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Morgan Stanley

Pleasanton, CA

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Browse all Morgan Stanley Branches, Teams, and Advisors below.

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Branches

Teams

Financial Advisors

  • Chase Henley
    Financial Advisor, Vice President, Portfolio Management Director, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor - Equity Compensation
  • Michael J Teague
    Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Alternative Investments Director, Corporate Retirement Director, Financial Wellness Director, Executive Financial Services Director, Senior Investment Management Consultant
  • David Lu, CPWA®, CIMA®
    First Vice President, Financial Advisor, Workplace Advisor – Equity Compensation
  • Jyoti Sharma
    Associate Vice President, Financial Advisor, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
  • Michael Cruz
    First Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Management Director
  • Lacey Wedell
    Vice President, Financial Advisor
  • Clement Wong, MBA
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Advisor
  • Christopher Symank
    Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Senior Portfolio Manager
  • James R Simpson
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
  • Nicole L Merchain
    First Vice President, Wealth Management, Financial Advisor, Investing with Impact Director
  • Connor J McGuire
    Financial Advisor, Portfolio Manager, Alternative Investments Director, Financial Planning Specialist
  • Wenxin Yu
    Financial Advisor, Portfolio Manager
  • Grace L. Nash
    Financial Advisor, Financial Planning Specialist
  • Christina Guzman
    Financial Advisor, Financial Planning Specialist
  • Gerald Gee
    Vice President, Financial Advisor
  • Scott Goggin
    Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
  • Kingman Lowe
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Insurance Planning Director
  • Sherri L. Omdahl
    First Vice President, Financial Advisor, Family Wealth Advisor
  • Ernest Guzman
    Executive Director, Financial Advisor
  • Richard Huber
    Senior Vice President, Financial Advisor
  • Robin Sherwood-Barrie
    Senior Vice President, Wealth Advisor, Senior Portfolio Management Director