Palos Verdes Peninsula Group - Morgan Stanley Team - Rolling Hills Estates, CA
Morgan Stanley
Palos Verdes Peninsula Group
at Morgan Stanley
Consulting Group
609 Deep Valley Drive
Suite 400
Rolling Hills Estates, CA 90274
tel: (310) 544-3608
toll-free: (800) 225-2079
fax: (310) 544-3644
Evan J. Hunter
Evan J. Hunter, CFP, CRPS
Vice President, Wealth Management
Financial Advisor
Financial Planning Specialist
tel: (310) 544-3600
toll-free: (800) 225-2079
fax: (310) 544-3664

View my profile on LinkedIn
Professional Details
  • 1987 - current: Morgan Stanley*
    Vice President Investments
    Financial Planning Specialist
  • 1985 - 1986: Solum Oil Tool Corporation
  • Certified Financial Planner, College for Financial Planning
  • Chartered Retirement Plans Specialist, College for Financial Planning
  • University of Southern California
  • Licensed for securities and insurance in 17 states
  • Board Member, EnrichmentWorks, charity to inspire children through arts
  • Past Vestry Member and Senior Warden
    St. Francis Episcopal Church
  • Los Verdes Golf Course Men's Club
    Member
  • Mariposa Circle of the Palos Verdes Land Conversancy
    Member
  • Palos Verdes Education Foundation
    Member
  • Palos Verdes Land Conservancy
    Member
  • Practicing wealth management for 24 years to help families grow wealth and pass on a generational legacy.
  • Specialized in advising to Retirement Plans for Plan benefit design, investment analysis, participant education and required reporting.
Evan J. Hunter, CFP , CRPS  holds the following registrations:
Securities Agent: AZ, CA, CO, FL, HI, IL, MA, MN, MO, NM, NV, NY, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1316583

Andrew Davis
Registered Associate
tel: (310) 544-3608
fax: (310) 961-3218



Professional Details
  • Licenses: Series 7, Series 66, CA Insurance License #0G97956

Pam Baron
Service Associate
tel: (310) 544–3643
fax: (310) 544–3644




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