Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
The HY Group at Morgan Stanley
Direct:
(650) 496-4200(650) 496-4200
Our Mission Statement
A highly credentialed, experienced and compassionate team of Financial Advisors serving the comprehensive financial needs and concerns of affluent individuals and families.
Our Story and Services
Our team works with high net worth individuals, families and entrepreneurs who have trusted us to manage the financial complexities of their lives.
We build comprehensive, customized strategies designed to allow our clients to accumulate, preserve and transfer wealth for their family or business. Over the past two decades, we have prioritized long-term financial planning, while guiding our clients through multiple economic cycles and market conditions. We place a high premium on delivering quality service while building in the flexibility to adapt plans and strategies to help meet the mid- and short-term requirements of life’s unforeseen circumstances.
Many of our clients are first-generation immigrants from China, Taiwan and other countries. As a bilingual team (English and Mandarin), we also work with clients who are non-US citizens living in the US, non-US citizens living outside the US and cross-border families – families whose members have a mix of nationality status and/or whose financial affairs extend across borders.
Morgan Stanley is a top tier US financial institution that offers comprehensive wealth management services to international clients Our clients rely on us to understand the multicultural reasons behind their financial decisions and to help them find the very best solutions, not only for themselves, but for their children and children’s children
Contact us to see how we can make a significant difference in your financial life.
We build comprehensive, customized strategies designed to allow our clients to accumulate, preserve and transfer wealth for their family or business. Over the past two decades, we have prioritized long-term financial planning, while guiding our clients through multiple economic cycles and market conditions. We place a high premium on delivering quality service while building in the flexibility to adapt plans and strategies to help meet the mid- and short-term requirements of life’s unforeseen circumstances.
Many of our clients are first-generation immigrants from China, Taiwan and other countries. As a bilingual team (English and Mandarin), we also work with clients who are non-US citizens living in the US, non-US citizens living outside the US and cross-border families – families whose members have a mix of nationality status and/or whose financial affairs extend across borders.
Morgan Stanley is a top tier US financial institution that offers comprehensive wealth management services to international clients Our clients rely on us to understand the multicultural reasons behind their financial decisions and to help them find the very best solutions, not only for themselves, but for their children and children’s children
Contact us to see how we can make a significant difference in your financial life.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
We follow a client-focused process that integrates investment decisions with our client's financial needs and their commitments to their family, their community, and their future.
Our Services and Resources
Investment Services
> Portfolio Management
> Asset Allocation
> Alternative Investments
> Tax Management
> Risk Analysis & Research
> Asset Allocation
> Alternative Investments
> Tax Management
> Risk Analysis & Research
Planning Services
> Financial Planning
> Retirement Planning
> Education Planning
> Estate Planning Strategies
> Insurance Review & Planning
> Philanthropic & Charitable Giving
> Retirement Planning
> Education Planning
> Estate Planning Strategies
> Insurance Review & Planning
> Philanthropic & Charitable Giving
Corporate Services
> Equity Compensation
> 1042/ESOP
> 1042/ESOP
Cash Management Services
> Banking & Lending Solutions
> Cash Management Solutions
> Cash Management Solutions
Digital Services
> MS Online & Mobile App
> Cyber Security
> Voice Recognition
> eAuthorization & eDelivery
> Cyber Security
> Voice Recognition
> eAuthorization & eDelivery
Our Client Resources
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Morgan Stanley Blue Cash Preferred® American Express Card
A very welcoming offer. Earn a $250 statement credit with the Morgan Stanley Blue Cash Preferred® American Express Card.
Terms apply. Learn More.
A $695 Annual Engagement Bonus
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express, exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
Click Here to Learn More
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online todayAt Work Solutions
Utilizing the powerful Morgan Stanley at work platform, we at the HY Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
Retirement Solutions
For your employees, retirement is more than a date in the future - we serve a full spectrum of plan types including:
- 401(k) and 403(b) Plans
- Pension Plans
- Non-Qualified Deferred Compensation Plans
Learn more about our corporate retirement solutions- 401(k) and 403(b) Plans
- Pension Plans
- Non-Qualified Deferred Compensation Plans
Financial Wellness
At the HY Group we understand that when employees thrive, companies thrive. We are proud to offer a customizable solution for organizations to empower their employees by making their finances a source of wellness - and not a source of stress.
Learn more about financial wellness solutions
Equity Solutions
We want to help you create a culture of excellence. With our innovative platforms and tailored solutions, we help your company, and your employees make the most of your equity compensation plan.
Learn more about equity solutionsLocation
1400 Page Mill Road
Palo Alto, CA 94304
US
Direct:
(650) 496-4200(650) 496-4200
Meet The HY Group
Phone:
(650) 856-4502(650) 856-4502
Jerrick Lien
Registered Client Service Associate
Phone:
(650) 496-4236(650) 496-4236
About Sherry (Hsiao-Yun) Yang
Sherry (Hsiao-Yun) Yang, CFP®
Senior Vice President
Financial Advisor
As a Senior Vice President and Certified Financial Planner™ (CFP®), Sherry Yang has more than two decades of experience managing the complex financial needs of high net worth individuals and families. She delivers quality service while implementing strategies that help simplify complicated financial situations and meet multiple financial objectives. Her highly personalized and comprehensive wealth management strategies incorporate estate and trust planning strategies, risk management contingencies, long-term income and retirement solutions, and complex, multi-generational planning, while also allowing for changing life circumstances.
Sherry grew up in Taiwan and graduated with a degree in German literature from Tamkang University in Taipei, Taiwan. She earned a master’s degree in journalism from the University of Wisconsin-Madison and worked as a newspaper reporter for five years before moving to the San Francisco Bay Area and entering the high tech world as a marketing executive.
Sherry became a Financial Advisor in 2002, working for American Express Financial Advisors and then Citi. She became a Vice President with Citi Smith Barney (a Morgan Stanley predecessor firm) in 2006. She joined Wells Fargo Advisors in 2009 and spent more than a decade with the firm, growing her business and earning the Certified Financial Planner™ certification.
Contact:
Tel: (650) 496-4245
sherry.yang@morganstanley.com
Senior Vice President
Financial Advisor
As a Senior Vice President and Certified Financial Planner™ (CFP®), Sherry Yang has more than two decades of experience managing the complex financial needs of high net worth individuals and families. She delivers quality service while implementing strategies that help simplify complicated financial situations and meet multiple financial objectives. Her highly personalized and comprehensive wealth management strategies incorporate estate and trust planning strategies, risk management contingencies, long-term income and retirement solutions, and complex, multi-generational planning, while also allowing for changing life circumstances.
Sherry grew up in Taiwan and graduated with a degree in German literature from Tamkang University in Taipei, Taiwan. She earned a master’s degree in journalism from the University of Wisconsin-Madison and worked as a newspaper reporter for five years before moving to the San Francisco Bay Area and entering the high tech world as a marketing executive.
Sherry became a Financial Advisor in 2002, working for American Express Financial Advisors and then Citi. She became a Vice President with Citi Smith Barney (a Morgan Stanley predecessor firm) in 2006. She joined Wells Fargo Advisors in 2009 and spent more than a decade with the firm, growing her business and earning the Certified Financial Planner™ certification.
Contact:
Tel: (650) 496-4245
sherry.yang@morganstanley.com
Securities Agent: TX, FL, NY, NV, NC, AZ, CA, WA, UT, SC, OH, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2126079
CA Insurance License #: 0D89178
NMLS#: 2126079
CA Insurance License #: 0D89178
About Jonathan Young
Jonathan Young's fascination with financial planning and investments began in his youth, growing up as part of a first-generation immigrant family. Witnessing his parents' diligent work ethic, prudent savings, and responsible investing decisions laid the groundwork for his own passion for financial planning. He recognized early on the profound impact that sound financial advice can have on shaping one's future.
With eight years of experience in the financial services industry, six of which have been with Morgan Stanley, Jonathan has honed his skills as a financial advisor. His approach to financial planning is organic, fostering dynamic and personalized engagements with his clients. Jonathan prioritizes flexibility, allowing clients to schedule meetings according to their needs and preferences.
Jonathan's dedication to his clients' success is unwavering, driven by his belief that financial prosperity holds different meanings for everyone. By listening attentively to each client's unique story, he tailors financial strategies to align with their specific goals and aspirations.
In recognition of his commitment to providing comprehensive financial services, Jonathan was named to Morgan Stanley's prestigious Pacesetter's Club in 2024. This esteemed group acknowledges the Firm's most successful Financial Advisors, a testament to Jonathan's unwavering dedication to his clients. He appreciates this recognition as a validation of his tireless efforts and looks forward to achieving even greater milestones in the future.
Outside of his professional endeavors, Jonathan finds joy in leading outdoor adventures with his beloved wife Ashley and their delightful daughter Abbie. He remains actively engaged in community involvement, dedicating his time to River of Life Christian Church and various ministries. Additionally, he co-leads The Boring Outdoorsy Group, combining his love for nature with his passion for fostering meaningful connections within his community.
With eight years of experience in the financial services industry, six of which have been with Morgan Stanley, Jonathan has honed his skills as a financial advisor. His approach to financial planning is organic, fostering dynamic and personalized engagements with his clients. Jonathan prioritizes flexibility, allowing clients to schedule meetings according to their needs and preferences.
Jonathan's dedication to his clients' success is unwavering, driven by his belief that financial prosperity holds different meanings for everyone. By listening attentively to each client's unique story, he tailors financial strategies to align with their specific goals and aspirations.
In recognition of his commitment to providing comprehensive financial services, Jonathan was named to Morgan Stanley's prestigious Pacesetter's Club in 2024. This esteemed group acknowledges the Firm's most successful Financial Advisors, a testament to Jonathan's unwavering dedication to his clients. He appreciates this recognition as a validation of his tireless efforts and looks forward to achieving even greater milestones in the future.
Outside of his professional endeavors, Jonathan finds joy in leading outdoor adventures with his beloved wife Ashley and their delightful daughter Abbie. He remains actively engaged in community involvement, dedicating his time to River of Life Christian Church and various ministries. Additionally, he co-leads The Boring Outdoorsy Group, combining his love for nature with his passion for fostering meaningful connections within his community.
Securities Agent: TX, FL, IL, MA, WA, CA, NV, ID, MD, VA, OR, CO, AZ, NY, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2334239
CA Insurance License #: 0K51259
NMLS#: 2334239
CA Insurance License #: 0K51259
About Jerrick Lien
As a former financial advisor, Jerrick Lien has always been an integral part of the HY Group. Previously, he provided clients with personalized financial services including financial planning, cash management & lending solutions and advisory and brokerage services.
In his most recent role, Jerrick focuses on maintaining strong and productive relationships with clients. Jerrick assists with the onboarding transition and process a broad range of service requests.
Born and raised in Taipei, Taiwan, Jerrick moved to the U.S. after high school and earned his BS in accounting at San Jose State University. He specialized in tax planning and served as a member and volunteer of Tax-Aid during the tax season.
In his most recent role, Jerrick focuses on maintaining strong and productive relationships with clients. Jerrick assists with the onboarding transition and process a broad range of service requests.
Born and raised in Taipei, Taiwan, Jerrick moved to the U.S. after high school and earned his BS in accounting at San Jose State University. He specialized in tax planning and served as a member and volunteer of Tax-Aid during the tax season.
Contact Sherry (Hsiao-Yun) Yang
Contact Jonathan Young
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Sam Mohebi
Associate Private Banker
About Sam Mohebi
Sam Mohebi is an Associate Private Banker serving Morgan Stanley Wealth Management offices in California.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Sam began his career in financial services in 2009, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Licensed Banker at JP Morgan Securities. He also served as a Brokerage Associate at Wells Fargo Advisors.
Sam is a graduate of Azad University, where he received a Bachelor’s Degree in Civil Engineering. He lives in Campbell, Califoria with his family. Outside of the office, Sam enjoys hiking, as well as playing tennis and golf.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Sam began his career in financial services in 2009, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Licensed Banker at JP Morgan Securities. He also served as a Brokerage Associate at Wells Fargo Advisors.
Sam is a graduate of Azad University, where he received a Bachelor’s Degree in Civil Engineering. He lives in Campbell, Califoria with his family. Outside of the office, Sam enjoys hiking, as well as playing tennis and golf.
NMLS#: 1616449
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
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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
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The HY 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)
