Heather Moen Bell
Client Service Associate
Phone:
(415) 693-6439(415) 693-6439
Daniel Gallisá, CFP®
Vice President,
Financial Advisor,
Family Wealth Advisor
Direct:
(415) 693-6009(415) 693-6009
My Mission Statement
I help our clients navigate their complex financial lives, and empower them through problem solving, education and personalized wealth management.
My Story
Who is Daniel Gallisá?
- I joined the Moxley Kremer Team in 2010. As a Certified Financial Planner™ and Family Wealth Advisor, I am focused on providing comprehensive financial planning solutions to clients and helping with multi-generational wealth management and legacy concerns. I enjoy asking clients those targeted questions (with a smile) that can help organize a complex financial picture, evaluate priorities and help strategize and manage for successful goals and outcomes.
- Originally an east coaster who was born in Puerto Rico, grew up in Connecticut, graduated from Harvard, and worked in New York City, I am getting close to the 25-year mark of calling San Francisco “home.” I live in the Outer Parkside neighborhood of San Francisco with my wife Kitty and our sons Oscar and Félix. An avid choral singer, I am also an aspiring-to-be-avid cyclist, and an incredibly deft avoider of random LEGO pieces strewn on the floor.
Securities Agent: MN, GA, DE, CA, AZ, WA, OR, FL, ME, MD, IL, CO, NY, CT, VA, MA, KY, ID, DC, TX, NJ, OH, NV, MT, AK, UT, NC, PA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1264980
CA Insurance License #: 0G94548
NMLS#: 1264980
CA Insurance License #: 0G94548
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Moxley Kremer Group at Morgan Stanley
We believe our team’s success is due in no small part to the real, measurable effort we put into getting to know our clients and developing abiding relationships that stand the test of time.
We Offer You:
• DIVERSITY of gender, culture, age, and life experiences, allowing us to offer a range of ”out of the box” perspectives and high quality ideas to your unique situation
• CUSTOM solutions through a lens of independent thinking to help you reach your goals, with flexibility as situations evolve
• FAMILY-like connections often spanning multiple generations with emotional intelligence and sensitivity
• TEAM of experienced advisors with a high likelihood that you find affinity and engagement -- all located in downtown San Francisco
• TRANSPARENT, two-way communication via in-person meetings, phone calls and 24/7 account access through Morgan Stanley Online and MS Mobile
We would be happy to discuss further,
William Morthel, Vivian Kremer, Mike Moxley, Heather Moen-Bell and Daniel Gallisá
• CUSTOM solutions through a lens of independent thinking to help you reach your goals, with flexibility as situations evolve
• FAMILY-like connections often spanning multiple generations with emotional intelligence and sensitivity
• TEAM of experienced advisors with a high likelihood that you find affinity and engagement -- all located in downtown San Francisco
• TRANSPARENT, two-way communication via in-person meetings, phone calls and 24/7 account access through Morgan Stanley Online and MS Mobile
We would be happy to discuss further,
William Morthel, Vivian Kremer, Mike Moxley, Heather Moen-Bell and Daniel Gallisá
Our Client-Centric Process
We are passionate about problem solving, and our diverse team brings a wealth of perspectives and life experiences which help us sort through our clients’ complex financial lives. Our clients recognize this and depend on us to guide them through critical events.
A disciplined approach helps us help you retain focus on the end-goal of family financial health during times of market volatility or life changing events, whether planned or unexpected. Our client engagement is driven by your unique needs and interests.
A disciplined approach helps us help you retain focus on the end-goal of family financial health during times of market volatility or life changing events, whether planned or unexpected. Our client engagement is driven by your unique needs and interests.
Let us help you!
Daniel Gallisá
Daniel Gallisá
Location
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6009(415) 693-6009
Fax:
(415) 870-2070(415) 870-2070
Meet My Team
William Morthel
Associate Vice President, Financial Advisor
Phone:
(415) 693-7043(415) 693-7043
Vivian Kremer
Senior Vice President, Financial Advisor, Wealth Advisor, CERTIFIED FINANCIAL PLANNER™
Phone:
(415) 693-6847(415) 693-6847
Mike Moxley
Senior Vice President, Financial Advisor, Wealth Advisor, Senior Portfolio Manager
Phone:
(415) 693-6238(415) 693-6238
About William Morthel
Securities Agent: AK, NY, FL, UT, TX, DE, AZ, VA, NC, MD, MI, MT, KY, DC, ME, CA, NJ, MN, CO, NM, WA, PA, MA, IL, ID, GA, CT, OR, NV, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Vivian Kremer
Securities Agent: UT, IL, NM, NJ, TN, OR, NV, NC, FL, AZ, OH, CA, MA, GA, DE, AK, WI, CT, MD, VA, TX, MT, KY, WA, PA, NY, MN, ME, ID, DC, CO, MI; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0C48209
CA Insurance License #: 0C48209
About Mike Moxley
NMLS#: 1274681
CA Insurance License #: 0A78003
CA Insurance License #: 0A78003
Ready to start a conversation? Contact Daniel Gallisá today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
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
1Morgan 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
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)
