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

Morgan Stanley Wealth Management has announced it is expanding the company’s offices in Brea, a adding to the company’s 46-year legacy of actively serving the local community. Morgan Stanley’s Brea complex houses 62 employees, and manages more than $3.5 billion.

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

“Our company has been serving the Brea community since 1967, and we’re very proud of the legacy we have there,” said Jeff Adams, Morgan Stanley’s Southern California regional director. “We wanted to reflect the value we place in this area by adding even more resources there, and continuing the work we do to give back to the local community.”

Morgan Stanley’s dedication to the Brea community is embodied by many of the office’s advisors who have been serving the company there for decades. Financial advisor Mark Carroll, for example, has been with the firm for 29 years. Senior Vice President and Complex Manager Justin Frame has served the company for 16 years.

In addition, demonstrating the stellar quality of the company’s Brea team is financial advisor Greg Maniaci, who was recently named a “Five Star Advisor” by Orange Coast Magazine.

But Morgan Stanley’s commitment to Brea 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.

Mark Carroll serves actively on the board of the Brea Public Safety Employee Association, as well as the Professional Advocate Council for the Children’s Hospital of Orange County.

Financial advisor Jane Dicus is a board member for the PIH Health Hospital and PIH Health Physicians. Vince Daigneault, as another example, serves on the board of trustees for Whittier College, and is the Founding President of the Purple and Gold Athletic Alumni Association.

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.

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services.