Vincent Woo
Senior Vice President, Financial Advisor
Phone:
(310) 544-3620(310) 544-3620
The VBJ Woo Group at Morgan Stanley
Direct:
(310) 544-3620(310) 544-3620
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
In a world of financial advisors, we are truly a family-led team differentiated by our deep, complementary expertise across the full spectrum of wealth management.
Vincent Woo brings over 40 years of institutional finance and fixed income experience, having guided major publicly traded corporations through complex markets. His sons, Brian and Jonathan carry that legacy forward—Brian with a client centric approach to financial planning and Jonathan with an institutional equity background providing capital markets insight.
Our core competency is rooted not just in our skillsets but in the level of trust we generate among our clients that we, as a family team are aligning the best possible investment strategy for each and every client.
We don’t just advise—we listen, we collaborate and we guide through the investment process with long term clarity.
Vincent Woo brings over 40 years of institutional finance and fixed income experience, having guided major publicly traded corporations through complex markets. His sons, Brian and Jonathan carry that legacy forward—Brian with a client centric approach to financial planning and Jonathan with an institutional equity background providing capital markets insight.
Our core competency is rooted not just in our skillsets but in the level of trust we generate among our clients that we, as a family team are aligning the best possible investment strategy for each and every client.
We don’t just advise—we listen, we collaborate and we guide through the investment process with long term clarity.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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609 Deep Valley Dr Ste 400
Rolling Hills Estates, CA 90274
US
Direct:
(310) 544-3620(310) 544-3620
Meet The VBJ Woo Group
Brian Woo
Financial Advisor
Phone:
(310) 544-3621(310) 544-3621
Jonathan Woo
Financial Advisor
Phone:
(310) 544-3622(310) 544-3622
Roobina Yahya
Registered Client Service Associate
About Me
Vincent Woo moved to Morgan Stanley March of 2025. Vinny has lead The Woo Investment Group with over 40 years of experience in helping his clients manage their investable assets and pursue their financial goals. He also served as the Branch Director overseeing RBC Wealth Management’s Palo Verdes, CA office. He was named to the firm’s Presidents Council, a prestigious award recognizing some of RBC’s top performers and most valuable advisors.
Prior to joining RBC Wealth Management in 2011, Vinny served as Managing Director of Corporate Cash Management at Oppenheimer & Co. for seven years, Director of the Corporate Client Group at Citigroup/Salomon Smith Barney for ten years and as Sr. Vice President at Kidder Peabody & Co. for thirteen years.
Vinny received his Bachelor of Arts in Economics from Harvard University, graduating Cum Laude. He also earned his Master of Business Administration in Finance from the University of Southern California, graduating in the top 5% of his class. He was originally raised in Boston, MA, and now currently resides in Palos Verdes Estates, CA with his wife Karen. They have two sons, Brian and Jonathan, and are proud grandparents. Vinny enjoys golfing and traveling (usually together), as well as spending time with his family.
Prior to joining RBC Wealth Management in 2011, Vinny served as Managing Director of Corporate Cash Management at Oppenheimer & Co. for seven years, Director of the Corporate Client Group at Citigroup/Salomon Smith Barney for ten years and as Sr. Vice President at Kidder Peabody & Co. for thirteen years.
Vinny received his Bachelor of Arts in Economics from Harvard University, graduating Cum Laude. He also earned his Master of Business Administration in Finance from the University of Southern California, graduating in the top 5% of his class. He was originally raised in Boston, MA, and now currently resides in Palos Verdes Estates, CA with his wife Karen. They have two sons, Brian and Jonathan, and are proud grandparents. Vinny enjoys golfing and traveling (usually together), as well as spending time with his family.
Securities Agent: OH, LA, NV, DE, VA, ID, AK, WI, PR, OK, MS, MD, FL, TX, MI, CO, TN, RI, NY, NC, CA, NJ, CT, AZ, AL, PA, IN, OR, IL, HI, WA, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1655327
NMLS#: 1655327
About Me
Brian Woo joined the Woo Investment Group in 2023 and is a CERTIFIED FINANCIAL PLANNER™ professional. With a passion for helping clients build and preserve their wealth, Brian focuses on bridging generational gaps by crafting tailored financial plans that align with each client’s goals and values.
Before joining Morgan Stanley in March of 2025, Brian held advisory roles with an emphasis on financial planning at RBC Wealth Management, JP Morgan Chase, and Bank of America Merrill. Over the past decade, he has developed deep expertise in financial planning and risk management, including valuable experience working for one of the largest insurance brokerages in the world, Hub International. His diverse background allows him to take a holistic approach when identifying each client’s unique needs and implementing strategies designed for long-term success.
Brian was born and raised in Palos Verdes Estates and earned his Bachelor of Arts in Economics from the University of California, Irvine. He and his wife Rebecca currently reside in the South Bay, where they are proud parents to their son, Griffin and their 10lb guard dog, Bear. In their free time they enjoy traveling abroad to experience different cultures, playing soccer and golf, and building true mental fortitude by continuing to support the Los Angeles Chargers season after season.
Before joining Morgan Stanley in March of 2025, Brian held advisory roles with an emphasis on financial planning at RBC Wealth Management, JP Morgan Chase, and Bank of America Merrill. Over the past decade, he has developed deep expertise in financial planning and risk management, including valuable experience working for one of the largest insurance brokerages in the world, Hub International. His diverse background allows him to take a holistic approach when identifying each client’s unique needs and implementing strategies designed for long-term success.
Brian was born and raised in Palos Verdes Estates and earned his Bachelor of Arts in Economics from the University of California, Irvine. He and his wife Rebecca currently reside in the South Bay, where they are proud parents to their son, Griffin and their 10lb guard dog, Bear. In their free time they enjoy traveling abroad to experience different cultures, playing soccer and golf, and building true mental fortitude by continuing to support the Los Angeles Chargers season after season.
Securities Agent: TX, AZ, WI, TN, OR, WA, RI, NY, NV, NJ, VA, NC, IN, AK, PA, IL, FL, CA, MA, OH, ID, DE, AL, LA, CT, CO, PR, OK, MS, MD, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1928897
NMLS#: 1928897
About Me
Jonathan Woo moved to Morgan Stanley March of 2025. Jonathan is the newest addition to the Woo Investment Group, bringing over 10 years of technical finance experience from a variety of client-serving roles.
Prior to joining Morgan Stanley, Jonathan Woo was an Equity Research Analyst in New York City for Citi and Credit Suisse (now UBS). As a research analyst, he provided investment advice to hedge funds and other institutional clients for stocks in the high growth biotechnology sector, earning Honorable Mention in Institutional Investor's SMID Cap Biotechnology Analyst Ranking in 2022 and 2023. He also has previous experience across a variety of wealth management roles at RBC and Merrill Lynch.
Jonathan earned his Bachelor of Arts (BA) in Business Economics from the University of California Irvine, where he conducted research as part of the Honors Program in Economics. His research on intersection efficiency won the Borowski Award for Transportation in 2014. He later earned his Masters in Business Administration (MBA) from the Johnson Graduate School of Management at Cornell University as a Lawrence A. Tisch Memorial Scholar. At Cornell, he specialized in Investment Research and Asset Management (IRAM), learning hands-on from prominent industry practitioners. During his MBA program, he also spent time in the UK studying abroad at the London School of Economics (LSE).
Jonathan moved back to Southern California with his wife, Sarah, and small Jindo mix, Leo. He is an avid fan of the Lakers and, following his time living in New York, the NY Giants. He enjoys golfing, staying active, and making craft cocktails (specializing in Old Fashioned riffs).
Prior to joining Morgan Stanley, Jonathan Woo was an Equity Research Analyst in New York City for Citi and Credit Suisse (now UBS). As a research analyst, he provided investment advice to hedge funds and other institutional clients for stocks in the high growth biotechnology sector, earning Honorable Mention in Institutional Investor's SMID Cap Biotechnology Analyst Ranking in 2022 and 2023. He also has previous experience across a variety of wealth management roles at RBC and Merrill Lynch.
Jonathan earned his Bachelor of Arts (BA) in Business Economics from the University of California Irvine, where he conducted research as part of the Honors Program in Economics. His research on intersection efficiency won the Borowski Award for Transportation in 2014. He later earned his Masters in Business Administration (MBA) from the Johnson Graduate School of Management at Cornell University as a Lawrence A. Tisch Memorial Scholar. At Cornell, he specialized in Investment Research and Asset Management (IRAM), learning hands-on from prominent industry practitioners. During his MBA program, he also spent time in the UK studying abroad at the London School of Economics (LSE).
Jonathan moved back to Southern California with his wife, Sarah, and small Jindo mix, Leo. He is an avid fan of the Lakers and, following his time living in New York, the NY Giants. He enjoys golfing, staying active, and making craft cocktails (specializing in Old Fashioned riffs).
Securities Agent: HI, AL, OH, NV, MN, CA, WI, NH, NE, IN, WA, PA, MT, WV, VT, SC, IA, NJ, GA, DE, CO, TN, RI, MD, KY, FL, AZ, VI, TX, NC, LA, IL, DC, VA, UT, PR, OR, NY, NM, ND, MA, CT, AR, AK, WY, SD, MO, KS, ID, OK, MS, MI, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 2716080
NMLS#: 2716080
About Roobina Yahya
Roobina Yahya moved to Morgan Stanley March of 2025. Roobina served as the senior investment associate of the Woo Group in the Palos Verdes office of RBC Wealth Management. Her responsibilities on the team included providing investment management administrative support, servicing clients, entering and executing trades, running and interpreting analytical performance reports, compliance management and providing research support.
Roobina brings over 19 years of financial services experience to the Woo Group. She began her career in 1999 at Morgan Stanley, where she served as an associate financial advisor for five years, servicing accounts in the Wealth Advisory Group and handling compliance. She then joined the Woo Group in 2004 as a senior financial associate.
Roobina received her Bachelor of Arts degree from Darmstadt University in Darmstadt, Germany and immigrated to the United States in 1989 with her family. She has passed her Series 7 and 63 exams and is an active member of the Women’s Association of Financial Advisors.
Roobina brings over 19 years of financial services experience to the Woo Group. She began her career in 1999 at Morgan Stanley, where she served as an associate financial advisor for five years, servicing accounts in the Wealth Advisory Group and handling compliance. She then joined the Woo Group in 2004 as a senior financial associate.
Roobina received her Bachelor of Arts degree from Darmstadt University in Darmstadt, Germany and immigrated to the United States in 1989 with her family. She has passed her Series 7 and 63 exams and is an active member of the Women’s Association of Financial Advisors.
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1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Morgan 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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Morgan 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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
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)
