Andrew Basch, CRPS®, CRPC®
Managing Director, Private Wealth Management, Private Wealth Advisor, Corporate Client Group Director, Global Sports and Entertainment Director
Phone:
(310) 443-0538(310) 443-0538
Morgan Stanley Private Wealth Management
Wingfield Coastal Wealth Management Group
Andrew Basch, CRPS®, CRPC®Justin S. Hinkes, CIMA®Chad B MacAllisterMichael DoumaniRobert HillHoward BlitzClayton M. HillSandra R. Gordon, CFP®Vivian S Afriyie, ChSNC®Andrew Jurun
Direct:
(310) 443-0500(310) 443-0500
Industry Award WinnerOur Mission Statement
We deliver institutional-caliber strategies to clients with complex lives including executives, athletes, entertainers, and entrepreneurs. Our tailored wealth management solutions honor your unique goals and the responsibilities of success. To you, complexity is a challenge; to us, it’s our specialty.
Welcome
Our Story & Philosophy
- With decades of combined experience, Wingfield Wealth Management Group is dedicated to providing personalized financial guidance to help our clients achieve their unique financial goals. We understand the complexities of managing wealth, and we pride ourselves on our ability to offer innovative solutions tailored to each client's needs.
- Our philosophy is to provide exceptional multigenerational wealth management services that empower our clients to achieve their financial aspirations and create a lasting legacy for future generations. We are committed to understanding the unique values and goals of each family we serve, and utilizing our expertise and experience to design comprehensive financial plans that encompass all aspects of your financial live. With a focus on personalized attention, proactive communication, and strategic advice, we strive to build lifelong relationships with our clients and help you navigate the complexities of wealth management with confidence and peace of mind.
Capabilities
- Wealth ManagementFootnote1
- Asset Management
- Professional Portfolio ManagementFootnote2
- Alternative InvestmentsFootnote3
- Financial PlanningFootnote4
- Retirement PlanningFootnote5
- Philanthropic ManagementFootnote6
- Life InsuranceFootnote7
- Cash Management and Lending ProductsFootnote8
- Estate Planning StrategiesFootnote9
- Planning for Education FundingFootnote10
- Corporate Retirement PlansFootnote11
- Trust ServicesFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an 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 assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Global Sports and Entertainment
The mission of our Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. Wingfield Wealth Management Group can help you navigate these complex situations.
Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.
You're Unique and We Know Why
There's nothing common about you—not your talent, your drive, your achievements or even your challenges. From your variable income streams to your taxes, from your obligations to your aspirations, "typical" is not part of your vocabulary. You need distinctive financial strategies that can match your lifestyle and career trajectory.
Concentrated Experience in Capable Hands
Our broader GSE organization was developed to respond to the specific needs of sports and entertainment professionals at every stage of their careers. We understand your unique financial opportunities and challenges.
Tailored Advice to Meet Your Objectives
You can leverage us and the vast resources of Morgan Stanley to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you may have for yourself and your family, we present strategies, products, and services customized to help you reach your goals, your way.
Embrace the Power of Team
You have a handful of people who have supported you, encouraged you and watched your back. Our team routinely work in partnership with other trusted advisors to guide financial decision-making. We support and respect your personal confidants, combining our strengths to help bring you greater success.
Awards & Designations
Wingfield Wealth Management Group Named Forbes Best-In-State Wealth Management Teams for 2023-2026
Forbes Best-In-State Wealth Management Teams highlights more than 2,800 teams across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
Source: Forbes.com (Awarded 2023-2026) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Coastal Front Group Named Forbes Best-In-State Wealth Management Teams for 2025-2026
Forbes Best-In-State Wealth Management Teams highlights more than 2,800 teams across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
Source: Forbes.com (Awarded 2025-2026) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Andrew Basch
Forbes Best-In-State Advisor for 2018-2026*
Barron's Top 1,500 Financial Advisors: State-by-State 2026**
Top 1,200 Financial Advisors by Barron's for 2014-2025***
Financial Times' List of America's Top 400 Financial Advisors for 2013-2020****
Top 250 Financial Advisors by Worth Magazine in 2008*****
Chad MacAllister
Forbes Best-In-State Advisor for 2025-2026*
Justin Hinkes
Forbes Best-In-State Wealth Advisor for 2022-2026*
CRPC® (Chartered Retirement Planning Counselor®)
The CRPC® designation demonstrates the expertise in retirement planning services and help clients navigate the complexities of retirement income planning. (Andrew Basch)
CRPS® (Chartered Retirement Plans Specialist®)
The CRPS® designation demonstrates the expertise in retirement plan administration to assist employers and plan sponsors. (Andrew Basch)
CIMA® (Certified Investment Management Analyst®)
The CIMA® designation demonstrates the in-depth knowledge of advanced investment theory and portfolio management, as well as wealth management and financial planning. (Justin Hinkes)
ChSNC® (Chartered Special Needs Consultant®)
The ChSNC® designation demonstrates the expertise and commitment to serving the unique financial needs of families with special needs. (Vivian Afriyie)
Location
10960 Wilshire Blvd
Ste 2000
Los Angeles, CA 90024
US
Direct:
(310) 443-0500(310) 443-0500
4350 La Jolla Village Drive
Suite 1000
San Diego, CA 92122
US
Direct:
(858) 597-7747(858) 597-7747
Meet Wingfield Coastal Wealth Management Group
Justin S. Hinkes, CIMA®
Executive Director, Private Wealth Management, Private Wealth Advisor, Corporate Retirement Director, Portfolio Management Director, Global Sports and Entertainment Director
Phone:
(310) 443-0571(310) 443-0571
Chad B MacAllister
Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Lending Specialist
Phone:
(310) 443-0526(310) 443-0526
Michael Doumani
Executive Director, Financial Advisor, Senior Portfolio Manager
Phone:
(310) 443-0559(310) 443-0559
Robert Hill
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(310) 443-0533(310) 443-0533
Howard Blitz
Senior Vice President, Private Wealth Advisor
Phone:
(310) 443-0573(310) 443-0573
Phone:
(310) 443-0508(310) 443-0508
First Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(858) 597-7747(858) 597-7747
Vice President, Wealth Management, Global Sports and Entertainment Director, Senior Portfolio Manager, Financial Advisor
Phone:
(310) 443-0553(310) 443-0553
Andrew Jurun
Financial Advisor
Phone:
(310) 443-0555(310) 443-0555
Rennie Chan
Portfolio Associate
Phone:
(310) 443-0518(310) 443-0518
Carmen Delgado
Wealth Management Associate
Phone:
(310) 443-0582(310) 443-0582
Leslie Murphy
Portfolio Associate
Phone:
(310) 443-0578(310) 443-0578
Alice Katz
Portfolio Associate
Phone:
(310) 443-0552(310) 443-0552
Remy Meteigner
Client Service Associate
Phone:
(310) 443-0519(310) 443-0519
About Andrew Basch
Andrew Basch is a Private Wealth Advisor at Morgan Stanley Private Wealth Management in Los Angeles, with over 40 years of experience. He is also the Corporate Client Group Director for control and restricted stock transactions. Specializing in wealth planning and investment banking, Andrew helps senior executives navigate complex financial issues, particularly related to maximizing value from personal stock holdings.
Recognized for his expertise, Andrew was named to *The Financial Times* Top 400 Financial Advisors (2013–2021), as well as Barron’s Top 1,200 Advisors (2014–2024) and Forbes Best-In-State Wealth Advisors (2018–2024).
Andrew began his career at Dean Witter , later becoming a Partner at Oppenheimer & Co., where he co-founded the Corporate Executive Services Group. During his tenure he has been involved in numerous private and public offerings. He holds a B.A. in psychology from UCLA, an M.A. in psychology, and an M.B.A. from Pepperdine University, along with Executive Education in investment decisions and behavioral finance from Harvard.
In addition to his professional work, Andrew is actively involved in civic and charitable organizations in Los Angeles. He has served as Non-Corporate Trustee for Semester at Sea and sits on the Advisory Board of UCLA’s Department of Psychology. He and his wife Karleen live in Hidden Hills Ca.
2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014 - 2022 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.
2013 - 2021 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
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
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
Recognized for his expertise, Andrew was named to *The Financial Times* Top 400 Financial Advisors (2013–2021), as well as Barron’s Top 1,200 Advisors (2014–2024) and Forbes Best-In-State Wealth Advisors (2018–2024).
Andrew began his career at Dean Witter , later becoming a Partner at Oppenheimer & Co., where he co-founded the Corporate Executive Services Group. During his tenure he has been involved in numerous private and public offerings. He holds a B.A. in psychology from UCLA, an M.A. in psychology, and an M.B.A. from Pepperdine University, along with Executive Education in investment decisions and behavioral finance from Harvard.
In addition to his professional work, Andrew is actively involved in civic and charitable organizations in Los Angeles. He has served as Non-Corporate Trustee for Semester at Sea and sits on the Advisory Board of UCLA’s Department of Psychology. He and his wife Karleen live in Hidden Hills Ca.
2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014 - 2022 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.
2013 - 2021 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
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
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
Securities Agent: NH, ID, TN, MN, SD, OR, NV, NC, HI, FL, AZ, WV, TX, MD, CA, OH, IA, WY, WI, MO, IL, DC, AL, WA, VA, SC, PA, OK, NY, NJ, MA, KY, AK, VT, NM, GA, DE, CT, CO, AR, NE, KS, UT, MT, MI, IN; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262070
NMLS#: 1262070
About Justin S. Hinkes
Justin works with high-net-worth professionals, families, and individuals to provide sophisticated wealth planning solutions. He draws on his experience serving clients in numerous capacities, all focused on addressing the concerns of high-net-worth clients.
Justin started his career in New York City as a financial advisor with UBS Wealth Management. Later with UBS, he moved to San Francisco where he specialized in institutional product sales and partnered with advisors across the firm in the high-net-worth space. Justin eventually returned to his hometown of Los Angeles where he worked as Regional Sales Manager at Wilshire Associates before joining Morgan Stanley in 2009.
Justin earned his Bachelor of Science degree from the University of Wisconsin-Madison and his MBA from the University of Southern California. He is a member of the Investment Management Consultants Association and has earned his CIMA® (Certified Investment Management Analyst®) designation.
He spends his free time with his family and enjoying most outdoor activities, specifically bluebird ski days and biking. After living in Chicago, New York, and San Francisco, Justin now lives in the San Fernando Valley with his wife Donna and their two children.
Justin started his career in New York City as a financial advisor with UBS Wealth Management. Later with UBS, he moved to San Francisco where he specialized in institutional product sales and partnered with advisors across the firm in the high-net-worth space. Justin eventually returned to his hometown of Los Angeles where he worked as Regional Sales Manager at Wilshire Associates before joining Morgan Stanley in 2009.
Justin earned his Bachelor of Science degree from the University of Wisconsin-Madison and his MBA from the University of Southern California. He is a member of the Investment Management Consultants Association and has earned his CIMA® (Certified Investment Management Analyst®) designation.
He spends his free time with his family and enjoying most outdoor activities, specifically bluebird ski days and biking. After living in Chicago, New York, and San Francisco, Justin now lives in the San Fernando Valley with his wife Donna and their two children.
Securities Agent: AZ, MS, NJ, NC, ID, CO, WA, TX, NM, MA, GA, WY, WI, OH, CA, PA, NE, MO, IL, IA, DE, CT, NY, MD, FL, UT, TN, KY, VA, MT, SD, NV, SC, OR, NH, MI, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1253069
NMLS#: 1253069
About Chad B MacAllister
Chad lives in Palos Verdes Estates with his wife, Annie, and their two children, Vincent and Lucas. He brings over 15 years of experience in the securities industry, beginning his career at Second Southern Corp., a multi-corporate venture capital and real estate firm. There, he evaluated investment opportunities across public markets, real estate, and energy. In 2003, Chad joined UBS Financial Services and co-founded RJC Group, a multidisciplinary investment management team now operating as The Coastal Front Group. As an equal partner, Chad focuses on portfolio management and asset allocation. In 2009, the team transitioned to Morgan Stanley Smith Barney, where they continue to serve clients today.
Chad holds the title of Senior Portfolio Management Director, a distinction recognizing top-tier investment expertise and leadership across the industry. He is also a member of the Morgan Stanley Business Owners Executive Council, an honor reserved for leading advisors working with business owners. Chad is passionate about helping families and individuals achieve long-term success through tailored portfolio and financial planning strategies.
Outside of work, Chad remains active in his community and children’s lives. He has coached Lucas’ baseball and soccer teams for years and manages Vincent’s tennis tournaments across Southern California. He currently serves on the Boards of the Palos Verdes Little League, Malaga Cove Homeowners Association, PVE Foundation, and the Southern California Tennis Association Investment Committee. A past President of the Palos Verdes Tennis Club, Chad also advises several Autism outreach organizations. He earned a double major in Economics and Environmental Studies from the University of San Diego, where he was President of the Omicron Delta Epsilon Economics Club and a member of the associated honor society
Chad holds the title of Senior Portfolio Management Director, a distinction recognizing top-tier investment expertise and leadership across the industry. He is also a member of the Morgan Stanley Business Owners Executive Council, an honor reserved for leading advisors working with business owners. Chad is passionate about helping families and individuals achieve long-term success through tailored portfolio and financial planning strategies.
Outside of work, Chad remains active in his community and children’s lives. He has coached Lucas’ baseball and soccer teams for years and manages Vincent’s tennis tournaments across Southern California. He currently serves on the Boards of the Palos Verdes Little League, Malaga Cove Homeowners Association, PVE Foundation, and the Southern California Tennis Association Investment Committee. A past President of the Palos Verdes Tennis Club, Chad also advises several Autism outreach organizations. He earned a double major in Economics and Environmental Studies from the University of San Diego, where he was President of the Omicron Delta Epsilon Economics Club and a member of the associated honor society
Securities Agent: NC, IA, WY, WI, UT, SD, SC, NM, MT, NH, MA, GA, TX, OR, NY, NV, HI, IL, ID, DE, VA, NE, MI, CT, CO, CA, MD, KY, TN, WA, NJ, MO, FL, AZ, PA, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275614
NMLS#: 1275614
About Michael Doumani
Michael was born in Los Angeles and attended Harvard School and UCLA. He is married and lives in Los Angeles, where he has been a lifelong resident. Michael’s career in the securities industry began in 1963 and has continued for over 50 years. Michel is a Senior Vice President and Financial Advisor with Morgan Stanley Wealth Management and manages over $500 million* in assets for high net worth individuals. Over the course of his long-standing career, Michael has demonstrated knowledge across a broad range of wealth management areas, including traditional and alternative investments, investment and asset allocation, and hedging and monetization. Michael is driven by helping families identify and address their unique financial needs to achieve their short and long-term financial ambitions. Michael is an active member of the Los Angeles Country Club and The Valley Club in Montecito, California. His hobbies include reading, golf and enjoying time with family and friends.
*As of June 2021
Professional Details:
• Fully Licensed Investment Professional for More Than 45 Years
• Implements Wealth Management Strategies for Clients by Concentrating on Portfolio Management
• Experienced in Equity Research, Portfolio Hedging Strategies and New Business Planning Development
• Series 7, 63 & 66 Licensed
*As of June 2021
Professional Details:
• Fully Licensed Investment Professional for More Than 45 Years
• Implements Wealth Management Strategies for Clients by Concentrating on Portfolio Management
• Experienced in Equity Research, Portfolio Hedging Strategies and New Business Planning Development
• Series 7, 63 & 66 Licensed
Securities Agent: WI, NY, AZ, WA, WY, HI, DE, TX, NV, NM, NJ, NC, CO, CA, TN, OR, OH, CT, MA, SC, MI, MD, IL, ID, UT, SD, PA, KY, VA, NH, MT, IA, FL, NE, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1372311
NMLS#: 1372311
About Robert Hill
Bobby lives in Pacific Palisades with his wife and their beloved dog Kiki. In their spare time, they enjoy being active by hiking, golfing, and playing volleyball at the beach. Bobby holds a bachelor’s degree in Business Administration from the University of Pepperdine. He began his career in the securities industry at Bateman Eichler Hill Richards, an Investment Bank based out of Downtown Los Angeles. During his time at Bateman Eichler Hill Richards, Bobby served as a broker and relationship manager. Bobby later went to work at Paine Weber & Co., which was acquired by UBS Financial Services in 2000. While at UBS, Bobby co-founded a multidisciplinary investment management team, formerly RJC Group, now doing business as The Coastal Front Group. He is an equal partner, adding a focus on relationships, client development, and fixed income. The RJC Group, left UBS Financial Services in 2009 to join Morgan Stanley Smith Barney where they reside today. Bobby is dedicated to providing prudent financial advice and the highest levels of customer service to the clients and families that he works with. In his over 40 years of experience, Bobby has come to find and cherish that many of his business relationships have originated from friendships made across many states and countries.
Professional Details:
• Licensed Investment Professional for Over 40 Years
• Bobby Prides Himself on Understanding Goals, Values and Estate Issues of Clients as well as the Portfolio Management of Taxable Fixed Income
• Series 7 & 63 Licensed
• Insurance Licensed
• Life, Health & Annuity Insurance Licensed
Professional Details:
• Licensed Investment Professional for Over 40 Years
• Bobby Prides Himself on Understanding Goals, Values and Estate Issues of Clients as well as the Portfolio Management of Taxable Fixed Income
• Series 7 & 63 Licensed
• Insurance Licensed
• Life, Health & Annuity Insurance Licensed
Securities Agent: IA, MI, FL, CO, NJ, TN, NV, NE, MO, WI, NY, MA, GA, TX, SD, NH, KY, DE, CA, OH, MT, MD, ID, HI, PA, OR, NC, AZ, WY, WA, VA, IL, CT, SC, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1253228
NMLS#: 1253228
About Howard Blitz
Howard Blitz has worked with high net worth investors and institutions for over 27 years, helping them develop customized taxable and tax-exempt investment strategies. This experience led to his designation as a Private Wealth Advisor of Morgan Stanley Private Wealth Management, a select group of financial advisors who focus exclusively on the needs of the firm’s most affluent clients.
Prior to joining Morgan Stanley in 2003, Howard worked at CIBC Oppenheimer as Executive Director of Investments. At CIBC Oppenheimer, he and Andrew Basch formed the Corporate Executive Services Group, which handled the firm’s Investment Banking clients.
Howard holds a finance degree from the University of Southern California. He is an avid outdoorsman who skis, mountain bikes and enjoys sailing with his family off the Southern California coastline. An experienced pilot, Howard also enjoys flying his Cirrus SR-22. Howard and his wife, Tracey, have been married for 25 years and have two daughters, Carly and Devon. They live in Boulder, Colorado.
Prior to joining Morgan Stanley in 2003, Howard worked at CIBC Oppenheimer as Executive Director of Investments. At CIBC Oppenheimer, he and Andrew Basch formed the Corporate Executive Services Group, which handled the firm’s Investment Banking clients.
Howard holds a finance degree from the University of Southern California. He is an avid outdoorsman who skis, mountain bikes and enjoys sailing with his family off the Southern California coastline. An experienced pilot, Howard also enjoys flying his Cirrus SR-22. Howard and his wife, Tracey, have been married for 25 years and have two daughters, Carly and Devon. They live in Boulder, Colorado.
Securities Agent: FL, KS, NM, WI, PA, NJ, NH, IN, DE, OR, NY, MA, AL, VA, SD, MO, MI, WV, VT, UT, NV, NC, GA, CO, OH, MN, MD, ID, WA, TX, SC, NE, MT, IL, HI, CA, TN, IA, DC, CT, AZ, WY, KY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262127
NMLS#: 1262127
About Clayton M. Hill
Clayton joined Morgan Stanley in 2021, starting as a Client Service Associate. In 2022, he entered the Financial Advisor Associate Program, a rigorous three-year training initiative that equips participants with essential skills in financial products, client acquisition, and relationship management. Clayton has been named to Morgan Stanley's prestigious Pacesetter's Club in 2024 and 2025, highlighting his commitment to excellence and client service. He is a graduate of Pepperdine University, holding a degree in Political Science with a focus on International Relations. During his final two years at Pepperdine, Clayton worked in residential real estate, which inspired him to pursue a career in commercial real estate before joining Morgan Stanley. He has a strong affinity for fostering and maintaining lasting relationships, both old and new. Clayton demonstrated leadership skills early on, earning his Eagle Scout rank before the age of 17. Outside of work, he enjoys golfing, beach volleyball, skiing, and reading. Clayton is committed to consistently demonstrating grit, diligence, and tenacity in his professional career.
Securities Agent: IL, OR, NY, NC, MA, NH, MT, VA, MD, WY, UT, OH, DC, SC, PA, HI, GA, CO, KY, CT, NV, NJ, MI, IN, DE, CA, WA, TX, IA, AZ, WI, NM, MO, ID, FL, TN, SD, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 2380607
NMLS#: 2380607
About Sandra R. Gordon
Sandra lives in Poway with her husband Clint, and their fur child, Otto. Sandra graduated from San Diego State University with a major in Business Administration, with an emphasis in Finance. During her time at SDSU she served as a two term VP of Finance for her Sorority. Sandra comes to the financial services industry with a background in taxation, where she worked at a tax accounting firm producing complex tax returns for individuals and business owners. As a strong believer in continuing education and cutting-edge knowledge, she has added to her skillset over her decade plus at the firm by acquiring an Executive Financial Planning Certificate from San Diego State University, has become a Senior Portfolio Manager, Financial Planning Specialist, Workplace Advisor – Equity Compensation Specialist, and is a long-time CERTIFIED FINANCIAL PLANNER™. When not working you can find her at the beach, camping around both State and National Parks or Forests, or out and about San Diego at dog friendly restaurants and breweries. Sandra believes in giving back, and has served in numerous roles as a coach and advisor for her collegiate sorority at SDSU and continues to serve as the VP of the Gamma Alpha of Alpha Phi House Corporation Board, and is the long time President for her beach condo complex's Homeowners Association.
Securities Agent: OR, CO, NH, IA, KS, GA, UT, NV, KY, ID, CT, VA, PA, NE, DC, MT, MO, IL, WY, WA, TX, SC, MI, HI, AZ, AK, NJ, MD, MA, FL, CA, NY, NC, DE, TN, WI, SD; General Securities Representative; Investment Advisor Representative
NMLS#: 1290595
CA Insurance License #: 0I47808
NMLS#: 1290595
CA Insurance License #: 0I47808
About Vivian S Afriyie
Vivian Afriyie is a Vice President, Global Sports & Entertainment Director, Senior Portfolio Manager and Financial Advisor with Morgan Stanley in Los Angeles, California. She is part of the Wingfield Wealth Management Group within Morgan Stanley Private Wealth Management. With more than 25 years of experience across accounting and financial services, Vivian is recognized for her strong work ethic and steadfast focus on delivering disciplined, client-centered guidance.
Vivian works primarily with high-net-worth individuals and families, including entrepreneurs, entertainers, athletes, corporate executives and multigenerational households. Her capabilities span a wide range of wealth planning and investment needs, including financial and retirement planning, investment management, philanthropic and charitable gifting strategies, pre- and post-liquidity event planning, concentrated stock risk management, trust and estate planning strategies, customized cash management and lending solutions, and Special Needs planning.
As a Global Sports & Entertainment Director—an advanced designation held by fewer than 2% of Morgan Stanley Financial Advisors—Vivian brings highly specialized experience serving clients in the sports and entertainment community. She and her team collaborate closely with each client’s attorneys, CPAs, managers and other advisors to deliver coordinated, 360-degree solutions that address the full scope of a client’s financial life. This includes values-aligned portfolio management, trust and estate advisory services, philanthropy planning, cash management and lending solutions, and support for family dynamics and legacy planning—helping clients work toward their vision for the future across generations.
Vivian is also a Chartered Special Needs Consultant® (ChSNC®), further strengthening her ability to help families develop comprehensive lifetime plans for dependents with special needs.
She began her career in 1997 as an associate in financial advisory services at PricewaterhouseCoopers, where she developed a strong foundation in detailed company analysis. Vivian also owned and operated a successful small business selling purse hooks for women, navigating supply chain and manufacturing complexities and ultimately sourcing a manufacturer in China. This entrepreneurial experience provides her with a practical understanding of the day-to-day realities facing executives and business owners, as well as an international perspective valued by many of her clients.
Outside of work, Vivian is an avid runner and has earned medals as part of a relay team in the Malibu Triathlon for three consecutive years. She also volunteers with Junior Achievement, where she teaches enterprise skills to high school seniors. Born and raised in Ghana, Vivian is fluent in Twi. She holds a B.S. degree from California State University, Los Angeles, with a concentration in Accounting and Finance.
Vivian works primarily with high-net-worth individuals and families, including entrepreneurs, entertainers, athletes, corporate executives and multigenerational households. Her capabilities span a wide range of wealth planning and investment needs, including financial and retirement planning, investment management, philanthropic and charitable gifting strategies, pre- and post-liquidity event planning, concentrated stock risk management, trust and estate planning strategies, customized cash management and lending solutions, and Special Needs planning.
As a Global Sports & Entertainment Director—an advanced designation held by fewer than 2% of Morgan Stanley Financial Advisors—Vivian brings highly specialized experience serving clients in the sports and entertainment community. She and her team collaborate closely with each client’s attorneys, CPAs, managers and other advisors to deliver coordinated, 360-degree solutions that address the full scope of a client’s financial life. This includes values-aligned portfolio management, trust and estate advisory services, philanthropy planning, cash management and lending solutions, and support for family dynamics and legacy planning—helping clients work toward their vision for the future across generations.
Vivian is also a Chartered Special Needs Consultant® (ChSNC®), further strengthening her ability to help families develop comprehensive lifetime plans for dependents with special needs.
She began her career in 1997 as an associate in financial advisory services at PricewaterhouseCoopers, where she developed a strong foundation in detailed company analysis. Vivian also owned and operated a successful small business selling purse hooks for women, navigating supply chain and manufacturing complexities and ultimately sourcing a manufacturer in China. This entrepreneurial experience provides her with a practical understanding of the day-to-day realities facing executives and business owners, as well as an international perspective valued by many of her clients.
Outside of work, Vivian is an avid runner and has earned medals as part of a relay team in the Malibu Triathlon for three consecutive years. She also volunteers with Junior Achievement, where she teaches enterprise skills to high school seniors. Born and raised in Ghana, Vivian is fluent in Twi. She holds a B.S. degree from California State University, Los Angeles, with a concentration in Accounting and Finance.
Securities Agent: GA, CA, SD, NM, LA, ID, PA, NY, NC, KY, CT, WI, VT, MO, VA, TN, OH, MA, FL, DE, OR, NV, NJ, MI, CO, WY, NE, MD, UT, SC, WA, TX, NH, IA, AZ, MT, IL, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253079
NMLS#: 1253079
About Andrew Jurun
Securities Agent: CT, GA, MO, AZ, VA, OR, NV, NH, MT, KS, HI, DE, TX, SC, NY, MI, MS, IL, FL, WI, PA, CO, CA, WA, TN, NC, KY, AR, WY, SD, NJ, NE, IA, MD, MA, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 314221
NMLS#: 314221
About Rennie Chan
Rennie handles the daily operational and administrative tasks for the team. She has both her Series 7 and 66 licenses, and has worked with Andrew, Justin and Howard since July, 2007. She graduated from the University of California, Irvine with a degree in International Studies and a minor in Chinese Language and Literature. She is also a mentor with Growing Tree Education in the San Gabriel Valley, working closely with kids from kindergarten through 12th grade. In her leisure time she likes exploring new restaurants, reading, movies, snowboarding and weekend road trips.
About Carmen Delgado
Growing up in Los Angeles, Carmen lives in Santa Clarita with her husband, Noel, and twins, Roman and Olivia. Outside of the office, Carmen enjoys spending time and entertaining family and friends. Drawing on nearly 16 years of industry experience, Carmen is committed to providing every client with the highest level of personal service, she focuses on exceeding client expectations. Carmen strives to ensure a stress-free experience for clients by creating streamlined processes and leading a coordinated effort amongst the team. Carmen provides support to the team by maintaining and strengthening strong client relationships. As the administrative leader for the team, she is responsible for a broad array of client services, including the handling of estate issues, retitling assets, executes trades for transactional clients, and helps to prepare the Quarterly Performance Reports. She maintains her Series 7, 66 and 31 securities licenses.
Professional details:
• 16 Years of Industry Experience
• Series 7, 66, & 31 Licensed
Professional details:
• 16 Years of Industry Experience
• Series 7, 66, & 31 Licensed
About Leslie Murphy
Leslie has been in the investment business for 25 years and is Series 7 and 66 licensed. Leslie provides support to the Wingfield Group as a Portfolio Associate. She supports her team with client relationships and daily operational tasks.
Leslie graduated from Cal Poly San Luis Obispo with a B.S. in Business Administrative.
Born and raised in the South Bay Leslie enjoys the beach, volunteering at local animal shelters and running. She lives in Manhattan Beach with her son Matthew.
Leslie graduated from Cal Poly San Luis Obispo with a B.S. in Business Administrative.
Born and raised in the South Bay Leslie enjoys the beach, volunteering at local animal shelters and running. She lives in Manhattan Beach with her son Matthew.
About Alice Katz
Alice has worked in various capacities in the Financial Services industry with more than 35 year experience.
She received her BA in French Literature from UCLA and holds series 7, 63 and 64 securities registrations.
She enjoys dance and continues to take ballet classes. Alice is married and enjoys spending time with family.
She received her BA in French Literature from UCLA and holds series 7, 63 and 64 securities registrations.
She enjoys dance and continues to take ballet classes. Alice is married and enjoys spending time with family.
About Remy Meteigner
Remy provides support to Wingfield Wealth Management Group as a Client Service Associate. He supports the team with client relationships and daily operational tasks. His dedication and hands-on approach create a family office-like experience for our clients, building a strong bond and deepening the relationships we have with them.
Remy graduated from University of Oregon with a Bachelor’s in Economics. Prior to joining Morgan Stanley, Remy embarked on a career path that led to specialization in sales and client service within ERP software at Oracle NetSuite.
Outside the office, Remy enjoys staying active with pursuits like beach volleyball, golf, and paddle tennis.
Remy graduated from University of Oregon with a Bachelor’s in Economics. Prior to joining Morgan Stanley, Remy embarked on a career path that led to specialization in sales and client service within ERP software at Oracle NetSuite.
Outside the office, Remy enjoys staying active with pursuits like beach volleyball, golf, and paddle tennis.
Contact Andrew Basch
Contact Justin S. Hinkes
Contact Chad B MacAllister
Contact Michael Doumani
Contact Robert Hill
Contact Howard Blitz
Contact Clayton M. Hill
Contact Sandra R. Gordon
Contact Vivian S Afriyie
Contact Andrew Jurun
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2018-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
Barron's Top 1,200 Financial Advisors: State-by-State
2014-2025 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 2014-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
2013-2020 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2020; data 6/30/16 - 6/30/19 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 Awarded 2014; data 9/30/12 - 9/30/13 Awarded 2013; data as of 12/31/12
5
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5When 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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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
9Morgan 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.
10When 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.
11When 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.
12Morgan 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5When 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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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
9Morgan 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.
10When 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.
11When 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.
12Morgan 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
