Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • 10b5-(1) Programs
  • Hedging Strategies
  • Proprietary Investment Opportunities
  • Investment Management
  • Open-Architecture Platform
  • Retirement & Pension Plans
  • Corporate Stock Plans
  • Philanthropy Management
  • Sustainable & Responsible Investing
  • Family Governance & Wealth Education
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Awards

  • Forbes Magazine America's Top Next Generation Wealth Advisors 2018 - Scott Caston
  • Barron's Top 1,200 Financial Advisors 2017 - Michael McGee
  • Forbes Magazine America's Top Next Generation Wealth Advisors 2017 - Scott Caston
  • Barron's Top 1,200 Financial Advisors 2016 - Michael McGee
  • Barron's Top 1,200 Financial Advisors 2015 - Michael McGee
  • Barron's Top 1,200 Financial Advisors 2014 - Michael McGee
  • Barron's Top 1,000 Financial Advisors 2013 - Michael McGee
  • Barron's Top 1,000 Financial Advisors 2012 - Michael McGee
  • Barron's Top 1,000 Financial Advisors 2011 - Michael McGee
  • Barron's Top 1,000 Financial Advisors 2010 - Michael McGee
  • Barron's Top 1,000 Financial Advisors 2009 - Michael McGee
  • Barron's Top 100 California Advisors 2009 - Michael McGee

Location

555 California Street, 14th
Fl
San Francisco, CA 94104
US

Meet The McGee Team

About Me

Mike is a Managing Director in the Private Wealth Management Group at Morgan Stanley, one of a select group of Financial Advisors designated to work with Ultra High Net Worth clients and their companies. 

Mike was included in the “Top 100 California Advisors” in the February 9th, 2009 edition of Barron’s and in that same edition was named one of the “Top 1,000 Advisors” in the country.  He was included in both lists for 2010, 2011, 2012, 2013, 2014, 2015, 2016, and 2017.  Since 2014, the list is now the Barron’s top 1,200.

Mike and his team joined the firm in July, 2002 from Robertson Stephens, where he worked for seven years.  While at Robertson Stephens they worked primarily with the officers and key employees of companies before and after their organizations had a liquidity event or IPO.

Mike received a degree in Economics from Tufts University and studied Economics at Oxford University.  He enjoys a wide variety of watersports and is actively involved with his wife’s non-profit organization.

Mike lives in San Francisco with his wife and two great kids.
Securities Agent: CA, WI, WA, VA, UT, TX, SD, NY, NV, NJ, MD, LA, IL, ID, HI, GA, FL, DE, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1261854

About Me

Scott is a Senior Vice President and Financial Advisor with Morgan Stanley Wealth Management in San Francisco, CA. Drawing on over a decade of industry experience, Scott provides comprehensive wealth planning and asset management solutions for a select group of affluent clients, many of whom are C-suite executives and serial entrepreneurs. Areas of particular focus include cash flow planning, concentrated wealth strategies, investment consulting/asset management, asset allocation & portfolio construction strategy, risk management, tax minimization/optimization strategies, retirement planning, and wealth transfer & income planning. Knowledgeable in the area of restricted stock, stock options, and pre-IPO equity planning, Scott has extensive experience in the sale of securities by corporate officers under Rule 144, 145, and 10b5-1 plans.

Scott was named to Forbes Magazine’s inaugural list of America’s Top Next Generation Wealth Advisors in July, 2017.

Scott is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a graduate from California State University, Fullerton - College of Business and Economics with a BA in Finance. Before joining Morgan Stanley in 2005, Scott worked in the Retirement Plan Services department of Charles Schwab.

Scott, his wife Lauren, and their two sons live in Danville, CA.
Securities Agent: CA, WA, UT, TX, SC, PA, OR, NY, NV, NJ, MT, ME, MA, IL, HI, GA, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1290463

About Me

Marco is a partner of The McGee Team at Morgan Stanley. His work for the team includes creating and delivering custom planning and investment solutions for high net worth families. As a fully licensed professional, Marco implements wealth management strategies for clients by concentrating on portfolio management. He focuses on global macro-economic research, asset allocation, portfolio hedging and estate planning strategies. 

Marco is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a graduate from San Francisco State University with a BA in Finance. Before joining Morgan Stanley in 2012, Marco worked with First Republic Bank and served in the United State Navy. He has a true appreciation for diverse cultures, having traveled to 23 countries around the world. He serves as a member of several youth organizations, speaking to low-income teens to share his story and encourage their own personal success.
Securities Agent: CA, WA, UT, TX, SC, PA, OR, NY, NV, MT, GA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1265337

About Me

Nicole joined the firm in April, 2004.  Her primary responsibility is the administration of the team.  In addition, she works closely with the employees of our client companies and provides operational support to the clients.  Nicole prepares our client reports and is our liaison to the Consulting Group.

Prior to joining the firm Nicole performed similar functions at Merrill Lynch and Robertson Stephens.  She also has prior industry experience with Montgomery Securities.
 
Nicole graduated from Florida A & M University with a Bachelor of Science degree in Business Administration.  Nicole is originally from Ohio and has been living and working in the Bay Area for nine years.

About Me

Mark joined the firm in January, 2004. He has ten years of experience in the Securities Industry.  He works closely with our clients and firm resources to provide full administrative and operational support for the team.

Prior to joining the firm, he worked as a Margin Analyst for Banc of America Securities, and in the Private Client Division with Bear Stearns.

He grew up in the Oakland and currently lives in San Francisco.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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
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
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.
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
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.