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Randall K
Series 63, Series 65
La Jolla, CA
Morgan Stanley
Randall Kilpatrick is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he rents rooms in his personal residence in La Jolla, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.
William B
Series 63, Series 65
La Jolla, CA
Morgan Stanley
William Bonelli is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, Bonelli serves on the boards of local youth organizations, including Mission Bay Youth Baseball and Mission Bay Youth Field Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.
Robert M
Series 63, Series 65
La Jolla, CA
Morgan Stanley
Robert Meyerott is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he and his wife own a rental property that they plan to use as a vacation home in the future. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.
Angie B
Series 66
La Jolla, CA
Morgan Stanley
Angie Burrows is a Series 66 licensed financial advisor with Morgan Stanley in La Jolla, CA, where she has worked since 2014. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach using firm-approved tools and models to help clients develop financial plans.
Mignon D
Series 66
La Jolla, CA
Morgan Stanley
Mignon De La Torre is a Series 66-licensed financial advisor with Morgan Stanley in La Jolla, CA, and has 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
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