Brian Lewis
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(925) 253-5301(925) 253-5301
Morgan Stanley Private Wealth Management
The Lewis Weiner Group
Direct:
(925) 253-5301(925) 253-5301
Our Mission Statement
We offer comprehensive wealth management services to provide financial security across generations for our clients and their families.
Welcome
What began with managing fixed income portfolios has evolved into providing guidance and specialized resources to help ultra-high net worth investors implement customized strategies to reach their financial goals. Our expanded team brings additional experience in equity risk management, alternative investments, business succession planning, cash flow analysis, family governance, and philanthropic strategies.
At its core, our job is to preserve our client’s wealth. In our opinion, when a client feels comfortable with their plan and investment strategy, it allows them more flexibility to capitalize on opportunities when they are presented.
We look forward to learning more about you and your family, and then creating and implementing the plan to help achieve your goals.
At its core, our job is to preserve our client’s wealth. In our opinion, when a client feels comfortable with their plan and investment strategy, it allows them more flexibility to capitalize on opportunities when they are presented.
We look forward to learning more about you and your family, and then creating and implementing the plan to help achieve your goals.
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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. 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.
Clients
Most of our clients are corporate executives, family businesses & offices.
Relationships by size (as of March, 2024):
39% : > $50 million
15% : $20 - $50 million
10% : $10 - $20 million
36% : < $10 million
Relationships by size (as of March, 2024):
39% : > $50 million
15% : $20 - $50 million
10% : $10 - $20 million
36% : < $10 million
Designations & Awards
Brian Lewis named one of Barron's Magazine Top 1200 Advisors Nationally in 2022
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Brian Lewis named Forbes Magazine’s Best-In-State Wealth Advisors in 2022
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Brian Lewis- Morgan Stanley Chairman’s Club, Top Financial Advisors
"The Firm's prestigious Chairman's Club is an elite group composed of the firm's top Financial Advisors. The appointment recognizes Brian's creativity and excellence in providing a wide range of investment products and wealth management services to his clients."
Forbes Best-In-State Wealth Management Teams 2025- California
Location
2 Theatre Sq
Suite 322
Los Angeles, CA 94563
US
Direct:
(925) 253-5301(925) 253-5301
1550 Market Street
Suite 600
Denver, CO 80202
US
Direct:
(303) 595-2173(303) 595-2173
1999 Avenue of the Stars
Suite 2400
Los Angeles, CA 90067
US
Direct:
(925) 253-5327(925) 253-5327
Meet The Lewis Weiner Group
Jesse Weiner
First Vice President, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(303) 595-2173(303) 595-2173
Mat Lewis, CFP®
Private Wealth Advisor
Phone:
(310) 788-2232(310) 788-2232
Sue Silver
Wealth Management Associate
Phone:
(925) 253-5346(925) 253-5346
Jake Foster
Registered Client Service Associate
Phone:
(310) 788-2106(310) 788-2106
About Brian Lewis
BS in Finance from Lehigh University
Morgan Stanley employee since 1988
30+ years of financial securities industry experience including branch management
Focus on fixed income portfolios for UHNW individuals
Overall asset management advice for UHNW clients including wealth accumulation, preservation and transfer
Morgan Stanley employee since 1988
30+ years of financial securities industry experience including branch management
Focus on fixed income portfolios for UHNW individuals
Overall asset management advice for UHNW clients including wealth accumulation, preservation and transfer
Securities Agent: OR, NJ, NC, MI, LA, VT, MO, CA, DC, CT, WA, TX, OH, NY, ID, FL, CO, VA, TN, HI, WY, MA, IA, AZ, NE, KS, IL, GA, RI, NV, MD, UT, SC, NM, DE, PA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 311801
CA Insurance License #: OA02970
NMLS#: 311801
CA Insurance License #: OA02970
About Jesse Weiner
BS in Finance from Colorado State University
Private Wealth Advisor with Morgan Stanley since 2016
Prior to joining Morgan Stanley, worked as equity analyst at Stifel covering diversified industrials
Jesse covers a broad spectrum of wealth management areas including: Business succession planning, Alternative investments, Equity risk management strategies, Wealth transfer, Family governance and philanthropic strategies
Disclosures:
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Private Wealth Advisor with Morgan Stanley since 2016
Prior to joining Morgan Stanley, worked as equity analyst at Stifel covering diversified industrials
Jesse covers a broad spectrum of wealth management areas including: Business succession planning, Alternative investments, Equity risk management strategies, Wealth transfer, Family governance and philanthropic strategies
Disclosures:
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Securities Agent: IA, RI, PA, MO, MA, GA, WY, OR, IL, DE, CA, VA, NE, CO, TX, WA, UT, SC, CT, NY, FL, VT, MI, MD, DC, OH, NM, NC, LA, TN, NV, NJ, KS, AZ, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1484514
CA Insurance License #: 0K87204
NMLS#: 1484514
CA Insurance License #: 0K87204
About Mat Lewis
BA in psychology and entrepreneurship from University of Miami
Prior to Morgan Stanley, worked as a sales director at Dashlane Inc.
Wide variety of wealth management services offered including financial planning, estate planning, and financial education with a focus on alternative investments.
Prior to Morgan Stanley, worked as a sales director at Dashlane Inc.
Wide variety of wealth management services offered including financial planning, estate planning, and financial education with a focus on alternative investments.
Securities Agent: MS, NV, OK, MO, WA, PR, WV, RI, TN, TX, UT, VI, SC, WY, WI, VT, VA, ND, NC, NJ, SD, NE, NY, PA, OR, OH, NM, AK, AL, NH, AZ, AR, MT, MI, MN, LA, ME, CO, KY, IL, KS, MA, GA, IN, FL, DE, DC, CT, MD, CA, ID, IA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 2326404
NMLS#: 2326404
About Sue Silver
A member of the Lewis-Weiner Group since its inception, Sue Silver works to create an outstanding overall service experience for the team’s clients. Sue manages all daily operational and service requests for the team’s Advisors and clients. Her duties include account opening and maintenance, transaction requests and the resolution of service issues.
Prior to joining Morgan Stanley in 1997, Sue received her BA in Liberal Arts from SUNY @ Potsdam. She holds Series 7, 65, 63 and 31 licenses.
Originally from New York, Sue enjoys hiking, reading and spending time with family and friends.
Prior to joining Morgan Stanley in 1997, Sue received her BA in Liberal Arts from SUNY @ Potsdam. She holds Series 7, 65, 63 and 31 licenses.
Originally from New York, Sue enjoys hiking, reading and spending time with family and friends.
About Jake Foster
Jake Foster is the most recent addition to the Lewis-Weiner Group, joining us in 2024. Jake graduated from Occidental College with a BA in Economics. Jake’s primary responsibility for the team is to provide operational support, which includes establishing new accounts, monitoring client asset allocations, and managing compliance requirements.
Contact Brian Lewis
Contact Jesse Weiner
Contact Mat Lewis
Wealth Management
Global Investment Office
Portfolio Insights
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
Funding Climate Action: Pathways for Philanthropy
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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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by 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.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
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 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.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
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
CRC 6295606 (3/2024)
