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 committed to taking care of your family as our own, with the greater purpose of making a difference and creating a better community.




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  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

  • 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.

  • Listen to this podcast featuring Melanie Schnoll Begun, Managing Director, Philanthropy Management at Morgan Stanley Wealth Management as she discusses motivation of UHNW donors, why men and women give differently and the effects of the great recession on giving today.

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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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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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