Hanh Payton-Juzang is Woodland Hills, CA’s Top Financial Advisor from Morgan Stanley

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Hanh Payton-Juzang

Morgan Stanley’s regional headquarters are in Century City, CA and Hanh Payton-Juzang manages the financial planning operations from this location. She has an MBA from California State University, Northridge, and a BS in Finance and Marketing from San Jose State University.

About me

I am Hanh Payton-Juzang, a financial advisor at Morgan Stanley. I work closely with my clients to provide tailored solutions that help them meet their life goals. My expertise and services span across multiple areas of finance including retirement planning and wealth management. I am proud to be part of an organization with more than 200 years of experience in helping people manage their finances for the long haul. For more information about my services or how to get started with a plan for your financial future, feel free to give me a call or send me an email.

My early career

Hanh Payton-Juzang has more than 10 years of experience in the financial services industry. Hanh started his career as an investment advisor at AIG Investments where he was responsible for managing portfolios with a focus on international investments. Later, he moved to Credit Suisse where he was an advisor focused on meeting the needs of high-net-worth clients. He also served as a member of the Global Investment Committee and Portfolio Committee for the Asia Pacific.
His current role at Morgan Stanley is Chief Financial Officer for Wealth Management Americas where he oversees operations related to client service management, operational performance management, and business development.

My background

Hanh Payton-Juzang grew up in a small town in Mississippi. Her parents were both teachers, and they raised Hanh and her two siblings with the expectation that they would go to college. Hanh was fortunate enough to attend Ole Miss on a scholarship; she studied finance and was able to get her degree in only three years.
After graduation, Hanh moved to California where she worked at Morgan Stanley as an investment advisor. She loves what she does because it allows her to help people reach their financial goals while also helping them think about the future of their children and grandchildren.

Which office are you in?

Woodland Hills, California – Hanh Payton-Juzang has been the top financial advisor in the Woodland Hills office of Morgan Stanley for the past ten years. In her time there she’s helped many clients make difficult choices and investments during periods of change. Having made a name for herself by delivering high-quality customer service and a depth of knowledge that goes well beyond what most brokers have achieved; Hanh is also seen as one of the region’s preeminent advisors on retirement planning. When we talked to her about what sets her apart in an industry where there are so many firms vying for consumers’ attention, she had this to say: I truly believe it all comes down to customer service.

What do you enjoy doing in your spare time?

I’ve always been a big sports fan. I play with my kids in the backyard and watch games on TV when I can. I also enjoy cooking, reading, and listening to music. My favorite restaurant is PF Changs because of its extensive gluten-free menu.

How did you become interested in this line of work?

I’ve always loved helping people and I wanted to find a way to do that in my career, said Hanh Payton-Juzang. I love building relationships with people over time and knowing that I helped them achieve their goals.
Hanh has been working for Morgan Stanley for four years and his favorite thing about the company is its culture. It feels like a family here, he said. We help each other out and we’re all looking out for one another. Hanh advises everyone to set achievable goals because it helps you stay focused on where you want your life to go.

Who was the best mentor you had and why?

Hanh Payton-Juzang with Morgan Stanley was the best mentor I had. His insight and experience were invaluable in helping me learn how to manage my finances and make better decisions that would eventually lead to greater wealth. For example, he was able to show me how homeownership might affect my credit and assist me in setting a savings goal by considering the many ways I could save money every month. We met regularly over email and Skype for several years until I was confident enough in my financial knowledge to pursue other opportunities.

What inspired you to become an advisor?

Hanh Payton-Juzang joined the United States Marine Corps immediately after high school. He has served as an Operations Platoon Sergeant, Company First Sergeant, and Battalion Operations Officer. Hanh retired from the U.S. Marine Corps in 2009 and started working for Bank of America Merrill Lynch where he remained for over five years before deciding to venture out on his own.
He currently operates his independent RIA with Morgan Stanley Smith Barney called Payton Finance Group. As a CERTIFIED FINANCIAL PLANNERTM professional Hanh consults with families with their personal financial needs as well as helping business owners explore strategies to maximize shareholder wealth through access to capital markets and other retirement plans options that include nonqualified deferred compensation, IRAs, and SIMPLE plans.

What challenges have you faced in becoming an advisor? (Or, how do other advisors struggle with their roles?)

For Hanh Payton-Juzang, Woodland Hills’ top financial advisor, the most difficult thing about her role was not knowing what to expect. Before she started working in the industry, she knew nothing about investing and had a skewed perspective of what financial advisers do on a day-to-day basis.
Luckily for her, someone sat down and explained exactly how the industry works so that there were no surprises when she started on the job. The best way to prepare for this role is simply by reading as much as you can about it beforehand and gaining insight into what it entails before you sign up for anything.

How do you see your industry evolving over the next decade?

As life expectancies grow, women are becoming the breadwinners of their households while they care for their aging parents. And now, with automation and artificial intelligence continuing to evolve in every industry, jobs will increasingly become technology driven. These innovations in the workforce will create new challenges for workers but also more opportunities for financial advisors that specialize in innovative solutions.
Hanh Payton-Juzang offers an unmatched breadth of knowledge and skills in retirement planning as well as access to a team of experts on areas like healthcare, investing, and taxes. With expertise in helping clients meet their long-term goals while managing uncertainty and change head-on – Hanh has invested over 15 years into becoming a leader in the industry.

Where do you see yourself in 5 years?

Growing up on the south side of Chicago, Hanh Payton-Juzang always knew she was going to be a business owner.  Hanh graduated with honors from the University of Illinois at Urbana-Champaign with a degree in accounting.
She started at PriceWaterhouse Coopers where she gained valuable experience in financial management reporting and preparation of financial statements. She jumped at the opportunity to work with Morgan Stanley when it opened its doors to graduates from PriceWaterhouse Coopers after two years as an accounting analyst trainee. And today?

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