Neal Narahara
Vice President, Branch Manager
Morgan Stanley
Napa Branch Office
You define success, we help you achieve it
700 Main Street
Suite 315
Napa, CA 94559
US
Branch:
(707) 252-7177(707) 252-7177
Toll-Free:
(800) 829-0194(800) 829-0194
Branch Manager
Neal NaraharaPhone:
(707) 254-4414(707) 254-4414
About Morgan Stanley Napa Branch
Welcome to the Morgan Stanley Napa Branch. We are dedicated to serving accomplished individuals, families, and institutions, focusing on growing and safeguarding your wealth, optimizing tax strategies, and creating a legacy for future generations.
At Morgan Stanley, we have developed a robust Wealth Management ecosystem to support clients and corporations at nearly every stage of their financial journey. Our services include Retirement Planning, College Savings, Cash Flow Management, and Long-term Care Insurance. We also provide expertise in Traditional and Alternative Investments, Insurance Services, and Impact Investing.
Our team of seasoned Financial Advisors is committed to building trust by helping you achieve your financial objectives. With the full support of our firm, we offer customized solutions for your company, executives, and employees, including Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions, and Cash Management Solutions.
We encourage you to contact us to discuss how we can assist you. Our commitment is to understand your goals, aspirations, and challenges as you plan for the future. Together, we will craft a strategy designed to maximize your opportunities and enhance your overall well-being. Your well-being is our top priority, and we are dedicated to always acting in your best interest.
At Morgan Stanley, we have developed a robust Wealth Management ecosystem to support clients and corporations at nearly every stage of their financial journey. Our services include Retirement Planning, College Savings, Cash Flow Management, and Long-term Care Insurance. We also provide expertise in Traditional and Alternative Investments, Insurance Services, and Impact Investing.
Our team of seasoned Financial Advisors is committed to building trust by helping you achieve your financial objectives. With the full support of our firm, we offer customized solutions for your company, executives, and employees, including Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions, and Cash Management Solutions.
We encourage you to contact us to discuss how we can assist you. Our commitment is to understand your goals, aspirations, and challenges as you plan for the future. Together, we will craft a strategy designed to maximize your opportunities and enhance your overall well-being. Your well-being is our top priority, and we are dedicated to always acting in your best interest.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Napa Branch
Sara Cassidy
First Vice President, Risk Officer
Amanda Mauer
Business Service Officer
Jocelyn Thornton
Branch Administrator
About Neal Narahara
Since 2023, Neal has had the privilege of leading Morgan Stanley’s Napa office, working with talented financial advisor teams and continuing a long tradition of excellence in serving clients and the local community. Together, they assist people, businesses, and institutions in building, preserving, and managing wealth.
Leveraging the resources of a global leader in financial services, Morgan Stanley’s commitment is to be the first choice for wealth management in the Napa Valley and beyond. As branch manager, he is responsible for ensuring that the Napa office is the best place to work and grow for the top professionals in our business.
Neal is a native Californian and a proud UCLA Bruin. His family has deep roots in the Bay Area, spanning more than 100 years. When he is not in the office, he enjoys spending time with his wife and their two dogs, exploring all the best Napa Valley has to offer. Much of the balance of his time is dedicated to travel, seeking out good live music, slowly improving at golf and coaching Special Olympics sports.
Leveraging the resources of a global leader in financial services, Morgan Stanley’s commitment is to be the first choice for wealth management in the Napa Valley and beyond. As branch manager, he is responsible for ensuring that the Napa office is the best place to work and grow for the top professionals in our business.
Neal is a native Californian and a proud UCLA Bruin. His family has deep roots in the Bay Area, spanning more than 100 years. When he is not in the office, he enjoys spending time with his wife and their two dogs, exploring all the best Napa Valley has to offer. Much of the balance of his time is dedicated to travel, seeking out good live music, slowly improving at golf and coaching Special Olympics sports.
Securities Agent: CA, MA, NV, OR; Investment Advisor Representative; BM/Supervisor; General Securities Representative
CA Insurance License #: 0E62014
CA Insurance License #: 0E62014
About Sara Cassidy
Sara joined Morgan Stanley in 2008 and has held a variety of roles with the Firm including Registered Client Service Associate, Business Service Officer and currently Risk Officer. She earned her degree in Business Administration from Humboldt State University. Sara resides in Petaluma with her husband and two children. In her spare time she can be found attending her children’s sporting events, traveling and enjoying time with friends and family.
Securities Agent: CA, NV, SC, UT; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative
About Amanda Mauer
Amanda began her career in Financial Services as an Executive Assistant at Morgan Stanley in 2002. After becoming fully licensed, she took a position as a Registered Client Service Associate, from which she was promoted to Portfolio Associate, where she spent many years dedicating herself to the service of Morgan Stanley’s valued clients. Amanda is currently the Business Service Officer for the Santa Rosa and Napa Branches, where she oversees our Support Professionals. Amanda and her family reside in Windsor with their two beloved French Bulldogs. Outside of work, Amanda can be found camping with her family or enjoying the outdoors in an off-road vehicle.
About Jocelyn Thornton
Jocelyn joined Morgan Stanley in 2017 as a Client Service Associate. Continuing to grow her knowledge of the business, she assumed the role of Branch Administrator in 2021 and is responsible for providing overall administrative support for the Santa Rosa and Napa branches, including assisting the Branch Manager in connection with matters affecting both branch facilities and employees. Jocelyn earned a Bachelor’s Degree in Business Administration with a concentration in Financial Management from Sonoma State University. Born and raised in Fort Bragg, California, she now resides in Santa Rosa. In her free time she enjoys spending time with her family and friends.
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Branch Address
700 Main Street
Suite 315
Napa, CA 94559
US
Branch:
(707) 252-7177(707) 252-7177
Toll-Free:
(800) 829-0194(800) 829-0194
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)