The South Bay Group at Morgan Stanley

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Torrance, CA
The South Bay Group at Morgan Stanley

Financial Advisors at Morgan Stanley To help our clients make smart financial decisions to benefit themselves, their families, and their charitable causes.

Since 2001, the South Bay Group at Morgan Stanley has been helping our clients and their families make smart financial decisions. Our caring, four person team is diverse in age and experience. The combination of our different perspectives has been invaluable in helping individuals and families reach their retirement, college, and legacy planning goals. Disclaimers:
© 2023 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

NMLS #: 1255640, NMLS #: 1560671, NMLS #: 2443880, NMLS #: 606638

10/16/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

08/28/2026

Back to the books for these two!

A new school year brings fresh focus, and a chance to regroup, and move forward with intention. As we return to our fall routines, consider it a useful checkpoint:

- Are your plans still aligned with your priorities?
- Have there been changes in your family, career, business, or long-term objectives?
- Are there decisions worth addressing before year-end?

https://advisor.morganstanley.com/andy.dilsaver

08/12/2026

As investors consider sources of income in today's market environment, some are taking a closer look at commercial real estate strategies built around long-term leases and contractual rent streams.

Watch the latest episode of The Alts Report to learn more about triple net lease investing and where the strategy may fit within a diversified portfolio.

The conversation features Brian Holzer, Head of Alternative Investments Distribution, and Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management.

Watch the full video: https://livesocial.seismic.com/Y9AMy

07/31/2026

Crypto scams are becoming more sophisticated by the day. Discover strategies to identify common scams and safeguard your assets.

morganstanley.com

07/29/2026

What are digital assets? Learn how crypto, stablecoins and tokenization work—and the risks to consider. https://livesocial.seismic.com/aOWNag

07/24/2026

Blockchain is the tech behind cryptocurrency. Let's discuss what that means for security, transparency and real world use. https://livesocial.seismic.com/aczn7N

07/17/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/aI2ftu

07/14/2026

The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued activity across equity capital markets. https://livesocial.seismic.com/aEd0ID

07/09/2026

Thinking about an IPO? Learn the difference between requesting shares at the offering and buying after trading starts, plus the risks that matter most. https://livesocial.seismic.com/aIZHd8

07/06/2026

How can investors navigate the latest phase of the cryptocurrency cycle? Our strategists share insight. https://livesocial.seismic.com/MHXhs https://livesocial.seismic.com/agH_n-

Address

21250 Hawthorne Boulevard Ste. 650
Torrance, CA
90503

Website

http://fa.morganstanley.com/southbaygroup/

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