

Seven Summits Group at Morgan Stanley

Our Mission Statement
THE CONNECTION BETWEEN MOUNTAIN CLIMBING AND INVESTMENT CONSULTING
Our group’s name pays homage to the quest to summit the highest mountain peak found on each of the seven continents. Experienced alpinists such as Kevin Sánchez who’ve conquered many of these mountains understand that safely and passionately navigating the journey from the very first steps out of basecamp is just as important as tackling the last challenge—standing on the final summit.
That’s the approach we take as we consult with boards of nonprofits, foundations and endowments about structuring their investment policy statements (IPS), investing their multiple investment pools, and pursuing their goals of giving back to their local communities. We help manage your risk every step along the journey to YOUR summit.
We’ve worked with these groups for 30 years because it’s our passion. Helping those who support communities and other praiseworthy causes brings us fulfillment that continues to inspire and energize us. It’s that special joy that comes from contributing to the greater good of society.
We apply the same risk management approach when advising individual investors on their personal journey—many of whom discovered our group through their involvement with nonprofits. Our team has the depth of knowledge and experience necessary to provide comprehensive wealth management for every stage of your life—backed by the world-class resources available through Morgan Stanley.
Whether you’re an individual or a nonprofit, choosing the right financial advisory firm and team are important decisions. We invite you to explore what the Seven Summits Group has to offer, and welcome the opportunity to have a meaningful conversation with you.
- Forbes Best-in-State Wealth Advisors, 2023
- The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Professional Portfolio ManagementFootnote1
- Endowments and FoundationsFootnote2
- Sustainable InvestingFootnote3
- Philanthropic ManagementFootnote4
- Donor Advised Funds
- Financial PlanningFootnote5
- Planning for Individuals with Special Needs
- Trust ServicesFootnote6
- Business Succession PlanningFootnote7
- Alternative InvestmentsFootnote8
- Estate Planning StrategiesFootnote9
- Art AdvisoryFootnote10
THE SEVEN SUMMITS GROUP DIFFERENCE
While our wealth management practices for nonprofits and individual clients are deeply grounded in sound, well-established principles, our group is different than most.
It begins with our heritage. We have embraced nonprofits from our inception, which has allowed us to accumulate three decades of experience understanding the nuanced needs and challenges impacting this vibrant, important sector. As a result, we're able to offer strategic guidance about critical issues that extend far beyond managing your investments. Please see our Working with Nonprofits tab to learn more.
And then there's how we operate as a group. We're truly a team of individuals with complementary skills and backgrounds who value the following traits:
Empowerment: Encouraging team members to take initiative and make decisions
Open-mindedness: Fostering an environment where progressive ideas and challenges to the status quo are welcome
Collaboration: Ensuring every team member has a voice and that we work together
Why should this matter to you? Because successful wealth management is more than just working with numbers. It's about taking care of others. And by applying these beliefs, we feel we provide the best service possible for every client.
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Meet Seven Summits Group
About Me
Highly responsive to client needs, Kevin ‘s detailed approach helps cultivate exceptional, long-lasting relationships. He built his practice upon the shared vision of excellence, critical thinking, and discipline.
Kevin earned his M.B.A. in Finance with honors from the University of Oregon’s Lundquist School of Business. He holds a B.S. from the University of Oregon, graduating cum laude with a triple major in Finance, Management and Marketing. He earned the Certified Investment Management Analyst (CIMA) and the Certified Private Wealth Advisor (CPWA) designations under the joint auspices of the Wharton School of Business, Chicago Booth School of Business and the Investments and Wealth Institute (IWI).
In My Own Words
In life, it’s crucial to find your passion.
Something meaningful that speaks to you.
Leave a legacy…
For me, that means serving as a trusted advisor to nonprofit organizations and climbing the tallest mountains worldwide. I’ve taken on the challenge of conquering the Seven Summits, the highest peak on each continent. To date, I’ve climbed five, and my goal is to reach my final summit, Mt. Everest, by 2026.
Both my profession and my mountaineering pursuits share a common thread: setting ambitious goals and meticulously preparing to achieve them. In both realms, I focus on mitigating risks and planning for every possible scenario. This approach is crucial in both investing and mountain climbing, where success depends on addressing potential pitfalls upfront.
For me, this isn’t just a job—it’s my calling. It’s about the deep connections I form with my relationships. I love being the person they trust to help their organizations achieve their philanthropic dreams. There’s immense satisfaction in seeing the positive impact that nonprofits have on their communities. Attending their events and witnessing their passion for making a difference brings me great joy.
Using my experience in investment management to support nonprofits in their mission to enhance their communities is my greatest reward. It’s incredibly fulfilling to know that my work contributes to their success and the betterment of society.
Visit my personal website: https://advisor.morganstanley.com/kevin.sanchez
NMLS#: 2495121
About Beverly Anderson
She has been with Morgan Stanley since 2023. She earned an M.S. degree in Strategic Communications from the University of Oregon’s School of Journalism. Beverly also earned a B.S. degree in Management and Marketing from the University of Oregon’s Lindquist School of Business.
Beverly currently resides in Walnut Creek, CA, and enjoys photography, spending time with her adorable kitty children, Sophia and Audrey, and giving back to the community. In addition, she derives immense joy from supporting children in Kenya through Compassion International. Beverly has been helping children and families living in poverty through Compassion’s holistic childcare program for over 18 years.
In her own words
What I love about my job is creating avenues to help nonprofits and individuals form deep connections with our team. It’s important to me that they see our team as people they can trust and who want to help them achieve their dreams.
I’ve worked with many nonprofits over the years and love seeing the difference they make in the communities they serve. Using my experience in communications, marketing and photography has enabled me to help organizations such as the Bay Area Red Cross, Stanford Hospital, Diablo Regional Arts Association and various organizations that help women.
My work with the Red Cross took me on my most memorable journey – to Kenya. I was blessed with the opportunity to document the Red Cross' humanitarian mission to Kenya where we visited families living with HIV/AIDS in their homes and in orphanages. It was here that I learned that money does not buy happiness. Even though these people had little, they were happy because they had love and they had community.
Working with nonprofits fills me with hope and joy and I have found the same to be true for everyone on our team. That’s what brings us to work each day. It’s not about the money. It’s about the connections we feel with our clients, and about sharing in their passion and the positive impact they have on their communities.
About Molly Bright
Molly graduated from the prestigious Thammasat University in Thailand where she was actively involved in student council and the cheerleading team, earning a B.A. in Political Science and Journalism. She moved to San Francisco in 1995 to pursue her Master’s in Economics at the University of San Francisco. Molly holds FINRA Series 7 and 66 licenses.
A strong believer in giving back, Molly grew up in Thailand, where she was deeply influenced by her family to support local children’s foundations. Recently, she volunteered with The Natural World Heritage of Thailand organization, helping to raise awareness about conservation efforts and to advocate for the protection and registration of Thailand's wildlife and plant species at ASEAN and international levels, including UNESCO.
Outside of work, Molly enjoys traveling with her husband and twin sons. She loves Pilates, yoga, watching movies, and baking pastries—a passion she honed while attending culinary school in San Francisco.

Contact Kevin Sanchez
The Power of Partnerships
About Michelle Walsh
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Michelle began her career in financial services in 1983 and joined Morgan Stanley in 2020 as a Private Banker. Prior to joining the firm, she was a Structured Credit Executive at Merrill Lynch/Bank of America where she also served as a Wealth Management Banker. She previously served as a Regional Consumer Market Manager with BB&T Bank.
Michelle is a graduate of Shepherd University where she received a Bachelor of Science in Business Administration. She lives in Danville, CA with her family. Outside of the office, Michelle enjoys traveling with family and friends and volunteering for local food banks.
About Cindy W. Lee
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Cindy began her career in financial services in 1996 and joined Morgan Stanley in 2022. Prior to joining the firm, she was a Custom Residential Real Estate Specialist at Bank of America/Merrill Lynch where she also served as a Wealth Management Banker and Financial Advisor.
Cindy is a graduate of San Francisco State University, where she received a Bachelor of Science in Business Management. She resides in the Bay Area with her family. Outside of the office, Cindy dedicates time to volunteering, enjoys traveling, reading, watching sports and spending time with family and friends.
Portfolio Insights
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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