Han Lam Bunch
Financial Advisor
Phone:
(917) 993-4704(917) 993-4704
Han Lam Bunch
Financial Advisor,
Portfolio Manager
Direct:
(512) 370-0412(512) 370-0412
My Mission Statement
My team and I employ a multi-generational model by using tax efficient and risk management strategies to maintain your current lifestyle while aiming to meet your long-term needs and investment objectives. Working along your side, we provide comprehensive wealth management strategies, intellectual capital and dedicated personal service to help you achieve your financial independence.
My Story and Services
Han Lam Bunch is a Financial Advisor with more than 15 years of experience in the financial services industry. She started her career at Wells Fargo where she specialized in providing financial solutions to clients. She joined Morgan Stanley Wealth Management in 2013. Han is passionate in educating individuals about protecting themselves, their family and their wealth through financial planning. She provides tailored investment solutions to affluent individuals and their families while pairing them with financial planning as they go through their various life stages. She also has a focus in executive compensation. She assists executives of Fortune 500 companies throughout the U.S. and Asia to diversify concentrated stock positions in a tax efficient manner; advise on vesting and vested RSUs, stock options, and deferred compensation. She also works closely to help them set up 10b5-1 contracts, lending solutions and more.
To give back to her community, Han provides complimentary financial literacy seminars to educate men and women about the importance of financial planning. Below are a few seminars she hosts on a monthly basis. Please reach out to her for the upcoming dates:
1) Women & Wealth
2) Millennial's Guide to Life and Money
3) Financial Planning for the Modern World
4) The Psychology of Money
Outside of work, Han enjoys competitive paddling and is one of two lead pacers on Morgan Stanley’s Dragon Boat team. She also holds many leadership roles at Asian-American non-profits to give back to her community.
To give back to her community, Han provides complimentary financial literacy seminars to educate men and women about the importance of financial planning. Below are a few seminars she hosts on a monthly basis. Please reach out to her for the upcoming dates:
1) Women & Wealth
2) Millennial's Guide to Life and Money
3) Financial Planning for the Modern World
4) The Psychology of Money
Outside of work, Han enjoys competitive paddling and is one of two lead pacers on Morgan Stanley’s Dragon Boat team. She also holds many leadership roles at Asian-American non-profits to give back to her community.
Securities Agent: VA, NH, NC, AZ, CA, NV, WI, MA, ID, MN, KY, TX, SC, NJ, HI, MT, FL, CO, PA, CT, WA, MD, RI, NY, GA, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1390889
NMLS#: 1390889
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Here are a few of the programs and technologies we have to offer our clients:
Morgan Stanley Reserved
MS Reserved is a complimentary loyalty program available to Morgan Stanley Clients with a minimum of $1M in AUM. As a reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content and a variety of lifestyle and personal finance topics.
Learn More About MS Reserved
Intelligent Withdrawals
Sophisticated technology to look across multiple accounts and products to identify smart withdrawals for accounts, securities and positions to help meet spending needs and work to reduce your tax burden.
Learn More About Intelligent Withdrawals
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Digital Vault
Digital Vault lets you easily manage and share your important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
Learn More About the Digital Vault
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
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn More About LifeViewWorking With You
When we work together, you benefit from personalized advice, objective guidance and dedication to your success as an investor. Our goals-based wealth management approach will address key areas of your financial life beyond traditional investments and may incorporate diverse recommendations for helping build and preserve your wealth. Here we’ve outline our approach when working with you:
Setting Your Financial Objectives
Our process begins with a detailed conversation that identifies what is truly important to you. During this meeting, we’ll ask a series of questions to provide an in-depth understanding of your personal, professional and financial situation, while educating us about your long-term investment goals, time horizon and tolerance for risk. If you own a business, we may also discuss your current cash management needs and plans for growth.
Developing Your Strategy
From this ongoing dialogue, we’ll analyze your current situation and begin to develop specific strategies to help achieve your goals. This analysis will address income and retirement planning, investment management, strategic borrowing, wealth transfer and business succession planning. Your customized plan will also include an asset allocation strategy designed to help achieve your financial goals in light of your risk tolerance and investment time horizon.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Implementing Your Strategy
Once you’ve approved your plan, we will begin to execute each strategy, working closely with you to help ensure each of the various elements of your plan effectively integrate with one another. Wherever appropriate, we will suggest seeking in-depth advice from professionals on particularly complex issues we’ve identified, such as estate planning and tax minimization strategies. Whatever approach we implement, we will help keep your strategy on track.
Reviewing Your Performance
You will receive a quarterly review that outlines your portfolio’s performance, helping you track your progress. Moreover, when your personal situation or market conditions change significantly, we will suggest appropriate adjustments to your portfolio to help it remain aligned with your goals.
Why Clients Choose Us
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life.
Make Financial Literacy a Family Affair
It’s never too early to start improving financial literacy in your family. A great first step is covering the basics. Refresh your own knowledge—and while you’re at it, share what you learn with your loved ones.
Learn More
Lin-Manuel Miranda: The Power of Financial Knowledge
The “Hamilton” creator and star talks with Morgan Stanley about financial literacy, his approach to money matters and whom he trusts for financial advice.
Read Article
Women Without Limits
Morgan Stanley Wealth Management today announced the launch of Women Without Limits, a new initiative to galvanize its longstanding commitment to the success of women and girls in communities across the country, provide guidance and advice to help address the unique financial needs of female clients and support female employees within the Firm.
Learn More
Community First: Building Latinx Wealth
On this episode, Rita Soledad Fernández Paulino shares her journey to debt free and how she’s breaking the stigma around money talk in her community. Then, Carla sits down with Beatriz Acevedo, entrepreneur and co-founder of SUMA Wealth, a digital platform that empowers the Latinx community to build wealth.
Listen To AudiocastLocation
301 Congress Avenue
Suite 1400
Austin, TX 78701
US
Direct:
(512) 370-0412(512) 370-0412
Fax:
(646) 328-0253(646) 328-0253
Meet My Team
About Han Lam Bunch
Han Lam is a Financial Advisor with more than 13 years of experience in the financial services industry. She started her career at Wells Fargo where she specialized in providing financial solutions to clients. She joined Morgan Stanley Wealth Management in 2013. Han is passionate in educating individuals about protecting themselves, their family and their wealth through financial planning. She provides tailored investment solutions to affluent individuals and their families while paring it with financial planning as they go through their various life stages. She also has a focus in executive compensation. She assist executives of Fortune 500 companies throughout the U.S. and Asia to diversify concentrated stock position in a tax efficient manner; advise on vesting and vested RSUs, stock options, and deferred compensation. She also work closely to help them set up 10b5-1 contract, lending solutions and more.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Morgan 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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Morgan 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
Securities Agent: VA, NH, NC, AZ, CA, NV, WI, MA, ID, MN, KY, TX, SC, NJ, HI, MT, FL, CO, PA, CT, WA, MD, RI, NY, GA, DE; General Securities Representative; Investment Advisor Representative
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Will Curran
Private Banker
Elizabeth Chand
Family Office Resources Generalist
About Will Curran
Will Curran is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
NMLS#: 797351
About Elizabeth Chand
Elizabeth Chand leads the Family Office Resource Generalist team and also covers the Central Region. As a FOR Generalist Elizabeth provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including family legacy and governance, customized wealth education for the next generation, lifestyle advisory and concierge services, strategic estate and financial planning, and philanthropy management.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Han Lam Bunch 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)
