Thomas Purcell King

Vice President, Financial Advisor, Financial Planning Specialist

Contact Me
Thomas Purcell King


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

My Story and Services


Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Access to Private Banking >

Services Include

  • Qualified Retirement Plans
  • Lending Products
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Certificates of Deposit
  • Corporate Pension Funds
  • Estate Planning Strategies
  • Fixed Income
  • 529 Plans
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Planning for Education Funding
  • Professional Portfolio Management
  • 401(k) Rollovers
  • Retirement Planning
  • Wealth Management

Securities Agent: AZ, CA, CO, DC, FL, HI, ID, MD, MI, NC, NJ, NV, NY, OH, OR, PA, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1262059

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

My Process

Wealth Management Process

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Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Provide healthcare protection for yourself and your children
• Revise your estate plan

Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

Portfolio Management

Professional Portfolio Management


Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.



Throughout your relationship, you’ll have direct access to the investment professional managing your portfolio.


Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.


Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.



Business Experience

1980 - present: Morgan Stanley* (predecessor firms)
Extensive work in Wealth Preservation, Estate Planning, Retirement Investment, and Charitable Gifting.



  • 15260 Ventura Blvd Ste 1900
  • Sherman Oaks, CA 91403


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

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


    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


    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

    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


    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

    Ready to start a conversation? Contact Thomas Purcell King today.

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    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.

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    *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.

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