The Shieh Group at Morgan Stanley

With more than 25 years of financial services experience, Peter joined Morgan Stanley as a Managing Director in 2023. Prior to joining Morgan Stanley, he worked at Citigroup as a Director of Wealth Management and served on advisory boards including structured products and on advisory councils to senior management. Peter has earned the CERTIFIED FINANCIAL PLANNER^® professional certification to keep up with the latest strategies that may be available to his clients. He is an International Client Advisor (ICA) and is among a select group at Morgan Stanley who are authorized to set up non-U.S. resident (NRA) accounts to address the wealth planning needs of NRA clients seeking global diversification, U.S. preimmigration planning, and planning for the transfer of wealth to their U.S. heirs. Peter is honored to have been named to the Forbes Best-In-State Wealth Advisors list from 2020-2023. He also was ranked in the Top 100 Advisors in Bank Investment Consultant from 2013-2019 and was ranked #1 in the country in 2016. Peter holds the FINRA Series 7 and 66 licenses. He received a B.A. in Economics from the University of California at Berkeley in 1998.

Peter lives in Irvine with his wife and three children. In his free time, he enjoys traveling with family and friends, golfing, skiing and explore different countries and cultures.

As a Wealth Management Associate, Jenn provides experience in opening domestic and foreign accounts, including individual, retirement plans, offshore corporations, private holding companies, and domestic and foreign trusts. She helps manage the on-boarding process, client service requests, wires, transfers, internal journals, and updating account information. Jenn takes pride in helping clients overcome financial operational obstacles to ensure a seamless client experience. She provides clients with essential information to help safeguard their assets and monitors client accounts for suspicious activity. Jenn enjoys helping clients feel confident about their financial decisions.

Prior to joining Morgan Stanley, Jenn worked at Citibank for 11 years as a Citigold Relationship Manager. She holds the FINRA Series 7 and 66 registrations, as well as the Life insurance license. She earned a bachelor's degree in Business Economics from University of California, Riverside. Jenn speaks English, Mandarin Chinese, Cantonese, and conversational Shanghainese.

Jenn grew up in Shanghai and moved to California in 2003. Outside of the office, she enjoys meeting new friends and vacation time in Shanghai with her family.

As a Registered Client Service Associate with The Shieh Group, Gene provides comprehensive support services and is dedicated to assisting clients with their complex needs. He genuinely listens to every client to address their individual concerns and enjoys building relationships along the way. Gene takes pride in delivering a superior client experience at every point of contact.

With more than two decades of experience, Gene joined Morgan Stanley in 2023. He previously worked at Wells Fargo Advisors and U.S. Bancorp Investments. He has received several service and sales awards throughout his extensive financial services career for his dedication to client service. Gene has also earned the FINRA Series 7 and 66 licenses.

Gene lives in Chino Hills with his wife and teenage son. Outside of the office, he movies, Legos and theme parks. He is also an avid Laker’s fan– with or without LeBron.