William Fraser
Senior Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(925) 746-2984(925) 746-2984
The Baldwin Fraser Group at Morgan Stanley
Direct:
(925) 746-2915(925) 746-2915
Toll-Free:
(866) 963-1393(866) 963-1393
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Direct:
(925) 746-2915(925) 746-2915
Toll-Free:
(866) 963-1393(866) 963-1393
Meet The Baldwin Fraser Group
Daniel Baldwin
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(925) 746-2915(925) 746-2915
Alex Baldwin
Financial Advisor
Phone:
(925) 930-3852(925) 930-3852
John Fraser
Financial Advisor
Phone:
(925) 930-3813(925) 930-3813
Robyn DeSoto
Wealth Management Associate
Phone:
(925) 746-2976(925) 746-2976
About William Fraser
Securities Agent: AL, UT, CT, PA, FL, MN, DE, OK, MA, ID, AR, WI, NM, KY, KS, GA, CO, TX, SC, NC, MT, MI, MD, LA, WY, VT, TN, OR, NV, NJ, MO, IN, CA, AZ, MS, WA, IL, HI, VA, NY, IA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1542768
NMLS#: 1542768
About Daniel Baldwin
Securities Agent: FL, DE, AL, WA, VA, SC, CA, AZ, PA, OK, LA, HI, CO, WY, VT, TN, MA, CT, AR, MS, OR, MT, MN, WI, NM, KY, TX, NY, NV, DC, NJ, MD, IN, IA, UT, IL, GA, NC, MO, MI, KS, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1494480
NMLS#: 1494480
About Alex Baldwin
Securities Agent: AL, MS, SC, DC, CT, MO, MA, ID, WY, TX, NV, MI, KY, IN, IA, DE, OR, OK, HI, AZ, WI, CO, CA, VT, VA, TN, LA, GA, FL, AR, WA, NJ, MT, KS, IL, UT, PA, NY, NM, NC, MN, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2521284
NMLS#: 2521284
About John Fraser
Securities Agent: WI, KS, NY, GA, CA, NV, WY, TN, NJ, MT, IL, ID, UT, KY, DE, AR, AL, VT, FL, WA, NC, MO, MD, IA, HI, DC, CT, TX, SC, PA, NM, MI, CO, AZ, MS, VA, OR, IN, MN, MA, OK, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2691630
NMLS#: 2691630
About Robyn DeSoto
CA Insurance License #: 0F08893
Contact William Fraser
Contact Daniel Baldwin
Contact Alex Baldwin
Contact John Fraser
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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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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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
Ready to start a conversation? Contact The Baldwin Fraser Group 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)