Beverly Hills Wealth Management, the registered investment advisory firm, has launched an office in San Diego, CA, adding financial advisor Taylor Schulte to spearhead new operations in the area.

Schulte, who was previously a financial advisor at Morgan Stanley, will provide wealth management and portfolio development services to clients, the firm said.  

The San Diego office represents the firm’s third office overall; its headquarters are in Beverly Hills, with an additional office in Phoenix, AZ, which opened in January. In other recent hires, Joe Ellison was appointed as a senior vice president and wealth management advisor earlier this month. 

Beverly Hills Wealth Management was established in 2010 and is led by Margaret Black-Scott. It serves high net worth individuals, families and businesses.