Richard A. Downer
Senior Vice President, Wealth Advisor, Portfolio Managment Director at Morgan Stanley
- Role
- Senior Vice President, Wealth Advisor, Portfolio Management Director at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Richard A. Downer
Richard Downer is a Senior Vice President with Morgan Stanley and has been with the firm for 29 years. He helps non-profits, endowments and corporations invest and advises roughly 250 clients (as of January 2025). As an active participant in the community, Mr. Downer is committed to educating children and adults in the principles of finance. He currently works with a number of groups helping to promote self-sufficiency and the attainment of personal and financial goals.Licensed in the following state(s): Al, AZ, CA, GA, ID, IL, LA, MI, MO, NC, NV, NY, OK, TX, VA, WAIf you would like us to evaluate your portfolio please call or schedule an appointment today.Areas of focus: Morgan Stanley serves many sophisticated investors and our firm is one of the nation’s leading managers of personal wealth. As your Wealth 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.
Experience
Senior Vice President, Wealth Advisor, Portfolio Management Director
Jun 1996 — Present · Los Angeles, CA, US
Morgan StanleySenior Vice President, 2024Portfolio Management Director, 2024Senior Portfolio Manager, 2018Pacific Coast Regional Diversity Council, 2016Wealth Advisor designation, 2009First Vice President, 2007Vice President, 2001Associate Vice President, Executive, 1996Club Distinctions:Master\'s Club, 2010Director\'s Club, 2007© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: more information on the ranking methodology for the award listed above, go to under Press Release. Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating.The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.California Insurance License# 0C00610
Education
Pepperdine Graziadio Business School
MBA
UCLA
Sociology / Economics
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