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

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.

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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 October On the Markets from the Global Investment Committee featuring

    • "Testing, Testing" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says market corrections typically retest their first bottom about two months later—and that is what’s probably happening now.

    • "Cycle Slower, Not Over" There’s ample evidence that global growth is slowing, and Morgan Stanley & Co. economists have lowered their 2015 and 2016 forecasts. Nonetheless, they still see growth, not recession.

    • "MLPs Face a Perfect Storm" Master limited partnerships (MLPs) are down about 35% for the year to date on a perfect storm of investor concerns about MLPs’ volume of business, low energy prices and uncertainty about interest rates.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with an investment strategist who argues that “people are too cynical” about the economy and then offers a new growth paradigm.

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. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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