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Richard A. Downer Top Executive

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, WA

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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.

Invests into

Industry: Financial Services
Headquarters: Los Angeles Metropolitan Area
Followers: 1329
Title: Senior Vice President, Wealth Advisor, Portfolio Management Director
Company: Morgan Stanley
Company Website: https://morganstanley.com
Company Linkedin: https://www.linkedin.com/company/morgan-stanley/
Company Founded In: 1935
Company Size: 10001+
Current Job Duration: 30 yrs 1 mo
Country: United States
License And Certifications: Name: Series 63 - Uniform Securities Agent State Law Examination Authority: FINRA Company ID: None Date: 8/1996 URL: https://linkedin.com/company/1342448 Name: Series 7 - General Securitites Representative Examination Authority: FINRA Company ID: None Date: 8/1996 URL: https://linkedin.com/company/1342448 Name: Series 31 - Futures Managed Funds Examination Authority: FINRA Company ID: None Date: 9/1996 URL: https://linkedin.com/company/1342448 Name: Series 65- Uniform Investment Advisor Law Examination Authority: FINRA Company ID: None Date: 3/2001 URL: https://linkedin.com/company/1342448 Name: SIE - Securities Industry Essentials Examination Authority: FINRA Company ID: None Date: 10/2018 URL: https://linkedin.com/company/1342448 Name: Certificate in Financial Planning Authority: University of California, Berkeley Company ID: None Date: 9/2019 URL: https://linkedin.com/company/2517 Name: Certified Divorce Financial Analyst® (CDFA™) Authority: Institute for Divorce Financial Analysts® Company ID: None Date: 3/2016 URL: https://linkedin.com/company/2525414 Name: NMLS #1278896 Authority: NMLS Company ID: None Date: 3/2016 URL: None
Work Experience: Title: Senior Vice President, Wealth Advisor, Portfolio Management Director Company: Morgan Stanley Company URL: https://www.linkedin.com/company/morgan-stanley/ Industry: Financial Services Company Size: 10001+ Location: Greater Los Angeles Area Country: None Employment Type: Full-time Start At: 06-1996 Ends At: Present Description: Morgan Stanley Sports & Entertainment Director, 2026 Senior Vice President, 2024 Portfolio Management Director, 2024 Senior Portfolio Manager, 2018 Pacific Coast Regional Diversity Council, 2016 Wealth Advisor designation, 2009 First Vice President, 2007 Vice President, 2001 Associate Vice President, 1999 Account Executive, 1996 Club Distinctions: Master's Club, 2010 Director's Club, 2000, 2007 © 2026 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), 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: http://www.morganstanley.com/disclaimers/mswm-email.html For more information on the ranking methodology for the award listed above, go to https://www.morganstanleyfa.com/richard.downer/ 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. Morgan Stanley Wealth Management Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance. 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: School: Pepperdine Graziadio Business School Degree: MBA, Finance Activities: None School: UCLA Degree: Sociology / Economics Activities: None
Headline: Senior Vice President, Wealth Advisor, Senior Portfolio Manager, Global Sports & Entertainment Director at Morgan Stanley
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