About the Group

We are a full-service seven-member team offering the highest quality and most comprehensive financial resources and knowledge available. Working out of offices in Westlake Village and Pasadena, California, The Lake Avenue Group at Morgan Stanley provides financial counsel and discretionary investment management to individuals and their families, professionals, business owners and others. Our services range from providing advice on specific financial needs to creating individualized plans that focus both sides of the balance sheet and every aspect of financial decision-making toward specified goals and objectives. We also provide access to Cash Management and Lending Solutions.

Our combined strengths bring together asset management and planning for the future in a way that our clients feel is integrated and thorough. We accept appointments at either location or will drive to meet you at an alternate location. The Lake Avenue Group at Morgan Stanley is committed to providing you professional wealth management with a personal touch. Life is better at the Lake!

Westlake Village
100 N. Westlake Blvd. Suite 200
Westlake Village, CA 91362
(805) 494-0218

Pasadena
55 S. Lake Avenue 7th Floor
Pasadena, CA 91101
(626) 304-2457
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Business Succession Planning5
  • Divorce Financial Analysis6
  • Estate Planning Strategies7
  • Exchange Traded Funds8
  • Executive Financial Services9
  • Financial Planning10
  • Fixed Income11
  • Lending Products
  • Life Insurance12
  • Long Term Care Insurance13
  • Municipal Bonds14
  • Planning for Education Funding15
  • Planning for Individuals with Special Needs16
  • Professional Portfolio Management17
  • Qualified Retirement Plans18
  • Retirement Planning19
  • Sustainable Investing20
  • Trust Accounts21
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Event

    Working With You

    As Financial Advisors, our mission is to help guide, protect and enhance the financial lives of our clients, preparing them to weather life's challenges and benefit from its opportunities.  We are committed to effectively preserving and enhancing capital by helping you define your investment, estate and financial planning objectives, providing suitable recommendations and regularly monitoring and communicating results.  We build strong relationships with our clients, developing a foundation of mutual trust and the ability to offer more personalized advice, service and wealth management strategies. Sharing the responsibilities of wealth management with you, we help simplify the process of asset accumulation, management, protection and distribution across generations.

    As your objective Financial Advisors, we offer a steady hand through the ups and downs of the market. We believe in long-term planning and building portfolios that take into account your time horizon, risk tolerance, special tax considerations or investment restrictions and other needs and preferences.  Through Morgan Stanley, we are able to offer to all clients intellectual capital, proactive planning and money management systems that have historically only been available to large institutions and the wealthiest of families.  We encourage you to meet with us to explore how we can help free you to live your life with confidence in your financial future.

      Location

      55 S. Lake Ave
      7th Floor
      Pasadena, CA 91101
      US
      Direct:
      (626) 304-2457(626) 304-2457
      Toll-Free:
      (800) 362-6992(800) 362-6992
      100 N. Westlake Blvd.
      Suite 200
      Westlake Village, CA 91362
      US
      Direct:
      (626) 304-2457(626) 304-2457

      Meet The Lake Avenue Group

      About Me

      The Lake Avenue Group's credentialed Morgan Stanley Senior Portfolio Manager, Darius Raulinaitis is responsible for managing client portfolios on a day-to-day basis and has developed the team's proprietary portfolios.  He is one of the few portfolio managers at Morgan Stanley to have also earned the prestigious Chartered Financial Analyst (CFA) designation. A native of California, Darius graduated with a BA in Economics from the University of California Los Angeles (UCLA) and earned an MSBA in International Finance from San Francisco State University. Darius belongs to the CFA Institute and The CFA Society of Los Angeles, Inc.  He has been with Morgan Stanley since 1990 and is one of the founders of The Lake Avenue Group at Morgan Stanley.  Darius is the past Commodore of the Westlake Yacht Club and lives near the beautiful lake in Westlake Village, CA with his wife and Lake Avenue Group co-founder, Laura Marie Raulinaitis, and their dogs, Cooper and Honey.  During his downtime, Darius enjoys cooking and is an avid participant in athletic outdoor activities such as road biking, skiing and sailing. His daughter, Julia, attends the University of Colorado.Visit Darius' website at Darius Raulinaitis, Portfolio Manager.
      Securities Agent: TX, CA, WY, WV, WI, WA, VA, UT, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MI, ME, MD, MA, IN, IL, ID, HI, GA, FL, DE, CT, CO, AZ, AR, AL; Managed Futures; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1282886
      CA Insurance License #: 0A89029

      About Me

      As one of the team’s three CERTIFIED FINANCIAL PLANNER's, Laura Marie's goal has been to earn the trust of families by focusing on multi-generational wealth transfer and family dynamics. With an emphasis on planning, Laura Marie helps families and individuals create strategies for everything from educational to estate planning goals. Laura Marie prides herself on providing the highest level of service possible to her clients.  She has a particular knack for taking a bird's eye view and finding the most effective and efficient route toward achievement of a set of goals.

      "My most important work experience prior to joining Morgan Stanley came from growing up and working within a family-owned sporting camp in Maine. This experience has helped instill my work ethic and also taught me about the unique challenges facing individual business owners."

      Laura Marie believes the traits of honesty, hard work and perseverance that she learned from her parents during childhood regularly aid her in her position as a Financial Advisor at Morgan Stanley. Recently, she was asked to join the Board of Portfolio Management Institute (PMI) a Morgan Stanley peer-led resource organization. Laura Marie has a BA in Business Administration, has been with Morgan Stanley since 1997 and is one of the original founders of The Lake Avenue Group at Morgan Stanley.

      Laura Marie lives in Westlake Village with her husband and business partner, Darius, and their dogs, Cooper and Honey, but commutes to both the Pasadena and Westlake offices.  Never meeting a challenge she didn’t like, she runs marathons, rides bikes and snowboards. She also enjoys a good book, even resorting to audio books on her longer commute days.  Call Laura at 626-304-2457 to schedule a time to connect.
      Securities Agent: TX, CA, WY, WI, WA, VA, UT, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MI, ME, MD, MA, IN, IL, ID, HI, GA, FL, DE, CT, CO, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1282399

      About Me

      Originally from the Chicago area, Dennis relocated to beautiful Southern California with his wife, Rebecca, in 2013. Dennis is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst focusing on portfolio risk analysis. With a legacy at Morgan Stanley of over 25 years, Dennis diligently works to understand clients' goals and values and seeks to empower them to make confident and informed decisions so they may enjoy the wealth they have created.  Dennis deals in helping families plan legacies from one generation to the next and also has extensive experience working with small business owners.  Dennis has been with Morgan Stanley or its predecessor firms since 1983. Dennis is a member of the Association of Professional Investment Consultants, the Investment Management Consultant’s Association, the Conejo Valley Estate Planning Council, and ProVisors, a financial networking group of highly regarded attorneys, CPAs and estate planning professionals who have the common goal of sharing knowledge to provide multi-disciplinary solutions to their clients. In his free time, he enjoys golfing, skiing, outdoor grilling and reading books about politics and economics.  Dennis has two grown children, David and Elizabeth.Visit Dennis' website at Dennis Nagdeman, Financial Advisor.
      Securities Agent: UT, IL, CA, WY, WV, WI, WA, VA, TX, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MI, ME, MD, MA, LA, IN, ID, HI, GA, FL, DE, CT, CO, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1285180
      CA Insurance License #: 0C15643

      About Me

      Geoff focuses on portfolio management, financial plans and diversification to control risk.

      Having a well thought-out financial plan gives clients confidence in their future.  Geoff cares about his clients’ successes, their financial independence, and about them as people.  Growing up in Southern California, Geoff’s dad was a college professor and his mom stayed home and raised two children.  Life brings challenges and good times for us all. For Geoff, recent years have included divorce, dating, remarriage, his son starting college at LMU, majoring in Finance, and a father fading to Alzheimer’s. Life throws us all curveballs. As a UCLA graduate with a degree in English, a Certified Financial Planner® certificant and a Portfolio Manager Geoff  is committed to helping successful professionals meet life’ curveballs and achieve their financial independence since 1991.

      Pasadena, California is his home, where he lives with his wife Deb and their cat Chloe. Geoff enjoys hiking in the local San Gabriel Mountains, skiing at Mammoth Mountain, and drinking a good bottle of wine…usually a red from Justin or Wiens wineries.
      Securities Agent: CA, WY, WI, WA, VA, UT, TX, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, ME, MD, MA, IN, IL, ID, HI, GA, FL, DE, CT, CO, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1310695
      CA Insurance License #: 0A42372

      About Me

      Rebecca began her career in financial services working for her father, who was a branch manager. Over the years, she has worked in both operations and administration.  She is Series 7 and 66 licensed and has earned the Morgan Stanley Service Excellence Award for exceeding client expectations.  She has been with Morgan Stanley since 1994.

      Rebecca lives in the hills of Monrovia, and is the mother of two grown children who both serve in the military.  Her interests include travel, dancing, home renovation and gardening. She is a very passionate gardener, or 'soul scape designer' as she likes to call it.  Her home garden was featured in the August 2010 issue of Glendora Magazine.

      About Me

      Danielle has worked in financial services since graduating from college in 2006.  After ten years of developing her operations and administrative skills, she joined The Lake Avenue Group at Morgan Stanley in 2016.  She is Series 7 and 66 licensed.
      Danielle holds a bachelor of science degree in Human Development & Family Studies from Arizona State University. She enjoys fitness and traveling. She loves spending time with her family, including her husband and their two dogs
      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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

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      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

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      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact The Lake Avenue 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.

      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

      8An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      10Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      11Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      14Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      15Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      16Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      17Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      18Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      19Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      20The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

      21Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

      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 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.

      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.


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