Traci Marchi
Senior Vice President, Branch Manager
Phone:
(520) 519-2336(520) 519-2336
Morgan Stanley
Tucson Branch Office
You define success, we help you achieve it
7175 N Pima Canyon Dr
Tucson, AZ 85718
US
Branch:
(520) 519-2300(520) 519-2300
Toll-Free:
(800) 347-3130(800) 347-3130
Branch Manager
Traci MarchiPhone:
(520) 519-2336(520) 519-2336
About Morgan Stanley Tucson Branch
At Morgan Stanley, we understand our clients’ life goals and dreams are individual, dynamic and change over time. We believe that great financial advice starts by listening, learning and understanding our clients’ goals. Our advice allows clients to prioritize their goals and develop a roadmap to help achieve the financial future and legacy they envision.
We deliver the full intellectual capital resources and financial planning capabilities of Morgan Stanley to all our clients, both domestic and international, including financial plan construction, investment advisory services, cash management, lending solutions, and insurance services, including long term care. We help our clients develop a customized, individual and dynamic strategy and then convert it into action, enabling our client’s to access their information when and how they choose.
Our financial professionals come from diverse backgrounds which helps us better identify with and understand our clients’ needs. We take pride in keeping our clients’ needs first. We value their trust in us as stewards of their financial matters. We strive to exceed expectations and be proactive in anticipating our clients’ needs. We act with integrity to provide clarity for our clients through the volatility, uncertainty and complexity associated with changing financial markets.
Delivering Service Excellence and Deepening Client Relationships
We deliver the full intellectual capital resources and financial planning capabilities of Morgan Stanley to all our clients, both domestic and international, including financial plan construction, investment advisory services, cash management, lending solutions, and insurance services, including long term care. We help our clients develop a customized, individual and dynamic strategy and then convert it into action, enabling our client’s to access their information when and how they choose.
Our financial professionals come from diverse backgrounds which helps us better identify with and understand our clients’ needs. We take pride in keeping our clients’ needs first. We value their trust in us as stewards of their financial matters. We strive to exceed expectations and be proactive in anticipating our clients’ needs. We act with integrity to provide clarity for our clients through the volatility, uncertainty and complexity associated with changing financial markets.
Delivering Service Excellence and Deepening Client Relationships
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Tucson Branch
Victor Bruno
Assistant Vice President, Risk Officer
Michelle Fleming
First Vice President, Business Service Officer
About Traci Marchi
Traci Marchi brings more than 25 years of financial services experience to her role as a Branch Manager. Most recently she was the Associate Market Manager for the Morgan Stanley Beverly Hills Market which included 136 Financial Advisors - Graystone, International, PWM and Core across 4 branches in 3 locations. She has expertise in helping Financial Advisors and their teams manage and grow their practices to achieve meaningful success and serve their clients with excellence.
Traci began her career as a Client Service Associate at Smith Barney in 1998, working with large advisor teams. She transitioned into management in 2012 as a Business Service Officer in Beverly Hills and then a Market Business Service Officer in 2014 in San Diego where she had the opportunity to become immersed in the International Wealth Management business. In 2021, Traci moved back to Beverly Hills to take on the Associate Market Manager role.
Traci earned her Bachelor of Arts in French Linguistics from University of California, Santa Barbara. She enjoys playing tennis, cooking and traveling.
Traci began her career as a Client Service Associate at Smith Barney in 1998, working with large advisor teams. She transitioned into management in 2012 as a Business Service Officer in Beverly Hills and then a Market Business Service Officer in 2014 in San Diego where she had the opportunity to become immersed in the International Wealth Management business. In 2021, Traci moved back to Beverly Hills to take on the Associate Market Manager role.
Traci earned her Bachelor of Arts in French Linguistics from University of California, Santa Barbara. She enjoys playing tennis, cooking and traveling.
About Victor Bruno
Victor Bruno, Assistant Vice President – Wealth Management, serves as Risk Officer for the Tucson, Arizona Branch location. He is responsible for the day-to-day customer account supervision and FA sales practice conduct supervision, including alert reviews, as well as general branch office supervision.
Victor graduated from The State University of New York at Albany in 2000 with a Bachelors Degree in Economics. He also graduated from Florida Institute of Technology in 2017 with his MBA with a concentration in Finance. Prior to entering the Finance Industry in 2017, Victor served in the United States Army for 21 years as a career Logistics Officer serving predominantly in the Airborne and Special Operations Communities.
Outside of work, Victor cherishes time with his family and seeking opportunities to build new memories. He enjoys spending time in the mountains whether it be hiking, biking, and camping. He also enjoys finding opportunities to give back to our community and showing my daughters the rewards of serving others in positive ways.
Victor graduated from The State University of New York at Albany in 2000 with a Bachelors Degree in Economics. He also graduated from Florida Institute of Technology in 2017 with his MBA with a concentration in Finance. Prior to entering the Finance Industry in 2017, Victor served in the United States Army for 21 years as a career Logistics Officer serving predominantly in the Airborne and Special Operations Communities.
Outside of work, Victor cherishes time with his family and seeking opportunities to build new memories. He enjoys spending time in the mountains whether it be hiking, biking, and camping. He also enjoys finding opportunities to give back to our community and showing my daughters the rewards of serving others in positive ways.
About Michelle Fleming
Michelle Fleming, First Vice President, serves as Business Service Officer for the Tucson Branch. Michelle has been a part of the Market Service organization since 2013, leading since 2023, and is responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. Together with the team, she executes the Firm’s key strategic initiatives, contributing to a strong market culture, employee development, ensuring a high level of client service, and general oversight of operational processes.
Michelle has been with Morgan Stanley and its predecessor firms since 1983. During this time she has held many roles within the firm including both risk and service/operational management.
Michelle has been with Morgan Stanley and its predecessor firms since 1983. During this time she has held many roles within the firm including both risk and service/operational management.
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Branch Address
7175 N Pima Canyon Dr
Tucson, AZ 85718
US
Branch:
(520) 519-2300(520) 519-2300
Toll-Free:
(800) 347-3130(800) 347-3130
Fax:
(520) 519-2358(520) 519-2358
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.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. 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.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024