Rajvi Berry, CPWA®
First Vice President, Private Wealth Management,
Financial Advisor,
Certified Private Wealth Advisor®,
Alternative Investments Director,
First Vice President, Wealth Management
Direct:
(415) 693-6667(415) 693-6667
My Mission Statement
To be a source of strength and most trusted advisor in my clients' financial lives and their legacy goals.
Welcome
I provide a comprehensive financial plan with investments designed to fit my clients' life goals. I have over twenty-five years of financial services' experience. In addition to providing personalized care, I utilize Morgan Stanley’s expansive resources including diversification of concentrated stock positions with special smart tax planning and form strategic alliances with other advisors within the firm to provide the best for you and your family.
Blessed to connect deeply with my clients, I value the art of listening and find that this easily develops into a collaborative discussion about what clients want and need, and how this fits into a quantitative plan for their benefit. My own experiences and personal understanding of large market devastation helps me maintain awareness of the challenges associated with juggling top priorities on multiple fronts. As a result, I’m a conscientious advisor, focused on the importance of building a financial plan as a family, and utilizing diversified holdings and strong investments.
As a mother of three myself, it’s very important to me that, when appropriate and approved by the parents, children are involved in planning. If and when net worth is passed down, the next generation should be as informed as possible without compromising their own ambitions.
Education
MBA, University of Chicago-Booth School of Business, 1994
BS & MS in Accounting/Taxation, University of Southern California, 1986
Blessed to connect deeply with my clients, I value the art of listening and find that this easily develops into a collaborative discussion about what clients want and need, and how this fits into a quantitative plan for their benefit. My own experiences and personal understanding of large market devastation helps me maintain awareness of the challenges associated with juggling top priorities on multiple fronts. As a result, I’m a conscientious advisor, focused on the importance of building a financial plan as a family, and utilizing diversified holdings and strong investments.
As a mother of three myself, it’s very important to me that, when appropriate and approved by the parents, children are involved in planning. If and when net worth is passed down, the next generation should be as informed as possible without compromising their own ambitions.
Education
MBA, University of Chicago-Booth School of Business, 1994
BS & MS in Accounting/Taxation, University of Southern California, 1986
Securities Agent: ID, DC, AL, NY, NH, MI, NV, NM, NJ, NC, MO, MA, TX, ME, VA, IN, MT, MD, HI, GA, CT, CA, VT, UT, PA, FL, CO, SC, OH, AZ, WA, OR, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1407626
CA Insurance License #: 0J23014
NMLS#: 1407626
CA Insurance License #: 0J23014
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Past & Upcoming Events
Impact Investing discussion via Zoom with Lily Trager of Morgan Stanley and Provisors working group
Strategies for Volatile Markets:
Educational Private Briefing over Lunch: Artificial Intelligence and New Tax Law 2018
Tuesday, May 1st, 2018, 12:15pm at Piatti's Mill Valley, CA.
Tuesday, May 1st, 2018, 12:15pm at Piatti's Mill Valley, CA.
Spiritual and Financial Success:
A Holistic Approach Lunch for Women Entrepreneurs and Family CFOs
Thursday, September 28th, 2017, 12:15pm at Piatti's Mill Valley, CA.
Thursday, September 28th, 2017, 12:15pm at Piatti's Mill Valley, CA.
Saving and Spending for High School Seniors
Educational event
Wednesday, April 26th, 2017 11:10am at Convent of the Sacred Heart, San Francisco, CA
Wednesday, April 26th, 2017 11:10am at Convent of the Sacred Heart, San Francisco, CA
Saving and Spending for High School Seniors
Educational event
Monday, March 13th, 2017 9:50am at The Branson School, Ross, CA
Monday, March 13th, 2017 9:50am at The Branson School, Ross, CA
Strategies for Volatile Markets
Volatile times call for smart strategies, and today more than ever you need a full understanding of your investment options. Retreating to the sidelines may not be the prudent strategy it appears to be, and timing market entrances can be hazardous. Join us to learn what you can do to help protect your portfolio and find opportunity amid uncertainty.
Join us at 1PM PST / 4 PM EST on 11/18/2020 by clicking here to learn more!Zoom Seminar in November 2020
Zoom discussion with Qualified and accredited clients
Location
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6667(415) 693-6667
Fax:
(415) 578-9620(415) 578-9620
Wealth Management
From My Desk
Michael Wilson: Monthly Investment Perspectives Webcast
Wealth Management
Global Investment Office
Portfolio Insights
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
529 Plans: A Powerful Tool to Save for Education
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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
Rational Investing in an Age of Uncertainty
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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
A Simple Six-Step Retirement Checkup
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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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Ready to start a conversation? Contact Rajvi Berry today.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
