Our Team at Morgan Stanley Sacramento Branch

About Lisa Haygood

Lisa Haygood is a seasoned professional in the field of risk management, boasting over 23 years of extensive experience as a Senior Risk Officer. With a robust career dedicated to helping organizations navigate the complexities of risk and compliance, Lisa has developed a reputation for her keen analytical skills and strategic decision-making capabilities.

Throughout her career, Lisa has been instrumental in fostering a culture of risk awareness within her teams. She excels at translating complex regulatory requirements into actionable plans, ensuring that stakeholders at all levels understand their roles in risk management. Her ability to communicate effectively and build relationships has been pivotal in her success, enabling her to work collaboratively with cross-functional teams to achieve common goals.

In addition to her professional achievements, Lisa is also a devoted family woman. She shares her life with her husband, Matt, and their two beautiful daughters. Together, they create a nurturing environment filled with love, laughter, and shared experiences. Outside of her professional commitments, Lisa is passionate about enriching her personal life. She finds joy in reading, where she explores various genres that inspire her both personally and professionally. Cooking is another cherished activity, as she enjoys experimenting with new recipes and creating memorable meals for her family. Lisa believes in the importance of work-life balance and makes a concerted effort to spend quality time with her loved ones. Whether it’s taking family trips, enjoying game nights, or simply sharing stories at the dinner table, she values the moments that bring her family together and strengthen their bond.

About Robin Wood

Robin Wood has been in the banking, lending, and financial industry for more than 35 years with experience in management, consulting, and administration. She originally joined Morgan Stanley as a Client Service Associate working with a team of Financial Advisors in Pleasanton, and is now the Market Administrator in Sacramento.

Robin was born and raised in the Bay Area, but now enjoys exploring the areas around Sacramento and the Sierra Foothills with her husband, Jerry.

About JP Evans

JP was born and raised in Miami, and attended the HBCU Clark Atlanta University in Atlanta, GA; he majored in Business Administration with a concentration in Finance and Marketing. Upon earning his Bachelors in 2000 he became a Financial Advisor in the New York/New Jersey area with Merrill Lynch.

Post September 11th he enlisted in the US Army Reserve where he later became a Drill Sergeant serving on multiple tours of duty. While maintaining his career in Financial Services, he later transitioned to the roles of Administrative Manager and Client Relationship Manager servicing several offices in South Florida to Include the International Market in Miami covering Latin America.

In 2018, JP began his career with Morgan Stanley where he served as the Associate Market Manager for the Central California & Las Vegas market and Las Vegas Branch Manager. He recently joined the Sacramento Branch as their Market Manager and resides in Sacramento with his family.

About Sarah Howard

Sarah Howard started with Morgan Stanley in 2015. She began her career in Long Beach, California, where she started as an intern focused on business development and outreach, including cold calling, and then advanced into a Client Service Associate (CSA) role.

Sarah later relocated to Boston, Massachusetts to represent and support the Long Beach team on the East Coast, with a strong focus on client acquisition and business development. In Boston, she conducted proactive outreach and cold calls, set and led client meetings, presented financial plans, and helped onboard new clients for her team. During this time, she completed the FAA program and spent five years continuing to build her experience and obtain clients to contribute to the team’s growth objectives.

In 2022, Sarah moved back to California and joined the Pasadena branch as a Branch Service Officer (BSO). In 2023, she relocated to Fresno, California, where she continued to serve as a BSO supporting the CCLV market for the last three years. Outside of work, Sarah can often be found exploring hiking trails and enjoying long walks with her dog, Barley.

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Branch Address

400 Capitol Mall
Suite 1900
Sacramento, CA 95814
US
Branch:
(916) 444-8041(916) 444-8041
Toll-Free:
(800) 755-8041(800) 755-8041
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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.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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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.

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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.

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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.

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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

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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

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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.

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