La Jolla, CA 1250 Prospect Street Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

1250 Prospect Street, Suite 202

La Jolla CA 92037

Advisors at this office

5

Advisors at this office

user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
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