Harrison Paschal
My Mission Statement
My Story and Services
Before entering the financial services industry, Harrison spent three years in public education, where he discovered a lasting passion for teaching, coaching, and helping students become their best selves—an approach he brings to every client relationship. He received his bachelor's from the University of California, Berkeley in 2020 where he studied Business Administration and Economics.
In his free time, Harrison coaches baseball at Vacaville High School and serves as a counselor at Rotary International District 5160’s Camp Royal, supporting rising seniors across Northern California who demonstrate leadership in their schools and communities. His hobbies include cooking, CrossFit, golf, and playing guitar. Harrison is passionate about helping others identify what they want most in life and building practical systems to help them achieve their goals.
Online Tools and Features Available to You
Morgan Stanley is committed to delivering client technology platforms that are resilient, secure, efficient, and intelligent. As part of our services, these capabilities are available to all clients. Explore each tool and feature to learn how it can help you more easily manage and protect your financial journey.
In addition to checking your account balances and recent activity, Morgan Stanley Online (MSO) offers a range of features to help you manage day-to-day finances—such as paying bills, sending money, transferring funds, and authorizing transactions through eAuthorizations.
Seeing the full financial picture can be difficult when key details are missing. As a Morgan Stanley client, you can conveniently view accounts held at other financial institutions through Morgan Stanley Online or the Morgan Stanley Mobile App, helping you build a more complete view of your overall finances.
eDelivery provides clients with the ability to view statements and other Firm documents electronically instead of receiving them on paper. Clients who are registered with Morgan Stanley Online can enroll in eDelivery, which allows them to securely save, print, send, and receive documents at any time.
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.
Securely access your Morgan Stanley account from almost anywhere. Download the app to your mobile device and sign in using your Morgan Stanley Online username and password. Once logged in, you can take advantage of many Morgan Stanley Online resources while on the go.
LifeView provides investors with a variety of financial planning tools that can be used to create specific and realistic strategies to accomplish their goals. Using this platform, we can work with clients to build a financial framework that fits them and gives them what they want in life.
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
RESOURCES TO HELP YOU PREPARE
Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of your planning. Below are several resources to help you get started. There are also the 2025 and 2026 federal tax tables.
- Log into your account via Morgan Stanley Online
- Click the Accounts tab
- Select the Documents tab
- Go to the Statement drop-down tab
- Select Tax Documents and download them
Planning for retirement is vital, understanding the limits for your retirement contributions empowers you to best prepare for retirement.
Examining your tax return may reveal opportunities to save money hidden between its lines. You may be surprised by what you find.
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.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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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.
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