Steven Reegler, CFP®, CFA®
Executive Director, Wealth Management, Wealth Advisor, Portfolio Management Director
Phone:
(415) 693-6081(415) 693-6081
The Reegler, Taylor, Harris Group at Morgan Stanley
Steven Reegler, CFP®, CFA®Patrick Taylor, CFP®Jeannette McCabe Harris, CFP®Mark Elliott Harris, CPM®Cole AdaskavegJacqueline HarrisTricia TsuiBelen Tompkins
Direct:
(415) 693-6170(415) 693-6170
Our Mission Statement
To deliver top-quality investment advice and sound financial planning, with meticulous attention to detail and exceptional service to a select group of individuals and families.
Our Story & Services
For decades, The Reegler, Taylor, Harris Group at Morgan Stanley has focused on one clear priority: helping high-net-worth individuals and families feel more confident, organized, and prepared in every area of their financial lives. We believe meaningful wealth management starts with a collaborative relationship — one built on trust, attention to detail, and a deep understanding of what matters most to you and your family.
Our depth of experience is strengthened by advanced professional designations and specialized capabilities across the team. Steven Reegler, Patrick Taylor, and Jeannette Harris hold the CFP® designation, reflecting rigorous education, examination, experience, and ethics standards in financial planning. Steven also holds the CFA® designation, reflecting advanced knowledge in investment analysis, portfolio management, and a commitment to ethical standards. Mark Harris is a Senior Portfolio Manager, bringing extensive experience in portfolio construction, asset allocation, risk management, investment analysis, and discretionary portfolio management. Cole Adaskaveg and Jacqueline Harris hold Morgan Stanley’s Workplace Advisor – Equity Compensation designation, reflecting specialized knowledge in helping clients understand and manage equity compensation, including stock options and restricted stock units.
We bring these capabilities together to help clients define goals, navigate major life transitions, manage market uncertainty, and plan across generations. By gaining a complete view of your financial picture, we can develop tailored strategies aligned with your long-term objectives — including investment management, financial planning, legacy planning, retirement planning, and tax-aware portfolio considerations.
Our investment approach is grounded in what we call investment excellence: disciplined asset allocation, thoughtful diversification, and ongoing portfolio oversight across market cycles. Drawing on Morgan Stanley’s global resources and the insights of the firm’s Global Investment Committee, we tailor portfolios around your goals, risk tolerance, values, income needs, growth objectives, and legacy priorities. Above all, we strive to be a trusted resource for your financial life — helping you move forward with confidence and purpose.
Our depth of experience is strengthened by advanced professional designations and specialized capabilities across the team. Steven Reegler, Patrick Taylor, and Jeannette Harris hold the CFP® designation, reflecting rigorous education, examination, experience, and ethics standards in financial planning. Steven also holds the CFA® designation, reflecting advanced knowledge in investment analysis, portfolio management, and a commitment to ethical standards. Mark Harris is a Senior Portfolio Manager, bringing extensive experience in portfolio construction, asset allocation, risk management, investment analysis, and discretionary portfolio management. Cole Adaskaveg and Jacqueline Harris hold Morgan Stanley’s Workplace Advisor – Equity Compensation designation, reflecting specialized knowledge in helping clients understand and manage equity compensation, including stock options and restricted stock units.
We bring these capabilities together to help clients define goals, navigate major life transitions, manage market uncertainty, and plan across generations. By gaining a complete view of your financial picture, we can develop tailored strategies aligned with your long-term objectives — including investment management, financial planning, legacy planning, retirement planning, and tax-aware portfolio considerations.
Our investment approach is grounded in what we call investment excellence: disciplined asset allocation, thoughtful diversification, and ongoing portfolio oversight across market cycles. Drawing on Morgan Stanley’s global resources and the insights of the firm’s Global Investment Committee, we tailor portfolios around your goals, risk tolerance, values, income needs, growth objectives, and legacy priorities. Above all, we strive to be a trusted resource for your financial life — helping you move forward with confidence and purpose.
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Wealth ManagementFootnote3
- Sustainable InvestingFootnote4
- 401(k) Rollovers
- Business Succession PlanningFootnote5
- Professional Portfolio ManagementFootnote6
- Cash Management and Lending ProductsFootnote7
- Planning for Education FundingFootnote8
- Qualified Retirement PlansFootnote9
- Estate Planning StrategiesFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Designations and Awards
At The Reegler, Taylor, Harris Group at Morgan Stanley, our work is rooted in continuous learning, professional excellence, and advice that evolves with our clients.
The awards and professional designations featured here reflect advanced training, specialized knowledge, and a commitment to high standards across planning, portfolio construction, family wealth strategies, and client service. Most importantly, they represent the care, discipline, and responsibility we bring to every client relationship.
Click through the images to learn more about each recognition and how it supports the way we serve you.
Upcoming Events & Newsletters
Upcoming Events
We’re committed to hosting educational events throughout the year that keep you informed on timely financial topics. Here’s what we have coming up:
October 7
Concentrated Equity Strategies
An overview of considerations and approaches for managing concentrated stock positions, including key factors individuals often evaluate.
November 11
Medicare & Social Security Webinar
Join us for a discussion focused on Medicare and Social Security, featuring Boomer Benefits. We’ll cover important timing considerations and general concepts to help you better understand your options.
More details, including registration information, will be shared as each event approaches.
October 7
Concentrated Equity Strategies
An overview of considerations and approaches for managing concentrated stock positions, including key factors individuals often evaluate.
November 11
Medicare & Social Security Webinar
Join us for a discussion focused on Medicare and Social Security, featuring Boomer Benefits. We’ll cover important timing considerations and general concepts to help you better understand your options.
More details, including registration information, will be shared as each event approaches.
Our Approach
Explore how our team delivers tailored guidance across legacy planning, investment strategy, complex wealth decisions, and specialized guidance to support your goals across every stage of wealth.
Investor Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Cole’s Corner
Cole's Corner is where Cole shares original insights, tips, and tricks to help simplify complex financial topics and spark new ideas. Think of it as a place to pull up a chair, learn something useful, and maybe even pick up a fresh perspective you can apply to your own financial journey. Each piece is written by Cole with the goal of being practical, approachable, and thought-provoking—so you'll always walk away with something valuable.
Click Here to learn more
GIC On the Markets
The latest edition of “On the Markets,” a monthly collection of the most timely research and strategy from Morgan Stanley & Co., Morgan Stanley Wealth Management and external partners.
GIC On the Markets
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts on the Market Podcast
MS Wealth Management Insights
At Morgan Stanley Wealth Management, we start with you, focusing on your success and remaining committed to helping you grow your wealth and pursue your financial goals. Learn from our thought leaders about how to manage your wealth and help meet your personal financial goals.
MS Wealth Management Insights
Tax Tables & Resources
Helpful tax reference materials
Quick access to annual tax tables, deadlines, and planning resources.
View the 2026 Tax Tables HereQuick access to annual tax tables, deadlines, and planning resources.
Security Center
Focused on protecting your information
Explore fraud prevention resources, security features, and best practices.
Visit Our Security CenterExplore fraud prevention resources, security features, and best practices.
Morgan Stanley Online
Secure account access anytime
View accounts, documents, statements, and more from your desktop or mobile device.
Learn More HereView accounts, documents, statements, and more from your desktop or mobile device.
Total Wealth Tool
See your financial life in one place
Link outside accounts to create a broader view of your finances.
Get Started HereLink outside accounts to create a broader view of your finances.
Perks & Benefits
Added value beyond investing
Access exclusive offers, lifestyle benefits, and client resources available through your relationship.
Visit Our Perks Hub HereAccess exclusive offers, lifestyle benefits, and client resources available through your relationship.
Location
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6170(415) 693-6170
Meet The Reegler, Taylor, Harris Group
Patrick Taylor, CFP®
Senior Vice President, Financial Advisor
Phone:
(415) 693-6783(415) 693-6783
Jeannette McCabe Harris, CFP®
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(415) 984-6761(415) 984-6761
Mark Elliott Harris, CPM®
First Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(415) 984-6762(415) 984-6762
Phone:
(415) 693-6021(415) 693-6021
Jacqueline Harris
Financial Advisor, Financial Planning Specialist
Phone:
(415) 693-6303(415) 693-6303
Tricia Tsui
Wealth Management Analyst
Phone:
(415) 693-6170(415) 693-6170
Belen Tompkins
Registered Client Service Associate
Phone:
(415) 693-6304(415) 693-6304
About Steven Reegler
With decades of dedicated service at Morgan Stanley, Steven Reegler has continually adapted his approach to financial management, focusing on delivering unparalleled financial planning and advisory services tailored to affluent clients. From humble beginnings, putting himself through college and building his practice from the ground up, Steven embodies the ethos of hard work and determination. His unwavering commitment to helping clients achieve financial well-being has been the cornerstone of his career.
As a Chartered Financial Analyst® and a Senior Portfolio Manager, Steven possesses a profound understanding of the intricate dynamics of financial markets. His experience extends across various asset classes, including stocks, bonds, and alternative investments, allowing him to craft meticulously designed investment portfolios designed to balance risk and return to help meet the unique needs of each client.
Furthermore, Steven is a CERTIFIED FINANCIAL PLANNER , equipped with comprehensive knowledge spanning all facets of high net-worth wealth management. From devising comprehensive financial plans to optimizing cash flow strategies, Steven's proficiency helps him navigate complex financial landscapes with finesse.
Steven holds a Bachelor of Science degree in finance from the University of Florida, Gainesville, Florida, where he laid the foundation for his illustrious career. Outside of his professional endeavors, Steven resides in the Noe Valley neighborhood of San Francisco with his life partner and beloved cat. He is deeply passionate about animal welfare and environmental conservation, actively supporting organizations such as the SPCA and various environmental causes. In his leisure time, Steven enjoys spending time outdoors, whether it's sailing, hiking, or cycling, finding solace and inspiration amidst nature's beauty. An avid reader, he relishes the opportunity to delve into thought-provoking literature, enriching his perspective and fueling his intellectual curiosity.
As a Chartered Financial Analyst® and a Senior Portfolio Manager, Steven possesses a profound understanding of the intricate dynamics of financial markets. His experience extends across various asset classes, including stocks, bonds, and alternative investments, allowing him to craft meticulously designed investment portfolios designed to balance risk and return to help meet the unique needs of each client.
Furthermore, Steven is a CERTIFIED FINANCIAL PLANNER , equipped with comprehensive knowledge spanning all facets of high net-worth wealth management. From devising comprehensive financial plans to optimizing cash flow strategies, Steven's proficiency helps him navigate complex financial landscapes with finesse.
Steven holds a Bachelor of Science degree in finance from the University of Florida, Gainesville, Florida, where he laid the foundation for his illustrious career. Outside of his professional endeavors, Steven resides in the Noe Valley neighborhood of San Francisco with his life partner and beloved cat. He is deeply passionate about animal welfare and environmental conservation, actively supporting organizations such as the SPCA and various environmental causes. In his leisure time, Steven enjoys spending time outdoors, whether it's sailing, hiking, or cycling, finding solace and inspiration amidst nature's beauty. An avid reader, he relishes the opportunity to delve into thought-provoking literature, enriching his perspective and fueling his intellectual curiosity.
Securities Agent: VA, TX, OR, MT, DE, AR, SC, PA, NV, IN, AZ, MO, HI, RI, MI, KS, ID, GA, WI, OH, NY, NJ, CO, WY, CT, MN, MD, IL, WA, TN, NC, MA, LA, KY, UT, PR, NM, NH, FL, DC, CA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1295692
NMLS#: 1295692
About Patrick Taylor
Patrick Taylor brings more than 11 years of financial planning and wealth management experience to helping families make thoughtful, confident decisions about their money. Drawn to the financial industry by a deep interest in the global economy and financial markets, Patrick has found the most rewarding part of his work to be the relationships he builds with clients — relationships grounded in trust, responsiveness, and a genuine commitment to helping solve problems.
As a CERTIFIED FINANCIAL PLANNER™ professional, Patrick applies a comprehensive planning lens to each client relationship. The CFP® designation reflects rigorous standards in education, examination, experience, and ethics — reinforcing Patrick’s ability to help clients organize their financial lives, clarify goals, and develop customized strategies across investing, retirement, cash flow, risk management, and legacy planning.
Prior to joining Morgan Stanley in 2013, Patrick was a Financial Consultant at AXA Advisors in San Francisco, where he focused on life and long-term care insurance, estate planning, and executive compensation plans. He earned his B.A. in Communications and Media Studies from Cal Poly, San Luis Obispo.
A California native and Bay Area local, Patrick lives in San Francisco with his wife, Jennifer. Outside of work, they enjoy spending time with family and taking advantage of Northern California’s outdoors — swimming and camping in the summer and skiing in the winter. Patrick is also a dog lover who enjoys unwinding with his terrier and supporting the San Francisco SPCA.
As a CERTIFIED FINANCIAL PLANNER™ professional, Patrick applies a comprehensive planning lens to each client relationship. The CFP® designation reflects rigorous standards in education, examination, experience, and ethics — reinforcing Patrick’s ability to help clients organize their financial lives, clarify goals, and develop customized strategies across investing, retirement, cash flow, risk management, and legacy planning.
Prior to joining Morgan Stanley in 2013, Patrick was a Financial Consultant at AXA Advisors in San Francisco, where he focused on life and long-term care insurance, estate planning, and executive compensation plans. He earned his B.A. in Communications and Media Studies from Cal Poly, San Luis Obispo.
A California native and Bay Area local, Patrick lives in San Francisco with his wife, Jennifer. Outside of work, they enjoy spending time with family and taking advantage of Northern California’s outdoors — swimming and camping in the summer and skiing in the winter. Patrick is also a dog lover who enjoys unwinding with his terrier and supporting the San Francisco SPCA.
Securities Agent: NY, NH, MN, SC, KS, VA, TX, OH, MT, ID, DE, OR, MO, MI, LA, RI, PA, NV, NC, KY, FL, AZ, WI, MA, AR, NM, CT, CA, WY, NJ, MD, IL, WA, PR, IN, DC, UT, HI, GA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1694662
NMLS#: 1694662
About Jeannette McCabe Harris
For more than 35 years, Jeannette Harris has helped individuals, senior executives, and high-net-worth families bring clarity and confidence to their financial lives. She understands that wealth management is about more than investments — it is about simplifying complexity, preparing for change, and creating a thoughtful roadmap for the people and priorities that matter most.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeannette brings a comprehensive planning perspective to each client relationship. The CFP® designation reflects rigorous standards in education, examination, experience, and ethics, and represents a commitment to competent, ethical financial planning. CFP Board also describes the certification requirements as centered on the “Four E’s”: education, examination, experience, and ethics. For Jeannette, that means helping clients organize the many moving parts of their financial lives — from cash flow and investments to retirement, legacy planning, and long-term family goals.
Jeannette’s approach is rooted in the belief that financial planning is not a one-time event, but an ongoing relationship. As clients’ lives evolve, markets shift, laws change, and priorities develop, she works to keep planning flexible, relevant, and aligned with each client’s goals. She strives to serve as a dedicated and objective financial confidante — someone clients can turn to for thoughtful guidance through both opportunities and challenges.
Jeannette earned her Bachelor of Science in Economics from the University of the Pacific. Having been orphaned at age 16, she learned early the importance of financial independence, resilience, and making informed decisions. That personal experience helped shape her career and continues to fuel her commitment to helping others feel more secure and empowered in their financial lives.
Outside the office, Jeannette enjoys interior design, cooking, tennis, pickleball, hiking, and skiing.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeannette brings a comprehensive planning perspective to each client relationship. The CFP® designation reflects rigorous standards in education, examination, experience, and ethics, and represents a commitment to competent, ethical financial planning. CFP Board also describes the certification requirements as centered on the “Four E’s”: education, examination, experience, and ethics. For Jeannette, that means helping clients organize the many moving parts of their financial lives — from cash flow and investments to retirement, legacy planning, and long-term family goals.
Jeannette’s approach is rooted in the belief that financial planning is not a one-time event, but an ongoing relationship. As clients’ lives evolve, markets shift, laws change, and priorities develop, she works to keep planning flexible, relevant, and aligned with each client’s goals. She strives to serve as a dedicated and objective financial confidante — someone clients can turn to for thoughtful guidance through both opportunities and challenges.
Jeannette earned her Bachelor of Science in Economics from the University of the Pacific. Having been orphaned at age 16, she learned early the importance of financial independence, resilience, and making informed decisions. That personal experience helped shape her career and continues to fuel her commitment to helping others feel more secure and empowered in their financial lives.
Outside the office, Jeannette enjoys interior design, cooking, tennis, pickleball, hiking, and skiing.
Securities Agent: MD, NC, SC, NY, NJ, NH, MT, MN, KS, VA, MO, LA, FL, DC, PR, OR, IL, GA, DE, CT, CO, WA, NV, ID, WY, AZ, PA, MI, MA, KY, UT, RI, OH, IN, HI, NM, CA, AR, WI, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1380657
CA Insurance License #: #0A07157
NMLS#: 1380657
CA Insurance License #: #0A07157
About Mark Elliott Harris
Mark Harris is a Senior Portfolio Manager, First Vice President, and Financial Advisor with The Reegler, Taylor, Harris Group at Morgan Stanley in San Francisco. With more than four decades of experience in financial services, Mark brings clients a steady, seasoned perspective shaped by multiple market cycles, evolving economic environments, and a long-standing commitment to thoughtful wealth management.
Mark began his career in 1984 with Morgan Stanley and its predecessor companies, building deep experience in investment strategy, portfolio construction, and long-term wealth planning. He works closely with individuals and families to help them navigate complex financial decisions, develop disciplined investment strategies, and pursue their goals with clarity and confidence.
As a Senior Portfolio Manager, Mark brings extensive experience in portfolio management, asset allocation, risk management, and investment analysis. His approach emphasizes disciplined portfolio construction, thoughtful security selection, and a risk-aware framework designed to help clients grow and preserve wealth over time.
Mark earned his Bachelor of Science degree in Economics from the University of California at Santa Barbara. Outside the office, he enjoys spending time with his wife and their two daughters, whom they raised in San Francisco. A resident of Cow Hollow, Mark is passionate about the outdoors and enjoys hiking, upland bird hunting, skiing, pickleball, and tennis. He also enjoys reading, cooking, wine, and traveling.
Mark began his career in 1984 with Morgan Stanley and its predecessor companies, building deep experience in investment strategy, portfolio construction, and long-term wealth planning. He works closely with individuals and families to help them navigate complex financial decisions, develop disciplined investment strategies, and pursue their goals with clarity and confidence.
As a Senior Portfolio Manager, Mark brings extensive experience in portfolio management, asset allocation, risk management, and investment analysis. His approach emphasizes disciplined portfolio construction, thoughtful security selection, and a risk-aware framework designed to help clients grow and preserve wealth over time.
Mark earned his Bachelor of Science degree in Economics from the University of California at Santa Barbara. Outside the office, he enjoys spending time with his wife and their two daughters, whom they raised in San Francisco. A resident of Cow Hollow, Mark is passionate about the outdoors and enjoys hiking, upland bird hunting, skiing, pickleball, and tennis. He also enjoys reading, cooking, wine, and traveling.
Securities Agent: NV, ID, NM, LA, KS, HI, CO, CA, PA, NJ, DE, AZ, VA, OH, MI, CT, UT, MO, IN, GA, WY, RI, MT, MN, KY, DC, WA, SC, TX, OR, NC, MA, WI, PR, NY, IL, FL, AR, NH, MD; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #0A37989
CA Insurance License #: #0A37989
About Cole Adaskaveg
Cole Adaskaveg is a Financial Advisor and Financial Planning Specialist with The Reegler, Taylor, Harris Group at Morgan Stanley in San Francisco. He works with individuals and families to help them build, organize, and maintain wealth through comprehensive financial and retirement planning.
Cole takes a thoughtful, detail-oriented approach to planning. He works closely with clients to understand their goals, priorities, and full financial picture, then helps them make informed decisions with greater clarity and confidence.
Cole was named to Morgan Stanley’s Pacesetter’s Club in 2024 and 2025, a recognition program for Financial Advisors who meet criteria related to performance, professional conduct, compliance standards, revenue, experience, and assets under supervision.
Cole also holds the Equity Compensation Advisor designation. In this capacity, he helps clients evaluate how equity compensation may fit into their broader financial plan, including restricted stock units, stock options, employee stock purchase plans, vesting events, liquidity needs, concentration risk, and potential tax considerations.
Outside of work, Cole’s Massachusetts roots show through in his love of hockey — whether he is cheering on the Boston Bruins or getting on the ice himself. He also enjoys cooking, hiking, following Boston sports, and reading about history.
Cole takes a thoughtful, detail-oriented approach to planning. He works closely with clients to understand their goals, priorities, and full financial picture, then helps them make informed decisions with greater clarity and confidence.
Cole was named to Morgan Stanley’s Pacesetter’s Club in 2024 and 2025, a recognition program for Financial Advisors who meet criteria related to performance, professional conduct, compliance standards, revenue, experience, and assets under supervision.
Cole also holds the Equity Compensation Advisor designation. In this capacity, he helps clients evaluate how equity compensation may fit into their broader financial plan, including restricted stock units, stock options, employee stock purchase plans, vesting events, liquidity needs, concentration risk, and potential tax considerations.
Outside of work, Cole’s Massachusetts roots show through in his love of hockey — whether he is cheering on the Boston Bruins or getting on the ice himself. He also enjoys cooking, hiking, following Boston sports, and reading about history.
Securities Agent: WY, WI, OR, UT, NC, CO, AR, OH, NH, MO, MN, MD, AZ, NV, MT, MA, CA, IN, HI, TX, SC, NJ, LA, IL, DE, WA, PR, MI, GA, FL, NY, VA, TN, RI, PA, NM, KY, KS, ID, DC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2410936
NMLS#: 2410936
About Jacqueline Harris
Jacqueline Harris is a Financial Advisor with The Reegler, Taylor, Harris Group at Morgan Stanley in San Francisco. She works with families and professionals who want to feel more organized, informed, and confident about their financial lives.
Jacqueline believes financial planning should feel personal, practical, and empowering. With a Bachelor of Science in Finance from Lehigh University and a Financial Planning Specialist designation, she brings a thoughtful, planning-first approach to every client relationship. Her goal is to help clients make clear decisions today while building a financial strategy that supports the life they want over time.
She works closely with clients across a wide range of planning needs, including investment guidance, estate and legacy planning strategies, cash management, lending solutions, tax-efficient portfolio management, and insurance strategies. By taking the time to understand each client’s goals, priorities, and concerns, Jacqueline helps create customized plans designed to support both near-term needs and long-term objectives.
Jacqueline also holds Morgan Stanley’s Workplace Advisor – Equity Compensation designation, reflecting specialized knowledge in helping clients understand how workplace equity awards may fit into their broader financial picture. This can be especially valuable for professionals navigating vesting events, stock option decisions, concentrated stock positions, liquidity needs, and the potential tax considerations associated with equity compensation.
At her core, Jacqueline is passionate about helping others. She approaches each relationship with care, dedication, and attention to detail, the same way she would support her own family and friends. Clients appreciate her ability to make complex financial topics feel more approachable, helping them move forward with greater clarity and confidence.
Outside of work, Jacqueline enjoys skiing, hiking, reading, traveling, and spending quality time with loved ones. She is also active in her community as a member of the Boys & Girls Club Next Generation Council.
Jacqueline believes financial planning should feel personal, practical, and empowering. With a Bachelor of Science in Finance from Lehigh University and a Financial Planning Specialist designation, she brings a thoughtful, planning-first approach to every client relationship. Her goal is to help clients make clear decisions today while building a financial strategy that supports the life they want over time.
She works closely with clients across a wide range of planning needs, including investment guidance, estate and legacy planning strategies, cash management, lending solutions, tax-efficient portfolio management, and insurance strategies. By taking the time to understand each client’s goals, priorities, and concerns, Jacqueline helps create customized plans designed to support both near-term needs and long-term objectives.
Jacqueline also holds Morgan Stanley’s Workplace Advisor – Equity Compensation designation, reflecting specialized knowledge in helping clients understand how workplace equity awards may fit into their broader financial picture. This can be especially valuable for professionals navigating vesting events, stock option decisions, concentrated stock positions, liquidity needs, and the potential tax considerations associated with equity compensation.
At her core, Jacqueline is passionate about helping others. She approaches each relationship with care, dedication, and attention to detail, the same way she would support her own family and friends. Clients appreciate her ability to make complex financial topics feel more approachable, helping them move forward with greater clarity and confidence.
Outside of work, Jacqueline enjoys skiing, hiking, reading, traveling, and spending quality time with loved ones. She is also active in her community as a member of the Boys & Girls Club Next Generation Council.
Securities Agent: VT, PR, IL, CA, WI, UT, OR, NH, AZ, AL, WY, SC, DC, LA, ID, MO, KS, IN, DE, VA, OH, NM, NJ, MN, CT, TX, PA, NC, MT, HI, MD, FL, WA, TN, RI, NY, NV, MI, MA, KY, IA, GA, CO, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2606320
NMLS#: 2606320
About Tricia Tsui
Tricia Tsui is a Wealth Management Analyst with The Reegler, Taylor, Harris Group at Morgan Stanley in San Francisco, where she plays an important role in supporting clients and helping ensure the seamless management of their accounts. Since joining Morgan Stanley in 2016, Tricia has been known for her attentive service, strong work ethic, and detail-oriented approach to helping clients feel supported and well cared for.
Working alongside Steven Reegler, Patrick Taylor, and Cole Adaskaveg, Tricia helps develop and implement comprehensive financial strategies by leveraging Morgan Stanley’s analytical tools and coordinating with the firm’s internal specialists. Her responsibilities include client service, portfolio analysis, account support, and helping connect clients with the resources needed to address a wide range of financial planning and wealth management needs.
A native of Guam, Tricia earned her B.A. in Economics from the University of California, Berkeley. Outside of the office, she enjoys developing new culinary skills, rock climbing, group fitness classes, and traveling.
Working alongside Steven Reegler, Patrick Taylor, and Cole Adaskaveg, Tricia helps develop and implement comprehensive financial strategies by leveraging Morgan Stanley’s analytical tools and coordinating with the firm’s internal specialists. Her responsibilities include client service, portfolio analysis, account support, and helping connect clients with the resources needed to address a wide range of financial planning and wealth management needs.
A native of Guam, Tricia earned her B.A. in Economics from the University of California, Berkeley. Outside of the office, she enjoys developing new culinary skills, rock climbing, group fitness classes, and traveling.
About Belen Tompkins
Belen is a Registered Client Service Associate with The Reegler, Taylor, Harris Group at Morgan Stanley, bringing more than 30 years of experience in financial services and a deep commitment to delivering exceptional client care. Known for her warm, attentive, and detail-oriented approach, Belen takes great pride in providing the team’s clients with “white glove” service and helping ensure every aspect of the client service experience runs smoothly.
Belen joined Morgan Stanley in 2009 as part of the Smith Barney acquisition, following 20 years with Citigroup Global Markets. Over the course of her career, she has developed a strong understanding of client needs, account administration, and the importance of responsive, reliable service. Whether assisting with day-to-day requests or helping coordinate more complex service matters, Belen is dedicated to making clients feel supported, valued, and well cared for.
Born in the Philippines, Belen moved to the United States at an early age. She earned her Bachelor of Science degree in Criminal Justice from California State University, Bakersfield. Outside of work, Belen enjoys reading mystery novels and is an avid bowler.
Belen joined Morgan Stanley in 2009 as part of the Smith Barney acquisition, following 20 years with Citigroup Global Markets. Over the course of her career, she has developed a strong understanding of client needs, account administration, and the importance of responsive, reliable service. Whether assisting with day-to-day requests or helping coordinate more complex service matters, Belen is dedicated to making clients feel supported, valued, and well cared for.
Born in the Philippines, Belen moved to the United States at an early age. She earned her Bachelor of Science degree in Criminal Justice from California State University, Bakersfield. Outside of work, Belen enjoys reading mystery novels and is an avid bowler.
Contact Steven Reegler
Contact Patrick Taylor
Contact Jeannette McCabe Harris
Contact Mark Elliott Harris
Contact Cole Adaskaveg
Contact Jacqueline Harris
Hear From Our Clients
It occured to me that I seldom reach out to extend my thanks and appreciation for your ongoing guidance and management
of our investment accounts. Here we are, now at almost 77 for me and 72 for Gary, and we feel reassured and comfortable
in financial matters … present and future. Thanks to you for all the attention, wisdom, and kind service you have been so
diligent in providing; it’s been over 20 years. High time a client tells you how much you have meant to my life and well-being!
Nancy
Verified ClientMay 26, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
5285589 3/2026
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan 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.
6Morgan 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.
7Morgan 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
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan 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.
6Morgan 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.
7Morgan 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
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
