The Pacific Wealth Group - Morgan Stanley Team - LAKE OSWEGO, OR
Morgan Stanley
The Pacific Wealth Group
at Morgan Stanley
4800 SW MEADOWS ROAD SUITE 400
LAKE OSWEGO, OR 97035
tel: (503) 534-3413
toll-free: (866) 882-5840 

The Pacific Wealth Group consists of four Senior Partners and Portfolio Managers located in offices throughout the state of Oregon.

Sean Gabrio, CIMA in Portland
Jim Mead, CFP, CIMA in Bend
Jeff Weiler, CRPS in Lake Oswego
Scot Berryman, CFP, CIMA in Eugene

Client Service Team


Michael W Gallagher
Financial Advisor
tel: (503) 221–6264
Email Me


Professional Details
  • Estate Planning Consultant




Gene Swan
Financial Advisor
tel: (541) 341–3434
Email Me




Lisa L Burke
Senior Registered Associate
tel: (503) 534–3405
Email Me




Camille Fetzer-Lockhart
Senior Registered Associate
tel: (541) 617–6003
Email Me




Tina K Murray
Senior Registered Associate
tel: (541) 465–1439
Email Me


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Awards Disclosures
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