Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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 manage approximately $1.8 billion* for a select group of clients that include entrepreneurs, C-suite executives, athletes, entertainers, high net worth individuals, foundations and retirement plans. Our role is to serve as their trusted advisors who anticipate and address their challenges and help them create comprehensive plans to reach their goals. We work to take the burdens of managing wealth off our clients, so they are free to focus on the important people and causes in their lives.

* As of 6/1/18.

    Awards

    • Darren Pfefferman has been named to Forbes Magazine's List of America's Best-in-State Wealth Advisors for 2018 and 2019.
    • Darren Pfefferman has been named to Barron's list of America's Top 1,200 Advisors State-by-State in 2017-2019.
    • Darren Pfefferman has been named to The Financial Times' list of America's Top 400 Financial Advisors (2016-2019)

    Location

    4350 La Jolla Village Dr
    Ste 1000
    San Diego, CA 92122
    US
    Direct:
    (858) 597-7754(858) 597-7754

    Meet The Pfefferman/Daluiso Group

    About Me

    A 22-year Morgan Stanley veteran, Darren Pfefferman provides comprehensive wealth planning and investment strategies for corporate executives, high net worth individuals, family offices, institutional endowments and foundations. He is a designated Family Wealth Director, a title held by fewer than 300 Morgan Stanley Advisors. As such, Darren is qualified to help provide his clients with the highest level of consulting services and resources. These consulting areas include business succession planning, monetizing business ownership, alternative investments, control and restricted securities, equity and interest rate risk management, family dynamics, philanthropy and wealth transfer.

    Darren is also a Portfolio Management Director and Alternative Investments Director within Morgan Stanley. He consults with clients on developing asset and liability management strategies tailored to meet their specific goals and objectives. Darren has extensive knowledge and experience in risk management and the applications of multiple investment advisory methods and disciplines.

    Darren holds a Bachelor of Science degree in finance from San Diego State University and is a graduate of the Wharton School of Business Investment Management Analyst Program at the University of Pennsylvania, where he earned the designation of Certified Investment Management Analyst. He is an active member of the Investment Management Consultants Association (IMCA), and the CFA Institute. Darren has been recognized by the Financial Times as one of the Top 400 Financial Advisors in the United States for 2016-2019. He has also been recognized by Barron’s as one of the Top 1,200 Advisors in America for 2017, 2018 and 2019. In 2018 and 2019, he was named to Forbes Magazine's List of America's Best-in-State Wealth Advisors.

    He and his wife have three children and reside in San Diego, California.
    Securities Agent: CA, VA, UT, TX, SD, OR, OH, NY, NV, NM, NJ, NE, NC, MO, MN, MI, MD, KY, IL, IA, HI, FL, DE, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1270212

    About Me

    Brad Daluiso came to the Scott Group in 2002 after having spent ten years in the NFL.  Brad’s focus is on providing an exemplary level of service to a diverse group of clients that include business owners, athletes, entertainers and other high net worth individuals, as well as trusts and retirement plans. Brad is primarily responsible for the team’s new client acquisition, and has a concentration in financial planning.

    Brad retired in 2001 as the New York Giants all-time most accurate kicker, and their second all-time leading scorer. Brad played in Super Bowl XXVI with the Buffalo Bills and Super Bowl XXXV with the New York Giants. In 2000, he was awarded the Ed Block Courage Award, and in 2003, was recognized as one of the ten most revolutionary special team’s players in the history of professional football (The Star Ledger, September 10, 2003).

    A San Diego native, Brad is actively involved within the community. He serves on the board of directors of the Foundation for Grossmont and Cuyamaca Colleges. He is the founder of the Brad Daluiso Golf Classic, supporting Grossmont College athletics, exercise science and wellness. Brad attended Grossmont College and UCLA, and holds a Bachelor of Arts degree from Fairleigh Dickinson University.

    Brad’s hobbies include mountain biking, golf and cooking. He is married, has three children and resides in Carmel Valley.
    Securities Agent: CA, WA, VA, UT, TX, SD, OR, OH, NY, NV, NM, NJ, NE, NC, MO, MN, MI, MD, KY, IL, IA, HI, FL, DE, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1268373

    About Me

    Christina Wise has been providing clients with essential support services since joining the financial services industry in 2000. She is highly experienced in all aspects of client servicing ranging from daily operational needs to providing family office administration requests.

    Christina began her career at Morgan Stanley and joined the Scott Group Private Wealth Management team in 2004. She is a lifelong resident of San Diego and graduated from National University with a Bachelor of Arts in Psychology.

    About Me

    Morgan Elliott joined the Scott Group in 2005 while attending San Diego State University. Morgan previously served in the role of analyst with Smith Barneys Consulting Group. He is proficient in a variety of investment analytics, investment research, simulation/modeling and asset allocation.

    Morgan is responsible for the day-to-day trading of client portfolios and serves on the Scott Groups investment committee for select portfolio strategies. He was born and raised in San Diego.

    About Me

    Melissa Conger serves as lead administrator with a focus on administrative functions of the team including client service, managing staff, scheduling, marketing and operational tasks. She is responsible for establishing and cultivating relationships with new and existing clients and proactively helping to resolve issues and concerns.

    Melissa joined Morgan Stanley in 2010 after graduating from San Diego State University with a Bachelor of Science degree in finance. Prior to joining The Scott Group, Melissa worked alongside the Branch Manager assisting in all Branch functions, and most recently as the branchs Complex Risk Officer.

    Residing in North Park, Melissa enjoys spending time at the dog beach with her dachshund. She enjoys cooking, yoga and trying new restaurants.
    Securities Agent: AZ, CA, DE, FL, HI, IA, IL, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, SD, UT, VA, WA; Investment Advisor Representative; General Sercurities Representative
    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
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    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.

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