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. Suite 200
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 past 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 the University of Colorado.
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, SC, TN, TX, UT, VA, WA, WI, WV, WY; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0A89029
As one of the team’s three CERTIFIED FINANCIAL PLANNERs, Laura Marie's goal has been to earn the trust of families by focusing on multi-generational wealth transfer and family dynamics. With an emphasis on planning, Laura Marie helps families and individuals create strategies for everything from educational to estate planning goals. Laura Marie prides herself on providing the highest level of service possible to her clients. She has a particular knack for taking a bird's eye view and finding the most effective and efficient route toward achievement of a set of goals.
"My most important work experience prior to joining Morgan Stanley came from growing up and working within a family-owned sporting camp in Maine. This experience has helped instill my work ethic and also taught me about the unique challenges facing individual business owners." Laura Marie believes the traits of honesty, hard work and perseverance that she learned from her parents during childhood regularly aid her in her position as a Financial Advisor at Morgan Stanley. Recently, she was asked to join the Board of Portfolio Management Institute (PMI) a Morgan Stanley peer-led resource organization. Laura Marie has a BA in Business Administration, has been with Morgan Stanley since 1997 and is one of the original founders of The Lake Avenue Group at Morgan Stanley.
Laura Marie lives in Westlake Village with her husband and business partner, Darius, and their dogs, Cooper and Honey, but commutes to both the Pasadena and Westlake offices. Never meeting a challenge she didn’t like, she runs marathons, rides bikes and snowboards. She also enjoys a good book, even resorting to audio books on her longer commute days.
Visit Laura Marie's website at Laura Marie Raulinaitis, Financial Advisor.
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, SC, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0C95912
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 deals 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, ID, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
CA License#: 0C15643
Geoff focuses on portfolio management, financial plans and diversification to control risk.
Having a well thought-out financial plan gives clients confidence in their future. Geoff cares about his clients’ successes, their financial independence, and about them as people. Growing up in Southern California, Geoff’s dad was a college professor and his mom stayed home and raised two children. Life brings challenges and good times for us all. For Geoff, recent years have included divorce, dating, remarriage, his son starting college at LMU, majoring in Finance, and a father fading to Alzheimer’s. Life throws us all curveballs. As a UCLA graduate with a degree in English, a Certified Financial Planner® certificant and a Portfolio Manager Geoff is committed to helping successful professionals meet life’ curveballs and achieve their financial independence since 1991.
Pasadena, California is his home, where he lives with his wife Deb and their cat Chloe. Geoff enjoys hiking in the local San Gabriel Mountains, skiing at Mammoth Mountain, and drinking a good bottle of wine…usually a red from Justin or Wiens wineries.
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#: 0A42372
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 provides operational and administrative support in our Westlake Village office. Since entering the financial services industry in 2006, Danielle has committed herself to providing the highest level of client service and experience. She joined The Lake Avenue Group at Morgan Stanley in 2016 and is Series 7 and 66 licensed. Danielle graduated from Arizona State University with her Bachelor of Science degree in human development and family studies. It was immediately after college when she realized her passion for the financial services industry, working closely with clients to help achieve their goals.
Danielle loves spending time with her family, including her dog Lexie. She enjoys fitness and even participates in Bootcamp workouts. Danielle also loves traveling; she has visited the Caribbean, Mexico, Hawaii and recently enjoyed a stay in Eastern Europe.
Jarrod focuses on analytics and database management in our Pasadena office. He also helps create reports for financial advisors for client investment strategy meetings. He has been with the Lake Avenue Group at Morgan Stanley since 2017. Jarrod received his Bachelor of Science degree in accounting & finance from the University of Massachusetts and his Master’s degree in business administration from the University of Southern Maine. Prior to locating to southern California, he spent most of his career in the Portland, Maine area working in the full-service hotel and restaurant industries. In his free time, Jarrod is an avid sports fan. Coincidentally, he played football with Laura Marie’s brother Chuck while in high school. Jarrod resides in Pasadena and also enjoys attending live music events.
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.
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