The Bott Group at Morgan Stanley

Doug Bott spent the first half of his career managing a family business, balancing the needs of employees and customers.  For the last nearly 23 years, he has worked with retirees and business owners, in creating strategies for business and personal financial goals, while simultaneously managing his practice. 

Mr. Bott focuses on helping retirees, small and medium-sized business owners and their employees handle the complicated tasks involved in planning for their own financial goals by helping to develop succession plans for owners, establishing qualified retirement plans and strategies for attracting and retaining employees.
 
A Stockton native, he’s an Eagle Scout who graduated with honors from Edison High, where he lettered in basketball, was the Student Body Vice President and the school’s representative to California Boys’ State.  He then graduated from the University of San Francisco and has lived in Stockton since, where he is active in local organizations and charities.  

Mr. Bott was the president of the board of directors of the YMCA of San Joaquin County, served as the Nation Chief of Y-Indian Guides and Princesses and has coached numerous baseball, basketball and softball teams.  He and his wife, Becky, have three children, all of whom work in finance.  In his spare time, Doug likes to fish, ski, hike and spend time with his family.

Anthony Bott is a financial advisor, branch manager of Morgan Stanley's Stockton, CA office, First Vice President and CERTIFIED FINANCIAL PLANNER™. Mr. Bott graduated from California State University, Fullerton with a Bachelor of Arts Degree in Economics and started his career in financial services early while finishing college. He and his team work tirelessly to help clients achieve their financial goals. Whether it be high net worth families, retirees, business owners or institutions, the California Delta Group has the experience to get you on the right path.

Since returning to his hometown Stockton in 2018, he’s been active in the community regularly speaking at local high schools and universities to promote financial literacy, a topic he's passionate about. He serves as board member and secretary of the St. Joseph’s Foundation of San Joaquin, a Dignity Health Member, where he promotes access to affordable, quality healthcare within the economically challenged inner-city community of Stockton. He also supports the arts and preservation of San Joaquin Valley's history by serving on the board of the Haggin Museum in Stockton. Mr. Bott and his wife Yoly have two children, Lucca and Camila, and a hyperactive Border Collie, Jax.

Debbie Kenyon joined Morgan Stanley in 1999 and has been a Portfolio Associate in the Stockton branch since 2007. Debbie holds Associate degrees from Lane Community College, has been married for over 25 years, and in her spare time enjoys trips to the beach and spending quality time with her family.

Debbie is Series 7, 63, 66, and insurance licensed.

Email: Debora.Kenyon@morganstanley.com
Phone: (209) 476-2830

Trisha Wilson is a Client Service Associate in the Stockton branch. She worked as an Operations Associate for over 20 years in San Jose, CA. In 2023, she progressed her career as a client service associate here at Morgan Stanley.

She resides in Manteca, CA with her husband and two daughters and she enjoys spending time and traveling with her friends and family.

Email: Trisha.Wilson@morganstanley.com
Phone: 209-476-2831