Welcome

Victoria is an Executive Director, Private Wealth Advisor, with Morgan Stanley’s Private Wealth Management division. She is based in Morgan Stanley’s Silicon Valley office in Menlo Park, California.

In this capacity, Victoria develops customized wealth management plans tailored to the individual needs of families in Northern California, including strategies around investing, credit & lending, banking & liquidity management, and trust & estate planning for entrepreneurs, venture capitalists, private foundations / endowments, and privately controlled companies.

Originally from New Jersey, Victoria earned a B.A. from Princeton University in 2001 and she currently lives in Woodside with her husband and three children.  
Securities Agent: AZ, CA, CO, DE, FL, ID, IL, MA, MN, NJ, NM, NV, NY, OH, PA, SD, TN, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 821940
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Client Service Team

  • Jadon Dailey
    Jadon Dailey
    Portfolio Associate

    A key member of Victoria Bailey’s wealth management team, Jadon Dailey helps to create an outstanding overall service experience for clients. Jadon also works closely with Victoria on the development, implementation and maintenance of wealth management strategies.

    Prior to joining Morgan Stanley in 2016, Jadon served as a senior client service associate in J.P. Morgan’s Private Bank, working with ultra high net worth clients. Prior to J.P. Morgan, he worked as a financial advisor at USAA Financial Services, assisting military members and their families with holistic financial planning and investment advice.

    Originally from Arizona, Jadon earned a B.B.A. at Boise State University in 2007 and an MBA from Grand Canyon University in 2014. Attending Boise State on a football scholarship, Jadon was an offensive lineman on the Bronco’s undefeated 2006 team, a season capped by an exciting, come-from-behind, overtime win against the University of Oklahoma in the 2007 Tostitos Fiesta Bowl.

    T: 650.234.5549

    jadon.dailey@morganstanleypwm.com

Location

555 California Street, 14th
Fl
San Francisco, CA 94104
US
Direct:
(650) 234-5539(650) 234-5539
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.
Learn more about Successfully Staffing Your Home

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
Learn more about The Power of Why

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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