The Pacific Wealth Group - Morgan Stanley Team - LAKE OSWEGO, OR
Morgan Stanley
The Pacific Wealth Group
at Morgan Stanley
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

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

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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Awards Disclosures
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