Han Lin, CFP®, CRPC®, CRPS®
Senior Vice President, International Client Advisor, International Client Advisor
Phone:
(626) 584-3482(626) 584-3482
Industry Award WinnerOur Mission Statement
Guidance and advice you can count on every step of the way
Our Story
The Evergreen Group at Morgan Stanley is a wealth management team at Morgan Stanley’s Pasadena office. We assist high net worth individuals and families in creating a financial plan that preserves and grows their assets, achieves their long-term objectives, and allows them to enjoy and live life to its fullest. This is all done while providing our clients with an exceptional level of service and attention to their unique and individual needs.
Through the myriad of services and capabilities available through the Morgan Stanley platform, the team offers the highest level of personalized customer service, account administration, and experience by providing investment solutions, access to lending, estate, and 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 ICA teams (International Client Advisor) at Morgan Stanley, the Evergreen Group also specializes in comprehensive investment, estate, and lending planning and solutions to international clients.
Through the myriad of services and capabilities available through the Morgan Stanley platform, the team offers the highest level of personalized customer service, account administration, and experience by providing investment solutions, access to lending, estate, and 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 ICA teams (International Client Advisor) at Morgan Stanley, the Evergreen Group also specializes 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.*
Discovery meeting
To best service our clients, we need to see the full scope of their financial picture. In this first meeting with the team, we will work to understand your goals, risk tolerance, and time horizon to see how we can best use our experience to help you hit your goals.
Risk Identification and Management
Life's risks can manifest themselves in many ways, from loss of life to loss of health - and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
Longevity Planning
Given extended life expectancy, we help tailor allocation and income distribution strategies to help you preserve assets, whether they are held at Morgan Stanley or other firms. This includes advice on 401(k) plan assets, life insurance and long-term care plans.
Legacy Planning
Delivering an estate to the next generation or favorite charity requires more attention than families often commit. Coordinating with outside estate tax professionals, we align estate planning goals with the appropriate assets tilting and beneficiary designation requirements, while incorporating tax minimization strategies to help enhance results
Asset Growth and Allocation
Asset management aims to achieve the best possible investment returns that are consistent with your level of risk tolerance. We offer a wide range of strategies that apply long-held investment principles to help your assets appreciate appropriately. We embrace conflict-free decision making with a cost-effective structure.
Lifestyle Management
We pay attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement and other key goals are are not compromised. We understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation.
Morgan Stanley Family Office Overview
As your family and your wealth expand, managing it becomes increasingly complex. With evolving family dynamics and greater financial responsibility, you may require professionals with broader expertise and more advanced capabilities. We address the full spectrum of multigenerational wealth management. As your family and assets grow, more nuanced and sophisticated challenges often arise. Our Family Office services are designed to help you meet those challenges effectively.
Family Governance and Dynamics
Family Governance and Dynamics
For many ultra-high-net-worth families, the most difficult planning challenges are not financial but personal. Managing the human impact of wealth often involves addressing complex dynamics such as family values, communication, and legacy planning.
Read MoreFor many ultra-high-net-worth families, the most difficult planning challenges are not financial but personal. Managing the human impact of wealth often involves addressing complex dynamics such as family values, communication, and legacy planning.
Wealth and Estate Planning
Our Wealth and Estate Planning Specialists work as virtual team members alongside your Financial Advisor. Together, they create customized strategies to preserve and transfer your wealth in alignment with your long-term goals.
Read More
Insured Solutions
Many high-net-worth families benefit from integrated insurance strategies that support tax efficiency, wealth transfer, and charitable giving. We help you incorporate these solutions into your overall financial plan.
Read More
Philanthopy Management
We provide the insight, guidance, and tools needed to define your philanthropic goals and develop a thoughtful strategy for achieving them.
Read MoreLocation
55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 584-3483(626) 584-3483
Meet The Evergreen Group
Robert Chung
Financial Advisor, Portfolio Manager
Phone:
(626) 584-3472(626) 584-3472
Eva Choi, QPFC
Associate Vice President, Wealth Management, International Client Advisor, Financial Planning Specialist
Phone:
(626) 584-3483(626) 584-3483
Yineth Shum Chang
International Registered Client Service Associate
Phone:
(626) 584-3488(626) 584-3488
About Han Lin
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.
Securities Agent: NV, VA, HI, PA, TN, NY, OR, WA, MN, CA, WY, TX, DE, NJ, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 633354
CA Insurance License #: 0C38999
NMLS#: 633354
CA Insurance License #: 0C38999
About Robert Chung
With two decades of investment experience, Robert Chung strives to translate complex market dynamics into clear, actionable strategies for the families and business owners he serves. Drawing on fundamental research and disciplined trading techniques, he works closely with clients to design diversified, risk-aware portfolios that align with their long-term goals and evolving needs.
Robert joined his Morgan Stanley team in December 2023 after leading Arc Capital Management LLC, a registered investment advisory firm and family office he founded and managed. His commitment to thoughtful guidance has contributed to the team’s inclusion on the 2025 and 2026 Forbes Best-In-State Wealth Management Teams lists.
Robert graduated cum laude from Yale University with a B.A. in History and Economics and later earned an M.B.A. in Finance and Management from The Wharton School of the University of Pennsylvania. A lifelong learner, he is fluent in Mandarin Chinese and Japanese.
Raised in Walnut, California, and now residing in West Los Angeles, Robert balances his professional responsibilities with a passion for classical music—he plays and collects violins—and an avid interest in reading. He enjoys getting to know each client’s story and helping them write the next financial chapter with clarity and confidence.
Robert joined his Morgan Stanley team in December 2023 after leading Arc Capital Management LLC, a registered investment advisory firm and family office he founded and managed. His commitment to thoughtful guidance has contributed to the team’s inclusion on the 2025 and 2026 Forbes Best-In-State Wealth Management Teams lists.
Robert graduated cum laude from Yale University with a B.A. in History and Economics and later earned an M.B.A. in Finance and Management from The Wharton School of the University of Pennsylvania. A lifelong learner, he is fluent in Mandarin Chinese and Japanese.
Raised in Walnut, California, and now residing in West Los Angeles, Robert balances his professional responsibilities with a passion for classical music—he plays and collects violins—and an avid interest in reading. He enjoys getting to know each client’s story and helping them write the next financial chapter with clarity and confidence.
Securities Agent: MO, AZ, VA, FL, CT, DE, WY, WA, NJ, MA, NV, OR, GA, TX, PA, NY, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2599173
NMLS#: 2599173
About Eva Choi
Eva Choi has been an integral member and partner with the Evergreen Group since January 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 and 66 licenses, and carries the Qualified Plan Financial Consultant and Morgan Stanley Financial Planning Specialist designations.
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.
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 and 66 licenses, and carries the Qualified Plan Financial Consultant and Morgan Stanley Financial Planning Specialist designations.
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.
Securities Agent: CA, NJ, AZ, NV, VA, TX, WY, WA, NY, PA, OR, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2315785
CA Insurance License #: 4193639
NMLS#: 2315785
CA Insurance License #: 4193639
About Yineth Shum Chang
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.
Beyond the office, Yineth enjoys snowboarding and embracing the thrill of the outdoors.
Contact Han Lin
Contact Robert Chung
Contact Eva Choi
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Dwight Guinto
Private Banker
Peter Barash
Private Banker
Joy Quiza
Associate Private Banker
About Dwight Guinto
Dwight Guinto is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dwight began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Business Banking Area Manager at the Wells Fargo. He also served as a Senior Business Relationship Manager and Business Development Officer at Wells Fargo.
Dwight is a graduate of the California State Polytechnic University - Pomona, where he received a Bachelor of Liberal Arts in Education. He lives in Monrovia, California with his family. Outside of the office, Dwight enjoys spending time with his family in outdoor activities and competing in triathlons.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dwight began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Business Banking Area Manager at the Wells Fargo. He also served as a Senior Business Relationship Manager and Business Development Officer at Wells Fargo.
Dwight is a graduate of the California State Polytechnic University - Pomona, where he received a Bachelor of Liberal Arts in Education. He lives in Monrovia, California with his family. Outside of the office, Dwight enjoys spending time with his family in outdoor activities and competing in triathlons.
NMLS#: 1211641
About Peter Barash
Peter Barash is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs,
leveraging our comprehensive suite of cash management and lending solutions.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs,
leveraging our comprehensive suite of cash management and lending solutions.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
NMLS#: 799189
About Joy Quiza
Joy Quiza is an Associate Private Banker serving Morgan Stanley Wealth Management offices in California.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Joy began her career in financial services in 2007, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Premier Banker at Wells Fargo Bank, N.A.
Joy is a graduate of Centro Escolar University, where she received a Bachelor of Arts in Mass Communication. She lives in Los Angeles, California with her husband. Joy is the founder of Alexis Louise Quiza (ALQ) Children’s Foundation, and past president of the Filipino American Business Association of Glendale – Greater Los Angeles from 2018-2019. Outside of the office, Joy volunteers in various community events serving the AAPI community. She and her husband love to travel and enjoy the joy their daughter and three dogs bring in their lives.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Joy began her career in financial services in 2007, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Premier Banker at Wells Fargo Bank, N.A.
Joy is a graduate of Centro Escolar University, where she received a Bachelor of Arts in Mass Communication. She lives in Los Angeles, California with her husband. Joy is the founder of Alexis Louise Quiza (ALQ) Children’s Foundation, and past president of the Filipino American Business Association of Glendale – Greater Los Angeles from 2018-2019. Outside of the office, Joy volunteers in various community events serving the AAPI community. She and her husband love to travel and enjoy the joy their daughter and three dogs bring in their lives.
NMLS#: 642535
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Wealth Management
Global Investment Office
Portfolio Insights
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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
A 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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Evergreen Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
