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Brea Branch
Brea Branch
Branch Location And Profile
Alan Hall
First Vice President - Wealth Management
Branch Manager
500 Pointe Drive
Building Ten, Suite 400
Brea, CA 92821
tel: 714-674-4100
toll free: 800-794-7682
fax: 714-529-4272
Email Us
hours:
M-F  6:30  -  4:00
Advisors
Gregory Jones
Financial Advisor
Financial Planning Specialist
Charles H. Frieda
Financial Advisor
Bob Auerbach
Second Vice President - Wealth Management
Financial Planning Specialist
Investment Management Specialist /
Financial Advisor
John J. Cowley
Second Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Jeannette M. Dobbyn
First Vice President - Wealth Management
Senior Investment Management Consultant
Retirement Plan Consultant
Financial Planning Specialist
Paul Dunnicliffe
Financial Advisor
John B. Lyon
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Retirement Plan Consultant
Financial Planning Specialist
Arlin L. Penner
First Vice President - Wealth Management
Senior Investment Management Consultant
Retirement Plan Consultant
Financial Planning Specialist
Robert A. Rumishek
Senior Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Russell A. Stark
First Vice President - Wealth Management
Rusty A. Volkert
Financial Advisor
Financial Planning Specialist
Alexander Velto & John Cowley
Camarella Strnad Lynch Group
John B. Lyon, CFP, CIMA &
Jeannette M. Dobbyn, CFP
The Rumishek Group
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 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.
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