The McKelvy Group - Morgan Stanley Team - MENLO PARK, CA
Morgan Stanley
The McKelvy Group
at Morgan Stanley
2882 SAND HILL RD STE 200
MENLO PARK, CA 94025
tel: (650) 234-5130
toll-free: (800) 743-1588
fax: (650) 234-5160
L to R: Rebecca Stroth-Pickens, Erika Mackenzie, J. Dorian McKelvy, Pierre Manneh(standing), Kathy Tabrizi, Tami Lautoa
Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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  • See February On the Markets from the Global Investment Committee featuring

    “What’s Holding It Up?”  A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.

    “The Big Debates of 2017”  In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.

    “The Case for Active Management”  Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.

    • Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests. 

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

  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail us for more information about our Portfolio Management Program.

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