Will Hains
Senior Vice President,
Financial Advisor
Direct:
(650) 926-7224(650) 926-7224
My Mission Statement
Your future is our present. At The HRC Sand Hill Group, we work tirelessly –– day in and day out –– to offer distinctive financial solutions for you and your family’s long-term future.
My Story and Services
William Hains is a Financial Advisor with The HRC Sand Hill Group at Morgan Stanley in Menlo Park, CA. With over two decades of experience in the venture capital and private equity space, Will helps clients navigate a range of complex challenges, from a fund’s liquidation needs and supporting their portfolio companies, to a company’s IPO and their executive’s legacy planning.
A U.S. Air Force veteran and graduate of the University of Hawaii at Manoa’s Shidler Business College –– Will began his career in the financial industry with a leading tech investment banking firm. It was here that he developed a passion for servicing the venture and private equity community, assisting with the coordination of large block trades and navigating the complex regulatory landscape of large institutional transactions. In 2017, Will joined Morgan Stanley, bringing eight years of capital market experience to help high-net-worth families achieve their investment objectives.
A leading member of The HRC Sand Hill Group, Will focuses on constructing sophisticated strategies to address the complex challenges of large liquidity events and high-net-worth wealth. It involves a great deal of creativity, diligence, and foresight; and that’s exactly what Will provides. He strives to be a comprehensive resource –– a guide you can turn to for trusted financial guidance whenever you need it. That way, you can keep your own attention and energy focused on the next chapter of your career, family life, or retirement.
Outside the office, Will lives in San Ramon, CA with his wife, Grace and their two sons, Tyler and Cooper. He was born in Seoul, South Korea and moved to Oregon when he was fourteen years old. In his free time, he enjoys being with his extended family and staying active outdoors running, hiking, and camping.
A U.S. Air Force veteran and graduate of the University of Hawaii at Manoa’s Shidler Business College –– Will began his career in the financial industry with a leading tech investment banking firm. It was here that he developed a passion for servicing the venture and private equity community, assisting with the coordination of large block trades and navigating the complex regulatory landscape of large institutional transactions. In 2017, Will joined Morgan Stanley, bringing eight years of capital market experience to help high-net-worth families achieve their investment objectives.
A leading member of The HRC Sand Hill Group, Will focuses on constructing sophisticated strategies to address the complex challenges of large liquidity events and high-net-worth wealth. It involves a great deal of creativity, diligence, and foresight; and that’s exactly what Will provides. He strives to be a comprehensive resource –– a guide you can turn to for trusted financial guidance whenever you need it. That way, you can keep your own attention and energy focused on the next chapter of your career, family life, or retirement.
Outside the office, Will lives in San Ramon, CA with his wife, Grace and their two sons, Tyler and Cooper. He was born in Seoul, South Korea and moved to Oregon when he was fourteen years old. In his free time, he enjoys being with his extended family and staying active outdoors running, hiking, and camping.
Securities Agent: VA, SC, ND, MD, IL, WY, OR, NH, VT, NY, NJ, WV, WI, OH, NV, PA, PR, NC, RI, TN, SD, UT, TX, OK, ID, MA, NM, GA, NE, IA, HI, MT, MS, MN, CT, ME, LA, MO, KS, MI, KY, IN, DC, FL, DE, AR, CA, AZ, CO, AK, AL, WA; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1829512
NMLS#: 1829512
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Direct:
(650) 926-7224(650) 926-7224
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Will Hains today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
