Ari Kalan
Vice President, Financial Advisor
Phone:
(310) 297-3712(310) 297-3712
The Murphy and Kalan Group at Morgan Stanley
Direct:
(310) 297-3712(310) 297-3712
Toll-Free:
(800) 832-7648(800) 832-7648
Our Mission Statement
As each client is different, so are the solutions.
Welcome!
The Murphy & Kalan Group strive to help preserve wealth and build assets in light of an investor’s needs and circumstances. A key to achieving this goal is to establish a planned, purposeful financial direction early in our relationship with a client.With over 18 years of working together and over 65 years in the financial industry, Thomas and Ari recognize that each client is different from a new investor to an experienced, sophisticated client and they welcome that difference. Their goal is to be your primary source of financial advice.To this end, they concentrate their efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue including regular portfolio review and performance analyses.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PM
4 Step Process
ESTABLISH FINANCIAL OBJECTIVES
Work with you to establish a realistic set of objectives based on:
Your financial goals
Time horizon
Liquidity needs
Tolerance to volatility and risk
DEFINE INVESTMENT
STRATEGY
Develop an investment strategy designed to help produce optimal portfolio performance
Seek to generate the highest return potential consistent with the strategy’s level of risk
EVALUATE AND SELECT
INVESTMENTS
Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
ONGOING REVIEW
PROCESS
Monitor your portfolio to track its performance relative to your stated objectives
Modify the portfolio on a discretionary basis as your needs and circumstances change over time
ESTABLISH FINANCIAL OBJECTIVES
Work with you to establish a realistic set of objectives based on:
Your financial goals
Time horizon
Liquidity needs
Tolerance to volatility and risk
DEFINE INVESTMENT
STRATEGY
Develop an investment strategy designed to help produce optimal portfolio performance
Seek to generate the highest return potential consistent with the strategy’s level of risk
EVALUATE AND SELECT
INVESTMENTS
Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
ONGOING REVIEW
PROCESS
Monitor your portfolio to track its performance relative to your stated objectives
Modify the portfolio on a discretionary basis as your needs and circumstances change over time
Goals and Concerns
Your Goals and Concerns
Change as Life Changes
Early-to-Mid Career
Late Career
In Retirement
Concerns:
Accumulating Assets
Protecting Family
Concerns:
Retirement Readiness
Transforming assets into income
Generating sufficient income to last your entire life
Asset preservation
Legacy wishes
Concerns:
Maintaining lifestyle and sufficient income
Meeting healthcare and other unforeseen expenses
Legacy wishes
Change as Life Changes
Early-to-Mid Career
Late Career
In Retirement
Concerns:
Accumulating Assets
Protecting Family
Concerns:
Retirement Readiness
Transforming assets into income
Generating sufficient income to last your entire life
Asset preservation
Legacy wishes
Concerns:
Maintaining lifestyle and sufficient income
Meeting healthcare and other unforeseen expenses
Legacy wishes
One View
You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley can help.
As a Morgan Stanley client, you can use OneView to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.
OneView offers:
CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.
CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.
SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.
OneView can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.
As a Morgan Stanley client, you can use OneView to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.
OneView offers:
CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.
CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.
SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.
OneView can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.
Location
2141 Rosecrans Ave
Ste 3100
El Segundo, CA 90245
US
Direct:
(310) 297-3712(310) 297-3712
Toll-Free:
(800) 832-7648(800) 832-7648
Meet The Murphy and Kalan Group
Thomas Murphy
Senior Vice President, Financial Advisor
Phone:
(310) 297-3711(310) 297-3711
About Ari Kalan
Ari Kalan
First Vice President – Financial Advisor
Ari, a First Vice President, started in the financial services industry in 2000. In 2002, he established a Financial Advisory team with Tom Murphy that focuses on wealth preservation and retirement planning. He obtained his Bachelor of Science from the University of Southern California and is Securities licensed in the Series 3, 7 and 66. Ari also has his Life Insurance license (CA Insurance License #0D29324).
He was born and raised in Pacific Palisades and currently resides in Castaic with his wife Jessica and son Tanner. In his free time, Ari enjoys surfing, coaching his son’s baseball teams, and exploring the outdoor trails of northern Los Angeles County.
First Vice President – Financial Advisor
Ari, a First Vice President, started in the financial services industry in 2000. In 2002, he established a Financial Advisory team with Tom Murphy that focuses on wealth preservation and retirement planning. He obtained his Bachelor of Science from the University of Southern California and is Securities licensed in the Series 3, 7 and 66. Ari also has his Life Insurance license (CA Insurance License #0D29324).
He was born and raised in Pacific Palisades and currently resides in Castaic with his wife Jessica and son Tanner. In his free time, Ari enjoys surfing, coaching his son’s baseball teams, and exploring the outdoor trails of northern Los Angeles County.
Securities Agent: CO, WA, GA, CT, AL, FL, AZ, UT, RI, OR, MI, CA, TX, OH, MT, DE, SC, NJ, MD, MA, ID, PA, NY, NC, VA, ME, NV, IL, HI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261812
NMLS#: 1261812
About Thomas Murphy
Tom Murphy
Senior Vice President – Financial Advisor
Tom holds the title of Senior Vice President with the Firm. He has worked in the financial services industry for over 45 years. A graduate (magna cum laude) of C. W. Post College, he is Securities licensed in Series 3, 7, and 66. Tom also has his Life Insurance license (CA Insurance License #0A02476).
With deep roots in Manhattan Beach for over 35 years, Tom has served as Treasurer of the White Memorial Charitable Foundation and is a current member of the Manhattan Country Club and Candlewood Country Club. He and his wife, Donna, are the parents of two children, Morgan and Erin. Outside of work, Tom enjoys playing golf and following his Los Angeles Kings and New York Yankee’s.
Senior Vice President – Financial Advisor
Tom holds the title of Senior Vice President with the Firm. He has worked in the financial services industry for over 45 years. A graduate (magna cum laude) of C. W. Post College, he is Securities licensed in Series 3, 7, and 66. Tom also has his Life Insurance license (CA Insurance License #0A02476).
With deep roots in Manhattan Beach for over 35 years, Tom has served as Treasurer of the White Memorial Charitable Foundation and is a current member of the Manhattan Country Club and Candlewood Country Club. He and his wife, Donna, are the parents of two children, Morgan and Erin. Outside of work, Tom enjoys playing golf and following his Los Angeles Kings and New York Yankee’s.
Securities Agent: WA, VT, VA, UT, TX, SC, RI, PA, OR, OH, NY, NV, NJ, NC, MT, MO, MI, ME, MD, MA, KS, IL, ID, HI, FL, DE, CT, CO, CA, AZ, AL, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1270234
NMLS#: 1270234
Contact Ari Kalan
Contact Thomas Murphy
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Murphy and Kalan Group today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Morgan 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
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6When 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.
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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan 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
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6When 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.
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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
