The Reegler, Taylor, Harris Group at Morgan Stanley

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 expertise extends across various asset classes, including stocks, bonds, and alternative investments, allowing him to craft meticulously designed investment portfolios that balance risk and return to meet the unique needs of each client. Leveraging his rigorous training, Steven excels in selecting and orchestrating teams of investment managers to construct optimized portfolios, ensuring clients' financial objectives are met.

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 enables him to navigate complex financial landscapes with finesse, providing his clients with the peace of mind they deserve.

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.

Patrick Taylor brings over 14 years of extensive financial planning and wealth management experience to the table, guiding families towards financial security and peace of mind. Holding the designation of CERTIFIED FINANCIAL PLANNER™, Patrick leverages his knowledge and experience to craft personalized financial plans and targeted investment strategies for clients.

Patrick's journey into the world of wealth management began amidst the backdrop of the global financial crisis. It was during this challenging period that he gained invaluable insights into the dynamics of the financial world, witnessing firsthand its transformation. His innate curiosity about the global economy and financial markets drew him to the financial industry, but it's the connections he has cultivated with clients that truly fulfill him. Patrick finds great satisfaction in the trust clients place in him, which pushes him to go the extra mile to address their unique needs and concerns. As a member of a large family comprising five siblings and numerous nieces and nephews, Patrick understands the importance of family, and takes joy in helping families thrive both financially and emotionally.

Before joining Morgan Stanley in 2013, Patrick served as a Financial Consultant at AXA Advisors in San Francisco. During his tenure, he specialized in life and long-term care insurance, estate planning, and executive compensation plans, honing his skills in various facets of financial advisory.

Patrick holds a Bachelor of Arts degree in Communications and Media Studies from Cal Poly, San Luis Obispo. A true Californian at heart, he resides in San Francisco with his wife, Jennifer. Outside of work, Patrick enjoys spending quality time with his loved ones and immersing himself in the unique landscapes of Northern California. Whether it's swimming and golfing during the summers or hitting the slopes in the winter, Patrick embraces the outdoors. Patrick is also a fervent dog lover and loves spending time with his terrier. He is actively involved in supporting local animal rescue organizations, channeling his love for dogs and drive to make a positive impact in the community.

It would be a pleasure for my team and I to serve you! I have been helping individuals and families with all their financial needs for over 35 years. I align with senior executives and wealthy families, helping them plan and manage all aspects of their wealth. I and my team strive to grow our client’s assets to achieve financial success.

My focus as a CERTIFIED FINANCIAL PLANNER™, is to simplify the planning process. I am committed to developing a roadmap to help address complex wealth management challenges and aim to simplify one’s financial life.

This is not a one-time process, but rather an ongoing relationship. As your life evolves, markets and laws shift, and priorities change, it requires vigilance and flexibility to help achieve and maintain your financial goals. I strive to serve as a dedicated, non-biased financial confidante to you and your family, tracking your progress and adjusting as needed.

I hold a Bachelor of Science in Economics from The University of the Pacific. Having been orphaned at age 16, I learned to take care of my own finances at a very young age. I chose this career so I can help others with my hands on experience and knowledge.

My interests outside of the office are interior design, and cooking. I enjoy many sports, tennis, pickleball, hiking and skiing. My husband Mark and I live in Cow Hollow, and raised two daughters Gigi, and Jacqueline in San Francisco. We love our city by the bay!

Mark is a Senior Portfolio Manager, First Vice President, and Financial Advisor with the Reegler, Taylor and Harris Group at Morgan Stanley in San Francisco. With a Bachelor of Science degree in Economics from the University of California at Santa Barbara, Mark has dedicated over four decades to the financial services industry, starting in 1984 with Morgan Stanley and its predecessor companies.

Throughout his career, Mark has been committed to providing his clients with expert financial guidance, focusing on investment strategy, wealth management, and long-term portfolio growth. His extensive experience and deep understanding of the financial market have helped countless individuals and families achieve their financial goals.

Outside of his professional life, Mark enjoys spending time with his wife and their two daughters, whom they’ve raised in San Francisco. A resident of Cow Hollow, he is passionate about outdoor activities, including hiking, upland bird hunting, skiing, pickleball and tennis. He also enjoys reading, cooking, wine and traveling.

Cole Adaskaveg, a Financial Advisor at Morgan Stanley's Reegler & Taylor Team, brings a wealth of experience to serving California families and professionals. Focused on building and maintaining wealth through comprehensive financial planning, Cole leverages 8 years of experience in the financial services industry and is backed by a highly qualified team to craft tailored strategies for clients. Cole was named to Morgan Stanley's prestigious Pacesetter's Club 2025, a global recognition program for Financial Advisors who have demonstrated the highest professional standards and world class client service early in their career.

Prior to joining Morgan Stanley, Cole spent three years at Merrill Lynch, preceded by three years in the accounting field. This background provides a strong foundation for understanding clients' financial needs.

As a key member of the Reegler, Taylor, Harris Group, Cole plays a vital role in introducing clients to the team and meticulously crafting financial plans that utilize Morgan Stanley's comprehensive investment offerings. Clients value the team's dependable and disciplined approach, which aligns perfectly with Cole's commitment to meticulous planning. Building long-term client relationships is a priority for Cole, and he is dedicated to providing the essential tools for clients to achieve financial success.

Outside of the world of finance, Cole's passion for hockey is well-known. Whether cheering on the Boston Bruins, or hitting the ice himself, hockey remains a constant source of enjoyment. In addition, Cole enjoys cooking and actively supports environmental causes through charitable involvement.

Jacqueline Harris is a Financial Advisor at Morgan Stanley's The Reegler, Taylor, Harris Group. Her goal is to empower families and professionals on their financial journeys. With a BS in Finance from Lehigh University and a Financial Planning Specialist designation she is focused on helping clients build and maintain wealth through comprehensive & customized financial planning.

Backed by a highly qualified family team with 70+ cumulative years of experience in the industry and Morgan Stanley's comprehensive suite of investment products she can help make your financial goals a reality.

The Reegler, Taylor, Harris Group aims to incorporate every aspect of their client’s financial needs beyond the traditional investment advice, including cash management & lending solutions, tax-efficient portfolio management, insurance services, and estate/legacy planning.

Tricia Tsui is a Wealth Management Analyst supporting the team’s clients and conducting portfolio analysis. Tricia joined Morgan Stanley in 2016 and provides personalized services to all our clients to ensure seamless management of their accounts. In addition, she works alongside Steven Reegler, Patrick Taylor, and Cole Adaskaveg to develop comprehensive financial strategies by utilizing Morgan Stanley’s in-depth analytical software and serving as a liaison with our internal specialists. With a strong work ethic and an attentive approach, Tricia ensures that clients' needs are met with care and detail.

As a native of Guam, Tricia earned a B.A. in Economics from the University of California, Berkeley. Away from the office, she enjoys developing new culinary skills, rock climbing, group fitness classes, and traveling.

Belen is a Registered Client Service Associate at Moran Stanley with over 30 years of experience. Belen joined Morgan Stanley in 2009 as part of the Smith Barney acquisition after spending 20 years at Citigroup Global Markets. Belen has great pride in giving white glove service to the team’s clients to handle all aspects of the team’s service model.

Belen was born in the Philippines and migrated to the United at an early age. She has her BS in Criminal Justice from California State University Bakersfield.

Belen enjoys reading mystery novels and is an avid bowler.