David E Lin

Consulting Group, First Vice President, Financial Advisor, Financial Planning Specialist, Senior Investment Management Specialist

Contact Me
David E Lin

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

LinGroup2017.jpg


David E. Lin is a Financial Advisor with Morgan Stanley in El Segundo California.  He has been advising high net worth individuals and their families for over 32 years.  His clients include business owners, doctors, lawyers, engineers and members of the entertainment industry.  David utilizes a holistic financial planning based approach to helping his clients manage their wealth.  He believes that clients work hard and take risks to make their money and it is his job to help them preserve and grow their wealth.

David currently resides in Manhattan Beach California with his wife Anne and children Arianna and Andrew.  He graduated from The University of Chicago in 1984 with a degree in Economics.  His passions in life, besides his family, include playing the cello, sailing, golf, travelling, food, and Porsche sports cars.

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Precious Metals
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Structured Settlement Annuities
  • Trust Accounts
  • Trust Services*
  • UGMA/UTMA
  • Wealth Management

BM/Supervisor; Securities Agent: AZ, CA, FL, GA, HI, IL, ME, MI, MT, NC, NJ, NV, NY, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1279518


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

David Lin's Approach

Manage Your Financial Life & Beyond 


Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

clientcentric.jpg


Client Service Team

Client Service Team

Krista N. Schlappatha

Senior Registered Associate


Krista Schlappatha has been with Morgan Stanley for more than 17 years. She is focused on providing top-notch client service, administrative and operations support.  She holds a Series 7 license so she can also assist with order execution.

Krista grew up in San Pedro and currently lives in Torrance with her husband, Tom. She has three sons, Justin and twin fraternal boys Tyler and Travis.  She enjoys spending time with her family, lake trips, car racing and collecting horse trinkets.  Krista is an active board member of Beach Cities Parents of Multiples.

Aleisha A. Bemis

Wealth Management Associate


Aleisha Bemis is a Wealth Advisory Associate at Morgan Stanley.  She is experienced and knowledgeable in private wealth management for high net worth families.  She creates holistic, comprehensive financial plans to help clients reach their long-term financial goals.  Aleisha graduated from Northeastern University in Boston with a high honors/cum laude BS in Business Administration.  She was also a scholarship athlete for the Division I Northeastern Field Hockey team.  After graduation Aleisha became a Division III Field Hockey coach at Colby College in Waterville, Maine.  She then started her financial career at Goldman Sachs in Boston as a Client Analyst.  She eventually moved west and joined Kayne Anderson in Century City before joining Morgan Stanley.   Aleisha currently resides in Hermosa Beach and enjoys spending time with her daughter and is an avid runner.

Education

Education

  • The University of Chicago, AB Economics 1984

Personal Interests

Personal Interests

  • Golf
  • Sailing
  • Cello
  • Travel
  • Food
  • Porsche automobiles

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

More From Morgan Stanley

Ready to start a conversation? Contact David E Lin today.

Dow    141.57

24207.16
4:45PM

Nasdaq    10.86

7034.69
5:15PM

S&P 500    5.80

2616.1
4:45PM
Market Information Delayed 20 Minutes

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

Awards Disclosures