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 August On the Markets from the Global Investment Committee featuring

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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