OUR MISSION STATEMENT
Excellence in helping clients like you with your personalized investment and financial strategies
Excellence in helping clients like you with your personalized investment and financial strategies
The Strada/McRoberts Team at Morgan Stanley is a Hawaii-based private wealth and institutional consulting practice serving a select number of individuals, families, businesses, and fiduciaries. Our mission is to serve as a trusted advisor to our clients by bringing our passion, experience, and resources to the table while helping them define and strive to reach their goals.
Gregg Takara is a Senior Vice President, Financial Advisor, Senior Investment Consultant and a Certified Investment Management Analyst®. Gregg focuses on complex wealth and investment management. Gregg focuses on individual high net worth clients’ estate, financial and insurance planning services (license #305406). Gregg also provides investment consulting services to institutions and nonprofits. Gregg also works out of Morgan Stanley’s Kauai office and spends part of each month managing and serving clients’ wealth needs across the island of Kauai.
Gregg has been a key member of the Strada/McRoberts Team at Morgan Stanley since 2005, and handles the team’s investment monitoring duties. Prior to joining Morgan Stanley in 1999, Gregg served as Vice President and Manager with one of the largest trust companies in Hawaii. With over 30 years of experience in the financial services industry, Gregg was an institutional futures and options analyst in Chicago and the Research and Portfolio Manager for a Honolulu investment management firm.
Securities Agent: AZ, CA, CT, FL, HI, IL, IN, MA, ME, NC, NV, NY, OK, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Derek Wickes is a CERTIFIED FINANCIAL PLANNER™, Vice President, Financial Advisor and the Strada /McRoberts Team’s Managing Partner. He focuses on financial planning and investment management. Derek designs complex financial plans and retirement models which include cash flow analysis, long term care needs, and estate planning strategies. He then assists clients in implementing these plans in a meaningful way that can help them reach their financial goals. Derek works closely with corporate clients assisting them with cash management, retirement plans, and business transitions. As managing partner for the Strata/McRoberts Team, Derek overseas the support staff and operations of the team on a day-to-day basis.
Derek joined The Strada/McRoberts Team at Morgan Stanley in 2004 and has been in the financial services industry for over 15 years. Derek is an active member of the Hawaii Estate Planning Council as well as the Financial Planning Association and Hawaii Financial Planning Association. Derek has been recognized as a “Five Star Wealth Manager” for 2012 through 2015 by Hawaii Business Magazine and Honolulu Magazine. Along with his partners, he was recognized as a NABCAP Premier Advisor in 2012 through 2014. He holds a BSBA in Business Management (Cum Laude Honors) and a MBA with a concentration in Finance (With Distinction Honors) from Hawaii Pacific University.
Derek is originally from Denver Colorado where he previously worked on both retail and institutional trading desks for Charles Schwab. Derek is happily married with two children. He is an active volunteer in his church and in the local community. He enjoys activities such as kayaking, scuba diving, and golf.
Securities Agent: AZ, CA, CO, CT, DE, FL, HI, IL, MA, ME, MN, NC, NJ, NV, NY, OK, OR, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Christina Hom is a Senior Vice President, Wealth Advisor, Certified 401(k) Professional™, Corporate Retirement Director, and Chartered Retirement Plans Specialist® for the Strada /McRoberts Team at Morgan Stanley. Christina focuses on assisting corporations of all sizes on retirement plan selection and implementation. By helping simplify retirement plans, she is able to assist corporate executives in saving time, complying with fiduciary obligations, and increasing employee savings rates. She consults on 401(k), cash balance, profit sharing and defined benefit plans. Christina also works with high net worth individuals and families with complex wealth management and financial planning. By assisting clients as they navigate complicated and emotional situations; Christina helps clients build a solid financial base that give them peace of mind.
Christina has been a financial advisor with the Strada/McRoberts Team for over 20 years, and was recognized by Barron’s magazine’s “Top 1,000 Advisors” list as being among the top five advisors in Hawaii for 2012 and 2013. She was also named in Barron’s magazine’s “Top 1,200 Advisors” for 2014 and 2015, ranking as the #1 Financial Advisor in the State of Hawaii in 2014. She has also been recognized as a “Five Star Wealth Manager” for 2012 through 2015 by Hawaii Business Magazine and Honolulu Magazine. Along with her partners, she has also been recognized by NABCAP as a Premier Advisor in 2012 through 2014. She holds a Baccalaureate degree from The University of Michigan at Ann Arbor.
Christina is on the board of the Hawaiian International Film Festival (HIFF) and volunteers regularly in the community. She enjoys jazz music, dancing to Motown music, traveling, and seeing movies with her husband.
Securities Agent: AZ, CA, CO, FL, GA, HI, IL, MA, ME, MI, NC, NV, NY, OK, OR, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AZ, CA, FL, HI, IL, MA, ME, NC, NV, NY, OK, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AZ, CA, FL, HI, IL, MA, ME, MI, NC, NV, NY, OK, PA, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Mike Strada is a Senior Vice President, Senior Institutional Consultant, and one of the founding partners of The Strada/McRoberts Team at Morgan Stanley Smith Barney. A financial advisor since 1984, Mike focuses on managed money consulting, and wealth management strategies for high-worth individuals and families. Mike’s role on the team, as one of the senior partners, is new business-planning development. Mike holds a Bachelor’s degree from the University of San Diego, and a Master’s degree from California State University – Los Angeles.
Securities Agent: AZ, CA, CO, FL, HI, IL, MA, ME, MN, NM, NV, OK, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AZ, CA, CO, CT, FL, HI, IL, MA, ME, MN, NV, NY, OK, OR, PA, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
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.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material 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 do not necessarily reflect those of Morgan Stanley.
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 AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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.
CRC 1369093 12/15