Phone:
(559) 438-2543(559) 438-2543
The San Joaquin Sequoia Group at Morgan Stanley
Direct:
(559) 438-2551(559) 438-2551
Our Mission Statement
Empowering individuals and families to achieve lasting financial success through holistic planning, personalized guidance, and effective investment strategies that align with their unique goals and values.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The CFP® Professional & Financial Planning
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability in helping clients achieve their goals. Our diverse skill sets can help clients navigate the complicated financial factors in their life.
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between -as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools goal specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provides a baseline for discussion. Below see more information about the CFP designation and how we can help.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its license insurance agency affiliates.
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Retirement
Leading up to and through retirement, The Conniff Young Group will help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve your financial goals.
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Valuable Tools And Resources
Our team is committed to providing you with important information about managing your wealth in today's fast-paced environment. Register for our online platforms and take a look at our latest resources that focus on insights in the markets.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manager your investments and everyday finances in one place.
Digital Vault
Digital Vault let you easily and securely manage and share important documents such as account statements, authorizations, tax filings, and other relevant documents with your Financial Advisor.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional caliber analytics, assesses thousands of risk factors using a holdings based approach to assess hey portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Total Wealth View
Total Wealth View allows you and your advisor to view a complete financial picture on your investments to identify opportunities or risks across all your accounts. By liinking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
MS Reserved
Reserved Living & Giving is a tiered complementary loyalty program that rewards clients with over $1 million in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Location
5250 N Palm Ave
Suite 321
Fresno, CA 93704
US
Direct:
(559) 438-2551(559) 438-2551
Meet The San Joaquin Sequoia Group
Phone:
(559) 438-2576(559) 438-2576
Maria Brouwer
Senior Vice President, Financial Advisor, Family Wealth Advisor, Financial planning specialist
Phone:
(559) 438-2570(559) 438-2570
Nou Her
Senior Registered Associate
Phone:
(559) 438-2551(559) 438-2551
Tisha Person
Client Service Associate
Phone:
(559) 438-2531(559) 438-2531
About Dan Conniff
Securities Agent: KY, VA, NJ, MI, DC, NM, CT, AZ, AR, WA, LA, NC, OH, HI, CO, IN, FL, SC, MD, ID, GA, TX, OR, CA, AK, TN, NY, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290641
CA Insurance License #: 0C03146
NMLS#: 1290641
CA Insurance License #: 0C03146
About Scott P. Young
Scott brings over two decades of experience in the financial services industry, having begun his career in 2002 before joining Morgan Stanley in 2015. As a Vice President and Senior Portfolio Manager, Scott specializes in creating tailored investment and financial plans designed to help clients achieve their unique financial goals. Scott’s approach to wealth management focuses on understanding each client’s individual circumstances and objectives, allowing him to develop comprehensive strategies that align with their long-term vision. His extensive experience in the industry has given him deep insights into market dynamics and portfolio construction, which he leverages to provide thoughtful guidance to his clients.
Outside of his professional responsibilities, Scott has been happily married to his wife Heather for over 20 years. Together, they have three sons: Joshua, Ryan, and Micah. Scott and Heather share a passion for travel, exploring new destinations whenever possible. In his leisure time, Scott is an avid golfer and enjoys spending time on the course. Scott is also deeply committed to giving back to his community. As a member of the Saint Agnes Men’s Club, he has helped raise over $1,000,000 in support of St. Agnes Hospital, demonstrating his dedication to making a positive impact in the lives of others.
Outside of his professional responsibilities, Scott has been happily married to his wife Heather for over 20 years. Together, they have three sons: Joshua, Ryan, and Micah. Scott and Heather share a passion for travel, exploring new destinations whenever possible. In his leisure time, Scott is an avid golfer and enjoys spending time on the course. Scott is also deeply committed to giving back to his community. As a member of the Saint Agnes Men’s Club, he has helped raise over $1,000,000 in support of St. Agnes Hospital, demonstrating his dedication to making a positive impact in the lives of others.
Securities Agent: OR, NC, NJ, AR, WI, OH, NY, MI, LA, ID, CT, CO, AK, TN, SC, HI, AZ, IN, CA, NM, FL, TX, NE, NV, GA, WA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 448524
CA Insurance License #: 0E33405
NMLS#: 448524
CA Insurance License #: 0E33405
About Maria Brouwer
Maria joined Morgan Stanley in 2013 and has accumulated over a decade of experience in the financial advising field. Maria holds the distinctive titles of Family Wealth Advisor and Financial Planning Specialist. As a financial advisor, she works with clients by creating tailored wealth strategies to help meet their individual needs.
Maria spent several years as a child in Fresno and then moved to Michigan at a young age. She attended Hope College in Holland, Michigan, where she attained a Bachelor’s of Science. Maria graduated as a Baker Scholar, an honor given to students who complete an intensive two year business-leadership program. In 2011, she moved back to Fresno to be close to her brothers. Maria is married to her husband Daniel. In the summer of 2024, they welcome a daughter to their family. In her free time Maria volunteers in her community and is active in her church.
Maria spent several years as a child in Fresno and then moved to Michigan at a young age. She attended Hope College in Holland, Michigan, where she attained a Bachelor’s of Science. Maria graduated as a Baker Scholar, an honor given to students who complete an intensive two year business-leadership program. In 2011, she moved back to Fresno to be close to her brothers. Maria is married to her husband Daniel. In the summer of 2024, they welcome a daughter to their family. In her free time Maria volunteers in her community and is active in her church.
Securities Agent: NM, AR, OR, MN, MD, MA, IL, SC, KY, WI, UT, TX, PA, OK, NY, MI, LA, TN, NC, ID, HI, CA, WY, NV, WA, NE, VA, SD, MT, GA, OH, NJ, MS, MO, FL, AZ, AK, DE, CO, IA, CT; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0H80549 NMLS#: 1809616
CA Insurance License #: 0H80549 NMLS#: 1809616
Contact Dan Conniff
Contact Scott P. Young
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The San Joaquin Sequoia Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
