Welcome

Wealth management is about more than just your money. It’s about building a meaningful life for yourself and your family. Whether you’re saving for a child’s education, navigating restricted stock transfers, or establishing a family legacy—protecting your financial future requires careful planning. As your financial advisor, I help you define your goals and a strategy that strives to achieve them. That way you can stay focused on what makes your life meaningful: your values, your passions, and your family.

For more than two decades, I’ve helped clients like you preserve and grow their wealth. With empathy and a commitment to concierge-level client care, I use my extensive technical and analytical experience to create a comprehensive financial plan centered around your goals. Through an ever-changing market environment, I deliver a vast array of resources to help you invest in a way that aligns your values with your investment goals. I can help you access seasoned and respected investment professionals, a premier trading platform, and a full spectrum of investment choices. And when life happens—job changes, births, deaths, and other important milestones—I adjust your investment strategy and financial plan to better suit your evolving needs and aspirations.
Services Include
  • Professional Portfolio Management1
  • Wealth Management2
  • Estate Planning Strategies3
  • Trust Accounts4
  • Retirement Planning5
  • 401(k) Rollovers
  • Financial Planning6
  • Exchange Traded Funds7
  • Fixed Income8
  • Planning for Education Funding9
  • Planning for Special Needs Individuals10
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MO, NC, NE, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA; Investment Advisor Representative; General Securities Representative
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

"True wealth is not a matter of bank accounts or assets. It's in the values we live and share."

    Goals Planning System (GPS)

    Morgan Stanley Goals Planning System (GPS) is an innovative new platform that will enable us to discuss your goals and determine if you are on track to achieve them.

    Our objective is to help you chart a course that gets you where you want to be, and have the ability to adjust as personal situations and market change.

    Clients

    My clients are highly successful and driven. They’re executives, families, and retirees who need help managing and preserving their wealth so that they can focus on their passions, their goals, and their families.

    Cultivating long-term relationships with clients is important to me, and I'm privileged to count several that have spanned three generations. I take pride in guiding these families through life's financial challenges, am honored by the faith they place in me, and work hard to preserve their shared values and legacy.

    I believe in giving back. I'm active in my community and enjoy donating my time and skills to a variety of causes, most notably the Support for Families of Children with Disabilities organization.

    Like my clients, I understand that wealth is about more than money. It's about pursuing a life well-lived.

      Client Service Team

      • Kathryn Murakami-McCaskey - Assistant Vice President
        Kathryn "Kat" Murakami-McCaskey is an Assistant Vice President, Wealth Management Associate at Morgan Stanley. With more than 14 years of experience in the financial services industry, Kat focuses on analytics, financial planning, client relations, and business development.

        Born and raised in Kona, Hawaii, Kat moved to the mainland to attend Williamette University in Oregon, where she graduated with a degree in Economics. Kat joined Morgan Stanley in 2007, and is Series 7, 31, and 66 licensed.

        With a strong work ethic and an attentive approach, Kat ensures that clients’ needs are met with care and detail. Working closely with Nersi, she has a keen understanding of clients’ larger financial goals and is dedicated to providing a positive, collaborative experience for both current and prospective clients.

        Outside of work, Kat enjoys spending time with her family, working out, and traveling the world.
      • Winnie Lau - Registered Client Service Associate
        Winnie Lau is a Registered Client Service Associate at Morgan Stanley. She focuses on providing administrative, operational, and account maintenance services for the team’s new and existing clients. 

        A graduate of the University of San Francisco, Winnie earned a bachelor’s degree in Finance. She began her career in financial services as an intern at Morgan Stanley, and has quickly become an integral part of Nersi’s team as a Registered Client Service Associate. She is Series 7 and 66 licensed, and speaks fluent Chinese.

        Winnie works closely with both current and prospective clients, applying the principles of respect, diligence, and commitment to everything she does. She is passionate about developing effective client relationships, and ensures that all clients receive the level of professional personal service that has become the hallmark of Nersi’s practice.

        Outside of work, Winnie devotes time to animal welfare causes by volunteering at animal shelters, the ASPCA, and local adoption fairs.

      Location

      101 California St
      3rd Fl
      San Francisco, CA 94111
      US
      Direct:
      (415) 693-6878(415) 693-6878
      Toll Free:
      (800) 347-3488(800) 347-3488
      Fax:
      (415) 693-7190(415) 693-7190

      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
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      Financial Transition: A Guide for Women

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      Ready to start a conversation? Contact Nersi Boussina today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      3Morgan 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 and other legal matters.

      4Morgan 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 and other legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      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 suitable 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”) 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.


      CRC 2019752 10/2018