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Local Voices

Francis X. Malone Receives Promotion at Morgan Stanley and Recognition from Financial Publications

Los Angeles, June 11, 2014 – Morgan Stanley announced today that Mr. Francis X. Malone has been promoted to Managing Director, Wealth Management,  Private Wealth Advisor in the firm’s Wealth Management office in Los Angeles. Additionally, Frank has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State and to The Financial Times’ 2014 list of America’s Top 400 Financial Advisors.

“I am extremely proud that Frank Malone is representing Morgan Stanley Wealth Management on these lists,” commented Greg Laetsch, Branch Manager of Morgan Stanley’s Los Angeles office. “This is a well-deserved recognition of Frank’s experience, professionalism and dedication to the needs of his valued clients.” As of April 1, 2014, Frank and his partner Jon Neuhaus lead a 9-person team, manage $2.5 billion in assets, and serve over 120 families.

Frank Malone, who has been with Morgan Stanley Private Wealth Management since 2006, is a native of Palos Verdes Estates, CA.  He holds a bachelor’s degree from the University of Notre Dame and an MBA from Duke University’s Fuqua Graduate School of Management with a Masters credit in International Finance from the University of Leuven in Leuven, Belgium.  Frank currently lives in Palos Verdes Estates with his wife Kathryn and four children.

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Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services. 

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries.  For further information about Morgan Stanley, please visit www.morganstanley.com.

© 2014 Morgan Stanley Smith Barney LLC, member SIPC.

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