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
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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 August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

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.
The securities/instruments, investments and investment strategies discussed in this material 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 do not necessarily reflect those of Morgan Stanley.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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