The South Bay Group at Morgan Stanley

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 Bar

ney 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

06/04/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/b02zs

Join us on March 2 for Wealth Education for the Next Generation: Understanding Risk and Volatility. https://livesocial.s...
05/28/2026

Join us on March 2 for Wealth Education for the Next Generation: Understanding Risk and Volatility. https://livesocial.seismic.com/yS8WW

Managing risk is essential for long-term financial success. Whether you're just starting out or refining your investment approach, register and attend to learn actionable insights from Morgan Stanley experts who make complex concepts easy to understand. https://livesocial.seismic.com/avUqq8

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/26/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
05/23/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aFFwPk

It's Graduation Season!Graduation is an exciting milestone—and a great time to help new grads build smart money habits e...
05/20/2026

It's Graduation Season!

Graduation is an exciting milestone—and a great time to help new grads build smart money habits early. A few high-impact starting points: setting up a simple budget, building an emergency fund, understanding workplace benefits, and starting retirement contributions (even small ones). If your family is navigating this transition, I'm happy to help you map out a clear first-year plan.



https://advisor.morganstanley.com/the-south-bay-group

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial...
05/15/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aNtJ1J

Taking a moment to recognize the strength, compassion, and dedication that mothers—and all who care for and support othe...
05/10/2026

Taking a moment to recognize the strength, compassion, and dedication that mothers—and all who care for and support others—bring to our lives and communities. Thank you for everything you do, every day.

Wishing you a Happy Mother's Day.

Please join me in welcoming Blake Curtin, CFP® to The South Bay Group as a Wealth Management Associate. Blake earned his...
05/07/2026

Please join me in welcoming Blake Curtin, CFP® to The South Bay Group as a Wealth Management Associate. Blake earned his Business Administration (Finance) degree from the University of Colorado Boulder, completed UCLA Extension's Personal Financial Planning program, and later achieved the CFP® certification. A South Bay native, he brings a strong foundation in client service and comprehensive planning, and we're excited to have him back in the community helping individuals and families plan with clarity and confidence.

Glad to have you on the team, Blake!



https://advisor.morganstanley.com/the-south-bay-group

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/01/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/aqk0si

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21250 Hawthorne Boulevard Ste. 650
Torrance, CA
90503

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