OUR MISSION STATEMENT
Professional Wealth Management with a Personal Touch
Professional Wealth Management with a Personal Touch
We are a full-service seven-member team offering the highest quality and most comprehensive financial resources and knowledge available. Working out of offices in Westlake Village and Pasadena, California, The Lake Avenue Group at Morgan Stanley provides financial counsel and discretionary investment management to individuals and their families, professionals, business owners and others. Our services range from providing advice on specific financial needs to creating individualized plans that focus both sides of the balance sheet and every aspect of financial decision-making toward specified goals and objectives. We also provide Cash Management and Lending Solutions.
Our combined strengths bring together asset management and planning for the future in a way that our clients feel is integrated and thorough. We accept appointments at either location or will drive to meet you at an alternate location. The Lake Avenue Group at Morgan Stanley is committed to providing you professional wealth management with a personal touch. Life is better at the Lake!
100 N. Westlake Blvd.
Westlake Village, CA 91362
55 S. Lake Avenue 7th Floor
Pasadena, CA 91101
As Financial Advisors, our mission is to help guide, protect and enhance the financial lives of our clients, preparing them to weather life's challenges and benefit from its opportunities. We are committed to effectively preserving and enhancing capital by helping you define your investment, estate and financial planning objectives, providing suitable recommendations and regularly monitoring and communicating results. We build strong relationships with our clients, developing a foundation of mutual trust and the ability to offer more personalized advice, service and wealth management strategies. Sharing the responsibilities of wealth management with you, we help simplify the process of asset accumulation, management, protection and distribution across generations.
As your objective Financial Advisors, we offer a steady hand through the ups and downs of the market. We believe in long-term planning and building portfolios that take into account your time horizon, risk tolerance, special tax considerations or investment restrictions and other needs and preferences. Through Morgan Stanley, we are able to offer to all clients intellectual capital, proactive planning and money management systems that have historically only been available to large institutions and the wealthiest of families. We encourage you to meet with us to explore how we can help free you to live your life with confidence in your financial future.
The Lake Avenue Group's credentialed Morgan Stanley Senior Portfolio Manager, Darius Raulinaitis is responsible for managing client portfolios on a day-to-day basis and has developed the team's proprietary portfolios. He is one of the few portfolio managers at Morgan Stanley to have also earned the prestigious Chartered Financial Analyst (CFA) designation. A native of California, Darius graduated with a BA in Economics from the University of California Los Angeles (UCLA) and earned an MSBA in International Finance from San Francisco State University. Darius belongs to the CFA Institute and The CFA Society of Los Angeles, Inc. He has been with Morgan Stanley since 1990 and is one of the founders of The Lake Avenue Group at Morgan Stanley.
Darius is the current Commodore of the Westlake Yacht Club and lives near the beautiful lake in Westlake Village, CA with his wife and Lake Avenue Group co-founder, Laura Marie Raulinaitis, and their dogs, Cooper and Honey. During his downtime, Darius enjoys cooking and is an avid participant in athletic outdoor activities such as road biking, skiing and sailing. His daughter, Julia, attends Westlake High School.
Visit Darius' website at Darius Raulinaitis, Portfolio Manager.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WV, WY; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0A89029
Originally from the Chicago area, Dennis relocated to beautiful Southern California with his wife, Rebecca, in 2013. Dennis is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst focusing on portfolio risk analysis. With a legacy at Morgan Stanley of over 25 years, Dennis diligently works to understand clients' goals and values and seeks to empower them to make confident and informed decisions so they may enjoy the wealth they have created. Dennis specializes in helping families plan legacies from one generation to the next and also has extensive experience working with small business owners. Dennis has been with Morgan Stanley or its predecessor firms since 1983.
Dennis is a member of the Association of Professional Investment Consultants, the Investment Management Consultant’s Association, the Conejo Valley Estate Planning Council, and ProVisors, a financial networking group of highly regarded attorneys, CPAs and estate planning professionals who have the common goal of sharing knowledge to provide multi-disciplinary solutions to their clients. In his free time, he enjoys golfing, skiing, outdoor grilling and reading books about politics and economics. Dennis has two grown children, David and Elizabeth.
Visit Dennis' website at Dennis Nagdeman, Financial Advisor.
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
CA License#: 0C15643
Nancy joined The Lake Avenue Group with a background in education and small business. Her varied experience includes teaching at both U.S. and overseas schools, positions at the U.S. House of Representatives and the State of Hawaii Department of Defense, and owning and operating a small education business. Noting the disparity between what her students and others knew and what they needed to know to build and maintain a successful financial future, Nancy's educator instinct led her to transition to the field of financial planning where she now helps adults create strategies related to retirement, education, insurance and estate planning, and facilitates and organizes educational events.
Nancy has served on the boards of several children's social services organizations. She is currently a board member of the California Museum of Art Thousand Oaks, the Annapolis Parents Club of Southern California, The Red Door Vineyard, and the advocacy group, Not One More. Nancy earned a bachelor's degree at the University of California, San Diego, and a master's degree at Old Dominion University in Virginia.
Nancy's interests include backpacking (she hiked 93 miles of the John Muir Trail with her oldest son) and encaustic painting, an ancient technique using beeswax, resin and pigment. Nancy's daughter is a United States Naval Academy midshipman, and her youngest son attends Westlake High School.
Visit Nancy's website at Nancy Chappell, Financial Advisor
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0C95912
Rebecca began her career in financial services working for her father, who was a branch manager. Over the years, she has worked in both operations and administration. She is Series 7 and 66 licensed and has earned the Morgan Stanley Service Excellence Award for exceeding client expectations. She has been with Morgan Stanley since 1994.
Rebecca lives in the hills of Monrovia, and is the mother of two grown children who both serve in the military. Her interests include travel, dancing, home renovation and gardening. She is a very passionate gardener, or 'soul scape designer' as she likes to call it. Her home garden was featured in the August 2010 issue of Glendora Magazine.
Danielle has worked in financial services since graduating from college in 2006. After ten years of developing her operations and administrative skills, she joined The Lake Avenue Group at Morgan Stanley in 2016. She is Series 7 and 66 licensed.
Danielle holds a bachelor of science degree in Human Development & Family Studies from Arizona State University. She enjoys fitness and traveling. She loves spending time with her family, including her husband and their two dogs.
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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