The Evergreen Group at Morgan Stanley

Vivian joined Morgan Stanley in 2016 as a Senior Vice President and International Client Advisor. Prior to Morgan Stanley, Vivian was a Senior Vice President and International Financial Advisor at Merrill Lynch. As a premier wealth advisor, Vivian assists clients in simplifying and managing their finances so that they have more time to enjoy life. Her practice includes managing client assets via Offshore Trusts, Private Charitable Foundations, Estate Accounts, and Retirement Planning strategies. Vivian graduated from California State University, Los Angeles, with a Bachelor of Science degree from the Professional Accounting Program. In addition, Vivian holds the Chartered Retirement Planning CounselorSM (CRPC^®) designation. In her spare time, Vivian enjoys Puccini operas, cooking, line dancing, and spending time with her family.

Vivian was ranked America's Top 1,000 Women Wealth Advisors, Forbes - March 2021.

​Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

With more than twenty years of experience in the financial services industry, Han is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. and holds the Chartered Retirement Planning CounselorSM (CRPC^®) designation. Han joined Morgan Stanley in 2016 and focuses on Portfolio Construction, Rebalancing, and Risk Management. His investment discipline is grounded on goal-driven asset allocation that involves setting appropriate risk/return expectations and employing periodic rebalancing. Han is an avid hiker and triathlete.

With more than 18 years of experience, Robert Chung began his finance career at Morgan Stanley Private Wealth Management in New York, where he worked with a team that advised on more than $500 million in private and institutional assets. In 2012, Robert moved back to Los Angeles and started his own registered investment advisory firm to manage his own family office and the assets of other ultra-high net worth families and institutions. After managing his own firm for more than 11 years, in December 2023, Robert returned to Morgan Stanley and joined the Evergreen Group to provide his clients a greater array of investment services and capabilities. Robert primarily focuses on active portfolio management where he conducts fundamental research and implements various trading strategies to generate maximum, risk-adjusted returns for clients. Moreover, Robert employs the principles of asset allocation and other wealth planning strategies to help his clients realize their short-term and long-term financial objectives.

Robert holds a Master of Business Administration in Finance and Management from The Wharton School of the University of Pennsylvania and a Bachelor of Arts cum laude from Yale University with majors in Economics and History. In his spare time, Robert is an ardent player and collector of fine Italian and French violins.

Eva Choi has been an integral member and partner with the Evergreen Group since 2013. Together with the Lin Group of Merrill Lynch (now known as the Evergreen Group at Morgan Stanley), Eva joined Morgan Stanley in 2016. With more than 10 years of industry experience, Eva expanded her role in 2022 by transitioning to the Financial Advisor role.

Eva understands the values that a Financial Advisor can provide to their clients and is committed to developing strong client relationships in this role. She understands that everyone has their unique financial objectives that range from educational funding for their children/grandchildren to retirement planning for themselves. Along with the Evergreen Group, Eva and the entire team is dedicated to helping clients realize their financial goals.

Eva is fully registered with the Series 7, 63 and 66 licenses, and carries the Morgan Stanley Financial Planning Specialist designation. She received the Top 1,000 Client Associate Awards for 2 consecutive years at Merrill Lynch before joining Morgan Stanley in 2016.

Eva was born and raised in Hong Kong, and currently resides in Arcadia, California with her family. She is fluent in English, Mandarin and Cantonese. In her free time, Eva enjoys trying new local restaurants, traveling, and spending time with family and friends.

Yineth is a dedicated professional in the financial industry, servicing as a Registered Client Service Associate. Joining the team in 2021, with a focus on operations and client relation. Holding a series 7, 63 and 66 license, Yineth is well equipped to deliver exceptional service and support. Fluent in both Mandarin and Cantonese. Yineth established strong rapport with clients from diverse backgrounds. Facilitating effective communications and personalize assistance.

Beyond the office, Yineth enjoys snowboarding and embracing the thrill of the outdoors.