Dana Jacobs
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(310) 297-3728(310) 297-3728
Morgan Stanley Private Wealth Management
The Jacobs/Vorwald Group
Direct:
(310) 297-3728(310) 297-3728
Our Mission Statement
We help clients and families of substantial wealth simplify and manage their complex personal and financial lives.
Welcome
At The Jacobs/Vorwald Group, we are an experienced team of financial professionals who combine our talents to help a select group of affluent families address the myriad challenges of managing significant wealth. Following a disciplined process, we craft highly customized strategies based on their unique needs, challenges and aspirations. We are deeply committed to helping our clients realize their goals, and are dedicated to delivering an outstanding service experience.
Should you choose to work with us, we will strive to address your needs and to exceed your expectations. Combining our own experience with the vast global resources of Morgan Stanley, we will provide access to the skills and capabilities needed to help you protect and grow your assets, sustain your lifestyle and support the people, causes and institutions that enhance your life.
Should you choose to work with us, we will strive to address your needs and to exceed your expectations. Combining our own experience with the vast global resources of Morgan Stanley, we will provide access to the skills and capabilities needed to help you protect and grow your assets, sustain your lifestyle and support the people, causes and institutions that enhance your life.
Capabilities
- Family Governance & Wealth Education
- Consolidated Reporting
- 10b5-(1) Programs
- Pre-Liquidity Planning
- Investment Management
- Open-Architecture Platform
- Manager Selection
- Proprietary Investment Opportunities
- Sustainable & Responsible InvestingFootnote1
- Risk Management
- Hedging Strategies
- Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Clients
We work with successful entrepreneurs, investors and accomplished executives, each with unique financial needs and demanding time constraints. Our goal is to help preserve and grow their financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
Entrepreneurs
Our team has decades of experience working with privately-owned company founders and executives. We can assist with the complicated and complex challenges that come with establishing a new business and working towards a future liquidity event. This process includes providing input and resources at crucial stages as your professional and personal lives develop.
Click here to learn morePre-IPO Planning
While you concentrate on the various demands of taking an organization public, we support and help you take the appropriate steps to achieve your wealth management goals tax efficiently. These steps may include wealth transfer strategies, option exercise analysis, and Qualified Small Business Stock discussions.
Click here to learn morePublic Company Executives
We have a history of successfully supporting C-Level executives with their personal financial needs. These services include reviewing incentive compensation packages, providing solutions for concentrated equity positions including 10b5-1 plans, exchange funds, hedging strategies, and other diversification strategies.
Click here to learn moreVenture Capital and Private Equity Partners
Investing in private companies creates distinct wealth management considerations. We provide innovative solutions regarding asset allocation, risk management, liabilities, philanthropy management as well as trust and estate structures.
Click here to learn moreFeatures Available To You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Atlas planning Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about Online Security Center
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about Portfolio Risk PlatformLocation
2141 Rosecrans Ave,
Suite 3100
El Segundo, CA 90245
US
Direct:
(310) 297-3728(310) 297-3728
2121 North Pearl St
Suite 500
Dallas, TX 75201
US
Meet The Jacobs/Vorwald Group
Alan Vorwald
Managing Director, Private Wealth Management, Private Wealth Advisor, Founders Specialist
Phone:
(214) 661-7041(214) 661-7041
Anu Parks
Private Wealth Management Associate
Phone:
(310) 297-3778(310) 297-3778
Henry Wu
Private Wealth Management Analyst
Phone:
(310) 297-3779(310) 297-3779
Kayla Rafie
Private Wealth Management CSA
About Dana Jacobs
With over 30 years of experience in wealth management, Dana Jacobs has developed broad investment knowledge with a focus in corporate executive and entrepreneurial services, which includes: balance sheet and liability management, tax, trust and estate strategies, implementation of customized investment strategies and family governance and dynamics.
Prior to joining Morgan Stanley, Dana served as a Managing Director at Barclays and a Managing Director in charge of the western United States Region of HSBC Private Bank. Earlier in his career, he spent 10 years as a Director in the Private Client Group at Credit Suisse First Boston and its predecessor firm, Donaldson, Lufkin and Jenrette. In 2018 Dana earned Morgan Stanley’s Family Wealth Director (FWD) designation. Dana was named a Forbes Best in State Wealth Advisor in 2020, 2021, 2022, 2023, and 2024.
Dana holds a B.A. from the University of California Santa Barbara, an MBA from the Anderson School of Management at UCLA, and is a CFA charter holder. He resides in the Hermosa Beach with his wife and two daughters.
2020, 2021, 2022, 2023 & 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020, Feb 2021, Apr 2022, Apr 2023, & Apr 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
Prior to joining Morgan Stanley, Dana served as a Managing Director at Barclays and a Managing Director in charge of the western United States Region of HSBC Private Bank. Earlier in his career, he spent 10 years as a Director in the Private Client Group at Credit Suisse First Boston and its predecessor firm, Donaldson, Lufkin and Jenrette. In 2018 Dana earned Morgan Stanley’s Family Wealth Director (FWD) designation. Dana was named a Forbes Best in State Wealth Advisor in 2020, 2021, 2022, 2023, and 2024.
Dana holds a B.A. from the University of California Santa Barbara, an MBA from the Anderson School of Management at UCLA, and is a CFA charter holder. He resides in the Hermosa Beach with his wife and two daughters.
2020, 2021, 2022, 2023 & 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020, Feb 2021, Apr 2022, Apr 2023, & Apr 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: CT, AL, UT, NJ, NE, NC, MN, MI, HI, WV, WA, ND, GA, AR, OR, MD, KS, CO, CA, AK, PA, IA, TX, SC, NY, MO, MA, FL, PR, VT, VA, NM, MT, WY, LA, KY, ID, DC, WI, VI, TN, SD, OH, NH, ME, IN, IL, RI, NV, DE, AZ, OK, MS; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1418890
CA Insurance License #: 796268
NMLS#: 1418890
CA Insurance License #: 796268
About Alan Vorwald
A 20-year wealth management veteran, Alan Vorwald is knowledgeable about all aspects of the investment process, including asset allocation, hedging and collaring, equity and fixed-income management, structured products, and alternative investments.
Alan and his team focus on entrepreneurs and their families. Specifically, they help entrepreneurs by accessing experts in the tax, trust and estate fields, as well as corporate law and investment banking. This team of advisors assists entrepreneurs and their families to grow their businesses in a tax effective manner, and ultimately to sell or transfer the business to the next generation. Subsequently, Alan and his team manage the liquid assets and continue to plan for the next generation. In recognition of his expertise, Alan was recognized on Forbes’ first ever list of America’s Best-in-State Wealth Advisors in 2018, 2019, 2022, 2023 and again in 2024. In 2025, Alan received the Founders Specialist Designation based on his team’s history of connecting Founders to the right resources at the right time, through each stage of their company's evolution and personal wealth journey.
Alan holds a BA from the University of Iowa and an MBA from the Kellogg School of Management at Northwestern University. He spent eight years living in cities across Europe, speaks German fluently and played in European basketball leagues. He resides in Highland Park, Texas, with his wife and five children, after having lived in Los Angeles for 21 years. Alan is a member of the Board of Overseers at the Hoover Institution at Stanford University.
2018, 2019, 2022, 2023, & 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2018, Apr 2019, Apr 2022, Apr 2023, & Apr 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Alan and his team focus on entrepreneurs and their families. Specifically, they help entrepreneurs by accessing experts in the tax, trust and estate fields, as well as corporate law and investment banking. This team of advisors assists entrepreneurs and their families to grow their businesses in a tax effective manner, and ultimately to sell or transfer the business to the next generation. Subsequently, Alan and his team manage the liquid assets and continue to plan for the next generation. In recognition of his expertise, Alan was recognized on Forbes’ first ever list of America’s Best-in-State Wealth Advisors in 2018, 2019, 2022, 2023 and again in 2024. In 2025, Alan received the Founders Specialist Designation based on his team’s history of connecting Founders to the right resources at the right time, through each stage of their company's evolution and personal wealth journey.
Alan holds a BA from the University of Iowa and an MBA from the Kellogg School of Management at Northwestern University. He spent eight years living in cities across Europe, speaks German fluently and played in European basketball leagues. He resides in Highland Park, Texas, with his wife and five children, after having lived in Los Angeles for 21 years. Alan is a member of the Board of Overseers at the Hoover Institution at Stanford University.
2018, 2019, 2022, 2023, & 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2018, Apr 2019, Apr 2022, Apr 2023, & Apr 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: NC, HI, DE, CT, TN, NJ, KS, ID, CO, WA, VA, SC, SD, NM, MA, LA, KY, UT, MI, IN, MD, IL, GA, FL, AK, TX, PA, NY, MO, CA, AZ, OH, NV, WY, OR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1413964
CA Insurance License #: 0K85978
NMLS#: 1413964
CA Insurance License #: 0K85978
About Anu Parks
Drawing on over 30 years of experience in wealth management, Anu Parks supports the team’s clients and Private Wealth Advisors, contributing to an outstanding client service experience. Prior to joining Morgan Stanley, she worked at Barclays as a Client Service analyst, and was a Financial Advisor and Senior Associate with Merrill Lynch in Beverly Hills.
Anu holds a BBA from the University of California Riverside and an MBA from the Marshall School of Business at the University of Southern California. She resides in Redondo Beach with her husband and daughter.
Anu holds a BBA from the University of California Riverside and an MBA from the Marshall School of Business at the University of Southern California. She resides in Redondo Beach with her husband and daughter.
About Henry Wu
Henry Wu joined Morgan Stanley Private Wealth Management in 2016 after spending the previous three years at JP Morgan Securities. As a Wealth Management Associate, Henry’s responsibilities include, but are not limited to, bond trading, syndicate trading, and equity portfolio management. Aside from Morgan Stanley, Henry has worked for UBS Financial Services as a Branch Service Associate, Wells Fargo Advisors as a Client Services Associate, and JP Morgan as a Wealth Management Associate.
Henry Graduated from University of California, Irvine with a BA in Economics in 2007. He lives in Redondo Beach with his wife and two kids.
Henry Graduated from University of California, Irvine with a BA in Economics in 2007. He lives in Redondo Beach with his wife and two kids.
About Kayla Rafie
Kayla Rafie joined Morgan Stanley Private Wealth Management in 2024. She had previously interned at Mutual of Omaha in their financial planning division and Wells Fargo as a banking associate. Contributions to the team include day to day administrative and operational activities.
Kayla holds a BS in Financial Services and a minor in Real Estate from San Diego State University. She was born and raised in Los Angeles and currently resides in Brentwood. She enjoys cooking, going to concerts with friends, and traveling.
Kayla holds a BS in Financial Services and a minor in Real Estate from San Diego State University. She was born and raised in Los Angeles and currently resides in Brentwood. She enjoys cooking, going to concerts with friends, and traveling.
Contact Dana Jacobs
Contact Alan Vorwald
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
