Lesley M. Norelli, CDFA - Morgan Stanley Financial Advisor - SAN FRANCISCO, CA
Morgan Stanley
Lesley M. Norelli, CDFA
Second Vice President
Financial Advisor
Financial Planning Specialist
555 CALIFORNIA ST 35TH FLOOR
SAN FRANCISCO, CA 94104
tel: (415) 955-1570
toll-free: (800) 227-5152 
fax: (415) 955-1505

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.

Associations
  • Affiliate, Bar Association of San Francisco
  • Institute for Divorce Financial Analysts (IDFA)
  • Member, Financial Women's Association of San Francisco
  • Member, San Francisco based Marines Memorial Association
  • Member, Traffic Calming Committee
    City of San Francisco-Laurel Heights
Services
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • Wealth Management
  • Municipal Bonds
  • Certificates of Deposit
Education and Licensing
  • Hobart and William Smith Colleges, Bachelor of Arts, 1986
  • Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst, 2010
  • 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
Honors and Recognition
  • Smith Barney 20 Year Dedicated Service Award
Business Experience
  • 1989 - Present: Morgan Stanley*

    Certified Divorce Financial Analyst
    Second Vice President
    Financial Planning Specialist
    Financial Advisor
    San Francisco, CA
  • 1988 - 1989: Drexel Burnham Lambert

    Financial Advisor
    New York, NY
  • 1987 - 1988: Lebenthal & Co. Inc.

    Municipal Bond Advisor
    New York, NY

Bulletin Board
  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

Lesley M. Norelli, CDFA holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, GA, NJ, NV, NY, OR, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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