About Renee Provencher
Renee Provencher is a Senior Vice President and Financial Advisor at Morgan Stanley. As a Financial Advisor, she works with clients to determine goals and objectives and how Morgan Stanley can help provide a customized solution for their unique wealth needs.
Previous to joining Morgan Stanley, Renee was a Senior Vice President and Wealth Manager at First Republic Investment Management (2010-2023). Prior to joining First Republic, she worked at Merrill Lynch as a Registered Client
Associate (2009) and at an independent RIA as a Corporate Services Client Relationship Manager (2006-2008).
Ms. Provencher is a CERTIFIED FINANCIAL PLANNER™ professional and earned her Certified Investment Management Analyst® designation through the IMCA at The Wharton School at the University of Pennsylvania. She earned her MBA in Financial Planning from California Lutheran University and a BA in Sociology and Psychology from the University of San Diego. Her work and dedication have led to recognition on a number of industry rankings, including #35 on the Forbes Best- In-State Women Advisors (2025), #87 on the Forbes Best- In-State Women Advisors (2023) and #154 on the Forbes Top Next-Gen Wealth Advisors (2019).
Ms. Provencher has been involved in her community in various ways throughout the years, including as an inaugural Volunteer Ambassador for First Republic, former member of the Junior League of Los Angeles, volunteer for The People Concern, and former advisor for The Soldiers Project. She has also held several roles as part of the First Republic Bank Toastmasters team in Century City.
Source: Forbes.com 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded June 2019. 2023 & 2025 Forbes America's Top Women Wealth Advisors & Top Women Best-In-State rankings awarded February 2023 & 2025. These rankings were determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the following periods: 2019 Top Next-Gen Wealth Advisors (3/31/18 - 3/31/19), 2023 & 2025 Top Women Wealth Advisors & Top Women Best-In-State (9/30/21 - 9/30/22, and 9/30/23-9/30/24 respectively). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC, are not indicative of the Financial Advisor’s future performance and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
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