ADVISOR BIO

Daniel Di Lulo is a financial advisor with Morgan Stanley. Daniel has been in the industry since 2016, working previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a Series 7 and Series 66 licenses and holds active licenses in several states. Daniel is registered with the Securities and Exchange Commission and is also registered with the Financial Industry Regulatory Authority (FINRA). Daniel also holds a SIE license. Daniel provides financial planning, portfolio management, and investment advisory services. Daniel's specializations include investment management, retirement planning, estate planning, and college savings.

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ADVISOR BIO

Daniel Beckwith is an investment advisor representative who has been in the industry since 2005. Daniel is currently registered with Belmont Capital Group and has been with the firm since April 2010. Previously, Daniel was affiliated with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a Series 7 and a Series 66 license and is a Certified Financial Planner. Daniel specializes in portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Daniel Christian Michels is a registered investment advisor representative with BlackRock Investment Management, LLC. Daniel has been in the financial industry for over 2 years and is registered in 55 states. Daniel holds Series 3, 7TO, and SIE licenses. Daniel has a history of working in various roles, including at Chipotle, Nordstroms, Kohls, and the University of Southern California. Daniel's current employment with BlackRock Investment Management, LLC is based in Princeton, New Jersey.

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ADVISOR BIO

Daniel Wesley Albert has been in the financial services industry since 1989. Daniel Albert is currently registered with Morgan Stanley. Prior to that, Daniel Albert was affiliated with UBS FINANCIAL SERVICES INC., UBS WARBURG LLC, NATIONSBANC MONTGOMERY SECURITIES LLC, MUTUAL SERVICE CORPORATION, LEHMAN BROTHERS INC., LEHMAN GOVERNMENT SECURITIES INC., and LEHMAN SPECIAL SECURITIES INC. Daniel Albert is licensed in 36 states. Daniel Albert holds the Series 65, 63, SIE, 3, 7 and 2 licenses. Daniel Albert provides investment advisory services to a variety of clients including high-net-worth individuals, corporations and institutions.

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ADVISOR BIO

Daniel Kim is a financial advisor at Morgan Stanley. Daniel has been in the financial services industry for 6 years and holds the Series 7TO, Series 66, and SIE licenses. Daniel is registered in 31 states and the District of Columbia. Daniel specializes in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Daniel is committed to providing personalized service and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Leong is a Certified Financial Planner™ who has been in the financial industry since 2018. Daniel is currently registered with the state of California, Florida, and Texas as an Investment Advisor Representative. Daniel earned his Series 65 license in July of 2022. Daniel has a proven track record of success working with high-net-worth individuals, corporations, and other institutions. Daniel specializes in portfolio management, financial planning, and retirement planning. He is committed to providing his clients with personalized financial advice that helps them achieve their goals. Daniel is currently employed by Lido Advisors, LLC.

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ADVISOR BIO

Daniel Alan Tichenor is a financial advisor with over 17 years of experience in the financial services industry. Daniel is currently registered with Morgan Stanley, a leading global financial services firm. Daniel is a Series 7 and Series 66 licensed professional, and holds a SIE license as well. Daniel has extensive experience providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Daniel is committed to helping clients achieve their financial goals through a personalized approach to financial planning and investment management. Daniel is dedicated to building long-term relationships with clients, and providing them with the highest level of service and expertise. Prior to joining Morgan Stanley, Daniel worked at UBS Financial Services Inc. and MetLife Securities Inc.. Daniel has held a number of leadership positions within his firm. Daniel is highly regarded in the financial services industry for his expertise and integrity.

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ADVISOR BIO

Daniel Marks is a financial advisor with Morgan Stanley. Daniel has been in the financial services industry since 1999. Daniel holds the following securities licenses: Series 3, 7, 9, 31, 63 and 65. Daniel is also a registered investment advisor in California and Texas. Daniel's previous experience includes working as a financial advisor for UBS Financial Services Inc. and Citigroup Global Markets Inc. Daniel also worked for Morgan Stanley DW Inc. in New York. Daniel's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Daniel Donovan is a financial advisor with over 40 years of experience in the industry. Daniel has been with Morgan Stanley since 2007, previously working with Morgan Stanley DW Inc. before that. Daniel is a licensed Investment Advisor Representative in California and Texas. Daniel has also held various leadership positions, including a board secretary at Archbishop Riordan High School in San Francisco, California. Daniel holds multiple licenses and certifications, including the Series 7, Series 63, Series 5, and Series 65 exams.

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ADVISOR BIO

Daniel Christopher Beeson is an investment advisor representative currently registered with Assetmark, Inc. Daniel has been in the industry since 2004, with experience in investment advisory, and broker dealer services. Daniel has been registered with Assetmark, Inc. since 2022. Daniel previously worked at Brinker Capital Securities, LLC in Berwyn, PA and Pacific Select Distributors, LLC in Omaha, NE. Daniel currently holds Series 6, 7TO, 26, 63, and 65 licenses.

SPECIALIZATIONS