My Story and Services

Over her 25-year career in the financial services industry, Lily has built an international practice focused on helping high net worth clients effectively grow, preserve and transfer their wealth to the next generation and beyond. Her strong technical background and deep knowledge of financial planning enable her to build customized portfolios reflecting an in-depth understanding of each client’s needs.

As an International Client Advisor with Morgan Stanley, she travels internationally to meet clients and prospects. This affords her a distinctive perspective to provide her clients with dynamic wealth management strategies and highly personalized services.

After completing her undergraduate engineering studies is Anhui, China, Lily moved to Boston, Massachusetts to pursue an MBA in Finance and Accounting at Suffolk University.

In 1999, she moved to beautiful California where she started her career in Financial Planning. She currently lives in Arcadia, California, with her family. Lily enjoys playing badminton and learning about new cultures through travel.
Securities Agent: MO, NJ, MA, NV, IN, GA, FL, OR, NC, CA, NY, AK, HI, AZ, WA, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1268271
CA Insurance License #: 0C97179
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Client Service Team

    Carousel Associate Image
    Jessica P. Wu - Senior Registered Client Service Associate
    Phone:
    (626) 304-2460(626) 304-2460
    Email:Jessica.p.wu@morganstanley.com
    With more than eighteen years of industry experience in financial services, Jessica focuses primarily on a wide range of administrative needs, enhancing client relationships; conducting due diligence on products; and providing and maintaining exceptional client service experiences. Jessica had worked as a certified international assistant to senior executives in Bank of America International Private Bank and Banc of America Investment prior to joining Morgan Stanley in 2007. She is registered with FINRA, and holds her Series 7, 63 and 66 licenses. She is also fluent in Mandarin, Taiwanese and English. She enjoys traveling with family and friends and loves listening to music.

Location

55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 304-2482(626) 304-2482
Toll-Free:
(800) 488-1240(800) 488-1240
Fax:
(626) 449-7121(626) 449-7121
Ready to start a conversation? Contact Lily Cai today.
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*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.

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CRC 6491812 (04/2024)