Our Story

We educate, advise, and invest for our clients with their best interest in mind. Our recommendations are designed to achieve our clients’ objectives with a prudent, risk-conscious, tax-efficient, and cost-effective approach. Our ultimate goal is to make a positive difference in the lives of our clients as well as their future generations.
Services Include
  • Sustainable Investing1
  • Financial Planning2
  • Retirement Planning3
  • Professional Portfolio Management4
  • Estate Planning Strategies5
  • Philanthropic Services
  • Lending Products
  • Annuities6
  • Long Term Care Insurance7
  • Life Insurance8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We believe that managing wealth effectively involves far more than just a savvy investment portfolio – it also requires a diligent financial plan unique to each family or individual that I am advising.

We pair a disciplined investment philosophy with a flexible plan that can adapt to evolving markets as well as the changing circumstances that life inevitably throws our way.

With a focus on financial education, we will gladly spend the extra time needed to make sure that clients understand the pros and cons of different strategies and the reasons why we're recommending certain solutions.

    Experience

    Jennifer H. Fisher
    Vice President
    Financial Advisor | Portfolio Manager
    Morgan Stanley Wealth Management
    May 1992 - Present

    * FINRA Series 3, Series 9, Series 10, Series 65, Series 63, Series 7
    * California Department of Insurance, License #0B18891
    * Nationwide Mortgage Licensing System, NMLS #1285393

    Education
    Mills College, Bachelor of Arts in Liberal Studies



    Nicole L. Merchain, CFP
    Investing with Impact Director
    Financial Advisor | Portfolio Manager
    Morgan Stanley Wealth Management
    April 2011 - Present

    * CERTIFIED FINANCIAL PLANNER™ practitioner, License #187579
    * FINRA Series 7, Series 65, Series 6, Series 63 licenses
    * California Department of Insurance, License #0H08739
    * Nationwide Mortgage Licensing System, NMLS #1395599

    Education
    Occidental College, Bachelor of Arts in Economics
    University of California, Berkeley, Certificate in Personal Financial Planning

      Location

      1333 N California Blvd
      Suite 133
      Walnut Creek, CA 94596
      US
      Direct:
      (925) 930-3881(925) 930-3881
      4309 Hacienda Drive
      Suite 200
      Pleasanton, CA 94588
      US

      Meet The Fisher Merchain Group

      About Me

      Securities Agent: CA, WA, VA, PA, OH, NY, NV, MI, MA, GA, FL, CO, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1285393

      About Me

      I was born and raised in the San Francisco Bay Area and currently reside in Walnut Creek. When I am not working, you are likely to find me outdoors! I spend most of my free time either at the barn with my horse or out hiking and camping with my dog. Horses have always been an important part of my life - I have competed at both National and International levels in the equestrian sport called Three-Day Eventing (three disciplines: dressage, cross country, and show jumping).

      As a lifelong nature and wildlife lover, I am a member of the Sierra Club and National Parks Conservation Association and a supporter of the Lindsay Wildlife Organization and the Wildlife Conservation Network.
      Securities Agent: CA, WA, VA, UT, TX, SC, PA, OR, OH, NY, NV, NE, MO, MN, MI, ME, MA, ID, GA, FL, CO, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1395599
      CA Insurance License #: 0H08739
      From Our Team

      Morgan Stanleys Institute for Sustainable Investing


      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact The Fisher Merchain Group today.
      Market Information Delayed 20 Minutes
      1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

      2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      5Morgan 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 and other legal matters.

      6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      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 suitable 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”) 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.


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