
Ranjeev Hira
First Vice President, Wealth Management,
Financial Advisor
Direct:
(650) 926-7147(650) 926-7147

My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Ranjeev Hira is a highly experienced Financial Advisor with Morgan Stanley in the Silicon Valley Complex. He has been in the financial services industry for more than 12 years. He joined Morgan Stanley in 2023 after spending nearly eight years with UBS.
An extremely knowledgeable, caring and industrious professional, Ranjeev is adept at helping high-net-worth clients, particularly in the technology sector, take advantage of the full range of available financial investments to achieve their unique goals.
He places great importance on client service, maintains the highest standard of integrity and professionalism at all times and stays in regular contact with his clients to keep them well-informed about the many investments he meticulously selects for them.
For every client, Ranjeev creates a custom, comprehensive financial plan that takes into account all their needs. In fact, he is very skilled at identifying needs that often get overlooked by clients.
A superb communicator, he takes the time to educate his clients about investing and is especially good at explaining complex topics in easy-to-understand language. Ranjeev also encourages clients to ask questions because he believes the more comfortable investors are with his recommendations, the more likely they will remain committed to their financial plan through all market and economic environments.
Perhaps what separates Ranjeev from most Financial Advisors is that he has worked his way up from modest beginnings to become a successful, well-respected professional. He was the first person to attend college in his blue-collar family, and after graduating during the 2009 financial crisis when good jobs were in short supply, he took a position as a bank teller, became a relationship manager in less than six months and worked as a mortgage consultant before becoming a Financial Advisor. “I feel like I’ve grown up in the business,” he says proudly. “More importantly, I have gotten to learn the business in great depth, which has served my clients well.”
A California native, Ranjeev is a graduate of Sacramento State University, where he majored in Economics. In his free time, Ranjeev enjoys golfing, reading and travelling.
An extremely knowledgeable, caring and industrious professional, Ranjeev is adept at helping high-net-worth clients, particularly in the technology sector, take advantage of the full range of available financial investments to achieve their unique goals.
He places great importance on client service, maintains the highest standard of integrity and professionalism at all times and stays in regular contact with his clients to keep them well-informed about the many investments he meticulously selects for them.
For every client, Ranjeev creates a custom, comprehensive financial plan that takes into account all their needs. In fact, he is very skilled at identifying needs that often get overlooked by clients.
A superb communicator, he takes the time to educate his clients about investing and is especially good at explaining complex topics in easy-to-understand language. Ranjeev also encourages clients to ask questions because he believes the more comfortable investors are with his recommendations, the more likely they will remain committed to their financial plan through all market and economic environments.
Perhaps what separates Ranjeev from most Financial Advisors is that he has worked his way up from modest beginnings to become a successful, well-respected professional. He was the first person to attend college in his blue-collar family, and after graduating during the 2009 financial crisis when good jobs were in short supply, he took a position as a bank teller, became a relationship manager in less than six months and worked as a mortgage consultant before becoming a Financial Advisor. “I feel like I’ve grown up in the business,” he says proudly. “More importantly, I have gotten to learn the business in great depth, which has served my clients well.”
A California native, Ranjeev is a graduate of Sacramento State University, where he majored in Economics. In his free time, Ranjeev enjoys golfing, reading and travelling.
Securities Agent: AZ, CA, CO CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2775 Sand Hill Rd
Menlo Park, CA 94025
US
Direct:
(650) 926-7147(650) 926-7147
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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Ready to start a conversation? Contact Ranjeev Hira today.
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
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)