OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Mike has been an investment professional for 44 years. As a Senior Vice-President of the firm, his background enables him to advise clients with a distinct and experienced perspective in wealth management, financial planning and asset allocation. Mike also assists clients with their estate planning needs. His responsibilities to his clients include developing investment policies, selection of independent investment advisors, ongoing manager due diligence, as well as evaluating and monitoring portfolio performance within municipal, corporate and government bonds, common stocks, and mutual funds. As a member of the Trinity Group’s investment committee, Mike works to develop the team’s domestic and global equity/fixed income allocation strategies along with the ongoing review process.
Mike has lived in Redding for the last 36 years with his wife Sharon where they raised a son and daughter. They now keep busy with five grandchildren and enjoy spending their weekends with them.
Mike has many hobbies and finds fishing and exercise among his favorites. He feels the North State area is the perfect venue for both.
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, IL, MD, MI, MT, NV, OH, OK, OR, TN, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
As a Series 7 and Series 66 licensed investment professional since 1999, Doug is the founding member of the Trinity Group at Morgan Stanley. Through many market cycles he has worked closely with clients to develop the right investment strategy. After working with the team to create an optimal financial strategy, he assists clients in incorporating multi-generational wealth management and estate planning strategies.
Doug started the Trinity Group at Morgan Stanley after recruiting his twin brother, David, into the business in 2006. The team has now grown to include six members, creating a top-level group with 140 years of financial industry experience between them. It is with this knowledge and diversity that provides clients with an exceptional and comprehensive financial experience.
Doug lives in Redding where he raised his daughter, Trinity. It is often that you can find them together whether it is spending time at the family’s cabin in the Trinity Alps or experiencing the many activities the North State has to offer.
Securities Agent: AZ, CA, CO, FL, GA, HI, ID, IL, MI, MT, NV, NY, OH, OK, OR, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative
CA License#: 0C86785
David has been a wealth advisor since 2007 after spending 10 years in corporate business in the SF Bay Area. As part of the team’s investment committee, David develops portfolio strategies and focuses on equity research, asset allocation, and income structures. His varied background in business, analytics, and finance enables David to help develop customized investment proposals to fit a client’s financial objectives.
A 5th generation resident of Northern California, David lives in Redding with his wife, Angie, and two children. His parents, grandparents, and great-grandparents all had close ties to the local community through careers in law and education. Continuing this community relationship, David believes that it is this connection that produces a passion for helping families make the right financial choices.
David enjoys spending time in the outdoors and away from work can often be found hiking, biking, fishing, and gardening. His ideal day is sharing those pursuits with his wife and children.
Securities Agent: AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, MT, NV, NY, OH, OK, OR, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Jerry has been an investment professional in the financial industry since 1992 with a background in investments, banking, and finance management. Jerry’s practice at Morgan Stanley focuses on asset management and financial planning for individuals and businesses. He works with clients to preserve and grow their wealth through investment strategies which include discretionary portfolio management, as well as integrated wealth and investment planning. As a Morgan Stanley licensed Portfolio Manager, Jerry helps develop customized investment models designed to meet the financial objectives of the Trinity Group’s clients.
Jerry holds a General Securities License (Series 6 and 7), an Investment Advisor license (Series 63 and 66), and a California Insurance License #0A98958. He received a Bachelor of Science in Business Administration at California State University, Chico and a Portfolio Manager designation through Morgan Stanley.
A 28 year resident of Northern California, Jerry resides in Redding with his wife Kristin and their two children, Kelsie and Sean. He enjoys spending time with his family and is an avid baseball fan. His hobbies include hunting and fishing and rarely does a weekend go by without finding him exploring the rivers, lakes, and woods the Northstate has to offer.
Securities Agent: AZ, CA, CO, FL, GA, HI, ID, IL, MI, MT, NV, NY, OH, OK, OR, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative
CA License#: 0A98958
Danell began her career at Morgan Stanley in May 2000. She currently holds the Series 7 and 66 registrations and her Financial Planning Associate certification. Danell is the Client Relationship Manager for the Trinity Group. Her responsibilities include all aspects of administration and operations. Danell effectively coordinates and executes the client service model for the Trinity Group. Her depth of experience provides her with the necessary skill set and keen ability to anticipate, plan and perform the effective administration for the team.
As a life-time Northern California native, Danell lives in Redding with Alex, her husband of 30 years. They have two grown daughters, Ashley and Haley.
Outside of work, Danell enjoys photography in the outdoors, camping and traveling. She also enjoys reading, scrapbooking and spending time with her family, including their three dogs.
With 28 years of experience in the financial services industry, Maria has multifaceted duties which comprise coordinating and managing the daily and ad hoc administrative and operational tasks for the Trinity Group. She is responsible for implementing business management systems and providing excellent customer service to clients. Utilizing her attention to detail, she provides operational support to team members and assists clients on a daily basis.
Maria continues to be active in her community through neighborhood programs which she feels enhances communication and friendships. In her free time Maria enjoys being with her family and likes hiking, camping, and reading, as well as a passion for traveling. Maria lives in Redding with her husband of 20 years, Jim, and their two children, Bella and Logan.
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.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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