Jeff D Antoniotti

Senior Vice President, Financial Advisor

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Jeff D Antoniotti

MY MISSION STATEMENT

Innovative Strategies, Dedicated Team, Experienced Advice.

My Story and Services

Senior Vice President Jeff D. Antoniotti

has celebrated 20 years with Morgan Stanley and manages over half a billion in assets. He began his career in wealth management in 1995 with UBS and was recruited to Morgan Stanley Smith Barney in 1997. With years of investment experience Jeff has achieved many designations and awards.

He has earned the designations of Senior Investment Management Consultant, Portfolio Manager, Family Wealth Advisor and Financial Planning Specialist. Jeff was named to the firms prestigious Presidents Club, an elite group composed of the firm's leading financial advisors. He has also been named in The Financial Times 400 Top Financial Advisors.

He and his dedicated team are passionate about guiding their clients in achieving their vision of continued financial success. He has been qualified by his firm to manage his client’s assets by proper training, experience and commitment to exceptional client service. Jeff has developed and implemented innovative strategies that truly address his individual client’s needs. He believes that client relationships are built on trust and integrity and he strives to exemplify these values daily. 

Jeff was born and raised in Southern California and has been a resident of Ventura County for over 16 years. He and his wife Veronica are raising two beautiful children Ashlyn and Ashton. Jeff credits his success to both his work ethic and the love and support of his family. He looks forward to continue working and raising his family in the community.

Access to Private Banking >

Services Include

  • Financial Planning
  • Retirement Planning
  • Business Planning
  • Business Succession Planning
  • Wealth Management
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Alternative Investments
  • Executive Financial Services
  • 401(k) Rollovers
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Philanthropic Services
  • Trust Accounts

Securities Agent: AR, AZ, CA, CO, DC, DE, FL, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1364394
CA License#: 0B96200


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

Wealth Management

Morgan Stanley Wealth Management

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With a diverse and talented workforce, extensive resources, sophisticated capabilities and global reach, we have a distinctive approach in helping you with your unique life goals. Our relationship begins with a thorough understanding of your needs, priorities and goals for the future and then we deliver a tailored plan to help achieve and protect the outcomes you seek. Next we help you implement the strategy and we will help monitor your progress and make adjustments as life evolves.



Family Wealth Education

Family Wealth Education

The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.



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Retirement Planning

Planning for What You Can Control: Retirement

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Retirement takes work. Even without unexpected developments, financial strategies today need to anticipate supporting a retirement that could last 20 or 30 years, or more. We develop a tailored road map to help you achieve and protect the outcomes you seek.

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Client Service Team

Client Service Team

Donna L. Herme


Senior Registered Associate
tel: (805) 374-8156
fax: (805) 494-0231
donna.herme@morganstanley.com

Location

Location

  • 100 N Westlake Blvd, Ste 200
  • Westlake Village, CA 91362


    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

    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

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    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

    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

    Ready to start a conversation? Contact Jeff D Antoniotti today.

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