Alice Chow, CFP®, ChFC®, CRPC®
Senior Vice President, Financial Advisor, Portfolio Manager
Phone:
(650) 496-3989(650) 496-3989
The Chow Zucker Group at Morgan Stanley
Direct:
(650) 943-0817(650) 943-0817
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
1400 Page Mill Road
Palo Alto, CA 94304
US
Direct:
(650) 943-0817(650) 943-0817
Meet The Chow Zucker Group
Gilbert Zucker, CRPC®
First Vice President, Financial Advisor, Insurance Planning Director, Senior Portfolio Manager
Phone:
(650) 496-3188(650) 496-3188
About Alice Chow
Alice has been in practice since 1987. Alice has dedicated herself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.
Alice is problem solver who works to simplify high-net-worth clients’ financial lives. She assists clients in identifying, prioritizing, and developing strategies to pursue their various goals - including complex financial issues such as tax minimization, risk management, trust and estate planning needs, concentrated stocks and option strategies, wealth transfer and retirement income.
Trained as a wealth management advisor, she primarily advises corporate executives, successful business owners, and retirees. In addition to providing you with goals-based investment advice, Alice is committed to providing each client with exceptional personal service.
Prior to joining the financial services industry in 1987, Alice spent 10 years in the high technology industry in various financial capacities including budgeting, forecasting, cost control, financial reporting, and profit and loss responsibilities. Born in China, Alice grew up in San Francisco and currently resides in Menlo Park with her husband.
Alice holds a BA in Mathematics from the University of California at Berkeley and an MBA from the Haas School of Business at UC Berkeley. Alice is a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds a Chartered Financial Consultant® (ChFC®) and a Chartered Retirement Planning CounselorSM (CRPC®) designation.
Alice is problem solver who works to simplify high-net-worth clients’ financial lives. She assists clients in identifying, prioritizing, and developing strategies to pursue their various goals - including complex financial issues such as tax minimization, risk management, trust and estate planning needs, concentrated stocks and option strategies, wealth transfer and retirement income.
Trained as a wealth management advisor, she primarily advises corporate executives, successful business owners, and retirees. In addition to providing you with goals-based investment advice, Alice is committed to providing each client with exceptional personal service.
Prior to joining the financial services industry in 1987, Alice spent 10 years in the high technology industry in various financial capacities including budgeting, forecasting, cost control, financial reporting, and profit and loss responsibilities. Born in China, Alice grew up in San Francisco and currently resides in Menlo Park with her husband.
Alice holds a BA in Mathematics from the University of California at Berkeley and an MBA from the Haas School of Business at UC Berkeley. Alice is a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds a Chartered Financial Consultant® (ChFC®) and a Chartered Retirement Planning CounselorSM (CRPC®) designation.
Securities Agent: NC, CO, TX, OR, UT, CA, NV, FL, DC, CT, VA, SC, HI, NJ, MA, OH, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 632040
NMLS#: 632040
About Gilbert Zucker
Gilbert Zucker has been offering customized investment advice and wealth management strategies to corporate executives, successful business owners and wealthy individuals and families based upon the clients’ risk tolerance, time horizon, liquidity needs and overall investment goals since 1994.
Gilbert has extensive experience in problem solving for the Firm’s high net worth clients and retirees with strategies to help solve for their needs with estate planning, wealth transfer and asset protection, stock option plans, business services, business succession planning and tax advantaged investment planning. This high-touch and customized service model is designed to give his clients confidence that their total financial picture and their aspirations are being addressed a comprehensive financial plan.
Gilbert attended McGill University in Montreal, Canada with a concentration in Accounting and Management. Prior to joining Morgan Stanley, Gilbert spent more than 25 years delivering first class advice and service at Merrill Lynch. He earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning, completed the Financial Advisor’s Leadership Program at The Wharton School, University of Pennsylvania, and also completed the Merrill Lynch Longevity Training Program at The University of Southern California (USC Davis School of Gerontology).
Gilbert has extensive experience in problem solving for the Firm’s high net worth clients and retirees with strategies to help solve for their needs with estate planning, wealth transfer and asset protection, stock option plans, business services, business succession planning and tax advantaged investment planning. This high-touch and customized service model is designed to give his clients confidence that their total financial picture and their aspirations are being addressed a comprehensive financial plan.
Gilbert attended McGill University in Montreal, Canada with a concentration in Accounting and Management. Prior to joining Morgan Stanley, Gilbert spent more than 25 years delivering first class advice and service at Merrill Lynch. He earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning, completed the Financial Advisor’s Leadership Program at The Wharton School, University of Pennsylvania, and also completed the Merrill Lynch Longevity Training Program at The University of Southern California (USC Davis School of Gerontology).
Securities Agent: UT, ME, NY, MA, HI, VA, OR, FL, TX, SC, CO, OH, NV, DC, NJ, NC, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 632170
NMLS#: 632170
Contact Alice Chow
Contact Gilbert Zucker
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
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
Are You Prepared for Tax Day?
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Chow Zucker Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)