Grace L. Nash
Financial Advisor,
Financial Planning Specialist
Direct:
(925) 366-0352(925) 366-0352
My Mission Statement
Guiding clients toward making informed investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Grace L. Nash's Biography
- Grace L. Nash is a Financial Advisor and Financial Planning Associate who began her career at Morgan Stanley in 2007 and is Series 7, 66, 31 and State of California Insurance licensed (License # 0H58727).
- Prior to her current role, Grace was a Senior Registered Associate working with the 545 Group in Menlo Park, where she focused on Alternative Investments and working with Ultra High Net Worth Family Offices. Prior to this, Grace assisted in the development of a 6 person team focusing on Portfolio Management in Pleasanton, California. During this time, Grace is most proud of her instrumental role in developing and executing the team’s Women’s Investment Education Initiative, which focused on providing financial education to the women of the Tri-Valley area. Grace was recognized within the firm as a recipient of the 2013 Rising Star Award for her leadership and knowledge within the Banking and Lending Products area.
- Actively involved in the community, Grace is a member of the Pleasanton Lions Club, The 100 Club of Alameda County, Pleasanton Rotary and Volunteers with The First Tee of the Tri-Valley, Pleasanton Rotary North, the Valley Humane Society, and Kids Against Hunger. Grace has also been very involved in the life changing work of the American Wheelchair Mission Delivering wheelchairs around the world to the people in need of mobility but without the means to acquire a wheelchair, this mission improves the lives of entire families. Grace most recently traveled with the American Wheelchair Mission as a team photographer to Jamaica where 280 wheelchairs were delivered in Spanish Town and the mountains above Montego Bay.
- Grace grew up in the Monterey Bay area where she attended local schools and furthered her education at California State University Monterey Bay and University of San Francisco. She enjoys golf, snowboarding, water sports and travel. Grace enjoys being a part of the Pleasanton, California community, where she now lives.
Securities Agent: TX, GA, WY, NY, NC, ID, HI, CT, AR, OK, WA, IL, OH, TN, FL, CA, AZ, OR, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2086447
CA Insurance License #: 0H58727
NMLS#: 2086447
CA Insurance License #: 0H58727
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Wealth Management Process
In working with successful individuals and families to help accumulate, preserve and transfer wealth responsibly to the next generation, there is a process we go through with every client.
Discovery
We want to know everything about you and will listen to your entire situation to determine how we can best assist you. We want to know your goals, dreams, philanthropic desires and your family situation.
Planning
Together we will look at your ultimate goals and define each step that is needed to achieve them. We will guide you through considerations in financial planning, retirement planning, tax strategies, estate planning, liability management, income planning, and insurance needs, and how to best achieve your goals.
Solutions
Through ongoing consultation, each client will have solutions tailored to their unique situation. We will provide you with the most appropriate investments which include socially responsible portfolios, alternatives, insurance products, and other traditional investments.
Review
Through ongoing communication with you, your estate planning attorney and CPA, we will continually assess your financial and family needs and provide you with regular reviews and comprehensive reporting.
Welcome to Tri-Valley Views!
Monthly Insights is your community space for new monthly content and educational resources to benefit you, your friends and your family. We invite you to learn and grow through these resources. If there are any topics you love or anything you would like to learn more about, please feel free to reach out to me so that I can provide the great content you are looking for.
Tax-Smart Strategies for Your Retirement
Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.
Learn More
Your Life, Your Wealth: Planning for Your Financial Future
A thoughtful financial plan can help you prepare for the path ahead. Let’s talk about how I can help.
Learn more
Planning to Fund Long-Term Care Expenses
As health care costs continue to rise, you’ll want to know the options you have to help control your financial exposure to uncovered care costs. Find out here.
Learn moreWe are Morgan Stanley Women Without Limits
I look to empower women who find themselves in decision making roles in the Tri Valley, Monterey Bay, and Lake Tahoe areas of California. Whether that be a single woman or mother, a divorcee or widow, or a happily married woman in charge of the finances, I want to assist you in education, resources and planning to help you navigate all things financial.
Weekly Spotlight: Go Red Women's Leadership Virtual Experience
In special recognition of the Go Red for Women® campaign, we are pleased to invite you to our 15th annual Go Red Women’s Leadership event, hosted in partnership with the American Heart Association – Westchester Chapter. This year’s event will once again feature a “Heart Talk” segment, highlighting tips to help kickstart a healthier lifestyle.
Learn more
Women Without Limits
Supporting women throughout their financial lives is at the core of Morgan Stanley’s values. This dedication and experience make us uniquely suited to help women reach their financial and career goals, no matter where they are on their journey
Learn more
Charitable Giving that Benefits Women and Girls
Financially supporting charities focused on women and girls’ wellness can be beneficial for our global society and personally enriching. Let’s talk about how you can incorporate charitable giving into your financial plan.
Learn more
Access and Opportunity With Carla Harris
Inspiring change through informed and inclusive innovation. On Access & Opportunity, host Carla Harris, Senior Client Advisor at Morgan Stanley, explores the lived experiences of the people who face systematic inequities and sits down with founders, investors, developers, activists, and educators who are building a more equitable future today. Click to listen to the most recent episode!
Learn MoreMorgan Stanley Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn more about Morgan Stanley Online
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click here for the most recent "GIC Weekly" Report
Total Wealth View
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, and convenient connectivity.
Learn more about Total Wealth View
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click here for the most recent “On the Markets” Report
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn more about our Planning Tools
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check out the latest episode
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn more about Online Security CenterLocation
4309 Hacienda Drive
Ste 200
Pleasanton, CA 94588
US
Direct:
(925) 366-0352(925) 366-0352
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Grace L. Nash today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
