Colleen O'Brien
Senior Vice President, Branch Manager
Phone:
(831) 440-5287(831) 440-5287
United States
Morgan Stanley
Santa Cruz Branch Office
You define success, we help you achieve it
6004 La Madrona Dr
Santa Cruz, CA 95060
US
Branch:
(831) 440-5200(831) 440-5200
Toll-Free:
(800) 488-3436(800) 488-3436
Branch Manager
Colleen O'BrienPhone:
(831) 440-5287(831) 440-5287
About Morgan Stanley Santa Cruz Branch
Welcome to the Morgan Stanley Santa Cruz Branch. We are committed to serving accomplished individuals, families, and institutions who are focused on growing and safeguarding their wealth, optimizing their tax strategies, and establishing a legacy for future generations.
Morgan Stanley has crafted a comprehensive Wealth Management ecosystem designed to support clients and corporations at nearly every stage of their financial journey. We collaborate with you on Retirement Planning, Saving for College, Maintaining Cash Flow, and Long-term Care Insurance. We also offer expertise in Traditional and Alternative Investments, Insurance Services, and Investing with Impact.
Our team of seasoned Financial Advisors is dedicated to earning the trust of our clients by helping them achieve their financial objectives. Supported by the firm, we provide your company, executives, and employees with tailored solutions, including Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions, and Cash Management Solutions.
We invite you to contact us to discuss how we can support you. We are committed to understanding your goals, aspirations, and challenges as you plan for your future. Together, we will craft a strategy designed to maximize your opportunities and enhance your overall well-being. Your well-being is our top priority, and we are committed to always acting in your best interest.
Morgan Stanley has crafted a comprehensive Wealth Management ecosystem designed to support clients and corporations at nearly every stage of their financial journey. We collaborate with you on Retirement Planning, Saving for College, Maintaining Cash Flow, and Long-term Care Insurance. We also offer expertise in Traditional and Alternative Investments, Insurance Services, and Investing with Impact.
Our team of seasoned Financial Advisors is dedicated to earning the trust of our clients by helping them achieve their financial objectives. Supported by the firm, we provide your company, executives, and employees with tailored solutions, including Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions, and Cash Management Solutions.
We invite you to contact us to discuss how we can support you. We are committed to understanding your goals, aspirations, and challenges as you plan for your future. Together, we will craft a strategy designed to maximize your opportunities and enhance your overall well-being. Your well-being is our top priority, and we are committed to always acting in your best interest.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Santa Cruz Branch
Monique Morrison, CFP
Vice President, Financial Planning Director
Phone:
(408) 947-2226(408) 947-2226
Jon Hanson
Assistant Vice President, Risk Officer
Phone:
(831) 440-5228(831) 440-5228
About Colleen O'Brien
Colleen O’Brien is a Senior Vice President and Branch Manager with over 35 years in the financial services industry. Born and raised in the Bay Area, she began her career Dean Witter/Morgan Stanley in San Francisco with leadership roles in San Francisco, Marin, and Santa Cruz.
In 2007 she joined Charles Schwab to help them incorporate the sale of separately managed accounts. As a Branch Leader in the Oakland/Berkeley markets, she was a media expert presenting financial content in the Bay Area.
In 2021, she returned to Morgan Stanley for the opportunity in beautiful Santa Cruz, California.
She obtained her MBA from Saint Mary’s College in Moraga and holds her Certified Wealth Strategist designation. In her personal time, she enjoys the beach, hiking, travel, and time with her family.
In 2007 she joined Charles Schwab to help them incorporate the sale of separately managed accounts. As a Branch Leader in the Oakland/Berkeley markets, she was a media expert presenting financial content in the Bay Area.
In 2021, she returned to Morgan Stanley for the opportunity in beautiful Santa Cruz, California.
She obtained her MBA from Saint Mary’s College in Moraga and holds her Certified Wealth Strategist designation. In her personal time, she enjoys the beach, hiking, travel, and time with her family.
CA Insurance License #: 0C51884
About Monique Morrison
Monique Morrison is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in San Jose, California. She is responsible for helping Financial Advisors with their clients’ financial planning needs.
Monique began her career in financial services in 2006 and joined Morgan Stanley in 2023. Prior to her current position, she advised clients at both boutique wealth management firms and larger institutions, including Charles Schwab.
Monique graduated with a BS in Business Administration from University of California and an MS in Advanced Financial Planning from Golden Gate University. She holds her CERTIFIED FINANCIAL PLANNER™ designation. Monique lives in the San Francisco Bay Area, CA with her husband and her son. Outside of work, she enjoys traveling, hiking, and spending time with friends and family.
Monique began her career in financial services in 2006 and joined Morgan Stanley in 2023. Prior to her current position, she advised clients at both boutique wealth management firms and larger institutions, including Charles Schwab.
Monique graduated with a BS in Business Administration from University of California and an MS in Advanced Financial Planning from Golden Gate University. She holds her CERTIFIED FINANCIAL PLANNER™ designation. Monique lives in the San Francisco Bay Area, CA with her husband and her son. Outside of work, she enjoys traveling, hiking, and spending time with friends and family.
About Jon Hanson
Jon Hanson is an Assistant Vice President and Risk Officer for the South Bay market, providing coverage to the Santa Cruz, Monterey and Salinas branches. He has been with Morgan Stanley since late 2017, and prior to joining the financial services industry, worked in private practice as a Paralegal doing trusts and estates, estate planning, and previously, criminal defense.
At Morgan Stanley he started as a Client Service Associate, providing support to several busy Financial Advisors and their clients in the Santa Cruz branch. Given Jon’s passion for legal and regulatory matters, a transition to the Risk organization within Morgan Stanley made perfect sense.
He is the proud father of a kindergartener, and in his personal time, he and his wife enjoy activities like watching their son’s Saturday morning hip hop class, spending time with family, and taking frequent trips to Disneyland.
At Morgan Stanley he started as a Client Service Associate, providing support to several busy Financial Advisors and their clients in the Santa Cruz branch. Given Jon’s passion for legal and regulatory matters, a transition to the Risk organization within Morgan Stanley made perfect sense.
He is the proud father of a kindergartener, and in his personal time, he and his wife enjoy activities like watching their son’s Saturday morning hip hop class, spending time with family, and taking frequent trips to Disneyland.
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Branch Address
6004 La Madrona Dr
Santa Cruz, CA 95060
US
Branch:
(831) 440-5200(831) 440-5200
Toll-Free:
(800) 488-3436(800) 488-3436
Fax:
(831) 440-5201(831) 440-5201
Details
We are located in Scott Valley off the Mt. Hermon Road exit. Parking is available.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)