Greer Moseman, CRPC®
Financial Advisor,
Financial Planning Specialist
Direct:
(858) 613-8182(858) 613-8182
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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: GA, CA, NC, WA, NV, ID, VA, LA, IN, FL, SC, NY, NM, MI, AL, WY, MN, AZ, NJ, MO, HI, WI, UT, OH, TX, MA, CO, IL, CT, PA, OR; 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.
PROTECTING YOUR ONLINE SECURITY
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Cybersecurity Best Practices
- Safeguarding your personal information is one of our highest priorities. While many of us continue to work from home we find ourselves utilizing technology more now than ever. For some tips and tricks that can help you be more secure check out our cybersecurity center.
Security Features and Proactive Defense
- Multi-Factor Authentication (MFA)
- Alerts and Notifications
- Automatic Session Time Out
- VoiceID
- Fraud Detection and Prevention
- Digital Tools
- Cybersecurity Fusion Centers
- Threat Landscape Monitoring
- Employee Training and Testing
Location
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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 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
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)
