San Francisco Market Office

Tom Bonds is the Market Executive for Morgan Stanley responsible for the San Francisco and Hawaii Wealth Management markets. The San Francisco Hawaii Markets is comprised of two Wealth Management offices located at 555 and 101 California Street in San Francisco, Burlingame, CA., Honolulu, Maui, Kauai, Kona and Hilo, HI. Prior to accepting this role in the firm, Tom was the Complex Manager in the Bellevue, WA Complex for five years, after serving as a Financial Advisor and Branch Manager for the previous 29 years, most recently in Newport Beach, CA. Tom’s career in finance began as an intern while still in college, his career progressed, and Tom advanced through different offices across the country while his responsibilities and career grew. This journey took Tom from Glendale, CA to Chicago, IL to Newport Beach, CA, up to the Pacific Northwest, and in 2022 to San Francisco. As a Financial Advisor Tom managed a big business, while also managing one of the largest branches in the firm. One of the most rewarding aspects of the Financial Advisor role was to positively influence multiple generations of families and have a lasting impact on the lives of those that trusted him with so much. From 2009 until 2017, Tom had the opportunity to serve as a “Player/Coach”, Portfolio Manager and Branch Manager. This exposure to multiple roles and offices in the firm allowed Tom to observe, partner and supervise some of the very best Financial Advisors in the industry.

Eventually this experience led Tom to being named the Market Executive in San Francisco and Hawaii in 2022. His passion for building teams, coaching, leading, and collaborating in an evolving industry offer the opportunity to have a greater impact on a larger number of people, which is extremely motivating to Tom. Tom’s pursuit of “Delivering First Class Business in a First Class Way” has become central to the culture in the markets he leads. Supervising markets that span across the Pacific Ocean reinforce the necessity of effective communication and collaboration. It is the goal of the San Francisco/Hawaii leadership team that all employees in their market are aware of the opportunities to collaborate and provide exceptional client solutions that exemplify our Core Values of Doing the Right Thing for the Client and Leading with Exceptional Ideas. Many advisors in the San Francisco/Hawaii Markets are on teams or even have strategic partnerships across the country, which ultimately benefit their clients. As communication flows across our firm daily, this access to intellectual capital and expert advice gives every client the opportunity to exceptional solutions and service, which is our primary focus.

Our management team is diverse and experienced, cumulatively we have more than 100 years of industry experience, and we approach every day with the goal of being a strategic partner to our advisors and staff. We will meet you where you are as you work through your business plan and determine what your client experience will look like. Our digital tools and industry leading Portfolio Risk Analysis, allow our advisors to engage and deliver a planning-based Capital Markets experience that is hard to duplicate elsewhere.

Tom is active in his community and gives back frequently to organizations that focus on providing comfort and meals to at-risk children. Tom has been married to his wife Julie since 1990, and together they have four active adult children, three sons in law, and six grandchildren. Tom and Julie live in San Francisco, CA.

Albert Aeed is the Associate Market Manager for San Francisco and Hawaii. The San Francisco Hawaii Market is comprised of two Wealth Management offices located at 555 and 101 California Street in San Francisco, Burlingame, CA, Honolulu, Kahului, Kona, Hilo and Lihue, HI. Prior to accepting this role in the firm, Albert was a Producing National Training Officer (NTO) in the Financial Advisor Associate (FAA) training program in Purchase, New York.

Albert began his financial services career as a Financial Advisor at Merrill Lynch in Manhattan, where he built a practice focusing on accountants, attorneys, and entertainment professionals. Albert was recruited as a Rising Star to Morgan Stanley in December of 2015, successfully moving greater than 80% of his assets under management within the first year. Prior to joining Merrill Lynch, Albert worked in information technology, consulting top software and hardware companies at a boutique market research and lead generation firm, which he helped found.

Albert was born in Maine, raised in New Hampshire and now lives on Oahu, with his wife, Emily, sons, Miles and Owen, and their dogs, Liberty and Benjamin. In his spare time, Albert enjoys performing stand-up comedy, appearing on-stage at comedy clubs all over Manhattan.

Lisa began her Morgan Stanley career in 2007 as a Financial Advisor with Smith Barney in Stuart, Florida. In 2013, after a short time away from the firm, she transitioned back, and has been in several roles since then including Service Associate, Client Service Associate, Complex Risk Officer, and finally Senior Risk Officer for the San Francisco Hawaii Complex. Lisa is a US Army veteran, and the very proud mom of a US Navy sailor currently serving at Pearl Harbor, HI. She currently lives in San Francisco with her husband Jamie, and they both enjoy the mountains, hiking, and camping.