Marina Perry, CFP®
Financial Advisor,
Branch Manager,
Senior Vice President
Direct:
(650) 358-1826(650) 358-1826
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
As your Financial Advisor, I can help you define and meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: NV, OR, SC, UT, WA, NE, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, ME, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, KY; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 557549
CA Insurance License #: 0E54359
NMLS#: 557549
CA Insurance License #: 0E54359
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
With more than 20 years of experience in wealth management, Marina is committed to helping clients protect what they have built and get to where they want to be in their financial, professional, and personal lives. By listening and learning, she develops strong relationships on a foundation of mutual trust and respect. Many of her clients are executives, early employees, entrepreneurs and their families seeking to diversify and preserve their wealth for both financial security and future generations. To assist them, Marina begins by understanding their purpose, priorities, and preferences and then providing them with the information they need—in plain language, not financial jargon—to make more confident decisions. She also focuses on staying up-to-date on the latest financial innovations, tools, and regulations to identify potential efficiencies that may benefit clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, Marina believes in the importance of planning and advocating for her clients’ best interests. Not only does planning help clients understand how different scenarios may affect their financial future, it also assists them in preparing for the unexpected or adapting to change, a fact of life. Marina understands that wealth creation impacts both finances and family dynamics, so she encourages clients and their loved ones to have purposeful conversations about what money means to them and what they hope to accomplish with it. She finds it particularly gratifying to work with multi-generational families and educate the next generation on smart personal finance habits.
Born in Salem, MA and raised in Argentina, Marina came back to the U.S. in 1991. Before joining Morgan Stanley in 2017, she was a wealth management advisor and Sales Manager at Merrill Lynch. She earned her Bachelor of Science degree in International Business from Notre Dame de Namur University. Outside of work, Marina enjoys skiing, tennis, and exploring different cultures through travel. Marina cherishes spending time with clients, colleagues, friends, and family.
As a CERTIFIED FINANCIAL PLANNER™ professional, Marina believes in the importance of planning and advocating for her clients’ best interests. Not only does planning help clients understand how different scenarios may affect their financial future, it also assists them in preparing for the unexpected or adapting to change, a fact of life. Marina understands that wealth creation impacts both finances and family dynamics, so she encourages clients and their loved ones to have purposeful conversations about what money means to them and what they hope to accomplish with it. She finds it particularly gratifying to work with multi-generational families and educate the next generation on smart personal finance habits.
Born in Salem, MA and raised in Argentina, Marina came back to the U.S. in 1991. Before joining Morgan Stanley in 2017, she was a wealth management advisor and Sales Manager at Merrill Lynch. She earned her Bachelor of Science degree in International Business from Notre Dame de Namur University. Outside of work, Marina enjoys skiing, tennis, and exploring different cultures through travel. Marina cherishes spending time with clients, colleagues, friends, and family.
Location
411 Borel Ave
Suite 220
San Mateo, CA 94402
US
Direct:
(650) 358-1826(650) 358-1826
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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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Marina Perry today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)
