Our Story

The Evergreen Group is a wealth management team in the Pasadena office of Morgan Stanley. We assist high net worth families in creating a  financial plan that enables them to preserve and grow their assets, achieve their dreams and enjoy life, all while providing them with an exceptional level of service and attention to their family’s unique needs.

We offer the highest level of personalized customer service, account administration, and expertise by providing investment solutions, lending, estate, retirement and fiduciary planning strategies for high net worth individuals, corporations, pensions and 401 (k) plans, foundations, and non-profit charitable entities. As one of the few designated IFA (International Client Advisor) at Morgan Stanley, the Lin Group is specialized in comprehensive investment, estate, and lending planning and solutions to international clients.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

    Manage Your Financial Life & Beyond 

    Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

        Location

        55 South Lake Ave
        Ste 700
        Pasadena, CA 91101
        US
        Direct:
        (626) 584-3482(626) 584-3482

        Meet The Evergreen Group

        Photo of Lily Cai

        Lily Cai, CFP®

        Senior Vice President, Wealth Advisor, International Client Advisor

        Phone:
        (626) 304-2482(626) 304-2482

        About Me

        Vivian joined Morgan Stanley in 2016 as a Senior Vice President and International Client Advisor.  Prior to Morgan Stanley, she had been worked with Merrill Lynch as a Senior Vice President and IFA for 27 years.  She aims to help clients simplify their approaches to managing finances, allowing clients more time to enjoy life. Her focuses include managing clients’ assets in Offshore Trusts, Private Charitable Foundations, Estate Accounts, and Retirement Planning. She graduated from California State University, Los Angeles, obtaining a B.S. degree from its Professional Accounting Program. In addition, Vivian holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Vivian loves Puccini operas, cooking, line dancing, and spending time with children.
        Securities Agent: CA, WA, TX, TN, OR, NY, NV, NJ, MO, MA, ID, FL, DE, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 633351
        CA Insurance License #: 0A38012

        About Me

        With more than twenty years of experience in the financial services field, Han is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. and also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. He joined Morgan Stanley in 2016 and his areas of emphasis include Portfolio Construction, Rebalancing, and Risk Management. His investment discipline is grounded on goal-driven asset allocation to help determine appropriate risk/return expectations as well as periodically rebalancing.  As an avid hiker and marathon runner, Han is the leader of Hiking on Sunday, a community hiking club. He also recently completed the Avalon Benefit 50 Mile Run in Catalina Island.
        Securities Agent: TX, CA, WA, TN, OR, NY, NV, NJ, MO, MA, IL, ID, FL, DE, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 633354
        CA Insurance License #: 0C38999

        About Me

        Over my 19 year career in the financial services industry, I have built an international practice focused on helping high net worth clients effectively grow, preserve and transfer their wealth to the next generation and beyond. My strong technical background and deep knowledge of financial planning enable me to build customized portfolios reflecting an in-depth understanding of each client’s needs.

        As an International Client Advisor with Morgan Stanley, I travel internationally to meet clients and prospects. This affords me a distinctive perspective to provide my clients with dynamic wealth management strategies and highly personalized services.

        After completing my undergraduate engineering studies is Anhui, China, I moved to Boston, Massachusetts to pursue an MBA in Finance and Accounting at Suffolk University.

        In 1999, I moved to beautiful California where I started my career in Financial Planning. I currently live in Arcadia, California with my husband and two sons. I enjoy playing badminton and learning about new cultures through travel. I am fluent in Mandarin and English.
        Securities Agent: TX, CA, WA, TN, OR, NY, NV, NJ, MO, MA, ID, FL, DE, AZ; General Securities Representative; Investment Advisor Representative
        NMLS#: 1268271
        CA Insurance License #: 0C97179

        About Me

        With much experience as an assistant to senior executives, Eva focuses primarily on a wide range of administrative needs, making sure requests are processed and fulfilled efficiently and accurately. She holds a Bachelor’s in Business Administration from Hong Kong and is also fluent in Cantonese and Mandarin Chinese.  She enjoys travelling and spending time with family and friends.

        About Me

        With more than eighteen years of industry experience in financial services,  Jessica focuses primarily on a wide range of administrative needs, enhancing client relationships; conducting due diligence on products; and providing and maintaining exceptional client service experiences.

        Jessica had worked as a certified international assistant to senior executives in Bank of America International Private Bank and Banc of America Investment prior to joining Morgan Stanley in 2007.  She is registered with FINRA, and holds her Series 7, 63 and 66 licenses.  She is also fluent in Mandarin, Taiwanese and English. She enjoys traveling with family and friends and loves listening to music.
        Investment and Market Perspectives

        On the Markets

        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
        The Simple Six-Step Retirement Checkup

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        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
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        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
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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
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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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
        A New Roadmap for Mission Alignment

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        Ready to start a conversation? Contact The Evergreen Group today.
        Market Information Delayed 20 Minutes
        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.

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        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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