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 March On the Markets from the Global Investment Committee featuring

    “The Envelope, Please!”  Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co.  Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right? 

    • “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples. 

    • “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country. 

    • Plus, look for more on investment strategy, equities, bonds and alternative investments.

  • 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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