The Cregg Brown Group at Morgan Stanley

Roger is a Financial Advisor and lead wealth management partner with The Cregg Brown Group at Morgan Stanley Wealth Management in Laguna Niguel, CA.

His primary role is being a personal financial advisor and valued member of his client’s advisory team because of his broad financial experience in comprehensive wealth management. He has developed advanced knowledge in portfolio management, trusts and estates, IRA distribution and retirement
planning strategies. Through his leadership and access to global intellectual capital, clients’ experience the positive benefits planning has on family wealth and harmony.

Roger is dedicated to life-long learning focused on strong fundamentals and current events. He holds a Certificate of Fiduciary Management for Trustees from California State University, Fullerton. He is a ClientWise™ Certified Financial Services Coach, and, after twenty years, he recently retired his designation of Certified Trust & Financial Advisor^® from The Institute of Certified Bankers. He is recognized as a Five Star Wealth Manager, 2012 through 2023*, and Forbes 2023 Best-In-State Wealth Management Teams*.

His previous community leadership positions include: Laguna Playhouse – Board of Trustees, President – Orange County Estate Planning Council, President – Planned Giving Round Table, President – Estate Planning Council of South Orange County, President – Orange County Trust Officers Association; and Advisory Board positions with the Arthritis Foundation, Age Well Senior Services, Cal State Fullerton Fiduciary Certificate Program, UCI MIND (Institute for Memory Impairments and Neurological Disorders), and Investment Advisory Commission for the City of Mission Viejo, CA.

Roger is celebrating thirty-two years of marriage to his beautiful wife, Doreen, and they reside in Mission Viejo, CA.

*2023 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded January 2023) Data compiled by SHOOK Research LLC based on time-period from 3/31/21 – 3/31/22. Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2012-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

NMLS#: 1310707
CA Insurance License #: 0B21020

Bob is a financial advisor and senior wealth management partner with the Cregg Brown Group at Morgan Stanley Wealth Management in Laguna Niguel, California.

Bob’s primary role is acting as a client’s thinking partner and advocate, sitting on the same side of the table with the client, to sort through, analyze and prioritize the various information and decisions involved in aligning one’s financial planning with their most important values and goals. Bob is a skilled and patient listener and believes asking the right questions is key to creating a successful financial plan. He strives to create a safe space where every client feels listened to and understood.

Bob was educated by the Benedictines at St. John’s University, Collegeville, MN before graduating from the University of Minnesota and starting his financial planning career in Minneapolis. He has embraced specialized education earning designations as a Certified Financial Planner Professional (CFP^®), Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU). Bob is a 30-year resident of Laguna Niguel, California, and a long-time volunteer serving his profession, the city of Laguna Niguel and Orange County.

Bob’s professional and community activities include:

Past president of the Financial Planning Association of Orange County
Past chair of the Orange County Audit Oversight Committee
Past chair of the Laguna Niguel Investment, Banking & Audit Committee
Past chair of the Laguna Niguel Planning Commission
Member of the Laguna Niguel Traffic & Transportation Commission
Member of the Laguna Niguel Military Support Committee
Member of the Orange County Sheriff’s Advisory Council
Member of the Laguna Niguel Rotary Club
Member of the Laguna Niguel Chamber of Commerce.


*2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded January 2025) Data compiled by SHOOK Research LLC based on time-period from 3/31/23 – 3/31/24. Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2012-2025) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Securities Agent: CA, AZ, UT, SC, MD, HI, VA, OR, NY, NJ, MO, MT, CO, TN, RI, MN, ME, MA, AL, WA, ID, GA, NV, NC, FL, CT, OH, MI, IA, DC, DE, AR, TX, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282631
CA Insurance License #: 0D88360

Titus is a Vice President and lead Portfolio Manager with The Cregg Brown Group at Morgan Stanley Wealth Management.

Titus’ practice is dedicated towards simplifying the complexity wealth brings. He works with executives and approaches equity compensation in a proactive and informed manner to help design portfolios that resonate with his clients’ specific financial objectives. His planning method focuses on answering some of the pressing questions around equity compensation, analyzing stock options and managing liquidity.

Titus is a Financial Planning Specialist and a workplace advisor designee.

Titus volunteers his time through the various initiatives offered through Morgan Stanley. At Morgan Stanley, giving back is an integral part of the firm’s culture where employees help strengthen the impact they can make not only within their local communities but also with nonprofits around the globe.

Titus lives in Orange County, California and during his free time enjoys outdoor activities while spending time with his family.


NMLS #1703199
CA Insurance License #0M52848,

J.P. is an Associate Vice President, Financial Advisor, and Partner with the Cregg Brown Group at Morgan Stanley Wealth Management.

J.P.’s primary focus is bringing clarity & confidence to clients’ lives. He is a trusted advisor to individuals, families, and institutions. His areas of experience include advising clients on IRA distribution & retirement planning strategies, tax-efficient investment management & planning around concentrated or highly appreciated equity positions. His planning method also incorporates alternative investments.

At Morgan Stanley, J.P. has received designations as a Portfolio Manager, Financial Planning Specialist, and Workplace Advisor for Equity Compensation.

In his personal life, J.P. supports a variety of causes. The National Multiple Sclerosis Society (“NMSS”) is among those most important to him. As a donor & volunteer, he seeks to raise awareness about the devastating impacts of MS to advance a cure, prevention & treatment.

He resides in Orange County with his 11-year-old rescue dog, Blue (a very handsome Black Labrador Retriever mix). Outside of the office, J.P. enjoys traveling, exercising, and spending time with family & friends.

Daniel started Morgan Stanley as a Wealth Advisor Associate where he worked with many different Morgan Stanley Advisors throughout Orange County, where he focused on financial planning. During this role he worked with may different families to create holistic financial plans to help meet their life goals. As a Financial Advisor, he knows the importance of truly knowing his clients in order to keep them on course toward their most important life goals.

Daniel graduated from the University of San Diego with a bachelor's degree in Business Administration with a Finance and Real Estate major. At the University of San Diego, Daniel was the founder and president of the USD Investment Club. Daniel currently resides in Dana Point, CA and enjoys fishing, snowboarding, cooking, and trying out new restaurants. Daniels favorite thing is to meet new people and discovering new experiences.

Maria is a southern California native, receiving her BS degree in Business Administration (majoring in Computer Information Systems) from California State Polytechnic University, Pomona. After a brief tech career, Maria went on to law school attending the University of the Pacific, McGeorge School of Law. After practicing family law (divorce, child custody, domestic violence) became extremely depressing, she decided on a career change and ended up at Morgan Stanley just over five years ago.

Maria lives in Lake Forest with her wife, Alison, their two dogs, Maddie and Molly, two cats, Stella and Guinness and a desert tortoise who is estimated to be in her 90s. In her free time, Maria & Alison LOVE to travel and experience new cultures and adventures. When not traveling, you are likely to find Maria at Disneyland, participating in an escape room with friends, or making homemade pizza in her Ooni outdoor pizza oven.

Dina is a Senior Registered Client Service Associate with Morgan Stanley Wealth Management in Laguna Niguel, CA.

Her primary focus is providing exceptional service and support to wealth management clients and their families. Leading with a solution-based mindset, she enjoys being a trusted professional assisting clients and advisors with everyday needs, including, cash management, transaction support, and directed trade execution.

Dina’s broad career experience started in institutional bonds creating a strong foundation for working with high and ultra-high net worth clients. Having spent most of her career at Morgan Stanley, she is deeply familiar with the firm and has both the relationships and the knowledge to get things done. She holds Series 7 and 63 security licenses.

She is an avid sports fan – especially hockey – and an ardent animal lover who supports the ASPCA, SPCA and local animal shelters. A Southern California native, Dina currently lives in Newport Beach, California.