

The Maize Lasker Group at Morgan Stanley

Our Mission Statement
Our Story
Who We Are
The Maize Lasker Group has been providing financial guidance and planning services to clients in the Long Beach, South Bay and greater Los Angeles and Orange Country areas for nearly four decades. Jerry Maize began his career as a financial advisor here in 1981; his wife, Janice, became a financial advisor in 1998; and they were joined by Daniel Lasker in 2011 and Maddie Merrill in 2020. Over time, they have developed close ties to the community and fostered trusting, long-lasting advisory relationships that span multiple generations.
Our Approach
Establishing rapport and being good listeners enables us to truly understand your needs and develop a sustainable plan to grow and protect your wealth. We approach every relationship as problem solvers, drawing on our experience, extensive training, and the capabilities of Morgan Stanley, to deliver appropriate solutions for your specific needs and goals. When you work with us, you can be secure in the fact that you have a trusted partner who is advocating for your success.
What We Do
Our main role as your financial advisor is to help you find financial security for you and your loved ones. We lay out a financial roadmap for your life goals and help smoothen out any bumps along the way. Whether you're planning for retirement, a new member of the family, or looking to establish your estate, we are here to answer your questions and provide you with the proper guidance you need. We do all the hard work for you so you can focus your time and energy on the people you love and the causes you are passionate about.
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Alternative InvestmentsFootnote4
- AnnuitiesFootnote5
- Philanthropic ManagementFootnote6
- Asset Management
- Business PlanningFootnote7
- Cash Management and Lending ProductsFootnote8
- Corporate Retirement PlansFootnote9
- Divorce Financial AnalysisFootnote10
- Fixed IncomeFootnote11
- LGBT+ Planning ServicesFootnote12
- Life InsuranceFootnote13
- Long Term Care InsuranceFootnote14
- Planning for Education FundingFootnote15
- Stock Option PlansFootnote16
- Sustainable InvestingFootnote17
Location
Meet The Maize Lasker Group
About Jerry Maize
Jerry’s introduction to advising was accidental, but he quickly realized how important and fulfilling the job is. Becoming a Certified Financial Planner early on in his career, he understands how important financial planning is in helping clients reach their unique goals. Jerry’s approach to financial planning is angular, looking at all aspects of a client’s life. He not only provides straightforward investment advice, but also a deliberate evaluation of a client’s circumstances including family, hopes, dreams and specific goals. He listens to his clients and their families, understanding who they are before rendering any financial advice. Thanks to his process of creating deeper relationships, Jerry has been able to create multi-generational relationships with many of his clients and their families.
Jerry has lived and worked in the Long Beach area since 1981 and is very active in his local community. He is on the YMCA of Greater Long Beach Board of Directors. He also serves on the Board of the Southern California Children’s Endowment Fund, whose mission is to help, educate, and protect the hungry, abused, and poor children of Southern California. This is accomplished through direct assistance and by partnering with the most effective local organizations. In his free time, he enjoys international travel, visiting U.S. National Parks, hiking, golfing, and skiing. He is happily married to Jan Maize, who is also his partner Morgan Stanley.
NMLS#: 1282721
About Janice Maize
Senior Vice President, Financial Advisor, Corporate Retirement Director, Senior Investment Management Consultant, Financial Planning Specialist
Janice Maize became a financial advisor to fill the underserved needs of women and nearly 20 years later, female clients remain a primary focus of her practice. Personal experience has taught her that women have unique perspectives on wealth that need to be considered when developing relationships and forming financial plans. She is an active member of Morgan Stanley’s Women in Wealth program, conducting local workshops for female clients and prospects.
Working with same-sex couples/domestic partnerships and acting as an advisor for corporate retirement plans are her other key practice areas. Janice is an Accredited Domestic Partner Advisor (ADPA) with extensive training to assist with the financial complexities unique to these clients. She is also a Corporate Retirement Director, one of less than 300 at the firm, which enables Janice to act as a fiduciary for 401(k), 403(b) and related pension and qualified retirement plans.
With her husband Jerry, she is an active in the Long Beach business and non-profit community. She is a past board member of the Long Beach Chamber of Commerce and Ronald McDonald House Finance Committee.
Janice's Forbes Recognition:
2023 & 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded January 2023 & 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
2022 & 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
2023 & 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
NMLS#: 1282678
About Daniel Lasker
Dan’s mission is to provide objective and timely advice and guidance to build and preserve wealth for his clients. By listening to your specific needs and understanding your unique circumstances, he can develop customized strategies to help you reach your financial goals. His primary focus is helping successful individuals, corporate executives and business owners plan for retirement.
Outside of work and family time, he enjoys volunteering, playing music in his local community, as well as golf, skiing and sailing. A New York native, Dan now resides in Seal Beach with his wife, three kids, and two dogs.
NMLS#: 1278757
About Maddie Merrill
Maddie’s approach to advising is based on who her clients are as individuals. Her investment recommendations are never the same from client to client because no two clients have the same set of financial circumstances. She finds joy in educating her clients and helping to find suitable solutions that fit their unique needs and wants. In Maddie’s mind, the guide to any client relationship is their financial plan. While many plans change over time, she prides herself on having timely communication with clients to ensure they always know she is looking after their assets so they can spend time living the life they love.
Maddie is an active member of her Alumni network and volunteers as a mentor at the USC Dornsife School of Economics. She is the founding President of the Divorce Transition Professionals ("DTP") Long Beach Chapter. She also enjoys community involvement as an active member of the Seal Beach Chamber of Commerce. Before her career in finance, Maddie had a 15-year long career in athletics including earning a swimming scholarship to USC and qualifying for the 2016 United States Olympic Trials of Swimming in three events. In her spare time, she enjoys working out, reading, international travel, and considers herself a “foodie”. She lives in Seal Beach with her husband and black Labrador Retriever.
About Morgan Stanley - Long Beach
Morgan Stanley's Long Beach office serves a wide range of distinguished clients from ultra-high net worth individuals and their families, corporate executives, sophisticated investors, and institutions. These clients have relied on our expertise and resources to help them meet their financial needs and ambitions.
Areas of focus include Comprehensive Wealth Planning, Trust and Estate Planning, Pre-Liquidity Planning, Concentrated Stock Management, Hedging and Monetization Strategies, Equity Compensation Plans, Corporate Cash Management, Corporate Retirement Plans, Tailored Lending Solutions, Mortgage and Lending Solutions, Women in Transition, Women and Wealth, Investing with Impact, Legacy Planning, Next-Generation Wealth Transfer
NMLS#: 2079777
CA Insurance License #: 4092235
About Jennifer Toney
With prior experience as a Financial Advisor for Morgan Stanley before joining The Maize Group in 2017, Jennifer was able to develop a deep understanding of client needs. Her primary focus is providing first-class client service and strategic operational and administrative support to clients.
About Sophat Heng
Pat has been Series 7 and Series 66 licensed since 2017. With prior experiences before joining The Maize Group in 2021, Pat was able to develop exceptional interpersonal skills. His primary focus is providing first-class client service and strategic operational and administrative support to clients.

Contact Jerry Maize

Contact Janice Maize

Contact Daniel Lasker

Contact Maddie Merrill
The Power of Partnerships
About Megan Cornille
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.
Megan began her career in financial services in 2010, and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, she was a Private Client Banker at JP Morgan Chase. She also served as a Personal Banker at U.S. Bank.
Megan is a graduate of the University of California - Irvine, where she received a Bachelor of Science in Molecular Biology. She lives in Torrance, California with her family. Outside of the office, Megan enjoys running, traveling with her family and volunteering at her son’s school.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Retirement for Plan Sponsors
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Products 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
8Morgan 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
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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, charitable giving, philanthropic planning and other legal matters.
11Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
12Morgan 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.
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
15When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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.
17The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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