Amy Li
Executive Director, Wealth Management,
Financial Advisor,
International Client Advisor
Direct:
(415) 984-6924(415) 984-6924
Toll-Free:
(800) 289-9060(800) 289-9060
My Mission Statement
To enable my clients to realize their life dreams by maximizing their wealth buildup and harnessing the power of their finance.
Welcome
First-class wealth management has much in common with composing a lovely piece of music. Just as there are individual notes in a score, there are distinct elements in a financial plan: tax and estate strategies, cross-border banking solutions, sophisticated trust structures and the need to accommodate each client’s appetite for risk and need for liquidity. The most effective plans, like the most pleasing melodies, are the result of individual elements coming together in perfect harmony.
Just as playing a touching piece of classic music, I bring the same passion to my work of wealth management. It’s an endeavor that sustains and energizes me. There’s nothing more satisfying than seeing my creative efforts add significant value to a trusting client. In this regard, I am a dedicated advisor who enjoys going the extra mile to help people to maximize the value of their hard-earned wealth.
The study of classical music has taught me to enjoy the path of constant learning. Every time I help a client overcome a difficult challenge, or I complete a nice piece of music, I feel enriched and elevated. Because I love what I do, do it exceptionally well and do it with all my heart, I continue to earn the trust and respect of clients around the world.
Just as playing a touching piece of classic music, I bring the same passion to my work of wealth management. It’s an endeavor that sustains and energizes me. There’s nothing more satisfying than seeing my creative efforts add significant value to a trusting client. In this regard, I am a dedicated advisor who enjoys going the extra mile to help people to maximize the value of their hard-earned wealth.
The study of classical music has taught me to enjoy the path of constant learning. Every time I help a client overcome a difficult challenge, or I complete a nice piece of music, I feel enriched and elevated. Because I love what I do, do it exceptionally well and do it with all my heart, I continue to earn the trust and respect of clients around the world.
Services Include
- Asset Management
- Business Succession PlanningFootnote1
- Executive Financial ServicesFootnote2
- Stock Plan ServicesFootnote3
- Trust ServicesFootnote4
- Estate Planning StrategiesFootnote5
- Alternative InvestmentsFootnote6
- Retirement PlanningFootnote7
- Cash Management and Lending ProductsFootnote8
- Philanthropic ManagementFootnote9
- Art AdvisoryFootnote10
Securities Agent: HI, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, VI, WA, WV, WY, IL, AK, AZ, CA, CO, CT, DE, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1555100
NMLS#: 1555100
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Amy
Drawing on diverse experience in institutional investing, corporate auditing and personal wealth management, Amy Li creates holistic, cross-border wealth management solutions for ultra-high net worth individuals and families, Amy has the experience, support and access to specialized resources needed to address the complex needs of clients who reside outside the United States. Most of those she serves live in Asia, the United States or a combination of both.
Joining Morgan Stanley in 2016, Amy quickly established herself as a leading advisor to a global entrepreneurial community with over $2 Billion asset under management, particularly among the founders of high-tech companies. She dedicates herself to providing highly sophisticated solutions to support her clients’ business and personal goals.
Born and raised in China, Amy came to the United States to attend the Ohio State University, where she earned a B.S. in business administration and accounting. Prior to her career in wealth management, Amy worked as an auditor and fixed income analyst, she took an auditing position at Moss Adams and held research positions at Glass Lewis & Co. and Dale Scott & Company.
Fluent in Mandarin and English, Amy is a classically trained violinist who still enjoys playing. When not at work or on the road, Amy enjoys outdoor activities including golfing and spending time with her three dogs.
Joining Morgan Stanley in 2016, Amy quickly established herself as a leading advisor to a global entrepreneurial community with over $2 Billion asset under management, particularly among the founders of high-tech companies. She dedicates herself to providing highly sophisticated solutions to support her clients’ business and personal goals.
Born and raised in China, Amy came to the United States to attend the Ohio State University, where she earned a B.S. in business administration and accounting. Prior to her career in wealth management, Amy worked as an auditor and fixed income analyst, she took an auditing position at Moss Adams and held research positions at Glass Lewis & Co. and Dale Scott & Company.
Fluent in Mandarin and English, Amy is a classically trained violinist who still enjoys playing. When not at work or on the road, Amy enjoys outdoor activities including golfing and spending time with her three dogs.
Clients
My work brings me in contact with an extraordinary group of interesting and intelligent people. Most of my clients were born in Asia, educated in the United States and now have personal and professional lives that span at least two continents. Many, but not all, of them make their living in the global high-tech industries, seeking to address some of the world’s greatest problems while creating significant wealth for themselves and their families. My goal is to serve as their close family advisor, providing the experienced perspective, specialized resources and global connectivity they need to grow their businesses, protect their assets and pursue their greater life goals.
Like the clients I serve, I bring great passion and creativity to my work. Whatever it takes, I will work closely with you and your other trusted advisors to help you achieve your most important goals, then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Like the clients I serve, I bring great passion and creativity to my work. Whatever it takes, I will work closely with you and your other trusted advisors to help you achieve your most important goals, then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
About IWM
International Wealth Management is a specialized area within Morgan Stanley Wealth Management that is dedicated to serving individuals, families, family offices, entrepreneurs, corporate executives and corporate stock plan managers who live outside the United States. We also serve U.S. citizens living and working abroad as well as those who are relocating to the United States or otherwise changing domicile.
Based in offices throughout the United States, our International Client Advisors typically speak their clients’ languages, understand their cultures and have a deep knowledge of the markets they serve. Combining their investment and wealth planning knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We may be able to provide you access to:
Based in offices throughout the United States, our International Client Advisors typically speak their clients’ languages, understand their cultures and have a deep knowledge of the markets they serve. Combining their investment and wealth planning knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We may be able to provide you access to:
- An open architecture platform that includes leading asset management firms, giving you access to unaffiliated third-party managers and their teams
- Thematic investing ideas and asset allocation models from Morgan Stanley’s Global Investment Committee, guiding your overall portfolio allocation
- Customized lending solutions from Morgan Stanley Private Bank, National Association, addressing your financing needs
- Dedicated specialists in wealth transfer, philanthropy, family dynamics, concierge and lifestyle advisory services, and other family office capabilities, supporting the nonfinancial needs you may have
Location
555 California St 35th
Floor
San Francisco, CA 94104
US
Direct:
(415) 984-6924(415) 984-6924
Toll-Free:
(800) 289-9060(800) 289-9060
Fax:
(415) 984-6596(415) 984-6596
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Amy Li today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
