Greer Moseman, CRPC®
Financial Advisor,
Financial Planning Specialist
Direct:
(858) 613-8182(858) 613-8182
My Mission Statement
Focus on your complete financial picture so you can focus on what matters most—your family.
My Story and Services
Greer grew up watching her mom serve clients as a Financial Advisor and joined Morgan Stanley in 2021 in hopes of following in her mother’s footsteps.
As a Financial Planning Specialist, she believes comprehensive wealth management begins with a personalized financial plan and continues with ongoing client communication and education. She prides herself on making complex topics easy to understand and finds it very rewarding to design financial strategies that help families buy new homes, save for college, and plan for retirement. She strives to simplify clients’ financial lives, so they can enjoy what really matters.
Greer earned her bachelor’s degree from the University of North Carolina – Chapel Hill where she was a Division I student athlete. She was a member of the Varsity Women’s Volleyball Team that won the 2016 ACC Championship and made a Sweet Sixteen appearance in the 2016 NCAA Volleyball Tournament. She also made the Atlantic Coast Conference Honor Roll for Academic Excellence. She currently lives in Del Mar, CA and enjoys playing beach volleyball, cooking, and spending times with family and friends. She has many passions and goals, but her favorite thing is to explore new places and learn new things.
As a Financial Planning Specialist, she believes comprehensive wealth management begins with a personalized financial plan and continues with ongoing client communication and education. She prides herself on making complex topics easy to understand and finds it very rewarding to design financial strategies that help families buy new homes, save for college, and plan for retirement. She strives to simplify clients’ financial lives, so they can enjoy what really matters.
Greer earned her bachelor’s degree from the University of North Carolina – Chapel Hill where she was a Division I student athlete. She was a member of the Varsity Women’s Volleyball Team that won the 2016 ACC Championship and made a Sweet Sixteen appearance in the 2016 NCAA Volleyball Tournament. She also made the Atlantic Coast Conference Honor Roll for Academic Excellence. She currently lives in Del Mar, CA and enjoys playing beach volleyball, cooking, and spending times with family and friends. She has many passions and goals, but her favorite thing is to explore new places and learn new things.
Securities Agent: HI, NC, WA, NV, CA, PA, WI, OH, TX, MA, CO, LA, OR, SC, NY, NM, MI, TN, FL, WY, ID, AZ, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2447875
NMLS#: 2447875
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
MY PROCESS, YOUR JOURNEY
My comprehensive process focuses on you, your family and your future – where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life’s challenges and empowering you to make smart decisions about your wealth now and over time.
Step 1: Getting To Know Each Other
Our relationship begins with an in-depth discussion of your family's needs, values, lifestyle and aspirations for the future.
Step 2: Gather & Analyze Current Financial Situation
Review of your balance sheet, current statements, estate plans and other essential documents together to gain a clear picture of your current wealth plan.
Step 3: Leverage Modern Wealth Tools
Morgan Stanley's comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity. With Total Wealth View, you can view all your investments together.
To Learn More, Click Here
Step 4: Present Your Custom Financial Plan
In this step, we will discuss your Wealth Management Plan in detail. Your Plan includes evaluating different scenarios, as well as discussing investment recommendations and additional financial planning strategies. These may include solutions to help reduce risk, minimize taxes, and achieve your philanthropic or estate planning goals.
Step 5: Implement Plan
As your assets transfer to Morgan Stanley, the disciplined process of executing your plan begins. At this step, I will collaborate with specialized professionals in key areas, as well as your CPA and estate attorney to help ensure a cohesive implementation and transparency.
Step 6: Comprehensive Review & Ongoing Monitoring
Committed to premium service, I focus on developing a relationship that provides special value to you and your family. We will have regular calls and meetings to discuss updates and keep your plan on track towards achieving your goals.
Working With You
Together, we’ll develop a detailed plan for your wealth that leaves as little as possible to chance. I'll help you anticipate future challenges and create a plan for your family from the unexpected, increasing your ability to achieve your goals and leave the legacy you want for your family and favored causes.
I take the time to understand all the nuances of your financial situation and how they apply to what—and who—matters most to you.
I take the time to understand all the nuances of your financial situation and how they apply to what—and who—matters most to you.
Multi-generational Families
My financial planning process for multi-generational families includes a rigorous analysis of your lifestyle spending, tax obligations, and future gifting plans. This analysis drives our strategy as it pertains to financial and estate planning for wealth preservation, tax optimization, investment allocation, and asset gifting decisions.
High Net Worth Individuals & Families
Drawing on deep, specialized experience, I tailor customized solutions to address your financial goals and tax circumstances. In conjunction with your tax advisors and estate planning counsel, I work with specialized resources in our family office, wealth strategy, and philanthropy management teams.
Retirees
Retirement is a major milestone and a significant achievement in anyone’s life. In retirement, I look for ways to minimize the impact of taxes to help you keep more of your returns.
Pre-Retirees
Developing a plan for retirement is essential. Working with an experienced advisor like me can help with making sure you are meeting your personal retirement needs.
Athletes & Entertainers
You may have a coach, a trainer and an agent, but you should also have a Financial Advisor who can work with you and those in your trusted inner circle on a wealth plan tailored to your needs. Then you can enjoy your success knowing that you are more prepared for whatever the future holds.
Business Owners
Together we will create a comprehensive Wealth Plan based on your businesses and personal financial goals. This may include considerations of continuity of a business within a family or a planned eventual sale of the business.
HELPING THE NEXT GENERATION BUILD CONFIDENCE
I help families bring the next generation into the financial conversation in a way that feels practical and comfortable. Whether your goal is to teach strong day-to-day habits, prepare a child for their first job, or align on longer-term family intentions, I can help you create a clear path forward. We can focus on building financial literacy, establishing healthy decision-making, and putting simple tools in place so younger family members feel prepared for what is ahead.
Graduating College: A Whole New World
It's finally here - the grand finale after years of self-discovery, sporadic sleeping patterns and the pursuit of anything and everything that interests you. You have graduated... and now what?
Click here to learn more
Starting Your First Job: What You Didn't Learn in School
Starting a new job can be nerve-wracking, but it's a crucial first step toward finding a career that gets you out of bed in the morning and inspires you to grow.
Click here to learn more
Saving: A Penny Saved Is a Penny Earned
The Key to making your daydream a reality? Retire the notion that it is still too early to save and start saving early so you will have the freedom to enjoy your future in style.
Click here to learn more
Gen Z's Financial Goals Harken to the Past
Generation Z may be unique in having grown up with smartphones, but their financial priorities, and those of their older Millennial counterparts, aren’t much different from those of previous generations, according to findings from a recent Morgan Stanley Research AlphaWise Survey.
Click here to learn morePlanning for life’s milestones, with clarity and confidence
Women often navigate major financial decisions across many seasons of life, sometimes while balancing career growth, caregiving, and long-term goals. This section provides resources that align to common milestones so you can focus on the questions that matter most right now, and understand the choices that may shape what comes next.
Birth
A new child can change your cash flow, insurance needs, and priorities quickly. This resource helps you think through near-term steps and longer-term planning considerations.
Explore planning steps for a new babyEducation planning
Saving for education is more manageable with a clear framework. Learn how 529 plans work and how they may fit into your broader goals.
Learn about 529 plansBusiness Planning
Growth could be within your grasp—if you can get the right financing.
Strategies to Finance Your BusinessMarriage and shared financial decisions
Combining lives often means combining financial decisions. This resource covers planning considerations as you look ahead together.
Review planning considerations for marriageNavigating divorce and financial next steps
Divorce can introduce urgent decisions and long-term changes. Use this resource to help organize the topics to address and the documents to revisit.
Get guidance for financial planning during divorceEstate planning and legacy strategies
Legacy planning is about more than documents. It is about protecting loved ones, clarifying intent, and creating a plan that reflects your values.
Explore estate planning and trust basicsPlanning after the loss of a spouse
After a loss, financial tasks can feel overwhelming. This resource provides a practical starting point to help you move forward methodically.
Read planning steps after a lossLocation
6041 La Flecha
Rancho Santa Fe, CA 92067
US
Direct:
(858) 613-8182(858) 613-8182
1111 Prospect Street
Suite 200
La Jolla, CA 92037
US
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
Article Image
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
Iran Conflict: Seven Takeaways for Investors
Article Image
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
Article Image
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
Article Image
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 Greer Moseman 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)
