Browse all Morgan Stanley Branches, Teams, and Advisors below.
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Branches
- Morgan Stanley Silicon Valley MarketScott Rash, Complex Manager
- Morgan Stanley Palo Alto BranchJay O'Neil, Branch Manager
Teams
- The Page Mill Group
- The Buenavista Larson Group
- The Curtis Group
- The Fulton Group
- Artha Wealth Management Group
- The Corley Group
- The Blue Chord Group
- Montage Group of Silicon Valley
- SV Palo Alto Group
- The Palo Alto Group
- Graystone Consulting – The Palo Alto Group
- The Next25 Group
- The HY Group
- The Chow Zucker Group
- The Stalwart Group
- The Gersh-Rojas Group
- The NMA Group
- The Woodside Corley Group
- The Sponburgh Higashi Group
- The CJ Wealth Management Group
- The Ives Tran Group
- The Bay Pacific Group
- The Lytton Avenue Group
- The Crawford-Hogan-Wang Group
Financial Advisors
- Taylor L LambertSenior Vice President, Wealth Management, Financial Advisor
- Irene AllenVice President, Wealth Management, Financial Advisor, Investment Management Consultant
- Nicole M. AnzoateguiManaging Director, Wealth Management, Financial Advisor, Certified Divorce Financial Analyst, Financial Planning Specialist, Family Wealth Director, Workplace Advisor – Equity Compensation, Senior Portfolio Management Director, Lending Specialist
- Erica JangAssociate Vice President, Wealth Management, Financial Advisor, International Client Advisor
- Gregory D GaonSenior Vice President, Financial Advisor, Financial Planning Specialist
- John WangSenior Vice President, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation, Lending Specialist
- Ariel Feng
- Neil O'ConnorWealth Advisor
- Kenneth MarcusSenior Vice President, Financial Advisor, Portfolio Manager
- Jasmine YangSenior Vice President, Wealth Management, Wealth Advisor, Senior Portfolio Manager
- Tommy LiuExecutive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist, International Client Advisor, Senior Investment Management Consultant, Workplace Advisor – Equity Compensation
- Matthew IvesExecutive Director, Wealth Advisor, Portfolio Management Director
- Calvin ShiuSenior Vice President, Wealth Management, Financial Advisor
- Steve BonoFinancial Advisor
- Mary Beth SuhrSenior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Lending Specialist
- Dennis KarleSenior Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Director
- Rupesh ShahFirst Vice President, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Workplace Advisor – Equity Compensation
- Boris MelamudSenior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Investment Management Consultant
- Jonathan YoungFinancial Advisor, Portfolio Manager
- Crispin HanshawExecutive Director, Business Development Director
- Jessica FloresFinancial Advisor, Financial Planning Specialist
- Brian HigashiAssociate Vice President, Financial Advisor
- William A MichaelsenSenior Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
- Hillary (Ma) LindbergFinancial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist
- David D MumfordSenior Vice President, Financial Advisor, Financial Planning Specialist
- Amaryon BatesFinancial Advisor
- Sandra LanoieVice President, Financial Advisor
- Paul MagliaroFinancial Advisor, Executive Director, Executive Financial Services Director
- Sherry (Hsiao-Yun) YangSenior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
- Douglas GillilandSenior Vice President, Financial Advisor, Insurance Planning Director, Lending Specialist
- Michael W. SosnowVice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
- Noah RubinFinancial Advisor, Corporate Retirement Director
- Sharon YangFinancial Advisor
- Osvaldo RojasSenior Vice President, Wealth Management, Wealth Advisor
- Jessica C LeeSenior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, International Client Advisor
- Jesse ZimmerManaging Director, Wealth Management, Financial Advisor
- Eric SponburghSenior Vice President, Financial Advisor, Lending Specialist
- Sandra WangSenior Vice President, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director, Lending Specialist, Workplace Advisor - Equity Compensation
- Rivka Marom FrancoSenior Vice President, Financial Advisor
- Julia Seydlitz FalchiFirst Vice President, Financial Advisor, Executive Financial Services Director, Financial Planning Specialist
- Steven EggersSenior Vice President, Wealth Management, Financial Advisor
- David EnemarkSenior Vice President, Family Wealth Advisor, Portfolio Management Director, Insurance Planning Director, Executive Financial Services Director, Workplace Advisor – Equity Compensation, Lending Specialist, Financial Planning Specialist
- Dan FloresSenior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation
- Stephen ClarkeSenior Vice President, Wealth Advisor, Financial Planning Specialist, Lending Specialist
- Evan CrawfordSenior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Chartered Financial Analyst, Financial Planning Specialist
- Jacob KamineFinancial Advisor
- Jacklyn TranFinancial Advisor
- Katrina TsaiSecond Vice President, Financial Advisor
- Linh TranFinancial Advisor
- Louis Charles LarsonSenior Vice President, Wealth Management, Financial Advisor
- Daire HoganExecutive Director, Financial Advisor, Senior Portfolio Management Director, Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER®
- Lance BuckeldeeSenior Vice President, Wealth Management, Financial Advisor, International Client Advisor, Alternative Investments Director, Senior Portfolio Manager
- Coco ChengFinancial Advisor
- Hui XuSenior Vice President, Financial Advisor, Portfolio Manager
- Quyen NguyenFinancial Advisor, CHARTERED RETIREMENT PLANS SPECIALIST, Financial Planning Specialist, Qualified Plan Financial Consultant, Workplace Advisor - Equity Compensation
- Packy DavisVice President, Financial Advisor
- Atif SiddiqiSenior Vice President, Financial Advisor, Portfolio Management Director
- Jeff PhillipsFirst Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
- Haotian XieFinancial Advisor, Financial Planning Specialist
- John MathewsSenior Vice President, Financial Advisor, Senior Portfolio Manager
- Mark SummersSenior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
- Rob McLarenVice President, Wealth Management, Financial Advisor
- Sheldon GershSenior Vice President, Financial Advisor
- Celeste BasuinoFinancial Advisor