Stephanie S. Olson - Morgan Stanley Financial Advisor - San Rafael, CA
Morgan Stanley
Stephanie S. Olson
Financial Advisor
750 Lindaro Street
Suite 300
San Rafael, CA 94901
tel: (415) 482-1524
toll-free: (800) 777-3489 
fax: (415) 482-2750

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • Wealth Management
  • Retirement Planning
  • Socially Responsible Investing
  • LGBT Planning Services
  • Corporate Retirement Plans
  • Asset Management
  • 401(k) Rollovers
  • Endowments and Foundations
  • Education Planning
  • Estate Planning Strategies
  • Financial Planning
  • Wealth Management & Divorce
  • Executive Financial Services
  • Business Planning
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Cash Management
  • Planning for Special Needs Individuals
  • Defined Contribution Plans
  • Exchange Traded Funds
  • Family Consulting
  • Fixed Income
  • Insurance Services
  • Access to Lending Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Precious Metals
  • Professional Portfolio Management
  • Stock Option Plans
  • Stock Purchase Plans
Education and Licensing
  • San Francisco State University
    B.A., Speech Communication (Organizational Communication)
  • St. John's College
Business Experience
  • 2013 - Present: Morgan Stanley
    Financial Advisor
    San Francisco Bay Area
  • 2010 - 2013: California Democratic Party
    Northern California Regional Director & Trainer
  • 2004 - 2012: Political, Social, Economic & Environmental Justice Campaign Management
  • 2006 - 2007: Immigrant Legal Resource Center
    Director of Marketing & Development
  • 2004 - 2006: The Women's Community Clinic
    Development & Communications Director
  • 2001 - 2003: CARAL/NARAL Pro-Choice America
    Development Director, California
  • 2000 - 2001: East Bay SPCA
    Development Officer
  • 1995 - 1999: Human Rights Campaign
    Membership Coordinator

Bulletin Board
  • See November On the Markets from the Global Investment Committee featuring

    “Punctuality Counts”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., explains the importance of being early in making investment decisions.

    “Teeing Up Tax Swap Possibilities”  The sell-off in both the stock and bond markets widened discounts in closed-end funds to levels not seen in three years. This is fertile ground for “tax swaps,” in which an investor sells a losing position, replaces it with a similar position purchased at a discount and, provided they adhere to IRS regulations, harvests a tax loss.

    “Is It Time for Gold to Shine?”  At the current price, the GIC believes there’s upside potential in gold. However, the real reason to take a small tactical position is as a hedge against falling stock prices and a possible decline in the US dollar.

    • Plus, look for more on equities, fixed income and alternative investments

  • As the managed money unit of Morgan Stanley, Consulting Group has a long history of providing investment consulting advice and services to a broad range of individual and institutional clients. Their mission is to provide the highest level of sophisticated financial advice; objective investment manager, economic and capital markets research; and asset allocation advice to our clients.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Stephanie S. Olson holds the following registrations:
Securities Agent: AZ, CA, CO, CT, MN, OR, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1268298

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: 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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:6909 mp: 2281