Sherri L. Omdahl, CIMA®
Senior Vice President,
Financial Advisor,
Family Wealth Advisor
Direct:
(925) 730-3823(925) 730-3823
Toll-Free:
(800) 834-4434(800) 834-4434
My Mission Statement
I help generate time and money for my clients, so they can focus on what is most important to them.
My Story and Services
The four top priorities in life are usually family, health, religion and money. With our busy lives today, juggling all four of these, in whatever order you would arrange them, can make life more stressful than you would like.
With my 35+ years of experience at Morgan Stanley, I can provide services to successful individuals, families and business owners to help accumulate, preserve and transfer wealth responsibly to the next generation.
I focus on different areas, which gives me a wide array of experience and services to provide to my clients. I tailor my approach to what each client wants and needs from me. I enjoy what I do, especially helping my clients achieve and celebrate their goals.
With my 35+ years of experience at Morgan Stanley, I can provide services to successful individuals, families and business owners to help accumulate, preserve and transfer wealth responsibly to the next generation.
I focus on different areas, which gives me a wide array of experience and services to provide to my clients. I tailor my approach to what each client wants and needs from me. I enjoy what I do, especially helping my clients achieve and celebrate their goals.
Securities Agent: CA, NY, CO, OR, NV, NJ, RI, MO, MI, LA, AL, WY, TX, ME, MA, AR, TN, MT, IL, FL, NC, ID, GA, OH, MN, WA, PA, NH, NE, MD, DE, WI, UT, OK, AZ, VA, SC, NM, KS, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1298009
CA Insurance License #: 0C16784
NMLS#: 1298009
CA Insurance License #: 0C16784
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
In working with successful individuals and families to help accumulate, protect and transfer wealth responsibly to the next generation, there is a process we go through with clients.
Discovery
We want to know everything about you and will listen to your entire situation to determine how we can best assist you. We want to know your goals, dreams, philanthropic desires and your family situation.
Planning
Together we will look at your ultimate goals and define each step that is needed to achieve them. We will guide you through considerations in financial planning, retirement planning, tax strategies, estate planning, liability management, income planning, and insurance needs, and how to best achieve your goals.
Solutions
Through ongoing consultation, each client will have solutions tailored to their unique situation. We will provide you with the most appropriate investments which may include socially responsible portfolios, alternatives, insurance products, and other traditional investments, when appropriate.
Review
Through ongoing communication with you, your estate planning attorney and CPA, we will continually assess your financial and family needs and provide you with regular reviews and comprehensive reporting.
Timely Insights
Timely Insights is your community space for new monthly content and educational resources to benefit you, your friends and your family. We invite you to learn and grow through these resources. If there are any topics you love or anything you would like to learn more about, please feel free to reach out to us so that we can provide the great content you are looking for.
Monthly Spotlight: 7 Steps That May Reduce Taxes on Your Income and Portfolio
Reducing taxes on your income and investments can be a meaningful way to keep more of what you earn—and potentially support long-term wealth building. This guide outlines practical, investor-relevant strategies such as maximizing available deductions, using tax-loss harvesting to help offset capital gains, and considering estate and gift tax planning as part of a broader legacy strategy.
Learn more
Are You Prepared for Tax Day?
Get ahead of Tax Day with a practical checklist for preparing and filing your 2025 return. Morgan Stanley’s “Are You Prepared for Tax Day?” outlines why organizing key documents early can help reduce errors and support deduction planning, and highlights last-minute opportunities to lower taxable income by contributing to certain tax-advantaged accounts before the filing deadline.
Learn more
Contrarian Views That Could Shape Markets in 2026
In its annual “Big Debates” series, Morgan Stanley Research identifies opportunities across sectors and regions where the firm’s views point in different directions than the current market consensus.
Learn more
Four Key Investment Themes for 2026
Morgan Stanley Research’s key investment themes for this year are Tech Diffusion, The Future of Energy, The Multipolar World and Societal Shifts.
Learn moreMaximize Your Equity Compensation
Your equity compensation is one of the most valuable—and often misunderstood—parts of your total rewards package. I help you understand what you've been granted, how it fits into your broader financial picture, and how to make the most of it through tax-smart, goal-aligned strategies.
What Types of Equity Plans Does Your Employer Offer?
From stock options to RSUs, ESPPs, and performance shares, each plan has different rules, tax treatments, and long-term planning implications. Knowing what's available is the first step to making informed decisions.
Do You Understand Your Equity Award?
Vesting schedules, expiration dates, and performance targets can significantly impact your financial outcomes. I help you decode the fine print so you can take control of your equity.
Equity Awards Can Have Complex Implications
Without proper planning, equity compensation can create unexpected tax bills, concentrated risk, or missed opportunities. Our expertise helps you align your equity strategy with your overall financial goals.
Key Benefits of Equity Award Analysis
A personalized equity analysis can reveal opportunities to improve cash flow, manage taxes, and support long-term wealth building. It's more than compensation—it's a critical piece of your financial plan.
Investor Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click here for the most recent "GIC Weekly" Report
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click here for the most recent “On the Markets” ReportClient Service Team
Ami L. Schelin - Portfolio Associate
Phone:
(925) 730-3806(925) 730-3806
Email:Ami.Schelin@morganstanley.com
Ami Schelin started as an intern for Morgan Stanley in 1997, inputting client, security and transaction information into a system that tracked realized gains and losses for clients of Sherri Omdahl. In January 2000, Ami was offered the full-time position of Customer Service Associate and has flourished in her responsibilities which include customer service, quality control, organization of all paperwork, as well as correspondence, and many other day-to-day operational issues.
Location
4309 Hacienda Drive
Ste 200
Pleasanton, CA 94588
US
Direct:
(925) 730-3823(925) 730-3823
Toll-Free:
(800) 834-4434(800) 834-4434
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
529 Plans: A Powerful Tool to Save for Education
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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
Rational Investing in an Age of Uncertainty
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Ready to start a conversation? Contact Sherri L. Omdahl today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan 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 and other legal matters.
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.
5Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
2Morgan 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 and other legal matters.
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.
5Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
