Shani A Hatcher, RICP®
Financial Advisor,
Vice President, Wealth Management
Direct:
(415) 984-6628(415) 984-6628
My Mission Statement
Experience, industry leading intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
With over two decades of experience in financial services, Shani Hatcher is a seasoned professional in crafting comprehensive wealth management solutions for affluent families and individuals. Her diverse clientele includes entrepreneurs, investors with highly concentrated equity positions, and individuals with newly acquired wealth. Shani's primary goal is to help investors achieve financial independence through sound financial planning and prudent long-term investing. Prior to joining Morgan Stanley in 2021, she worked for 16 years at Wells Fargo Advisors, honing her expertise in the industry.
Shani builds strong relationships with her clients by offering them experienced guidance to make informed decisions about every aspect of their financial lives. Her approach involves investing considerable time to get to know her clients personally, which enables her to create sound strategies to help achieve specific goals within set time frames while anticipating challenges that often get overlooked. She is also highly adept at helping clients manage both sides of their balance sheet.
Shani believes in the importance of an annual financial checkup to ensure that her clients' plans remain on track to help them achieve their carefully defined goals. She places great importance on educating her clients as well, believing that the more they understand what they own, why they own it, and what can be expected, the better investors they will be. Her emphasis on education is not surprising given her family background: her grandmother was a teacher, and her father was a professor.
A graduate of Duke University, where she majored in political science with an emphasis on international political economy, Shani lives in a multigenerational household and thus has an acute understanding of the importance of helping seniors create a comfortable retirement and families secure a quality college education for their children. In her free time, she enjoys reading and traveling. With her expertise, commitment to education, and focus on building strong relationships with her clients, Shani is a trusted partner in helping investors achieve their financial goals.
Shani builds strong relationships with her clients by offering them experienced guidance to make informed decisions about every aspect of their financial lives. Her approach involves investing considerable time to get to know her clients personally, which enables her to create sound strategies to help achieve specific goals within set time frames while anticipating challenges that often get overlooked. She is also highly adept at helping clients manage both sides of their balance sheet.
Shani believes in the importance of an annual financial checkup to ensure that her clients' plans remain on track to help them achieve their carefully defined goals. She places great importance on educating her clients as well, believing that the more they understand what they own, why they own it, and what can be expected, the better investors they will be. Her emphasis on education is not surprising given her family background: her grandmother was a teacher, and her father was a professor.
A graduate of Duke University, where she majored in political science with an emphasis on international political economy, Shani lives in a multigenerational household and thus has an acute understanding of the importance of helping seniors create a comfortable retirement and families secure a quality college education for their children. In her free time, she enjoys reading and traveling. With her expertise, commitment to education, and focus on building strong relationships with her clients, Shani is a trusted partner in helping investors achieve their financial goals.
Securities Agent: TN, TX, FL, RI, NJ, IL, GA, NV, CO, ID, OH, NC, MA, CA, WA, VA, OR, NY, AZ, PA, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 2261515
CA Insurance License #: 0D53889
NMLS#: 2261515
CA Insurance License #: 0D53889
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
555 California St, 35th
Floor
San Francisco, CA 94104
US
Direct:
(415) 984-6628(415) 984-6628
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Shani A Hatcher today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
