The Newman Group at Morgan Stanley

The Newman Group at Morgan Stanley Financial Advisors at Morgan Stanley The Newman Group at Morgan Stanley is a comprehensive wealth management practice headquartered in Los Angeles, CA.

With the common goal of providing an efficiently priced and goals based approach to investing; Robert, Alex and Dylan are passionate about working with their clients. Their practice includes asset management, retirement planning, estate and tax planning strategies, insurance and most importantly, lifestyle preservation. The Newman Group views each client's personal situation, financial profile, an

d family dynamics as entirely unique; as such, they custom tailor their approach, portfolios, and planning suggestions. They pride themselves on constructing and managing investment portfolios, performing in-house due diligence as part of their process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley*. Finally, they provide a high level of professionalism, intellectual creativity, and entrepreneurial spirit to our clients.

“We enjoy helping our clients feel safe, secure and most importantly, prepared for the future” -Robert Newman.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Preparing for the unexpected is a key aspect of financial planning. Let's discuss how a custom life insurance policy can...
09/12/2024

Preparing for the unexpected is a key aspect of financial planning. Let's discuss how a custom life insurance policy can help protect your family.

morganstanley.com

Morgan Stanley is proud to be the Presenting Sponsor of the ESPN series, "In the Arena: Serena Williams." Check it out o...
09/06/2024

Morgan Stanley is proud to be the Presenting Sponsor of the ESPN series, "In the Arena: Serena Williams." Check it out on ESPN+.

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Whether taking you to the biggest tennis event of the year in NYC or supporting your financial journey, all of us at Mor...
09/03/2024

Whether taking you to the biggest tennis event of the year in NYC or supporting your financial journey, all of us at Morgan Stanley are here to help. As a global partner of the Women's Tennis Association, Morgan Stanley aspires to give the next generation of athletes the tools to succeed on and off the court.
https://livesocial.seismic.com/a89Kid

Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start ...
08/20/2024

Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

morganstanley.com

When market volatility picks up, having a long-term horizon is an investor's best strategy.
08/06/2024

When market volatility picks up, having a long-term horizon is an investor's best strategy.

www.morganstanley.com

Spending my first Fourth of July in Tahoe this year!So grateful that the family is only a few hours away. Hope everyone ...
07/04/2024

Spending my first Fourth of July in Tahoe this year!
So grateful that the family is only a few hours away. Hope everyone enjoys their holiday with friends and family.

Buying a new home and selling your old one at the same time can be financially challenging. Let's discuss financing opti...
06/18/2024

Buying a new home and selling your old one at the same time can be financially challenging. Let's discuss financing options that may make sense for you.

www.morganstanley.com

5 Things You May Not Know About 529s (But Should)They're tax friendly, flexible and available to anyone. Yet, 529 educat...
05/29/2024

5 Things You May Not Know About 529s (But Should)

They're tax friendly, flexible and available to anyone. Yet, 529 education investment plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on education costs need to know.

1. They Can Offer Considerable Income Tax Benefits to The Account Owner

2. They're More Flexible Than You Think

3. 529 Accounts Provide Unique Estate Planning Benefits

4. 529 Accounts Have Minimal Impact on Financial Aid

5. Not All 529 Plans Are the Same https://livesocial.seismic.com/a1hO-H

Amazing Mother's Day weekend in the Bay! I loved having my family visit. Hope you had a wonderful weekend as well!
05/13/2024

Amazing Mother's Day weekend in the Bay! I loved having my family visit. Hope you had a wonderful weekend as well!

Whether celebrated in person or in your heart, we hope this day will bring you joy, smiles and love! Happy Mother's Day ...
05/12/2024

Whether celebrated in person or in your heart, we hope this day will bring you joy, smiles and love! Happy Mother's Day to all the wonderful mothers! Celebrating you and all that you do for your families.

One of the things the Passover Seder symbolizes is order. Even the most creative people can have some structure to their...
04/23/2024

One of the things the Passover Seder symbolizes is order. Even the most creative people can have some structure to their day to day. Happy Passover and may you find the order you need to prosper!

Address

444 S. Flower Street
Los Angeles, CA
90071

Telephone

+12134868823

Website

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