As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Affiliate, Bar Association of San Francisco
- Institute for Divorce Financial Analysts (IDFA)
- Member, Financial Women's Association of San Francisco
- Member, Traffic Calming Committee
City of San Francisco-Laurel Heights
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Retirement Planning
- Wealth Management
- Municipal Bonds
- Certificates of Deposit
- Socially Responsible Investing
- Hobart and William Smith Colleges, Bachelor of Arts, 1986
- Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Insurance Licensed
- Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst, 2010
- Smith Barney 20 Year Dedicated Service Award
- Present: Morgan Stanley*
Second Vice President
Financial Planning Specialist
Certified Divorce Financial Analyst
San Francisco, CA
- 1989: Drexel Burnham Lambert
New York, NY
- 1988: Lebenthal & Co. Inc.
Municipal Bond Advisor
New York, NY
Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.
GlobalCurrency allows you to buy, hold and sell many of the world’s major currencies, all through your eligible brokerage account. Contact us for more information.
You’ve worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard, to help you get the most out of life.
Lesley M. Norelli holds the following registrations:
Securities Agent: CA, CO, CT, FL, GA, NJ, NV, NY, OR, TX, VA;
General Securities Representative;
Investment Advisor Representative;
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.
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