The Wolfslau Group at Morgan Stanley

Each Individual has a unique vision of what retirement should look like. It is our responsibility to help you define that goal and provide you with the plan and tools necessary to achieve it. We focus on retirement planning, from asset accumulation to income generation, and we have helped over 2,000 clients assess where they are in relation to their retirement goals and what they must do to cross the finish line as planned. The Wolfslau Group employs a systematic approach designed to uncover issues too often overlooked by clients—for example, what to do with 401(k) assets when leaving an employer or how to initiate pension benefits. Once we identify the obstacles in your path, we will work to help eliminate them through strategies designed to take full advantage of all income sources available to you, locate new potential sources that may generate income for the rest of your life and help accumulate assets for unforeseen expenses.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards
The Wolfslau Group
2024 Barron's Top 250 Private Wealth Management Teams #110*
2023 Forbes Top Wealth Management Team #59*
2022 Forbes Top Wealth Management Team #65*
2024 Forbes Best-In-State Wealth Management Teams #16*

Karl Wolfslau
2024 America's Top Wealth Advisors #226*
2024 Best-in-State Wealth Advisors #5*
2014–2024 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) *
2014-2019 Barron’s Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) *
2015-2019 Financial Times 400 Top Financial Advisors*

Steve Long
2024 Forbes Best-in-State Wealth Advisors*
2023 Forbes Best-in-State Wealth Advisors*

Jonathan Thomas
2018-2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)*
Disclosures
*Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
*Forbes America’s Top Wealth Management Teams Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
*Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
*Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period3/31/22-3/31/23.
*Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period3/31/22-3/31/23.
*2023 -2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2023 - 2024). Forbes Best-In- State Wealth Advisors ranking awarded in INSERT YEARS AWARD WAS GIVEN. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
*2018 - 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2018 - 2019). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in INSERT YEARS AWARD WAS GIVEN. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
*Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2024) Data compiled by Barron's for the period Oct 2022-Sept 2023.
*Barron’s Top 1,200 Financial Advisors: State-by-State Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
*Barron’s Top 100 Financial Advisors Source: Barrons.com (Awarded 2014-2019). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
*Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2019; data 6/30/15 - 6/30/18, Awarded 2018; data 6/30/15 - 6/30/17, Awarded 2017; data 9/30/14 - 9/30/16, Awarded 2016; data 9/30/13 - 9/30/15, Awarded 2015; data 9/30/13 - 9/30/14

Our Clients

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The Wolfslau Group at Morgan Stanley gives you access to knowledgeable professionals who can address the often-confusing matters of IRAs, IRA rollovers, the consolidation of retirement plan accounts and estate planning strategies. The services we offer seek to ensure that the savings of each client are appropriately invested to help meet his or her personalized growth and income goals. Clients can then successfully prepare for life’s challenges and, in many cases, discover more investment choices while potentially incurring lower fees.

Community Involvement

The Wolfslau Group at Morgan Stanley is honored to provide first-class service to our clients at Morgan Stanley as well as to the local community. Since our inception, we have been committed to work for the community’s betterment. Our team recognizes the support that the community provides to local businesses like ours and we are always eager to return the favor. Over the years, we have built a great relationship with our local community through service to a variety of charitable organizations and the operation of a prolific internship program for young adults.

Members of the Wolfslau Group have devoted their efforts to organizations such as the Boy and Girl Scouts of America, the Orange County Philharmonic, the Mater Dei High School Music Program and the Manhattan Beach Youth Basketball, providing fundraising, leadership and support services to each of these very worthy causes. Cathy Wolfslau has received the President of the United States Volunteer Services Award on three separate occasions (Gold Level). In addition, the Wolfslau Group’s internship program was created to give college students a sustained introductory working experience within the financial services industry. Initially, we train our interns on the fundamentals of our business: unparalleled service, principled financial guidance and the development of positive relationships with potential clients. We strive to create a fun yet competitive atmosphere that helps prepare our interns for the demanding realities they might experience once they are a part of the general workforce. By staying in contact with the College of Business Administration at California State University at Long Beach, we have had a chance to provide this mutually beneficial service to many deserving students, some of whom have gone on to join our team as full-time associates. The Wolfslau Group is committed to serving our local community and our clients, both of which we view as worthwhile and rewarding activities.

MORGAN STANLEY - LONG BEACH

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3840 Kilroy Airport Way, Ste 400
Long Beach, CA 90806

Location

3840 Kilroy Airport Way
Ste 400
LONG BEACH, CA 90806
US
Direct:
(562) 799-2247(562) 799-2247
Toll-Free:
(800) 228-9555(800) 228-9555

Meet The Wolfslau Group

Photo of Robert Schwartz

Robert Schwartz

Executive Director, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(562) 799-2227(562) 799-2227
Photo of Kathryn Simmons

Kathryn Simmons

Director of Business Strategy, Assistant Vice President
Phone:
(562) 799-2266(562) 799-2266
Photo of Oscar Ramos

Oscar Ramos

Assistant Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(562) 799-2233(562) 799-2233
Photo of Becky Tapper

Becky Tapper

Senior Registered Associate
Phone:
(562) 799-2220(562) 799-2220
Photo of Jack Le Berthon

Jack Le Berthon

Wealth Management Analyst
Phone:
(562) 799-2242(562) 799-2242
Photo of Jonathan Alvares Segura

Jonathan Alvares Segura

Registered Client Service Associate
Phone:
(562) 901-4395(562) 901-4395
Photo of Matthew Kriege

Matthew Kriege

Wealth Management Analyst
Phone:
(562) 799-2232(562) 799-2232
Photo of Eleni Attard

Eleni Attard

Registered Client Service Associate
Phone:
(562) 799-2244(562) 799-2244
Photo of Ben Angotti

Ben Angotti

Registered Client Service Associate
Phone:
(562) 799-2256(562) 799-2256
Photo of Talon Love

Talon Love

Registered Client Service Associate
Photo of Jarod Garza

Jarod Garza

Registered Client Service Associate, Financial Planning Specialist
Phone:
(562) 799-2287(562) 799-2287
Photo of Max Gecowets

Max Gecowets

Registered Client Service Associate
Phone:
(562) 799-2204(562) 799-2204
Photo of Jonathan Davis

Jonathan Davis

Registered Client Service Associate
Phone:
(562) 901-4309(562) 901-4309

About Karl W Wolfslau

Karl Wolfslau, Managing Director, Senior Portfolio Manager and Financial Advisor with The Wolfslau Group at Morgan Stanley, is the cornerstone behind the success of our team. With over 25 years of industry experience, he has guided our team into the privileged position of overseeing in excess of $2 billion in client assets. Karl develops custom portfolios for each client using individual equities, fixed-income investments, and other efficient instruments. His goals: to reduce risk, employ appropriate diversification and provide proper cash flow based on each client’s specific needs.

Karl graduated from Chapman University with an MBA (Honors) and earned a Bachelor of Arts degree (Honors) from California State University at Fullerton. He continued to strive for an even greater understanding of the financial markets by earning his designation as a Financial Planning Specialist. Karl uses his knowledge to help individuals retire in accordance with their own personalized goals, while avoiding the common pitfalls faced by investors today.

Karl has always stayed true to a constant theme throughout his career, combining his love of numbers with his desire to see others within the community develop successful retirement plans. To this point, he has assembled a team of financial professionals around a central core of essential fundamental standards: integrity, high levels of service and a comprehensive knowledge of investments.

Karl has been recognized by Barron’s magazine as one of the top 100 Financial Advisors in California from 2014 – 2019, and, additionally, as one of the Top 1,200 Financial Advisors in the United States every year from 2014 – 2024. Karl has also been ranked as one of the top 400 Advisors in the nation by the Financial Times every year from 2015 – 2019, as well as the Forbes Best-In-State Wealth Advisors list for 2020 – 2024 and 2024 Forbes America's Top Wealth Advisor. Karl and his wife, Cathy, have been married for over 20 years, and they understand that a balanced life is the essence of happiness. Outside of the office, Karl and Cathy enjoy a wide range of hobbies including boating and scuba diving with their two children, Curtis and Jennifer.


Disclosures:
2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2015-2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2019; data 6/30/15 - 6/30/18, Awarded 2018; data 6/30/15 - 6/30/17, Awarded 2017; data 9/30/14 - 9/30/16, Awarded 2016; data 9/30/13 - 9/30/15, Awarded 2015; data 9/30/13 - 9/30/14

2024 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23
2020-2023 Forbes Best-In- State Wealth Advisors
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Learn more about my specialty in Equity Compensation
Securities Agent: TN, RI, WI, PR, MT, LA, WA, TX, PA, HI, AR, MN, MA, IL, CT, VT, VA, MI, IN, OR, MS, IA, CO, CA, AL, AK, OH, NY, NV, NM, NJ, NH, MD, FL, WY, SC, OK, MO, ID, DE, NC, GA, AZ, WV, SD, NE, ME, KY, KS, DC, UT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255574
CA Insurance License #: 0B55176
AR Insurance License #: 2625024

About Steven A Long

Steven Long is an Managing Director and Financial Advisor with the Wolfslau Group at Morgan Stanley. Steve offers clients comprehensive and personalized guidance in many areas of wealth management – including retirement planning, 401(k) rollovers, pension distributions, college planning, estate planning strategies and access to lending services. He initially began working with Karl Wolfslau at Smith Barney, a predecessor company of Morgan Stanley, in 2006. Steve holds FINRA series 6, 7, 63, and 65 certifications as well as Morgan Stanley’s Financial Planning Specialist designation, and he has assisted hundreds of clients through their transition into retirement. He is driven to help clients realize their financial goals in alignment with each individual’s risk tolerance. Steve understands that each individual’s wealth management plan is a moving picture, and he focuses on staying in close contact to keep abreast of any changes in a client’s needs. He is passionate about providing clients with the highest level of service and holding himself to the utmost ethical and professional standards.
Steve was a founding partner of the Wolfslau Group, and as of December 2021, oversees in excess of $375 million in client assets for the team. He holds a master’s degree from Loyola Marymount University and a bachelor’s degree from St. Edward’s University in Austin, Texas. Steve resides in Manhattan Beach with his wife, Liv, and their two sons, Lochner and Griffin. He enjoys an active lifestyle with his family and attending sports activities for his boys.
Learn more about my specialty in Equity Compensation
Securities Agent: MN, ME, IL, FL, MO, IN, CO, WI, WA, NV, MT, GA, WV, TN, PA, NH, VT, TX, RI, NY, NJ, MD, LA, DC, CA, WY, NM, KY, DE, CT, UT, MI, MA, KS, SD, NE, ID, IA, HI, AL, AK, SC, PR, MS, AZ, VA, OK, AR, OR, OH, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1274495

About Lois C Wolfslau

Catherine Wolfslau has been a Financial Advisor and Financial Planning Specialist for 17 years, focusing on assessing the individual needs of each investor and developing retirement plans.
Catherine graduated from California State University at Long Beach with a master’s degree (and was awarded The Most Outstanding Graduate Student). She also earned a Bachelor of Science degree from the University of California Irvine, cum laude. Prior to her career in the financial industry, Catherine worked in several roles within the health care industry, including her position as the senior clinical social worker at St. Joseph’s Hospital. Her unique experience within the health care industry enhances her ability to help clients develop financial and retirement plans that look at the “big picture,” as she is able to effectively communicate the benefits and options available to our clients in all stages of life. Coupled with her breadth of financial knowledge as a holder of FINRA series 7, 63, and 65 certificates, Catherine is not only a skilled Financial Advisor but is also experienced at facilitating life plans.
Catherine’s commitment extends beyond our doors and into both our local and national communities. Catherine has long been actively associated with the Girl and Boy Scouts of America, the Orange County Philharmonic Society and the Mater Dei High School Music Program, and she was honored with the Gold Level President’s Volunteer Service Awards from 2007 to 2009.
Catherine is an invaluable asset to the Wolfslau Group and a favorite among our clients. She has a true passion for translating client needs and goals into well-tailored retirement plans designed to stand the test of time.
Learn more about my specialty in Equity Compensation
Securities Agent: SC, ME, CT, MD, MA, IA, HI, DC, WY, WI, NY, MO, GA, NC, MN, IN, IL, FL, CO, AR, NH, LA, AL, AK, WV, OH, ID, DE, TX, OK, NE, MT, MI, PA, MS, VT, VA, UT, SD, RI, NV, AZ, TN, NM, KY, KS, CA, WA, PR, OR, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1282961
CA Insurance License #: 0H88393

About Robert Schwartz

Robert Schwartz is a time-tested financial professional who joined our team as a Financial Advisor in 2009. He came to us from a large firm, where he was a team manager responsible for dozens of representatives. Consistently a top performer in his previous position, we saw him as a natural fit to captain our marketing team, leveraging his proactive attitude and distinctive skill set to bring our message of responsible financial growth to the community.

Rob received his degree from Central Connecticut State University, and during his 20 years of experience in financial services, he has acquired his FINRA series 7 and 66 certificates. He commands a wealth of knowledge that our current and prospective clients benefit from daily.

Rob manages our marketing team, which includes our advisors based in affiliated cities. He uses his experience in the industry to guide these advisors as they serve both our clients and prospective clients. Rob is a valuable asset to The Wolfslau Group, and ensures that our marketing team provides a first-class client experience. Rob resides in Miami, Florida with his wife, Michon, his daughter, Shae, and grandson Asher. Rob and his family enjoy hiking and being outdoors.
Securities Agent: MT, DE, WY, TN, NC, ME, HI, AZ, SD, PR, NE, MI, KY, DC, CT, CA, WV, VA, UT, PA, CO, NV, MO, MA, GA, FL, WI, RI, NY, NJ, MN, MD, IL, AK, KS, ID, TX, OK, OH, IN, AL, AR, WA, SC, NM, NH, MS, LA, IA, VT, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1275749
CA Insurance License #: 0F45353

About Curtis Wolfslau

Curtis Wolfslau is a Financial Advisor and Portfolio Manager who creates and implements financial plans as well as portfolio income strategies with our clients while assisting Karl with the management of our portfolios. He joined the Wolfslau Group at Morgan Stanley in 2012 and uses his knowledge to help our clients plan for and achieve their individual goals in retirement. Additionally, Curtis assists our team with fundamental analysis, while also building and administering the team’s internal database that allows us to provide industry leading service for all of our clients. Curtis graduated from Chapman University with his MBA as well as an undergraduate degree in business finance and a minor in history, magna cum laude.
Curtis’ commitments to excellence and service extend beyond the workplace and the classroom. In 2013 he became an Eagle Scout, which required leadership, countless hours of community service, dedication, and integrity. Additionally, he enjoys volunteering for the Mater Dei High School Pageantry Corps teaching students to play percussion instruments in competitions throughout the state. Curtis enjoys spending his free time outdoors boating and scuba diving. His goal is to help people attain financial security as a Financial Advisor with the Wolfslau Group at Morgan Stanley.
Learn more about my specialty in Equity Compensation
Securities Agent: OH, NE, IN, AK, WY, UT, RI, PA, OK, NY, MA, KS, DC, SD, PR, MO, AR, TX, NJ, AL, WI, MS, LA, KY, OR, NV, NM, MI, GA, VT, TN, ME, ID, IA, CT, WA, NH, NC, HI, DE, WV, VA, FL, MD, SC, MT, MN, CO, IL, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1775739
CA Insurance License #: 0M29776

About Jonathan Thomas

Jonathan Thomas began his career at Morgan Stanley in 2009 as an ambitious intern while working to complete his degree in business finance. Following his graduation from CSU Long Beach in 2010, he sought to utilize the knowledge he had acquired during his schooling and under the guidance of The Wolfslau Group. Jonathan knew that if he was able to equip clients with a solid grasp of market fundamentals, it would prove to be a powerful lesson that could change their lives for the better. Keeping with that mission, Jonathan earned a promotion, becoming a full-time Client Service Associate in 2010. Over the next few years, he flourished into a significant and effective member within The Wolfslau Group at Morgan Stanley. Along the way, Jonathan obtained not only his FINRA Series 7 and 66 certificates, but has also expanded his professional repertoire to include a deep understanding of retirement planning services.
In 2013, Jonathan was promoted to the position of Financial Advisor with The Wolfslau Group, a position he gained through diligence and a dedication to excellence in the service of our clients. Jonathan has been recognized by Forbes as one of America’s Top 500 Next Generation Wealth Advisors in both 2017, 2018, and 2019. Jonathan is a valuable asset to our team, and he can often be found at a company’s cafeteria or a family’s kitchen table teaching retirees, and those planning retirement, how to invest appropriately for each stage in their life.

2017-2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Learn more about my specialty in Equity Compensation
Securities Agent: MS, MO, CO, AR, WY, OH, NM, MN, MD, DC, VT, UT, SD, NJ, ME, PR, MT, IN, ID, GA, OR, NY, NH, IA, HI, CT, CA, AL, AK, NV, MA, KS, FL, DE, WV, VA, RI, TX, PA, NC, MI, SC, AZ, WI, WA, LA, KY, IL, TN, OK, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1282882
CA Insurance License #: 0I64041

About Andrew Keam

Andrew Keam is a Financial Advisor with The Wolfslau Group at Morgan Stanley. He has been entrusted by the senior partners of the team to expand our client base in Phoenix, Arizona. Andrew is a firm believer in the team’s goal of educating clients and prospects about market fundamentals and the utilization of custom portfolios to best prepare them for a successful retirement. Andrew has been an integral part of the team’s Marketing Division over the past several years. In his role as a Financial Advisor, he aspires to provide clients with a personalized educational experience in financial and retirement planning.

Andrew Keam began his career with The Wolfslau Group as an intern in 2010. He excelled in his initial position while he diligently studied at California State University, Long Beach, earning a bachelor’s degree in Finance. Andrew’s productivity and work ethic propelled him into a full-time Client Service Associate role. Subsequently, his responsibilities entailed reaching out to potential clients and managing The Wolfslau Group’s growing internship program. While in this full-time position, Andrew obtained hi FINRA Series 7 and 66 licenses while expanding his understanding of proper retirement planning strategies. In accordance with his diligence, professional ethics and dedication, Andrew was promoted to the position of Financial Advisor with The Wolfslau Group at Morgan Stanley.
Learn more about my specialty in Equity Compensation
Securities Agent: RI, GA, ND, WV, WY, VA, PR, OH, NC, MT, TN, PA, KS, ID, OK, NY, NH, IL, IA, DC, CA, WI, VT, SD, SC, NV, NM, MS, ME, MD, KY, FL, AZ, AL, WA, OR, AR, AK, NJ, NE, MI, DE, UT, HI, CT, CO, TX, MO, MN, MA, LA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1454876

About Garrett Getty

Garrett Getty is a Financial Advisor with the Wolfslau Group at Morgan Stanley representing our team in Houston, Texas. Garrett focuses on introducing prospective clients to our custom asset management strategies. This education encompasses both market fundamentals as well as individual retirement planning. With these tools, Garrett helps prepare our clients and prospective clients for retirement and allows them to better understand the tools that we use to develop a successful retirement plan. Garrett was named to the firms Pacesetter’s Club in 2019, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.

Garrett began his career here at the Wolfslau Group in our internship program in 2014. Over the next few years, he successfully managed over 20 interns while gaining the necessary knowledge and experience to excel as a Financial Advisor. While managing this team, Garrett focused on reaching out to potential clients regarding The Wolfslau Group’s strategies. As an associate, he obtained his FINRA Series 7 and 66 licenses and graduated from California State University, Long Beach with a degree in Business Finance. As a Financial Advisor, Garrett is committed to providing industry leading service to our clients and prospective clients. He is dedicated to reviewing each client’s individual needs and goals in order to help build a proper financial plan from the ground up. Garrett is originally from Lake Tahoe, NV, and outside the office enjoys golf and maintaining an active lifestyle.
Learn more about my specialty in Equity Compensation
Securities Agent: PR, NH, DC, AK, WV, NY, MA, IN, HI, WI, OH, KS, CA, AL, VT, VA, TN, GA, CT, CO, UT, OK, NV, ID, SD, RI, PA, OR, NC, MO, MI, MD, LA, IL, TX, SC, NM, MT, IA, AZ, WA, NJ, NE, MS, WY, FL, DE, AR, MN, ME, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1643904
CA Insurance License #: 4355924

About Jared Singh

Jared Singh is a Financial Advisor with the Wolfslau Group at Morgan Stanley. He focuses on educating people about our customized financial plans and asset management strategies. Jared works to create value for our clients by applying our teams experience in financial and retirement planning to each person’s individual situation, needs, and goals. His own experience in finance comes from both his background with our team as well as his degree in finance he received from California State University, Long Beach. Jared also grew his knowledge of the financial markets by earning his Financial Planning Specialist and Portfolio Management designations. Along his journey at Morgan Stanley, Jared has been named to the firms Pacesetter’s Club in 2020, and 2022-2024, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.
Jared began his career with the Wolfslau Group in our internship program and worked to introduce prospective clients to our team. During his time in this program, Jared excelled while displaying the honesty and integrity necessary to succeed within our team. He was then promoted to be a Client Service Associate, where he obtained his FINRA Series 7 and 66 certifications. Due to Jared’s dedication to serving our clients and prospective clients, he was promoted to be a Financial Advisor. Now, Jared continues to provide superior client service as we expand our client base in the Dallas Metroplex and the Pacific Northwest. Outside of the office, Jared is involved with his community and has volunteered at senior living facilities, homeless shelters, as well as the Veterans Administration. Jared and his wife, Saci, enjoy many activities together including fishing, skiing, and camping.
Learn more about my specialty in Equity Compensation
Securities Agent: CA, WY, NJ, KS, DE, CT, VA, PR, IN, LA, DC, NY, NC, MT, ME, MS, IA, HI, AK, WI, OH, KY, NE, WA, NH, IL, AZ, SD, MO, RI, PA, MI, ID, GA, WV, VT, TN, SC, MN, FL, CO, AR, UT, TX, OR, OK, NV, NM, MD, MA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1660218
CA Insurance License #: 4355765

About Nicole Hindin

Nicole Hindin is a Financial Advisor with the Wolfslau Group at Morgan Stanley. She represents our team in Oakland, California, and introduces prospective clients to our custom portfolio strategies. Nicole provides an individualized education that focuses on preparing clients and prospects for retirement. This education encompasses both market fundamentals and individual retirement planning. She applies our team’s experience to a client’s individual needs and goals. Nicole graduated, magna cum laude, from California State University, Long Beach.

Nicole began her career with The Wolfslau Group in our internship program. She was promoted to the position of Client Service Associate, where she managed our 20 person internship program. Nicole was responsible for training, delegating, and providing superior customer service and educational information. As an associate, Nicole obtained her FINRA Series 7 and 66 licenses.

Nicole’s commitment to her community extends beyond the workplace as she enjoys volunteering with youth and senior living facilities. She has helped people from all walks of life through various personal and professional challenges. Nicole is dedicated to continuing to provide superior customer service as a Financial Advisor with the Wolfslau Group.
Learn more about my specialty in Equity Compensation
Securities Agent: SC, PA, FL, AL, OR, OH, NM, MD, IN, IL, MA, ID, HI, CO, AZ, AR, OK, NY, NV, NE, NC, GA, DE, WV, SD, NJ, WA, UT, NH, MI, IA, CA, AK, WI, VT, VA, RI, MO, KY, PR, MT, ME, LA, KS, CT, WY, TN, MS, MN, DC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1778298
CA Insurance License #: 0M54446

About Megan Costello

Megan Costello is a Financial Advisor with the Wolfslau Group at Morgan Stanley that represents our team in Denver, Colorado. Megan introduces prospects and clients to retirement solutions and personalized wealth management options to fit each individual’s goals and needs.

Megan began her career with the Wolfslau Group in 2019 following her graduation from the University of Southern California with a degree from Marshall School of Business. As a top performing intern, she quickly earned a promotion within the team to a Client Sales Associate where she attained her FINRA Series 7 and 66 licenses. After excelling to serve our prospective clients, Megan relocated back to her home state and was promoted to Financial Advisor. She continues to expand our client base across the Rocky Mountain region and is dedicated to providing retirement solutions using our income generating portfolios. Outside of the office, Megan enjoys spending her free time outdoors, hiking, skiing, and spending time with her loved ones!
Learn more about my specialty in Equity Compensation
Securities Agent: MS, AK, UT, TN, PR, NJ, IN, IL, DE, CO, OR, MN, HI, NH, WV, WA, NE, DC, WI, SC, PA, OH, ME, VT, NY, NV, MI, IA, AZ, RI, MT, MO, LA, CT, CA, TX, OK, WY, VA, SD, KS, GA, FL, AR, NM, NC, MD, MA, KY, ID, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2131710

About Ross Bohan

Ross Bohan is a Financial Advisor with The Wolfslau Group at Morgan Stanley representing our team in the southeast region, with his office located in Atlanta, Georgia.
Ross helps prospective and existing clients by educating them on our asset management strategies, while individualizing the conversation to match the specific needs of each client. He provides understanding of our cash flow strategies and the tools we use to help construct a successful retirement plan.
Ross began his career with The Wolfslau Group in our internship program. He was promoted to the position of Client Service Associate, where he assisted our senior advisors in managing our 25 person internship program. As an associate, he obtained his FINRA series 7 and 66 licenses, and graduated summa cum laude from Florida Atlantic University with a major in finance and minor in economics and hospitality. Outside of the office, Ross enjoys an active lifestyle but understands the importance of giving back to the community. He often spends his time volunteering at senior centers and has gone on a number of mission trips to give back to the less fortunate.
Learn more about my specialty in Equity Compensation
Securities Agent: VA, UT, NY, OR, MS, WV, TX, TN, RI, NM, MN, ME, ID, SD, NE, MI, LA, IN, HI, SC, PA, IL, CA, AZ, NH, MO, FL, DE, AK, OH, NV, MD, CT, AR, WA, NC, KY, KS, IA, GA, AL, WY, WI, VT, PR, OK, NJ, MT, MA, DC, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2007260

About Jennifer Wolfslau

Jennifer Wolfslau is a Financial Advisor with
The Wolfslau Group at Morgan Stanley.
She initially joined our team in 2016 and
has demonstrated a firm grasp of the inner
workings of Morgan Stanley’s systems and
financial planning tools. Jennifer works
closely with our senior advisors, and focuses
on guiding our clients through financial and
retirement planning. As an associate, Jennifer
expanded her knowledge of the financial
industry by providing our clients industry
leading service as well as obtaining her FINRA
SIE, Series 7 and Series 66 licenses. Jennifer
graduated Magna Cum Laude from Chapman
University in 2020 with an undergraduate
degree in Business Administration.
Jennifer’s commitment to service extends
beyond the office. Prior to her career in the
finance industry, Jennifer worked in several
business development roles within the nonprofit
sphere. Jennifer’s unique experience
enhances her ability to understand client’s
needs and provide superior client service for
our team. In her free time, she enjoys spending
her time outdoors hiking and traveling with
her family.
Learn more about my specialty in Equity Compensation
Securities Agent: WY, AL, AR, AZ, CA, CO, AK, CT, GA, DC, DE, FL, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 2450722
CA Insurance License #: 4354981

About Paul Salas

Paul Salas is a CFP® professional and Financial Advisor with The Wolfslau Group at Morgan Stanley. As a CFP® professional, Paul has met the rigorous standards of ethics and competency set forth by the CFP Board. He joined the Wolfslau Group in 2018 through our internship program and now works closely with Karl Wolfslau and Curtis Wolfslau representing our team in Southern California and Nevada where he develops holistic financial plans and helps families and individuals navigate retirement from all stages of life.

Additionally, he is responsible for overseeing the portfolio management operations of our team while leveraging his keen understanding of capital markets in assisting with portfolio construction and analysis.

Due to his accomplishments and success, Paul helps our senior partners oversee the Wolfslau Groups participation in educating key employees in the workplace about their equity awards by providing personalized guidance to align their equity awards with broader financial goals. As Workplace Advisors - Equity Compensation we help employees preserve and grow their wealth by assisting them understand their awards, vesting events, and offer a specialized approach to financial planning that includes tax-efficient strategies and diversification solutions.

In the occasions where Paul is outside of the office he enjoys reading, visiting new restaurants, and breweries.
Learn more about my specialty in Equity Compensation
Securities Agent: AK, NH, WA, MI, MA, KS, GA, CT, CO, RI, OR, NY, NV, MN, FL, VT, TX, MO, MD, LA, DC, AZ, TN, OK, SD, MT, ME, ID, WV, UT, NE, NC, IN, CA, WY, VA, SC, PR, OH, MS, KY, IA, AL, NM, IL, HI, DE, AR, WI, PA, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 2494722

About Drew Mammen

Drew Mammen is a Financial Advisor with The Wolfslau Group at Morgan Stanley.

Drew originally joined our team as an intern in 2018 where he introduced prospective clients to our team’s asset management strategies. As an associate he obtained his FINRA Series 7 and 66 licenses and graduated from California State University, Long Beach with a major in finance.

Before his promotion to a financial advisor, Drew prepared marketing, client services, and support for all our senior advisors. Drew is responsible for educating and providing superior customer service to each of our clients and prospects.
Drew was promoted to his current role due to his achievements, character, and exceptional work ethic in the program.
Outside of the office, he enjoys snowboarding, basketball, and visiting new restaurants. Drew now represents our team in Houston, Texas.
Learn more about my specialty in Equity Compensation
Securities Agent: MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 2428083
CA Insurance License #: 4358398

About Leland Callahan

Leland Callahan is a Financial Advisor with The Wolfslau Group at Morgan Stanley. Leland originally joined our team as an intern in 2016 where he introduced prospective clients to our team’s asset management strategies.

As an Associate he obtained his FINRA Series 7 and 66 licenses and graduated from California State University, Long Beach with a major in finance. He assisted our senior advisors in managing our 25-person internship program and was responsible for training, delegating, and providing superior customer service and educational information.

He was promoted to his current role as a Financial Advisor due to his success and character as well as the guidance he provided in the program to both clients and colleagues.
Outside of the office, he enjoys travelling, basketball, and enjoying an active lifestyle.
Leland now represents our team in Phoenix, Arizona.
Learn more about my specialty in Equity Compensation
Securities Agent: OK, LA, KS, NE, ID, RI, PA, VT, WA, IN, WY, KY, SC, AK, DC, NC, GA, CA, HI, IA, WI, WV, PR, MA, NY, IL, NV, FL, AR, DE, AZ, CT, CO, MO, MS, MT, ND, SD, MN, MI, ME, NM, OH, OR, NJ, AL, VA, MD, UT, TX, NH, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 2411747

About Alyssa Bui

Alyssa Bui is a Financial Advisor with The Wolfslau Group at Morgan Stanley in Tampa, Florida. She graduated from California State University, Long Beach with a degree in Business Finance and holds her FINRA Series 7 and 66 licenses. Alyssa joined the team as a Registered Client Service associate and provided exceptional marketing, client services, and support for all the senior advisors. Alyssa managed the Wolfslau Group’s 25-person internship program where she was responsible for training interns and delegating tasks while providing superior customer service and educational information to prospective clients. Alyssa began her career with the Wolfslau Group in the internship program in 2019 and was promoted to her current role due to her success and her work ethic. Outside of the office, she enjoys playing beach volleyball, traveling to national parks, and volunteering for 5-Eleven Hoops.
Securities Agent: WY, WI, WA, VT, VI, VA, UT, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, OH, HI, GA, FL, PR, DE, DC, CT, TN, CO, CA, AZ, AR, AL, AK, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 2541114

About Kathryn Simmons

Kathryn Simmons is our Director of Business Strategy. She views her service to our clients as a privilege, and she is passionate about helping them make the most of their retirement. She has experience in the intricacies of our business, such as aiding clients through the complexities of inheriting assets or passing them down to the next generation. Kathy has a hand in almost every aspect of our business, from placing trade orders to performing client account reviews. She also functions as a vital knowledge base for newer associates while using her knowledge to assist both our financial advisors and clients alike. Kathys extensive experience in the financial service industry goes back to 1998 when she began working with Karl Wolfslau at Smith Barney, a predecessor company of Morgan Stanley. She earned an associate of arts degree from Cypress College, and she holds her Series 7, 63 and 65 certificates. Throughout her tenure with the Wolfslau Group, Kathy has continued to grow and expand her skill set while always providing impeccable client service. Her positive attitude and steadfast work ethic are invaluable assets to our clients and our team.

About Oscar Ramos

Oscar Ramos is a Wealth Management Associate with The Wolfslau Group at Morgan Stanley. He currently assists our clients with their everyday needs, leads the service associates, account reviews and assists with asset consolidation. Oscar provides superior customer service for our team and is knowledgeable of the inner workings of the Morgan Stanley back-office. Oscar graduated from California State University, Long Beach, in 2017 with a degree in Finance and obtained his FINRA Series 7 and 66 licenses.
Oscar joined our team in 2016 as an intern and took on a marketing role in which he introduced prospective clients to our team’s asset management strategies. Here, he excelled in his role and was offered a full-time position with our group in 2017. Outside of the office, Oscar is an avid car enthusiast, enjoys snowboarding, golfing, dining & anything else outdoors.

About Becky Tapper

Becky Tapper is a Senior Registered Client Service Associate with the Wolfslau Group at Morgan Stanley. She began her career in this industry at Dean Witter in 1994, a predecessor company to Morgan Stanley. Becky uses her experience to assist our clients with more complex tasks, such as completing their required minimum distribution, or adjusting their financial plan. She is well versed in navigating the Morgan Stanley back office on behalf of our clients as well as calling into other financial institutions with our clients to help gather information and process transactions. She is able to use her wealth of knowledge of our industry to help assist and train our newer associates as they gain experience with our team.
Becky has a master’s degree from National University, an undergraduate degree from UCLA, as well as her FINRA Series 7, 63, 31, and 66 licenses. She continues to learn and grow in her role with our team and is dedicated to providing exceptional customer service to our clients. Outside of the office, she volunteers for the Golden Retriever Rescue in California and fundraises for shelter animals and works to provide them with blankets, toys, and treats.

About Jack Le Berthon

Jack is a Registered Client Service Associate and is expanding his trading and technical analysis experience. He joined The Wolfslau Group at Morgan Stanley in the summer of 2021 and is responsible for allocating and rebalancing client portfolios under the instruction of the group’s senior partners. Additionally, he assists in administering the team’s internal database which allows for the industry leading service provided to clients. Jack graduated Magna Cum Laude from University of California Irvine in 2020 with a degree in Business Economics. The dedication and integrity displayed at UCI ultimately lead to his opportunity to join the Wolfslau Group where he hopes to continue to expand his knowledge and continue his passion for finance. Shortly after his hire, Jack went on to obtain his FINRA SIE, Series 7 and 66 licenses. Outside the office, Jack enjoys snowboarding, basketball and football. Jack’s goal is to become a Financial Advisor with the Wolfslau Group.

About Jonathan Alvares Segura

Jonathan Alvares Segura is a Registered Associate with The Wolfslau Group at Morgan Stanley. Jonathan joined our team as an intern in 2020 and began assisting the business development side of our group by introducing prospective clients to our team's wealth management strategies. After excelling in his internship, obtaining his FINRA Series 7 and 66 licenses, and graduating from California State University, Long Beach with a degree in Finance, Jonathan was promoted to a full time financial planning role. Jonathan currently works under the direction of our Senior Financial Advisors to create and update financial plans for our team's prospective and current clients. Outside of the office, Jonathan enjoys playing basketball, riding horses, and maintaining an active lifestyle. Jonathan's goal is to learn all he can about financial planning and portfolio analysis before becoming a Financial Advisor with The Wolfslau Group at Morgan Stanley.
Securities Agent: CT, NH, SD, NE, MA, LA, AZ, WV, PR, MN, WI, WA, UT, SC, NY, NV, MO, DC, AL, TN, PA, MS, KS, IL, ID, HI, CO, CA, NJ, DE, VT, RI, OR, MI, IN, GA, FL, AR, AK, TX, OK, NC, OH, ME, MT, MD, KY, WY, VA, NM, IA; General Securities Representative; Investment Advisor Representative

About Matthew Kriege

Matthew Kriege is a Wealth Management Analyst with The Wolfslau Group at Morgan Stanley. He joined our team in 2021 bringing with him experience from the tax, insurance, and real estate industries. Matthew graduated from Azusa Pacific University in 2016. He went on to complete his post-baccalaureate at Oxford University researching the Philosophy of Psychology and continued his studies in Experimental Psychology at California State University, Fullerton.
Matthew communicates with our clients and assists them in managing their accounts. He provides direction in utilizing the Morgan Stanley Online platform and guides clients through the various retirement processes.
Matthew is currently preparing for his exams to be a fully licensed associate. In between studying, you can find him running and biking the South County Wilderness Parks or climbing in Malibu. He is also part of the Institute of the Arts, Music, and Science in Bellflower, CA where he volunteers with grant writing and community programs. Combining his interests in economics, finance, and psychology, Matthew conducts survey research with Prolific.

About Eleni Attard

Eleni Attard is a Client Service Associate with the Wolfslau Group at Morgan Stanley. She joined our team in 2019 as a member of the internship program, where she introduced our team’s unique strategies to prospective clients. Her dedication and desire to help clients achieve their goals led her to being offered a full-time position on our team in 2021. Today, Eleni helps our clients with their everyday needs and facilitates the day-to-day operations that provide our clients with exceptional customer service.
She graduated cum laude from Chapman University in 2020 with a Bachelor’s degree in Business Administration with a Double Emphasis in Finance and Management and a Minor in Economics. She further extended her knowledge of the finance industry through passing the Securities Industry Essentials Exam, the Series 7 and Series 66.
Eleni is dedicated to providing our clients with superior service to help them accomplish their financial goals. She is looking forward to continuing to expand her skill set to do this. Outside of the office, she enjoys exploring new places, going on hikes, and trying new recipes.

About Ben Angotti

Benjamin Angotti is a Registered Client Service Associate with The Wolfslau Group at Morgan Stanley. Benjamin joined the internship program in 2021 where he served as a bridge for prospective clients, introducing them to our various strategies and retirement goals. His dedication and passion to help families and individuals allowed him to obtain a full-time role in 2022, where he continues to deliver excellent customer experience paired with a strong commitment to being an efficient and effective team player.
Benjamin graduated from Chapman University in 2021 with a Bachelor’s degree in Business Administration with an emphasis in Finance and a minor in Political Science. He extended his education by passing the Securities Industry Essentials exam, the Series 7, and the Series 66 licenses, which helped in developing his skillset and knowledge of the industry and our retirement services. Outside of the office, Benjamin enjoys doing outdoor activities such as baseball, hiking, and going to the beach. In addition, he has a passion for market research and investment analysis.

About Talon Love

Talon Love is a Registered Client Service Associate with the Wolfslau Group at Morgan Stanley. He Joined the team in 2021 through our internship program where he introduced prospective clients to our team’s unique goals and strategies. After graduating from the University of California Irvine in 2022, with his bachelor’s in Business Economics, Talon worked to obtain his FINRA SIE, Series 7, and Series 66 licenses. Having been promoted from the call room, Talon continues to develop professionally, working full time to allocate and rebalance client portfolios under the direction and guidance of our senior partners. With a keen interest in markets, Talon aims to use his knowledge to strengthen the team and provide excellent service to our clients. In his free time, Talon is an avid snowboarder, runner, and lifelong learner.

About Jarod Garza

Jarod Garza is a Registered Client Service Associate with The Wolfslau Group at Morgan Stanley. Jarod joined the team as an intern in 2022 shortly after graduating from California State University, Long Beach with a bachelor’s degree in Business Finance. During his internship, he started by reaching out to prospective clients and introducing them to our team’s unique wealth management and retirement strategies. He also worked to obtain the FINRA SIE, Series 7, and Series 66 licenses. After excelling in the internship and displaying a tenacious work ethic, he was promoted to a full-time position with the team. Jarod currently works by communicating with our clients to fulfill their everyday needs and performing necessary account maintenance, ensuring exceptional client service. Outside of the office, Jarod enjoys traveling, golfing, and dining at new restaurants.

About Max Gecowets

Max Gecowets is a Registered Client Service Associate with The Wolfslau Group at Morgan Stanley. Max joined the team as an intern in 2021 where he introduced prospective clients to our team’s unique goals and strategies. Over the next few years, he successfully managed over 30 interns while gaining industry exposure in the Morgan Stanley Wealth Management division. Max graduated from Chapman University in 2023 with a bachelor’s degree in business administration with an emphasis in Finance and a minor in Leadership. He also worked to obtain the FINRA SIE, Series 7, and Series 66 licenses. After excelling in his role, he was offered a full-time position on the team in 2023 and now continues to provide our clients with superior service to help them accomplish their financial goals. Outside of the office, he enjoys surfing, camping, snowboarding, and golfing.

About Jonathan Davis

Jonathan Davis serves as a Registered Client Service Associate with The Wolfslau Group at Morgan Stanley. Jonathan joined the team as an intern in 2023 while simultaneously completing his bachelor’s degree in Economics at California State University, Fullerton. During his internship, he began by assisting in client outreach and introducing them to our team’s comprehensive wealth management and retirement strategies. He also dedicated himself to obtaining the FINRA SIE, Series 7, and Series 66 licenses. Recognized for his dedication and strong work ethic, he earned a promotion to a full-time role within the team. Jonathan now focuses on addressing clients' daily requirements and managing essential account upkeep, ensuring top-notch client satisfaction. Beyond his professional endeavors, Jonathan finds fulfillment in outdoor activities such as hiking, golfing, and maintaining an active lifestyle.

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
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Megan Cornille

Private Banker

About Megan Cornille

Megan Cornille is a Private Banker serving Morgan Stanley Wealth Management offices in California.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Megan began her career in financial services in 2010, and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, she was a Private Client Banker at JP Morgan Chase. She also served as a Personal Banker at U.S. Bank.

Megan is a graduate of the University of California - Irvine, where she received a Bachelor of Science in Molecular Biology. She lives in Torrance, California with her family. Outside of the office, Megan enjoys running, traveling with her family and volunteering at her son’s school.
NMLS#: 606638
Wealth Management
From Our Team

The Wolfslau Group Brochure

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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
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4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
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Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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3Morgan 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

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4When 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.

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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 and other legal matters.

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6Investors 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.

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7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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8An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.

Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.

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9Morgan 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.

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10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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13Municipal 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.

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14When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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15When 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.

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16Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

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17Morgan 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.

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Awards Disclosures
CRC 6491812 (04/2024)