El Camino Group - Morgan Stanley Team - San Francisco, CA
Morgan Stanley
El Camino Group
at Morgan Stanley
Consulting Group
555 California St, 35th Floor
San Francisco, CA 94104
tel: (415) 984-6755
toll-free: (800) 289-9060
fax: (415) 984-6596
Welcome


We are a team within Morgan Stanley that delivers investment and planning advice to hard-working families and corporations, predominantly in the San Francisco Bay Area.  Our clients rely on us to provide customized and targeted solutions to solve the challenges they face in their financial lives, and plan for a stable financial future that provides peace of mind.  We are strong believers that financial planning is the anchor to securing the financial lives of our clients, and we deliver world class financial solutions in collaboration with a team of specialists to address every aspect of our clients’ needs through the Morgan Stanley platform of services.




Bulletin Board
  • El Camino Group at Morgan Stanley was recently selected as one of the Bay Area’s Premier Wealth Advisors by the National Association of Board Certified Advisory Practices. The awards were published in the June 28th edition of the San Francisco Business Times. NABCAP is a nationally registered 501(c)(3) nonprofit organization, which created a discerning process to help identify the top quality advisory practices in order to better serve the investing community.

  • Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

  • See July On the Markets from the Global Investment Committee featuring

    “Moving Forward  This has been an exciting year for investors, but in a bad way: higher volatility without much return. Some of that comes from political developments, which, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, are difficult to analyze from an investment standpoint. Still, economics can be quantified, and Wilson notes that global growth likely bottomed months ago and important indicators are pointing upward.

    “Beyond the Brexit Vote"  UK voters surprised pundits and shocked financial markets when they voted to leave the European Union. While breaking away could take years, the markets typically don’t like such uncertainty.

    “Financials—A Catch-Up Value Opportunity”  Value stocks have been ascendant this year, but financials—the largest sector in the value indexes—so far have not participated. However, in our view, the stage is now being set. 

    • Plus, look for more on the equities, bonds and alternative investments.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This 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.
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