![]() ![]() A first generation American, his parents were immigrants from two different worlds, religions, and cultures. He believes that the best formula to serve clients with excellence is to empower his Financial Advisors, be extraordinarily responsive to their needs, and keep the greenlight in the “go” position as much as possible.ĭavid grew up in Miami Beach, Florida. As a former successful Financial Advisor, David truly understands the importance of placing clients’ demands as the top priority. Their collective mission is to deliver the global resources of a Wall Street powerhouse in a streamlined fashion to help clients achieve their financial goals and realize their dreams. With 20+ years of wealth management and leadership experience, David oversees approximately 200 Financial Advisors who manage more than $40 billion in client assets.ĭavid is proud at how well his management team, first-class Financial Advisors, and support professionals all embody the firm’s “client first” culture. The business consists of seven branches, including Downtown San Diego, La Jolla, Rancho Santa Fe, Rancho Bernardo, UTC, Carlsbad and La Mesa. Member SIPCĭavid Bigler is a Managing Director who serves as the Market Executive for the San Diego Market of Morgan Stanley Wealth Management. Barron’s is a registered trademark of Dow Jones & Company, L.P. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. The San Diego Market is a great place for clients to grow wealth, protect assets, mitigate tax burdens and build a legacy that impacts the people and causes that matter most to them. If we can connect a veteran to Morgan Stanley’s vast network, we’ll make that happen, too.Ĭlient first. If we see the opportunity to help, we will. We work with the local ASYMCA and partner with several foundations dedicated to helping Navy Seals and Special Operators move into the work force. We support the military members and have provided veterans with their first “civilian” job opportunities. ![]() That’s why we consistently attract advisors whose names appear in Barron’s “Top Advisors in the U.S.” and “Best in State” lists.Īt the San Diego Market, we’re deeply committed to San Diego’s people and causes. The San Diego Market has cultivated an environment that combines the talents of our Financial Advisors with the industry-leading tools and comprehensive resources of Morgan Stanley – resulting in best-in-class service for clients. ![]() High-net-worth individuals, families and institutions demand flexibility as well as a bespoke level of service. Above all, as a market with many first-generation Americans, we continuously promote a strong culture of diversity and inclusion and believe in the power of leveraging many viewpoints to drive business results, and ultimately our success. Home to the nation’s largest concentration of military personnel, I am especially proud of the strong relationship our market has built with members of the military. Our collective mission is to deliver the global resources of a Wall Street powerhouse to our Financial Advisors in a streamlined fashion to help their clients achieve their financial goals and realize their dreams.Īn environment where integrity and professionalism are evident in every relationship, we believe that the best formula to serve clients with excellence is to empower our Financial Advisors, be extraordinarily responsive to their needs, and keep the greenlight in the “go” position as much as possible.įrom as far north as Carlsbad to Downtown San Diego, our market has been embedded in the community since 1947. As the Market Executive of Morgan Stanley’s San Diego Market, my team and I are committed to a client-first culture. ![]()
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