Simi Phull, CEPA®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(949) 392-2186(949) 392-2186
The Seamark Legacy Group at Morgan Stanley
Direct:
(949) 717-5427(949) 717-5427
Our Mission Statement
We build life-long relationships with multi-generational families and business owners by guiding them through the complexities of major life events using comprehensive wealth planning strategies, intergenerational wealth management and active portfolio management.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Welcome to the Seamark Legacy Group
Like the sea mark does for a mariner at sea, we have a well-defined process to guide our clients through life’s transitions. We view every transition as an opportunity to go deeper in solving for the complexities of the financial issues associated with the next phase. We deeply understand the importance of balancing asset protection and the transfer of our clients’ values all while building deep relationships and creating unforgettable client experiences. We bring unique insights on bridging the importance of educating the younger generation while understanding the core values of the older generation in order to leave a meaningful legacy.
Location
800 Newport Center Dr.
Ste 500
Newport Beach, CA 92660
US
Direct:
(949) 717-5427(949) 717-5427
Meet The Seamark Legacy Group
Barry Grossman, CFA, CAIA
Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(949) 717-5422(949) 717-5422
Matthew Wolbers
Client Service Associate
Phone:
(949) 717-5427(949) 717-5427
About Simi Phull
Throughout my nearly 20-year financial services career, I have helped my clients plan for their financial futures and preserve their assets. By discussing each client’s unique needs, wants, goals, and dreams I create an individualized plan and build a customized portfolio that matches the plan. I have years of experience designing financial plans that assist them through life’s transitions. My practice is focused on business owners who are growing their business and are ready to move into the next chapter of their journey.
My professional background has been on both sides of the balance sheet. Prior to joining Morgan Stanley in 2021, I was a Senior Financial Advisor at Wells Fargo Advisors and before being a financial advisor, I was a private banker focusing on custom lending strategies for high-net-worth clients. I earned my M.B.A. from California State University, Fullerton, and my B.A. in legal studies from Chapman University. I also earned the Accredited Wealth Management Advisor SM professional designation along with the Certified Exit Planning Advisor designation in order to more deeply serve my clients.
I live in Huntington Beach with my husband Paul, my son Devan, and my daughter Kaia. I played collegiate soccer and still enjoy staying active. Outside of the office I like to spend time with my family and travelling the world.
My professional background has been on both sides of the balance sheet. Prior to joining Morgan Stanley in 2021, I was a Senior Financial Advisor at Wells Fargo Advisors and before being a financial advisor, I was a private banker focusing on custom lending strategies for high-net-worth clients. I earned my M.B.A. from California State University, Fullerton, and my B.A. in legal studies from Chapman University. I also earned the Accredited Wealth Management Advisor SM professional designation along with the Certified Exit Planning Advisor designation in order to more deeply serve my clients.
I live in Huntington Beach with my husband Paul, my son Devan, and my daughter Kaia. I played collegiate soccer and still enjoy staying active. Outside of the office I like to spend time with my family and travelling the world.
Securities Agent: CA, WA, IL, AZ, TX, MT, NC, MO, MI, IA, CO, NY, FL, OR, NV, SC, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 473552
CA Insurance License #: 0F00472
NMLS#: 473552
CA Insurance License #: 0F00472
About Barry Grossman
As a financial advisor, I bring nearly two decades of financial services experience to every client I advise. I focus on creating highly personalized investment portfolios for the multigenerational families I serve. My clients trust me to build and manage tax efficient portfolios. I have earned the Chartered Financial Analyst® designation, one of the highest distinctions in the investment management profession, which has enhanced my knowledge of portfolio management, equity research, alternative investments, tax-efficient strategies and other specialized areas.
Before joining Morgan Stanley in 2021, I was a Senior Investment Manager at Wells Fargo Bank for more than 15 years, where I focused on equity research and portfolio management. Prior to Wells Fargo, I worked in business development at Vanguard. I have strived to be a lifelong learner since graduating from the University of Arizona with a B.S. in finance. In order to better serve my clients, I have earned the Chartered Alternative Investment Analyst professional designation, in addition to being a CFA charterholder.
I live in Costa Mesa with my wife, Eliza. We have two sons, Myles and Leo. I’m active in my community and am a CFA Society Orange County board member, as well as a board member and finance committee member of the Jewish Federation of Orange County. Outside of the office, I enjoy going to see live music.
Before joining Morgan Stanley in 2021, I was a Senior Investment Manager at Wells Fargo Bank for more than 15 years, where I focused on equity research and portfolio management. Prior to Wells Fargo, I worked in business development at Vanguard. I have strived to be a lifelong learner since graduating from the University of Arizona with a B.S. in finance. In order to better serve my clients, I have earned the Chartered Alternative Investment Analyst professional designation, in addition to being a CFA charterholder.
I live in Costa Mesa with my wife, Eliza. We have two sons, Myles and Leo. I’m active in my community and am a CFA Society Orange County board member, as well as a board member and finance committee member of the Jewish Federation of Orange County. Outside of the office, I enjoy going to see live music.
Securities Agent: NY, MO, CO, MT, SC, NC, WA, NJ, MI, FL, OR, AZ, CA, TX, NV, IL, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2261516
CA Insurance License #: 4242728
NMLS#: 2261516
CA Insurance License #: 4242728
About Matthew Wolbers
Throughout my nearly 10-year financial services career, I have helped my advisors assist their clients with any and all of their customer service needs. I pride myself on being transparent, honest and accountable to all the clients I work with.
Prior to joining Morgan Stanley, I was with Wells Fargo The Private Bank for 10 years. I worked first in client service and then within the Trust and Estate group specifically with the ultra-high net worth group. I attended Arizona State University where I received my B.A. degree in Business Administration
I live in Irvine with my wife Heather and my son Oliver who will soon be two years old. Outside of the office I like to spend time with my family and enjoy traveling.
Prior to joining Morgan Stanley, I was with Wells Fargo The Private Bank for 10 years. I worked first in client service and then within the Trust and Estate group specifically with the ultra-high net worth group. I attended Arizona State University where I received my B.A. degree in Business Administration
I live in Irvine with my wife Heather and my son Oliver who will soon be two years old. Outside of the office I like to spend time with my family and enjoy traveling.
Contact Simi Phull
Contact Barry Grossman
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
A 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
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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact The Seamark Legacy Group today.
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:
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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
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)
