trade ideas.
- Implement ideas via model portfolios.
450+ Morgan Stanley & Co. Research Analysts
- Analysts in 21 countries.
- Cover over 3,000 securities.
- Support the flow of ideas.
1,400+ Third-Party Intellectual Capital Investment Managers
- Wide selection of third-party investment managers approved for use in advisory programs.
Digital Offering and Cybersecurity
Digital Offerings: Freedom, Access and Information
We’ve made your digital experience a priority. This means offering a secure, integrated suite of robust apps and tools that empower you to make smart financial decisions. It also means building a digital culture that is efficient, agile and able to launch updates quickly—all while delivering convenient, easy-to-use online access to your portfolios, everyday finances and key relationships.
Connect Your Way:
- Access your account wherever, whenever
- View all of your accounts, including those from other financial institutions
- Simplify with online bill pay, fund transfers, mobile check deposits, e-authorizations for wires and Zelle®— a convenient way to transfer money
- Access the latest news and market research
- Go green with e-delivery
Protecting Our Clients: Cybersecurity
Protecting your assets is our duty and one of our top priorities. We continually invest capital and resources to provide the highest standard of care because we understand that our 80 years of success have been grounded in client trust.
Our protections include deep investments in cybersecurity and fraud prevention technology, and continuous employee training on security awareness and fraud protection policies. A dedicated team regularly reviews our security processes, while robust encryption technology and multifactor authentication protect information transmitted between your devices and Morgan Stanley systems.
With our complimentary Premier Protection, exclusively for our Premier Cash Management clients, you can take advantage of identity-theft monitoring, three-bureau credit reporting, real-time alerts, lost-wallet service and more.
We’ve made your digital experience a priority. This means offering a secure, integrated suite of robust apps and tools that empower you to make smart financial decisions. It also means building a digital culture that is efficient, agile and able to launch updates quickly—all while delivering convenient, easy-to-use online access to your portfolios, everyday finances and key relationships.
Connect Your Way:
- Access your account wherever, whenever
- View all of your accounts, including those from other financial institutions
- Simplify with online bill pay, fund transfers, mobile check deposits, e-authorizations for wires and Zelle®— a convenient way to transfer money
- Access the latest news and market research
- Go green with e-delivery
Protecting Our Clients: Cybersecurity
Protecting your assets is our duty and one of our top priorities. We continually invest capital and resources to provide the highest standard of care because we understand that our 80 years of success have been grounded in client trust.
Our protections include deep investments in cybersecurity and fraud prevention technology, and continuous employee training on security awareness and fraud protection policies. A dedicated team regularly reviews our security processes, while robust encryption technology and multifactor authentication protect information transmitted between your devices and Morgan Stanley systems.
With our complimentary Premier Protection, exclusively for our Premier Cash Management clients, you can take advantage of identity-theft monitoring, three-bureau credit reporting, real-time alerts, lost-wallet service and more.
Location
28202 Cabot Rd
Ste 500
Laguna Niguel, CA 92677
US
Direct:
(949) 365-5326(949) 365-5326
Meet The Collier Buri Group at Morgan Stanley
Phone:
(949) 365-5307(949) 365-5307
Anthony Perez
Registered Associate
Phone:
(949) 365-5326(949) 365-5326
About Robert Collier
Robert Collier brings nearly 40 years of experience to the service of his clients. Over the course of his career, Robert has built a substantial business by earning the trust of hundreds of investors and families through developing and implementing unique, custom-built investment strategies that focus on wealth preservation and income generation. Over the course of the last 40 years, that trust has extended across generations of the families that he has assisted.
Robert was raised in Orange County. He earned his Bachelor of Arts in Economics from Princeton University. He is also a designated Certified Financial Planner. Extracurricular activities included playing football in high school and college. Robert has also coached football as a defensive coordinator with Junior All-American and high school teams.
He resides in San Juan Capistrano with his wife, Kelly. Their three daughters have pursued careers of their own with their oldest daughters, Kristin and Lauren teaching special education after obtaining their Master of Education from Johns Hopkins and Columbia, respectively. Their youngest, Blakely, graduated from NYU with a degree in technical theatre, costume design. She is currently a wardrobe stylist based in Nashville styling country singers and professional athletes.
Robert was raised in Orange County. He earned his Bachelor of Arts in Economics from Princeton University. He is also a designated Certified Financial Planner. Extracurricular activities included playing football in high school and college. Robert has also coached football as a defensive coordinator with Junior All-American and high school teams.
He resides in San Juan Capistrano with his wife, Kelly. Their three daughters have pursued careers of their own with their oldest daughters, Kristin and Lauren teaching special education after obtaining their Master of Education from Johns Hopkins and Columbia, respectively. Their youngest, Blakely, graduated from NYU with a degree in technical theatre, costume design. She is currently a wardrobe stylist based in Nashville styling country singers and professional athletes.
Securities Agent: FL, MT, MA, WA, IN, IA, NC, MD, CT, TN, GA, MI, ID, AL, WI, PA, MN, IL, NJ, CA, LA, UT, OR, AZ, RI, OK, NH, HI, DC, CO, VA, TX, NY, NV; General Securities Representative; Investment Advisor Representative
About James Buri
Jim Buri brings over a decade of experience to the service of his clients. Over his career, Jim has cultivated a combination of qualities that are essential to the financial well-being of his clients. By providing them with customized financial solutions, in-depth investment analysis and objective advice, Jim helps clients make more informed decisions that assist them immeasurably in the pursuit of their goals.
Jim is a Vice President, Financial Advisor at Morgan Stanley Wealth Management. His team, The Collier Buri group has the training and experience to offer discretionary investment management and they have developed three proprietary investment strategies to accommodate clients with various risk tolerances and objectives.
Jim earned his undergraduate degree at the University of St. Thomas in Saint Paul, Minnesota and has earned his MBA and Masters in Finance from the Kelley School of Business at Indiana University. Jim is also a designated Certified Financial Planner. Jim spent over a decade of his career at Fidelity Investments and Ameriprise Financial before joining Morgan Stanley in 2018 to provide clients with advice that encompasses both sides of their personal balance sheets and virtually every aspect of their financial lives.
Jim and his wife, Kendra who is a partner on the team as well, grew up in Minnesota and moved to California together over a decade ago. They have since planted roots in Orange County and currently reside in San Clemente with their three children, Calvin and Adele and Remy.
Jim is a Vice President, Financial Advisor at Morgan Stanley Wealth Management. His team, The Collier Buri group has the training and experience to offer discretionary investment management and they have developed three proprietary investment strategies to accommodate clients with various risk tolerances and objectives.
Jim earned his undergraduate degree at the University of St. Thomas in Saint Paul, Minnesota and has earned his MBA and Masters in Finance from the Kelley School of Business at Indiana University. Jim is also a designated Certified Financial Planner. Jim spent over a decade of his career at Fidelity Investments and Ameriprise Financial before joining Morgan Stanley in 2018 to provide clients with advice that encompasses both sides of their personal balance sheets and virtually every aspect of their financial lives.
Jim and his wife, Kendra who is a partner on the team as well, grew up in Minnesota and moved to California together over a decade ago. They have since planted roots in Orange County and currently reside in San Clemente with their three children, Calvin and Adele and Remy.
Securities Agent: MA, OR, IA, CT, AL, MT, RI, NJ, MI, FL, AZ, NH, GA, DC, CA, IL, LA, WA, MN, IN, TX, VA, UT, OK, CO, NC, NV, NY, HI, PA, ID, MD, WI, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1838649
CA Insurance License #: 0H48318
NMLS#: 1838649
CA Insurance License #: 0H48318
About Anthony Perez
Anthony joined the Morgan Stanley Wealth Management Group in 2015 as a Registered Associate. He supports the team in a variety of administrative, operational and client service responsibilities.
Before joining the Morgan Stanley Wealth Management Group, Anthony gained experience at Wells Fargo Advisors in Newport Beach, CA. Anthony’s background is in management, marketing, and client service.
Anthony and his wife Tara live in Rancho Santa Margarita, CA and they have four daughters. Anthony is a youth soccer coach and also stays active by playing soccer and basketball. He and Tara love spending time with their children in sunny California.
Before joining the Morgan Stanley Wealth Management Group, Anthony gained experience at Wells Fargo Advisors in Newport Beach, CA. Anthony’s background is in management, marketing, and client service.
Anthony and his wife Tara live in Rancho Santa Margarita, CA and they have four daughters. Anthony is a youth soccer coach and also stays active by playing soccer and basketball. He and Tara love spending time with their children in sunny California.
Contact Robert Collier
Contact James Buri
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Collier Buri Group at Morgan Stanley today.
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.
1Morgan 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.
2When 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.
3Morgan 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
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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 trust and estate planning and other legal matters.
7Morgan 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan 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.
2When 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.
3Morgan 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
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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 trust and estate planning and other legal matters.
7Morgan 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
