Morgan Stanley Wealth Management Commits Additional Resources to Beverly Hills, Marking Increased Investment in Local Community

Morgan Stanley Wealth Management has announced it is expanding the company’s offices in Beverly Hills, a move creating one of the largest wealth management offices in Southern California, with 62 financial advisors and more than 877 combined years of advisor experience.

The move demonstrates the company’s renewed commitment to investing in the Beverly Hills area, not only in terms of wealth management resources, but also with its many philanthropic efforts in the local community.

“Beverly Hills is one of the most important areas in the region for Morgan Stanley,” said Jeff Adams, Morgan Stanley’s Southern California regional director. “We wanted to reflect the value we place in this area by bolstering our presence here, and making sure we’re doing everything we can to give back to the local community.”

Morgan Stanley’s dedication to the Beverly Hills community is embodied by many of the office’s advisors who have been serving the company there for decades. Financial advisor Jack Kaplan, for example, has served for 62 years. David Potter has been with the company for 56 years; Howard Almo for 52 years; Beryl Crowley for 38 years and Francis Aurino for 27 years, to name several others.

But Morgan Stanley’s commitment to Beverly Hills extends beyond hours spent in the office. Many of the company’s advisors in the area are actively involved in charities and other local community initiatives.

Complex Manager Bob Perry, for example, actively participates in the Beverly Hills Chamber of Commerce, as well as the Board of Overseers at the Hollywood Bowl.

Financial advisor Francis Aurino is active with Help Group, a local nonprofit serving the needs of children with autism. In addition, he participates in putting on the Los Angeles Fire Department Foundation fundraiser each year.

Ken Kawamoto, as another example, along with his wife Patricia, are extensively involved with the Cavalry Community Church in Westlake Village, spending much of their time volunteering for the organization’s clothing donation center.

Financial advisor Vicki Unger manages two Westside chapters of the Women Presidents Organization (WPO), and serves on the Board of Friends of Sheba Medical Center, the support organization for Sheba Medical Center in Israel.

September Sarno is a 14-year member of SHARE, a local nonprofit committed to supporting special needs children. In 2012, she was named member of the year. Jeffrey Rush is actively involved with the USA Swimming Foundation’s Make a Splash Initiative, an organization dedicated to teaching children how to swim.

These are just a few examples of the efforts that Morgan Stanley’s team in Beverly Hills is contributing every day to making the community a better place.