Access to the Private Banking Group National Sales Team (“PBG NST”)

A core part of Morgan Stanley’s approach to Wealth Management is to offer clients a comprehensive suite of cash management and lending solutions. With a holistic view of clients' finances and the support of our skilled PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), Financial Advisors can help clients integrate their day-to-day financial needs with their long-term investment ambitions. Whether a client is applying for a loan, refinancing a mortgage or setting up online bill pay, the PBG National Sales Team can help create a simpler and easier financial life for Morgan Stanley Wealth Management clients.

About Me

William Curran is a Private Banker serving Morgan Stanley Private Wealth Management offices in California. William began his career in financial services industry in 1986. Prior to joining Morgan Stanley in 2010, William worked for Citi and Smith Barney as a Commercial Banker and was a member of the Wealth Management team where he provided Citi banking and lending services to Smith Barney clients. Will graduated from the University of California at Los Angeles with a Bachelor of Arts in Psychology. He resides in Windsor, California. A former NFL player for the Atlanta Falcons, Will enjoys staying active. Outside of the office, he surfs and dedicates his time as a USA Track & Field youth team coach.

About Me

Shanna Bearden is a Private Banker serving Morgan Stanley Wealth Management branches in the Northwest Region's Tri-Valley complex.Shanna began her career in financial services in 2002. Prior to joining Morgan Stanley in 2013, Shanna was a Financial Advisor at JPMorgan Chase. She has also worked as a Client Associate and an Investment Associate at Merrill Lynch. Shanna graduated from the University of Houston with a Bachelor of Arts in Psychology. She resides in Dublin, California with her husband and two Labrador retrievers. Outside of the office, Shanna and her husband dedicate their time to raising money for Multiple Sclerosis and Habitat for Humanity. She enjoys boating, wine tasting and attending local sporting events.
NMLS#: 1039472

About Me

Phil Park is an Associate Private Banker serving Morgan Stanley's Wealth Management offices in the San Francisco Bay Area, California.Phil began his career in financial services in 2007 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Quality Assurance Manager at LendingClub. In addition, Phil served as a Quality Assurance Analyst and Personal Banker at Wells Fargo.Phil earned his Bachelor of Science in Business Administration with a focus in Management, from Sacramento State University. He lives in Oakland, California.When not in the office, Phil enjoys hiking, playing golf, and snowboarding.
NMLS#: 1653914
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