Market Information Delayed 20 Minutes
The Dow as of the Previous Day’s Close
The Dow as of the Previous Day’s Close

Gene 'Chip' Stone
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (818) 409-0745
toll free: (800) 826-9507
fax: (818) 244-7623
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 - Bachelor of Arts, 1980
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
Denver, CO
West Glendale/Gateway Kiwanis Club
Glendale, CA
Glendale Community College Foundation
Glendale, CA
Glendale Healthy Kids
Glendale, CA
Character & Ethics Project
Southern California
Glendale Arts Advisory Baord
Glendale, CA
Glendale Educational Foundation
Path Achieve
Glendale, CA - 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
Gene 'Chip' Stone
is licensed in the following state(s):
AZ, CA, CT, FL, GA, HI, IA, ID, NC, NV, NY, OR, PA, SC, TN, VT, WA, WY

Toni Beck Espinoza
First Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (818) 409-0755
toll free: (800) 826-9507
fax: (818) 244-7623
Professional Details
- 1991 - present: Morgan Stanley*
Senior Investment Management Consultant
Vice President
Glendale, CA - Bachelor of Arts, 1984
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 - Associations:
Kiwanis Club of Glendale
Investment Management Consultants Association (IMCA)
Character & Ethics Project
Community Foundation of the Verdugos
Glendale Educational Foundation
University of Wisconsin Alumni Association
Glendale YWCA
Measure K Bond Committee - Honors:
Blue Chip Council
Morgan Stanley* - 20 Year Loyal Service Award
- 2009 Kiwanian of the Year
Kiwanis Club of Glendale
Toni Beck Espinoza
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DE, FL, HI, ID, IL, NC, NE, NJ, NM, NY, OH, OR, SC, TX, UT, VA, WA, WI

Professional Details
- 2012 - Present: Morgan Stanley
- 2010 - 2012: Morgan Stanley Smith Barney
- 2006 - 2006: Smith Barney
- 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, & Annuties
- 2010 - Present: Association of Professional Baseball Players
- 2012 - Present: One for One Foundation - CFO
- 2013 - Present: Glendale Young Professionals - Board Member
Bryan Longpre
holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, IA, ID, MI, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative;
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, IA, ID, MI, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative;

Nancy C. Stone
Registered Marketing Associate
tel: 818-409-0718
fax: 818-244-7623
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

Christina M. Smith
Senior Client Service Associate
tel: 818-409-0751
fax: 818-244-7623
Professional Details
- Series 7 - NYSE/NASD General Securities License

Celia Cocherell
Registered Associate
tel: 818-409-0756
fax: 818-244-7623
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
