William Morrison
Managing Director, Wealth Management, Complex Manager
Phone:
(555) 123-4567(555) 123-4567
Morgan Stanley
Test Market Office
You define success, we help you achieve it
7900 Westpark Drive
McLean, VA 22102
US
Market:
(212) 555-1234(212) 555-1234
Market Executive
William MorrisonPhone:
(617) 839-0493(617) 839-0493
About Test Pages Name Test Market
Welcome to the Morgan Stanley Silicon Valley Complex.
It is with great pride that I invite you to meet our Complex Management Team and Financial Advisors. We also proudly welcome The Frick Group to the Silicon Valley Complex.
For more than 35 years, Morgan Stanley’s Silicon Valley Complex has served a wide range of distinguished clients: from major corporations, nonprofit institutions, private equity and venture capital firms to senior corporate executives, sophisticated investors and high net worth families. These clients have relied on our experience and resources to help them meet their financial needs and objectives. With offices in Palo Alto, Menlo Park and San Mateo, the Silicon Valley Complex has the most comprehensive collection of solutions for business and affluent individuals in the epicenter of wealth.
More than half of our Financial Advisors have completed extensive continuing education courses and have attained professional designations. They are also supported by the broad resources of Morgan Stanley. We firmly believe in open architecture, wherein our Financial Advisors are encouraged to take the helm of deciding what works best for their clients.
I welcome the chance to introduce you to Morgan Stanley and our dedicated group of Financial Advisors.
William Morrison
Complex Manager
It is with great pride that I invite you to meet our Complex Management Team and Financial Advisors. We also proudly welcome The Frick Group to the Silicon Valley Complex.
For more than 35 years, Morgan Stanley’s Silicon Valley Complex has served a wide range of distinguished clients: from major corporations, nonprofit institutions, private equity and venture capital firms to senior corporate executives, sophisticated investors and high net worth families. These clients have relied on our experience and resources to help them meet their financial needs and objectives. With offices in Palo Alto, Menlo Park and San Mateo, the Silicon Valley Complex has the most comprehensive collection of solutions for business and affluent individuals in the epicenter of wealth.
More than half of our Financial Advisors have completed extensive continuing education courses and have attained professional designations. They are also supported by the broad resources of Morgan Stanley. We firmly believe in open architecture, wherein our Financial Advisors are encouraged to take the helm of deciding what works best for their clients.
I welcome the chance to introduce you to Morgan Stanley and our dedicated group of Financial Advisors.
William Morrison
Complex Manager
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 Test Pages Name Test Market
Sarah Smith
First Vice President, Wealth Management, Associate Complex Manager
Phone:
(555) 567-7890(555) 567-7890
Jane Johnson
Executive Director, Wealth Management, Branch Manager, Menlo Park
Phone:
(555) 345-7890(555) 345-7890
About William Morrison
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About Sarah Smith
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Nec eros tritani eripuit ex. Ut solet omnium expetenda est. Vocent luptatum invenire est no, no saperet imperdiet sed. Cu mea epicuri salutandi intellegam. Te vix antiopam oportere, vim ex dicat vivendum. Eum aliquam incorrupte vituperatoribus ea, ei vel assum percipitur.
Te cibo facilisis contentiones vel, soluta dolores id vis. Qui altera dissentias ea, his ad diam assum dolor, sit melius nominati mandamus te. Et quot vocent scribentur eam. Et nam nobis appetere, ex vim enim elit nominavi. Cu vel aliquip impedit pertinax, sapientem inciderint vix eu, velit putent officiis his et. Te duo possit officiis abhorreant, sale adolescens no has.
Nec eros tritani eripuit ex. Ut solet omnium expetenda est. Vocent luptatum invenire est no, no saperet imperdiet sed. Cu mea epicuri salutandi intellegam. Te vix antiopam oportere, vim ex dicat vivendum. Eum aliquam incorrupte vituperatoribus ea, ei vel assum percipitur.
Te cibo facilisis contentiones vel, soluta dolores id vis. Qui altera dissentias ea, his ad diam assum dolor, sit melius nominati mandamus te. Et quot vocent scribentur eam. Et nam nobis appetere, ex vim enim elit nominavi. Cu vel aliquip impedit pertinax, sapientem inciderint vix eu, velit putent officiis his et. Te duo possit officiis abhorreant, sale adolescens no has.
About Jane Johnson
Lorem ipsum dolor sit amet, soluta deseruisse no mei. Diceret molestie ea nec, usu ex vocent explicari inciderint. Vix cu lorem novum. Vero fastidii in vel, an antiopam appellantur his. Duo accusamus intellegat ex. Nam cu assum necessitatibus, sed ponderum sententiae ne. Mea animal sententiae an.
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Te cibo facilisis contentiones vel, soluta dolores id vis. Qui altera dissentias ea, his ad diam assum dolor, sit melius nominati mandamus te. Et quot vocent scribentur eam. Et nam nobis appetere, ex vim enim elit nominavi. Cu vel aliquip impedit pertinax, sapientem inciderint vix eu, velit putent officiis his et. Te duo possit officiis abhorreant, sale adolescens no has.
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Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 9:00 AM - 5:00 PM |
| Tue | 9:00 AM - 5:00 PM |
| Wed | 9:00 AM - 5:00 PM |
| Thu | 9:00 AM - 5:00 PM |
| Fri | 9:00 AM - 5:00 PM |
| Sat | Closed |
| Sun | Closed |
Operating on holiday hours on February 18th for the Presidents' Day Holiday
Branch Address
7900 Westpark Drive
Suite T200
McLean, VA 22102
US
Branch:
(212) 555-1234(212) 555-1234
Fax:
(918) 273-6451(918) 273-6451
Branch Address
1418 S Main St
Suite 200
Salinas, CA 93908
US
Branch:
(831) 757-6201(831) 757-6201
Toll-Free:
(800) 365-1227(800) 365-1227
Branch Address
41 South High St
Suite 2700
Columbus, OH 43215
US
Test Branch
Find a Financial AdvisorBranch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 9:00 AM - 5:00 PM |
| Tue | 9:00 AM - 5:00 PM |
| Wed | 9:00 AM - 5:00 PM |
| Thu | 9:00 AM - 5:00 PM |
| Fri | 9:00 AM - 5:00 PM |
| Sat | Closed |
| Sun | Closed |
Operating on holiday hours on February 18th for the Presidents' Day Holiday
Branch Address
7900 Westpark Drive
McLean, VA 22102
US
Branch:
(212) 555-1234(212) 555-1234
Fax:
(918) 273-6451(918) 273-6451
Details
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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 the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
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 the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024