The Stone - Beck Group - Morgan Stanley Team - Pasadena, CA
Morgan Stanley
The Stone - Beck Group
at Morgan Stanley
Consulting Group
55 S. Lake Avenue Suite 700
Pasadena, CA 91101
tel: (818) 409-0755
toll-free: (800) 488-1240
fax: (818) 742-6271
Gene 'Chip' Stone
Gene 'Chip' Stone
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
tel: (818) 409-0745
toll-free: (800) 488-1240
fax: (818) 742-6271
Professional Details
  • 1982 - Present: Morgan Stanley*
    Senior Vice President
    Senior Investment Management Consultant
    Glendale, CA
  • 1980 - 1982: Morgan Stanley Dean Witter
    Financial Advisor
    Westwood, CA
  • 1980:Bachelor of Arts
    University of California at Los Angeles (UCLA)
    Los Angeles, CA
  • Certified Investment Management Analyst
  • Series 7 - NYSE/NASD General Securities License
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Life & Health Insurance License
  • Associations
    IMCA - Investment Management Consultants Association
    West Glendale/Gateway Kiwanis Club
    Glendale Community College Foundation
    Glendale Healthy Kids
    Character & Ethics Project
    Glendale Arts Advisory Baord
    Glendale Educational Foundation
    Ascenia
    APIC Association of Investment Management Conultants
  • Honors
    Chairman's Council
    Smith Barney
    Glendale Man of the Year, 1997
    Crescenta Valley Man of the Year, 1998
    Liberty Bell Award, 1999
    Glendale Bar Association
  • Member of US SIF - The Forum for Sustainable and Responsible Investment
Gene 'Chip' Stone holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1282738

CA Insurance Lic. 0A61573
Toni Beck Espinoza
Toni Beck Espinoza
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
tel: (818) 409-0755
toll-free: (800) 488-1240
fax: (818) 742-6271
Professional Details
  • 1991 - Present: Morgan Stanley*
    Senior Investment Management Consultant
    Senior Vice President
    Glendale, CA
  • 1984: Bachelor of Arts
    University of Wisconsin - Madison
    Madison, WI
  • CERTIFIED FINANCIAL PLANNER
  • Series 7 - NYSE/NASD General Securities License
    Series 63 - Uniform State Exam
    Guided Portfolio Management Program
    Life & Health Insurance License
  • 2015 - Present:Glendale Educational Foundation - President
  • 2014 - 2015:Glendale Educational Foundation - Vice President
  • 2013 - 2014:Glendale Educational Foundation - Treasurer
  • 2012 - Present:Arturo Sandoval Institute - Vice President
  • 2010 - Present:Community Foundation of the Verdugos - Board Member/Executive Committee Member
  • Past YWCA of Glendale - Treasurer/Board Member
  • Past Character & Ethics Project - Treasurer/Board Member
  • Associations:
    Kiwanis Club of Glendale
    Investment Management Consultants Association (IMCA)
    Community Foundation of the Verdugos
    Glendale Educational Foundation
    University of Wisconsin Alumni Association
    Arturo Sandoval Institute
    Member of US SIF - The Forum for Sustainable and Responsible Investment
  • Honors:
    2009 Kiwanian of the Year
    Kiwanis Club of Glendale
    2013 YWCA Woman of Heart and Excellence
    2013 Kiwanis Cal-Nev-Ha District Distinguished Service Award
    2015 Glendale Latino Association Woman of the Year
    2015 Campbell Center Award of Excellence
Toni Beck Espinoza holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1268342

CA Insurance Lic. 0D14155
Bryan Longpre
Bryan Longpre
Financial Advisor
Financial Planning Specialist
tel: (818) 409-0750
toll-free: (800) 488-1240
fax: (818) 742-6271

View my profile on LinkedIn
Professional Details
  • 2012 - Present: Morgan Stanley
  • 2010 - 2012: Morgan Stanley Smith Barney
  • 2006 - 2006: Smith Barney
  • Master of Business Administration M.B.A. - University of Southern California (USC)
  • Bachelor of Arts - Finance, California State University Northridge (CSUN) - Cum Laude Honors
  • Series 7 - NYSE/NASD General Securities and Series 66 - Uniform Combined State Exam
  • Licensed Insurance Agent - Life, Health, Accident, Long-Term Care, & Annuities
  • 2010 - Present: Association of Professional Baseball Players
  • 2012 - Present: One for One Foundation - CFO
  • 2013 - Present: Glendale Young Professionals - Board of Directors
  • 2013 - Present: The Stengel Field Foundation - President
  • Member of US SIF - The Forum for Sustainable and Responsible Investment
Bryan Longpre holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1253006

CA Insurance Lic. 0I26786
Nancy C. Stone
Registered Associate
tel: 818-409-0718
fax: 818-742-6271



Professional Details
  • Financial Planning Specialist
  • Bachelor of Arts, 1983 University of California Los Angeles
  • Series 7 - NYSE/NASD General Securities License
  • Series 66 - Uniform Combined State Exam
  • Life and Health Insurance License
  • Member of US SIF - The Forum for Sustainable and Responsible Investment

Christina M. Smith
Senior Client Service Associate
tel: 818-409-0751
fax: 818-742-6271



Professional Details
  • Series 7 - NYSE/NASD General Securities License

Celia Cocherell
Registered Associate
tel: 818-409-0756
fax: 818-742-6271



Professional Details
  • Series 7 - NYSE/NASD General Securities License
  • Series 63 & 65 - State Exams

Dory Alvarenga
Portfolio Associate
tel: 818-409-0752
fax: 818-742-6271



Professional Details
  • Series 7 - NYSE/NASD General Securities License
  • Series 63 & 65 - State Exams

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