Our Team at Morgan Stanley San Francisco Private Wealth Management Market

About Wendi Eckardt

Associate Market Manager, San Francisco PWM Regional Manager, Pacific Coast, Private Wealth Management. Wendi rejoined Morgan Stanley in 2013 and has over twenty years of experience in the financial services industry. She currently serves on the firm’s Global Product Committee, Diversity Council, as well as an arbitrator for the NASD.
CA Insurance License #: 0B50933

About Paul McGeary

Paul joined Morgan Stanley in 2005 in Private Wealth Management based in London, overseeing fixed income and structured investments. In 2008 he moved to New York and served in several leadership roles in Wealth Management Capital Markets. He became Regional Sales Manager in 2016, initially in the Southeast and then in New York Metro. Previously, Paul worked for Deutsche Bank as a credit trader in London from 2004 until 2005 and for Merrill Lynch in fixed income sales in London and New York from 1994 until 2003.

About Michael Bonomo

Michael Bonomo is the Market Manager for Morgan Stanley Private Wealth Management in Menlo Park, CA. Prior to joining Morgan Stanley, Michael began his career in 2007 as a Financial Advisor and was elevated to a producing sales manager role in 2012 with Merrill Lynch.

In 2013, Michael joined Morgan Stanley as the Associate Complex Manager for the Fifth Avenue Complex in Midtown Manhattan. During his tenure in New York, Michael developed a keen insight into helping advisors grow their business and clearing obstacles that stood in their way. One of the largest complexes at Morgan Stanley, Michael learned how to translate the power of the broader firm into revenue opportunities for advisors. With a wide range of experience in Private Wealth Management, Graystone, International Wealth Management, sales and trading, Michael was promoted to lead the Dallas Park Cities Sub-Complex in 2018. Throughout his assignment in Dallas, he transformed the Park Cities sub-complex into a top performer. In 2021, Michael’s leadership was endorsed again when he was asked to lead many of the industry’s top advisors in Silicon Valley and San Francisco. As the Menlo Park Branch Manager, Michael serves as a conduit between advisors and the broader Morgan Stanley franchises of Investment Banking Division, Morgan Stanley at Work and E*TRADE.

A native of Missouri, Michael is a graduate of the University of Missouri at Kansas City and holds an MBA from Olin Business School at Washington University in St. Louis. He is an avid Kansas City sports fan. Currently, Michael resides in San Mateo, CA with his wife and two children. In his spare time, Michael enjoys playing golf, sporting clays and mixed martial arts training.

About Norman Ng

Drawing on more than 26 years of experience working with financially successful individuals and sophisticated institutional clients, Norm Ng plays a key leadership role in the San Francisco office of Morgan Stanley Private Wealth Management. Norm supports elite teams of Private Wealth Advisors, amplifying their efforts to deliver highly specialized resources to ultra high net worth individuals and families. He joined Morgan Stanley Private Wealth Management in 2015 as the Head of Client Development for the Pacific Coast, where he was responsible for developing wealth management services for the ultra high net worth market.

Prior to joining Morgan Stanley, Norm helped establish the UBS Private Wealth Management San Francisco office. Under his leadership, the complex expanded to include Palo Alto, CA; Seattle, WA; Bellevue, WA; and Salt Lake City, UT. He joined UBS from the Goldman Sachs & Co. Investment Management Division, where he served in various leadership roles and as a chief operating officer on their most productive Private Wealth Management team, overseeing over $15 billion in AUM. Before joining Goldman Sachs, he worked for Great Western Financial, managing financial planners throughout Northern California. He began his career at Lehman Brothers' Private Investment Management Group, offering wealth advisory and capital markets execution services for high net worth
individuals and businesses.

Norm graduated from California State University at San Francisco with a B.S. in business administration, with a concentration in management.
CA Insurance License #: 0B54383

About Benjamin J. Hanley

Benjamin joined Morgan Stanley in 2012 as a Service Professional in Global Stock Plan Services and Syndicate Support based in Ohio. After working a short contract abroad in Manilla, Philippines Benjamin relocated to the Palo Alto Complex as a Business Service Officer covering the Palo Alto Group Stock Plan Service Team in 2014 overseeing B2B facing service and operations. In early 2017 Benjamin’s personal life moved him to Napa, CA where he would spend the next 5 years overseeing client service, operations, and staff development across various branches such as Walnut Creek, Napa, and San Rafael.

In 2022 Benjamin joined the San Francisco PWM management team as Associate Complex Manager. Benjamin sees great value in “giving back” through various mentorship programs with Morgan Stanley and through his alma mater, The Ohio State University as well as through youth Jiu Jitsu programs and the Napa County Search & Rescue Team.

Explore Career Opportunities at Morgan Stanley Private Wealth Management

Private Wealth Advisors

Supported by extraordinary resources to address the unique needs of their clients and grow their businesses, Private Wealth Advisors are at the center of our franchise. Learn more about the opportunities available to you and your clients.

Experienced Support Professionals

The skilled professionals who support our Private Wealth Advisors are essential to delivering an outstanding service experience to our clients. Learn more about bringing your talents to our office.

San Francisco Private Wealth Management Branch

Find a Financial Advisor

Branch Address

555 California Street
14th Fl
San Francisco, CA 94104
US
Branch:
(415) 576-2004(415) 576-2004

Branch Manager

Paul McGeary
Phone:
(415) 576-2288(415) 576-2288

Branch Address

1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Branch:
(925) 939-5100(925) 939-5100
Fax:
(925) 933-7715(925) 933-7715

Branch Manager

Norman Ng
Phone:
(415) 576-2288(415) 576-2288

Branch Address

555 California Street
Suite 1400
San Francisco, CA 94104
US
Branch:
(415) 576-2004(415) 576-2004

Branch Manager

Michael Bonomo
Phone:
(415) 576-2288(415) 576-2288
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.

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2Alternative 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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3Morgan 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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4Morgan 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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5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.

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Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.

Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan 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

© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.


Awards Disclosures
CRC 5062008 10/2022