Jeff Branch
Market Executive
Phone:
(559) 438-2586(559) 438-2586
Morgan Stanley
Central California / Las Vegas Market Office
You define success, we help you achieve it
5250 N Palm Ave
Suite 321
Fresno, CA 93704
US
Market:
(559) 431-5900(559) 431-5900
Toll-Free:
(800) 640-4465(800) 640-4465
Market Executive
Jeff BranchPhone:
(559) 438-2586(559) 438-2586
About Morgan Stanley Central California / Las Vegas Market
The Central Valley/Las Vegas Market culture is modeled after Morgan Stanley’s core values – Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion, Give Back.
In our Market, we believe every client deserves a consistent and premium level of service regardless of size and complexity. There is no “one size fits all” approach for everybody. We leverage a collaborative culture to ensure clients receive the highest caliber financial planning regardless of their asset base.
We also tailor our approach to employee development in the same way. Every Financial Advisor is at a different point in their career, and we give each person the coaching they need to grow personally and professionally. We value diversity of people and ideas, and we have designed our FAA program to ensure our branches are indicative of the communities we live in.
Philanthropy efforts in our Complex are strong, with employees donating their time and resources to serving the communities we live in. Our past initiatives include work with the Central California Food Bank, Fresno Area Hispanic Foundation annual gala, Girl Scouts in Fresno, 100 Black Men of America/Las Vegas Scholarship Gala, and Boys & Girls Club of Southern Nevada - Sneaker Gala.
As a client or as an employee, Morgan Stanley provides an opportunity to achieve something special.
In our Market, we believe every client deserves a consistent and premium level of service regardless of size and complexity. There is no “one size fits all” approach for everybody. We leverage a collaborative culture to ensure clients receive the highest caliber financial planning regardless of their asset base.
We also tailor our approach to employee development in the same way. Every Financial Advisor is at a different point in their career, and we give each person the coaching they need to grow personally and professionally. We value diversity of people and ideas, and we have designed our FAA program to ensure our branches are indicative of the communities we live in.
Philanthropy efforts in our Complex are strong, with employees donating their time and resources to serving the communities we live in. Our past initiatives include work with the Central California Food Bank, Fresno Area Hispanic Foundation annual gala, Girl Scouts in Fresno, 100 Black Men of America/Las Vegas Scholarship Gala, and Boys & Girls Club of Southern Nevada - Sneaker Gala.
As a client or as an employee, Morgan Stanley provides an opportunity to achieve something special.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
- Philanthropic GoalsFootnote12
Our Team at Morgan Stanley Central California / Las Vegas Market
Roy V. James
First Vice President, Market Business Service Officer
Phone:
(559) 438-2561(559) 438-2561
Brian Lee
Vice President Wealth Management, Senior Risk Officer
Phone:
(559) 438-2599(559) 438-2599
Kirk-Patrick Richards CRPC®
First Vice President, Associate Market Manager
Vanessa Zavala
Market Administrator
Phone:
(559) 438-2501(559) 438-2501
About Jeff Branch
Jeff Branch is an Executive Director at Morgan Stanley and current Market Executive for the firm’s Central California/Las Vegas Market. Since joining the industry in 1994, Jeff has held several roles through the decades. Beginning his wealth management career as a trainee with Merrill Lynch, Jeff later joined Paine/Webber UBS as a Financial Advisor and worked his way up to become a producing Branch Manager. In 2004 Jeff joined Smith Barney as a Branch Manager and now serves as a Market Executive overseeing Morgan Stanley branches across the Central California and Nevada areas. The Central California/Las Vegas Market encompasses branches in Las Vegas, Visalia, Bakersfield, Fresno, and Modesto.
Jeff’s career did not always revolve around financial services however. Prior to joining the industry Jeff trained and worked as the Chief Pilot for an air carrier, flying aircraft all over the country. Jeff also worked as a fireman and reserve police officer. Carrying with him themes of strong leadership and team collaboration, Jeff focuses his complex management style on helping his advisors grow. Jeff believes everyone’s opinion should be heard and decisions should be shared.
In his personal time Jeff embraces the outdoors while flying, cattle ranching, skiing, and fly fishing. Above all, Jeff enjoys spending time with his family.
Jeff’s career did not always revolve around financial services however. Prior to joining the industry Jeff trained and worked as the Chief Pilot for an air carrier, flying aircraft all over the country. Jeff also worked as a fireman and reserve police officer. Carrying with him themes of strong leadership and team collaboration, Jeff focuses his complex management style on helping his advisors grow. Jeff believes everyone’s opinion should be heard and decisions should be shared.
In his personal time Jeff embraces the outdoors while flying, cattle ranching, skiing, and fly fishing. Above all, Jeff enjoys spending time with his family.
About Roy V. James
Roy V. James is a First Vice President at Morgan Stanley, and current Market Business Service Officer for the Central California/Fresno Market.
Roy has been in the financial services industry since 1993, working in a variety of roles. As CBSO for Central California/Fresno, Roy enjoys the team dynamic and collaborative culture in the complex. Roy is passionate about developing employees and coaching others to be their best.
Outside of work, Roy enjoys spending time with family and friends, fishing, and travelling.
Roy has been in the financial services industry since 1993, working in a variety of roles. As CBSO for Central California/Fresno, Roy enjoys the team dynamic and collaborative culture in the complex. Roy is passionate about developing employees and coaching others to be their best.
Outside of work, Roy enjoys spending time with family and friends, fishing, and travelling.
About Brian Lee
With over 25 years of experience in the Wealth Management industry, Brian currently serves as the Senior Risk Officer at Morgan Stanley. His diverse journey has included tenure as a Financial Advisor, Managing Principal, and Risk Officer which has provided him with a comprehensive understanding of the financial landscape and risk mitigating strategies. Outside of his professional life, he prioritizes family, cherishing time spent with his special needs daughter and son. Additionally, he has a passion for exploring different cultures and destinations through travel, which enriches his perspective and fuels professional and personal growth.
About Kirk-Patrick Richards CRPC®
Kirk Richards is a First Vice President at Morgan Stanley and current Associate Market Manager for the Central California/Las Vegas Market. Kirk has more than twenty years of experience in the Financial Services Industry., and began his career in 2000 with Charles Schwab.
He has successfully transitioned into many roles over the years including, Financial Advisor, Plan Administrator, Associate Director of Controls, Market Supervision Manager, and Business Development Manager. He currently holds the Chartered Retirement Planning Counselor (CRPC) Designation, and Series 7, 63, 66, 9, 10, and 24 licenses.
Kirk is originally from Kingston, Jamaica and grew up in Miami, FL. Outside of work Kirk enjoys spending time with his family, cycling, and volunteering in the community.
He has successfully transitioned into many roles over the years including, Financial Advisor, Plan Administrator, Associate Director of Controls, Market Supervision Manager, and Business Development Manager. He currently holds the Chartered Retirement Planning Counselor (CRPC) Designation, and Series 7, 63, 66, 9, 10, and 24 licenses.
Kirk is originally from Kingston, Jamaica and grew up in Miami, FL. Outside of work Kirk enjoys spending time with his family, cycling, and volunteering in the community.
About Vanessa Zavala
Vanessa started her role as a Market Administrator in 2022 for the Central California & Las Vegas Market.
Before joining the team, she held positions in financial services, legal, and administration. She provides overall administrative support to the management team, coordinates firm initiatives, and is the point of contact for navigating the firm’s resources within her market.
Vanessa is a native of Central California. For leisure, she enjoys spending time with family and friends. Vanessa is adventurous, loves traveling and outdoor summer activities.
Before joining the team, she held positions in financial services, legal, and administration. She provides overall administrative support to the management team, coordinates firm initiatives, and is the point of contact for navigating the firm’s resources within her market.
Vanessa is a native of Central California. For leisure, she enjoys spending time with family and friends. Vanessa is adventurous, loves traveling and outdoor summer activities.
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Branch Address
9100 Ming Avenue
Suite 205
Bakersfield, CA 93311
US
Branch:
(661) 663-8100(661) 663-8100
Toll-Free:
(800) 421-2171(800) 421-2171
Fax:
(661) 663-4650(661) 663-4650
Branch Address
520 West Main Street
Visalia, CA 93291
US
Branch:
(559) 733-7211(559) 733-7211
Toll-Free:
(800) 755-7211(800) 755-7211
Fax:
(559) 738-1613(559) 738-1613
Summerlin (Las Vegas) Branch
Find a Financial AdvisorBranch Address
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Branch:
(702) 792-2000(702) 792-2000
Toll-Free:
(800) 808-8440(800) 808-8440
Fax:
(702) 666-0048(702) 666-0048
Branch Address
1020 10th Street, 2nd
Floor
Modesto, CA 95354
US
Branch:
(209) 526-3700(209) 526-3700
Toll-Free:
(800) 752-3215(800) 752-3215
Fax:
(209) 576-3297(209) 576-3297
Branch Address
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Branch:
(702) 792-2000(702) 792-2000
Toll-Free:
(800) 247-2265(800) 247-2265
Fax:
(702) 666-0048(702) 666-0048
Central California / Las Vegas Branch
Find a Financial AdvisorBranch Address
5250 N Palm Ave
Suite 321
Fresno, CA 93704
US
Branch:
(559) 431-5900(559) 431-5900
Toll-Free:
(800) 640-4465(800) 640-4465
Fax:
(559) 438-4705(559) 438-4705
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
12Morgan 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
12Morgan 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024