The Bahnsen Group of Morgan Stanley
About David Bahnsen
Successful financial advisor David Bahnsen acts as the managing director of The Bahnsen Group of Morgan Stanley in Newport Beach, California. In this role, he helps clients invest, manage, and organize their wealth to achieve financial growth and stability. Since founding the private client group in 2007, he has secured more than 150 clients and currently manages $675 million in assets. David Bahnsen utilizes his extensive knowledge to offer affluent individuals and families assistance with strategic asset allocation and advanced estate planning.
Over the course of his career, David Bahnsen has earned widespread accolades. Named a member of Morgan Stanley’s Chairman’s Club for five consecutive years, he maintains a reputation as one of the company’s leading advisors. On Wall Street magazine recently recognized him on its list of Top 40 Advisors Under 40, and Barron’s named him one of America’s Top 1,200 Advisors.
The certified financial planner and certified investment management analyst has maintained his licenses for more than 12 years. Prior to founding The Bahnsen Group, he served as first vice president at UBS.