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Our Team at Morgan Stanley Walnut Creek Complex

About Me

With 40 years of financial services industry experience, George started his career as a Financial Advisor with PaineWebber in Portland, Oregon. His management career has spanned over 25 years and he has been a Producing Branch Manager, Non-Producing Branch Manager and Complex Manager. Currently, George is the Complex Manager in the East Bay Complex for Morgan Stanley covering offices in Walnut Creek, Oakland, Santa Rosa, Napa, San Rafael, Pleasanton, and Orinda. He has also served on the Branch Manager Council for Morgan Stanley and the Securities Industry Regulatory Council on Continuing Education. In his spare time, George passionately follows Oregon Duck football. Go Ducks.
Securities Agent: CA, CO, MA, NV, OR, SC, UT; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

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Branch Address

3562 Round Barn Circle 1st
Fl
Santa Rosa, CA 95403
US
Branch:
(707) 524-1000(707) 524-1000
Toll-Free:
(800) 752-5340(800) 752-5340
Fax:
(707) 524-1099(707) 524-1099

Branch Manager

David Lawrence
Phone:
(707) 524-1000(707) 524-1000

Branch Address

750 Lindaro St
Suite 300
San Rafael, CA 94901
US
Branch:
(415) 460-6207(415) 460-6207
Toll-Free:
(800) 777-3489(800) 777-3489
Fax:
(415) 482-2750(415) 482-2750

Branch Manager

Douglas E. Gainer
Phone:
(415) 482-1536(415) 482-1536

Branch Address

2 Theatre Square
Ste 322
Orinda, CA 94563
US
Branch:
(925) 254-3888(925) 254-3888
Toll-Free:
(800) 786-1415(800) 786-1415
Fax:
(925) 254-2550(925) 254-2550

Branch Manager

Adam Koplan
Phone:
(925) 253-5335(925) 253-5335

Walnut Creek Branch

Branch Address

1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Branch:
(925) 939-5100(925) 939-5100
Fax:
(925) 933-7715(925) 933-7715

Branch Manager

George Shick

Details

Garage entrance is off Bonanza which can be reached via N. California or Mt. Diablo Blvd. Garage entrance is next to a brick building and is seen by the Silver 1333 logo signage along the street. Pull a ticket to open the gate, which we will validate at the front desk.

When you enter, go past the Valet Parking for Scott’s Restaurant and continue to the Valet Parking in the back of the lot. From there, the attendant will either park your car, or direct you on where to park. Entrance to the Main Lobby of Building 1333 is on your left as you are entering the garage.

To get to Suite 133, take the elevator to the first floor. Suite 133 is directly outside of the Elevator Lobby.

Branch Address

1999 Harrison St
Suite 2200
Oakland, CA 94612
US
Branch:
(510) 839-8080(510) 839-8080
Toll-Free:
(800) 755-1579(800) 755-1579
Fax:
(510) 891-0578(510) 891-0578

Branch Manager

Renee Arst
Phone:
(510) 891-0595(510) 891-0595

San Rafael Branch

Branch Address

750 Lindaro St
Suite 300
San Rafael, CA 94901
US
Branch:
(415) 460-6207(415) 460-6207
Fax:
(415) 482-2750(415) 482-2750

Branch Manager

George Shick

Berkeley Branch

Branch Address

1999 Harrison St
Suite 2200
Oakland, CA 94612
US
Branch:
(510) 839-8080(510) 839-8080
Fax:
(510) 891-0578(510) 891-0578

Branch Manager

Renee Arst

Branch Address

700 Main Street
Suite 315
Napa, CA 94559
US
Branch:
(707) 252-7177(707) 252-7177
Toll-Free:
(800) 829-0194(800) 829-0194
Fax:
(707) 252-7934(707) 252-7934

Branch Manager

Jennifer L. Klendworth
Phone:
(707) 254-4444(707) 254-4444

Branch Address

4309 Hacienda Drive
Ste 200
Pleasanton, CA 94588
US
Branch:
(925) 730-3800(925) 730-3800
Toll-Free:
(800) 834-4434(800) 834-4434
Fax:
(925) 730-3880(925) 730-3880

Branch Manager

Michael G. O'Connell
Phone:
(925) 730-3805(925) 730-3805
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

CRC#2324683 12/2018