El Camino Group - Morgan Stanley Team - SAN FRANCISCO, CA
Morgan Stanley
El Camino Group
at Morgan Stanley
Consulting Group
ONE SANSOME ST 38TH FL
SAN FRANCISCO, CA 94104
tel: (415) 984-6755
toll-free: (800) 289-9060
fax: (415) 984-6596
Welcome


We assist entrepreneurs, business owners, and professionals in need of sophisticated and personalized financial advice. Provide comprehensive and objective wealth-management services, to help our clients generate sufficient investment income to sustain current lifestyles now and through their retirement.




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  • 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

    • "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.

    • "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.

    • "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.

    Plus, look for more on economics, equities, fixed income investments and commodities.

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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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