Welcome

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies we develop on their behalf.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Services Include
  • Cash Management1
  • Corporate Cash Management
  • Estate Planning Strategies2
  • Financial Planning3
  • Life Insurance4
  • Municipal Bonds5
  • Qualified Retirement Plans6
  • Retirement Planning7
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Manage Your Financial Life & Beyond 

Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

    What are your hopes and dreams?

    Our approach to wealth planning focuses on what is most meaningful to you.

    Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.

    Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our 4 step approach to Wealth Management is formal yet flexible. Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.

        Location

        609 Deep Valley Drive
        Suite 400
        Rolling Hills Estates, CA 90274
        US
        Direct:
        (310) 544-3626(310) 544-3626
        Toll-Free:
        (800) 225-2079(800) 225-2079
        Fax:
        (310) 598-3153(310) 598-3153

        Meet The Geraghty Group

        About Me

        Steven graduated from the University Of Southern California Marshall School Of Business majoring in Money & Banking and International Finance, and with a minor in Accounting. He started his career in 1981 at Shearson Loeb Rhodes and was licensed in 1982. He continued his career at Drexel Burnham Lambert form 1982-1987 as a producing Assistant Manager and Syndicate Coordinator. Steven then joined Prudential Securities from 1987-1994 as a producing Assistant Manager, and from 1994 to present he has been a Senior Vice-President of Investments at Morgan Stanley* and its predecessors. Steven uses his over 30 years of expertise to construct an investment strategy focused clearly on each client’s objectives- one that clearly reflects lifestyle expectations, cash flow needs and risk tolerance. He helps clients navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important- his client’s progress towards their goals.

        Outside the office he has served on various boards. He served on the Long-Range Finance Committee for the City of Rancho Palos Verdes, President of the Peninsula Racquet Club, The Financial Advisory Boards for Flintridge Sacred Heart Academy (La Canada, CA) and St. Thomas the Apostle Parish (Pico-Union District in Los Angeles), was a founding member of the Cowboy Artists of American Museum in Kerrville, TX, and has served in various fundraising positions benefiting the local charities.
        Securities Agent: CA, WY, WI, WA, VA, TX, TN, PA, OR, OK, NY, NV, NM, NC, MI, MD, MA, KS, IL, HI, GA, FL, DC, CO, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
        NMLS#: 1262124
        CA Insurance License #: 0A56300

        About Me

        Shanleigh graduated from the University of San Diego in January 2007 with a Degree in Business Administration and a minor in Philosophy. She began her career with Morgan Stanley* in July of 2008 and obtained her Certified Financial Planning certification in 2013. She is dedicated to creating a tailored Financial Plan for each client in order to understand each individual's needs and work towards helping achieve his/her financial goals. Simple strategies such as using debt wisely, taking advantage of tax-advantaged investment vehicles, and monitoring spending habits all go a long way toward helping clients achieve their personal, business and financial goals. Establishing and monitoring a financial plan is one of the best ways to stay on track.
        Securities Agent: TX, CA, WY, WI, WA, VA, TN, PA, OR, OK, NY, NV, NM, NC, MI, MD, MA, KS, IL, HI, GA, FL, DC, CO, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1297693
        CA Insurance License #: 0H49430

        About Me

        Traci has been working in the financial service industry since 2005.  She began her investment career with Ameriprise Financial followed by LPL Financial Services.  At LPL she honed her skills in the financial field through everyday communication with clients, ensuring their daily financial needs were met, while mastering operations and procedure.  In 2011, Traci went on to become a Senior Registered Associate at Morgan Stanley.

        Traci works closely with both Steve and Shanleigh.  She provides proficient handling of all client administrative needs including trade executions, while providing a high level of service to all clients.  She utilizes her attention to detail to help investigate and resolve questions and investment operation issues.
        CA Insurance License #: 0E68737
        From Our Team

        Michael Wilson: Monthly Investment Perspectives Webcast


        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

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        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.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

        6 Keys to Building a Startup

        Entrepreneurs share ideas and learnings from the experience of starting a company.

        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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        Online Security Center

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        Ready to start a conversation? Contact The Geraghty Group today.
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        1Morgan 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

        2Morgan 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.

        3Morgan 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.

        4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        5Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

        6Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        7Morgan 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.

        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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