Elisabeth Andreason - Morgan Stanley Financial Advisor - Walnut Creek, CA
Morgan Stanley
Elisabeth Andreason, CFP, CAP, CWS, ChFC
Senior Vice President, Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER
Portfolio Management Director
Certified Wealth Strategist
Chartered Financial Consultant
Chartered Advisor in Philanthropy
Accredited Domestic Partnership Advisor
1333 N California Blvd Suite 133
Walnut Creek, CA 94596
tel: (925) 930-3809
fax: (925) 478-5049

To Elisabeth, the best financial plan reflects your life — your values and dreams. That’s why she takes the time to really get to know her clients. Meetings take as long as necessary to define your goals, identify opportunities and choose solutions that make sense to you. Plans include innovative solutions to problems that clients often did not even know existed. Solutions then evolve with the clients’ changing circumstances.

Elisabeth’s strength is guiding the implementation of uniquely crafted financial plans that include input and collaboration from the client’s attorney and CPA. When asked, her clients have said they have never before experienced such a coordinated effort to address their personal financial needs.

With a team of support staff striving to transcend client service expectations, Elisabeth is available to provide her clients with undivided attention during meetings. “Teaching is the foundation of my client relationships. I want to make sure my clients know what we are doing together and why.” Clients choose to work with Elisabeth for her vast knowledge, educational style, diligent attention to detail and collaborative approach, which leave them feeling heard and understood.

Associations
  • Rotary Club of Concord
  • Unitarian Universalist Church
  • Wellesley College Alumni Association
  • Estate Planning Council of Diablo Valley
  • Board Member - Ruth Bancroft Garden
Services
  • Financial Planning
  • Retirement Planning
  • 401(k) Rollovers
  • Professional Portfolio Management
  • Insurance Services
  • Life Insurance
  • Long Term Care Insurance
  • Estate Planning
  • LGBT Planning Services
  • Wealth Management
  • Philanthropic Services
  • Endowments and Foundations
  • Annuities
  • Structured Products
  • Municipal Bonds
  • Certificates of Deposit
Education and Licensing
  • CFP
    The American College
  • BA
    Wellesley College
  • Series 7
  • Series 31
  • Series 66
  • CA Insurance Lic. #0D84265
Honors and Recognition
  • Master's Club Member
  • Certified Financial Planner practioner
  • Chartered Advisor of Philanthropy
  • Certified Wealth Strategist
  • Estate Planning Consultant
  • Investment Management Consultant
  • Portfolio Management Director
  • Accredited Domestic Partnership AdvisorSM
  • Chartered Financial Consultant
Business Experience
  • 2002 - Present: Morgan Stanley*
    Senior Vice President
    Wealth Advisor
    Portfolio Management Director

Bulletin Board
  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial strategies. To learn more, call or email us.

  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth.

Elisabeth Andreason holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, HI, IA, ID, IL, KS, MA, MD, MI, MO, MT, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;

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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Awards Disclosures

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