Andrey Movsesyan, CFP®, CFA®, CMT
My Mission Statement
My Story and Services
Raised from an early childhood in San Francisco, I earned a B.A. in Economics and an MBA from San Francisco State University. I began my financial services career at Citibank in 2005 and spent the next 15+ years building broad experience across wealth and investment management, with roles at Wells Fargo Private Bank, Abbot Downing (formerly Wells Fargo Family Wealth), First Republic Bank, Prudential Financial, and BBVA Global Wealth. Throughout my career, I have supported teams managing portfolios for institutional and individual clients, with relationships ranging from approximately $1 million to $2 billion in assets. I am a CERTIFIED FINANCIAL PLANNER® professional and also hold the Chartered Financial Analyst® (CFA®) designation. Today, at Morgan Stanley, I draw on this background—combined with the firm’s robust platform and capabilities—to deliver highly personalized advice and a high level of service.
I live in Danville, California with my wife, Anastasiia, and our two children, Katerina and Viktor. Outside of work, we enjoy spending time outdoors—especially at our cabin in Groveland, California, near Yosemite National Park. I am also committed to giving back and value staying involved through volunteer work with local community organizations. I am also a board member and treasurer for the Epilepsy Foundation of Northern California.
A CATEGORY OF ONE
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives me the means to support my client's goals at every stage in their lives.
Morgan Stanley's global scale and integrated resources allow me to help my clients address complex financial situations with experienced guidance and a consistent, high level of service.
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and some of the financial industry's most comprehensive, multi-award-winning platforms.
For 90 years, Morgan Stanley has put our clients at the center of all that we do. We harness the capabilities and insights of our integrated team to help clients raise, manage and allocate capital, and we continuously evolve to create a better future in the communities where we live and work.
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Morgan Stanley's Firmwide AI team unifies our organization's efforts to harness the full power of AI and steward its use in line with our Core Values. Our research and tools embody human-centric design, help protect our data and systems, and incorporate robust controls and oversight.
Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security.
SUPPORTING YOUR GOALS
Managing your finances is about more than managing your investments. I can support you in many aspects of your financial life – including retirement, legacy and other aspirations you may have for you and your family.
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Morgan Stanley Financial Planning can show you a comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
I can work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors to create a plan that reflects your desires during and after your lifetime.
Selling your business can mean big changes for your life, both personally and financially. Having a clear financial plan can help ensure the best outcome for founders, families and businesses.
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks, helping to protect you when the unexpected occurs.
EXECUTIVE SERVICES
Financial strategies that cater to the distinct needs of executives and business leaders.
I can help you manage both your equity compensation and complex financial needs so you can focus on moving your company forward.
Equity compensation can be a key part of your total financial picture. But there are several terms particular to this benefit that can be unfamiliar even to experienced investors. To get the most from your company equity, it helps to gain an understanding of these key concepts.
As more private companies explore implementing Restricted Stock Units (RSUs) as an equity incentive for employees, learn about the potential benefits and nuances of RSUs that may help you design an equity compensation strategy that fits your business needs.
Executives who receive equity compensation often face a dilemma. While the link between company performance and share price may drive their personal wealth, many executives often find their investment portfolios overly concentrated in a single stock.
Companies are staying private longer, warranting the need for liquidity solutions. Through our Private Market Secondary Transaction Desk, qualified investors can gain access to buy and sell a distinct array of private market opportunities stemming from Morgan Stanley's unique ecosystem encompassing Companies, Wealth Management Clients, and Institutional Investors.
From data-driven analysis to personalized plans to reach long-term goals – and everything in between – We can help your leaders maximize their equity awards.
RESEARCH AND DIGITAL TOOLS
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
As part of our commitment to empowering the next generation of wealth, we have a vast library of financial literacy resources. Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life.
Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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