

The Pulley Group at Morgan Stanley
Direct:
(510) 891-5250(510) 891-5250
Toll-Free:
(800) 755-1579(800) 755-1579

Our Mission Statement
The Pulley Group at Morgan Stanley offers guidance, strategies and answers throughout all phases of life's financial milestones. We strive to provide you and your family with clarity in the midst of complexity, while remaining focused on your most important goal: the security and protection of your financial future. Our success is based on meeting and exceeding your expectations.
Welcome
For over three decades, The Pulley Group at Morgan Stanley* has guided clients through the challenging process of planning for their retirement. We are a trusted and established wealth management team that offers impartial strategies, thorough recommendations and exceptional client service. We strive to help you simplify your financial life while remaining focused on the most important goal: the security and protection of your financial future. Our success is based on exceeding your expectations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1999 Harrison St
Suite 2200
Oakland, CA 94612
US
Direct:
(510) 891-5250(510) 891-5250
Toll-Free:
(800) 755-1579(800) 755-1579
Meet The Pulley Group
About Erik Pulley
After earning his degree at the University of Arizona, Erik began his career in finance with The Pulley Group at Morgan Stanley in 1997. For over two decades, Erik’s practice has focused exclusively on individuals and families with significant wealth, with the majority being former Chevron employees. His experience managing retirement assets through tumultuous market cycles has given him a vast knowledge of retirement income strategies. His extensive understanding of qualified plan distribution options, executive plans, and deferred compensation makes him well positioned to guide clients through all stages of the retirement planning process.
Erik’s responsibilities include investment management and research, comprehensive wealth planning, and marketing efforts for The Pulley Group. By leveraging the research capabilities of Morgan Stanley’s Global Investment Committee, Erik is able to deliver a comprehensive, repeatable investment process that is uniquely tailored to each individual client’s needs. In recognition of his accomplishments, Erik has been appointed to Morgan Stanley’s President’s Council for Financial Advisors.
Erik currently resides in Hillsborough with his three children, Taylor, Trevor, and Chase. In his spare time, he enjoys fly fishing, snowboarding, hiking, traveling, and spending time with his children.
Erik’s responsibilities include investment management and research, comprehensive wealth planning, and marketing efforts for The Pulley Group. By leveraging the research capabilities of Morgan Stanley’s Global Investment Committee, Erik is able to deliver a comprehensive, repeatable investment process that is uniquely tailored to each individual client’s needs. In recognition of his accomplishments, Erik has been appointed to Morgan Stanley’s President’s Council for Financial Advisors.
Erik currently resides in Hillsborough with his three children, Taylor, Trevor, and Chase. In his spare time, he enjoys fly fishing, snowboarding, hiking, traveling, and spending time with his children.
Securities Agent: UT, PA, MS, IN, AR, TN, LA, KY, ID, GA, MN, WA, NY, MI, HI, AL, OR, MD, DE, CO, NC, MA, AK, OK, WY, CT, AZ, SC, OH, NV, NH, FL, TX, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297826
CA Insurance License #: 0C43633
NMLS#: 1297826
CA Insurance License #: 0C43633
About John W Pulley
John Pulley is the founder of The Pulley Group at Morgan Stanley. His tenure with Morgan Stanley and its predecessor firms spans nearly forty years, and he remains actively engaged and committed to advising retirees.
John’s background in the field of portfolio management is quite extensive. He was a partner with one of the largest firms in the United States focusing on retirement planning and counseling. As a former Vice President of American Express’ real estate division, he was twice recognized as the outstanding regional vice president of the year by two divisions of major Wall Street firms.
After nearly 50 years of financial industry experience, John contributes insightful market perspective to The Pulley Group. His primary role is to provide comprehensive investment advice to his clients, while maintaining valued relationships that have spanned decades.
John currently resides in San Mateo with his wife, Mary. He is an avid traveler and enjoys spending time with his six grandkids.
John’s background in the field of portfolio management is quite extensive. He was a partner with one of the largest firms in the United States focusing on retirement planning and counseling. As a former Vice President of American Express’ real estate division, he was twice recognized as the outstanding regional vice president of the year by two divisions of major Wall Street firms.
After nearly 50 years of financial industry experience, John contributes insightful market perspective to The Pulley Group. His primary role is to provide comprehensive investment advice to his clients, while maintaining valued relationships that have spanned decades.
John currently resides in San Mateo with his wife, Mary. He is an avid traveler and enjoys spending time with his six grandkids.
Securities Agent: FL, AL, SC, NV, IN, AK, CO, WA, MI, MS, MN, MD, KY, HI, DE, CA, OR, LA, GA, NC, TX, TN, ID, CT, UT, OH, AR, NY, NH, MA, AZ, OK, WY, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1282946
CA Insurance License #: 0A11720
NMLS#: 1282946
CA Insurance License #: 0A11720
About Robin Ross
Robin Ross has been a member of The Pulley Group since 1996, and has worked in the financial services industry for nearly three decades. She is FINRA series 7 and 63 licensed, has her California insurance license, and obtained the firm's Financial Planning Associate designation in 2005.
Robin brings comprehensive knowledge of retirement planning issues to The Pulley Group. In addition to generating the customized financial plans, Robin works closely with Erik in helping new clients transition into retirement. Her responsibilities include researching rollover distribution strategies and business development.
In her spare time, Robin enjoys spending time with her family and two dogs, going to 49er football games, and is an avid amateur genealogist.
Robin brings comprehensive knowledge of retirement planning issues to The Pulley Group. In addition to generating the customized financial plans, Robin works closely with Erik in helping new clients transition into retirement. Her responsibilities include researching rollover distribution strategies and business development.
In her spare time, Robin enjoys spending time with her family and two dogs, going to 49er football games, and is an avid amateur genealogist.
CA Insurance License #: 0F79998
About Jill Vonhof
Jill Vonhof, an original member of The Pulley Group at Morgan Stanley, has been with Morgan Stanley and its predecessor firms since 1989. With over 40 years of experience in the industry, Jill currently holds her FINRA series 7, 63 licenses and her California insurance license. Formerly serving as an Operations Manager at Merrill Lynch, she currently manages daily operations and administration for our group. Jill has received numerous performance awards, including the firm's Performance Quality Award for extraordinary contribution to service quality improvements.
When not at work, Jill enjoys exploring the great outdoors and spending time with friends, family, and her dog, Jak. Jill has hiked Half Dome numerous times, competed in the Escape from Alcatraz Triathlon, made the daunting swim from Alcatraz to St. Francis Yacht Club twice, and ran in the See Jane Run Half Marathon'.
When not at work, Jill enjoys exploring the great outdoors and spending time with friends, family, and her dog, Jak. Jill has hiked Half Dome numerous times, competed in the Escape from Alcatraz Triathlon, made the daunting swim from Alcatraz to St. Francis Yacht Club twice, and ran in the See Jane Run Half Marathon'.
CA Insurance License #: 0A81829

Contact Erik Pulley

Contact John W Pulley
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
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 Pulley Group today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Morgan 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.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Morgan 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.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)