Morgan Stanley Private Wealth Management


Tony Zhang

Private Wealth Advisor, Portfolio Manager, International Client Advisor

Contact Me
Tony Zhang

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.

Welcome

Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.

Capabilities

  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Pre-Liquidity Planning
  • Manager Selection
  • Proprietary Investment Opportunities
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Consolidated Reporting

Securities Agent: CA, HI, NJ, NY, TX; General Securities Representative; Investment Advisor Representative


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

About Me

Tony is an International Client Advisor, providing holistic private wealth management services to a selective group of ultra-high-net-worth individuals and corporations with Asian backgrounds. He grew up in China and came to the U.S. and obtained his MBA from the University of Southern California.

Professional services include comprehensive international wealth management advice, intergenerational wealth transfer, concentrated stock option strategies, and customized lending solutions.  Tony works closely with a selective group of global CPAs and attorneys to deliver sophisticated and strategic international tax, trust and estate planning advice for the clients. 

Tony strongly believes in giving back. Since 2013, he has been a mentor for the Career Advantaged Program at USC Marshall Business School to a selective group of outstanding students. He served on the board of the Asian Pacific Alumni Association of USC and promoted charitable work at Bowers Museum; Tony has also been a guest speaker at the University of Southern California, University of California Los Angeles, Pepperdine University, and many others.

Tony is a member of the Caltech Associates and the California Club.


Client Service Team

Client Service Team

Annie Yu

Senior Registered Associate


Annie has been working as a registered associate for almost 28 years starting from 1990 at Prudential Securities. She came over to Morgan Stanley from Wachovia Securities, currently Wells Fargo Securities, in February 2008. She is specialized in equity, commodity, and options trading. She also has a dedication and specialty on servicing our international clients on complex situations. She is fully licensed, including the Series 3 (Futures) license. Annie is currently going through training for a title change to Portfolio Associate.  

Annie graduated from the University of Southern California with a major in Finance. She speaks fluent Mandarin Chinese, Cantonese, and English

Olive Guo

Client Service Associate


Olive serves as a Client Service Associate at Morgan Stanley. Her responsibilities include: managing team’s administrative duties such as account opening and maintenance, helping clients with wire transfers and other administrative needs, internal operations management, and supporting the advisor to servicing the client relationship.

Olive obtained a Master’s Degree in Economics from Boston University in 2015. She also graduated from University of Southampton, UK in 2013 with a Bachelor’s Degree in Finance. Upon graduation from England, Olive organized a non-profit group of volunteers and worked as a support teacher in the elementary schools on the Yunnan-Guizhou Plateau of China. Following her studies in Boston, Olive moved to Los Angeles and worked as a Teller with the Star Player Award for Citibank, N.A. in 2016 before joining Morgan Stanley.

Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 55 South Lake Ave, Ste 700
  • Pasadena, CA 91101


    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact Tony Zhang today.

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    Not all products and services are available to clients outside of the United States.

    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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