The Windward Legacy Group at Morgan Stanley

Alan is a Managing Director and Financial Advisor with The Windward Legacy Group at Morgan Stanley. Alan has keen insight and a vast depth of knowledge spanning a broad spectrum and scope of financial strategies, including tax and estate planning, investment management, asset protection, philanthropy planning and insurance. He draws on his extensive business background and acumen to bring clients a holistic wealth management approach by designing sophisticated strategies to help clients achieve their goals. Alan understands the complexities of building and preserving wealth and utilizes his experience in behavioral finance to take the time to educate his clients on the emotional challenges of wealth management. He is known for taking a unique storytelling approach to explain complex topics to his clients and for providing extraordinary client experiences. Alan takes pride in building meaningful relationships and aspires to be the receiver of the first call from clients for important life events.

Bringing more than three decades of broad financial services industry experience, Alan began his impressive career as an accountant and business manager for individuals and families primarily in the entertainment industry. Prior to Morgan Stanley, he worked for JP Morgan and Bear Stearns. In 2024, Alan was named to the Morgan Stanley’s prestigious Chairman’s Club, an elite group composed of the firm’s top Financial Advisors. He was also named to Morgan Stanley’s President’s Club from 2018-2023. Alan is honored to have been named by Barron's for six consecutive years as one of the country's Top 1000 Financial Advisors (2012 and 2013) and Top 1200 Financial Advisors (2014-2017). He graduated from the University of California San Diego with a B.A. in Quantitative Economics and Decision Science and earned an M.B.A. at New York University’s Stern School. He also is an instructor of various investment courses at University of California Los Angeles.

Alan grew up in Los Angeles area and now lives in Westlake Village with his wife. They have two adult children who they enjoy spending time with. Outside of the office, Alan also enjoys golfing, boating, traveling, sports and the great outdoors. He is an Eagle Scout and was recognized with the BSA Americanism Award. Alan cares deeply about his community and is an active volunteer. He is passionate about organizations that focus on youth education, leadership and outdoor experiences.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors

Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.

Shadi is a Senior Vice President and Financial Advisor with The Windward Legacy Group at Morgan Stanley in the Beverly Hills office. Her talents in mathematics and finance serve as the foundation for managing client wealth. She leverages her access to many of the financial industry’s thought leaders to build investment models, and to help determine risk and return parameters. These insights have a direct influence in client portfolio weightings. Shadi is well known for doing her research, her meticulous preparation, and for her innate attention to detail. Shadi is dedicated to building client relationships, always finding opportunities to add additional client value and strives to solve the challenges that come with client wealth, no matter the complexity.

With more than two decades of wealth management experience, Shadi began her extensive career in 1999. Prior to Morgan Stanley, she worked for JP Morgan and Bear Stearns. A graduate of the University of Wisconsin, Shadi earned a B.S. degree in Economics with an emphasis in Mathematics.

Shadi grew up in Connecticut and Minnesota. She now lives in Beverly Hills with her adopted Terrier, Buddy. Outside of the office, she enjoys traveling, sailing and reading. Shadi is very active in her community and is passionate about volunteering at organizations committed to animal rescue, children’s issues and the arts.

Jordan is a Vice President and Wealth Management Associate with The Windward Legacy Group at Morgan Stanley. He focuses on the investment and planning needs of the team's diverse group of clients. Jordan prepares client presentations, executes trades and interacts with clients in support of the team's commitment of exceptional service. Jordan credits his likeability and calm approach to problem solving as important components of his success in helping clients navigate the challenges of a complex market environment. These attributes have proved vital in assuming increased levels of responsibility, enabling him to make greater contributions to the team, and to the clients he serves.

With more than two decades of financial services experience, Jordan joined Morgan Stanley in 2017. Prior to Morgan Stanley, Jordan worked at both J.P. Morgan and Bear Stearns providing comprehensive support services for high-net-worth families and individuals.

Jordan grew up in the Los Angeles area and currently resides in Newbury Park. Outside of the office, he is an avid bowler and enjoys live theatre.

Jessica is a Financial Planning Associate and Portfolio Associate with The Windward Legacy Group at Morgan Stanley Group. She focuses on the planning and investment needs of the team’s high-net-worth clients. Jessica’s many responsibilities include constructing and delivering financial plans, account management, investment research and providing extraordinary client service. Her goal is to ensure every client’s retirement and financial goals are understood. Jessica’s optimistic and amiable nature, paired with her driven personality allows her to approach tasks in the most efficient manner, and maintain meaningful client relationships.

Since joining Morgan Stanley in 2017, Jessica has earned the CERTIFIED FINANCIAL PLANNER^® professional certification in order to serve her clients more deeply and to keep up with the latest strategies that may be available to her clients. She graduated from University of California, Los Angeles, with a B.A. degree in Economics and a minor in Global Studies.

Jessica grew up in a small town in Northern California and now lives in Playa del Rey with her husband and golden retriever. Outside of the office, she enjoys hiking, traveling and spending time with friends and family.

Adele is a Senior Client Associate with The Windward Legacy Group at Morgan Stanley Group. Her role focuses on providing support for opening and maintaining client accounts, as well as executing wire transfers, check requests and trades. She takes pride in having the right combination of market knowledge and the ability to prioritize and accomplish tasks on time. This combination, coupled with her personal attributes of patience, as well as an easy-going and confident manner, allow her to build meaningful relationships with every client she serves.

With more than two decades of financial services experience, Adele entered the financial services industry upon graduating from college. She attended State University of New York and earned a B.S. degree in Economics with a minor in Finance.

Adele and her husband live in Beverly Hills with their three children. When she isn't at the office or taking her kids to practice, she is either playing tennis, doing Pilates, or scuba diving. Adele is a former member of the American Israel Public Affairs Committee. She is passionate about supporting initiatives for the young men and women soldiers of Israel.