Steven Lease - Morgan Stanley Financial Advisor - Roseville, CA
Morgan Stanley
Steven Lease, CFP
Financial Advisor
1478 Stone Point Drive
Suite 500
Roseville, CA 95661
tel: (916) 788-9479
toll-free: (888) 335-6370 
fax: (916) 797-7750

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.

Live today to the fullest, Plan for tomorrow and leave a Legacy

  • President of the Rotary Club of Auburn Daybreak 2012-2013, 2016-2017
  • Eagle Scout Committee Chair for Golden Empire Council
  • Placer Arts Board 2010-2016
  • Business Succession Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Financial Planning
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • Master of Business Administration - UC Davis
  • Bachelor of Science Electrical Engineer - UC Davis
Honors and Recognition
  • Eagle Scout

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

    “Frozen” We are close to a record percentage of investors who are “neutral” on the outlook for stocks, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, which also coincides with a survey showing a record number of consumers saying they’re uncertain about the next 12 months. What’s behind this uncertainty?

    “We Think US Stocks Are Going Higher”  Adam Parker, chief US equity strategist for Morgan Stanley & Co. lifted his 12-month S&P 500 forecast based not on higher earnings, but higher price/earnings ratios.

    “The Gender Advantage” Companies that score well in gender diversity also tend to do well for those who invest in them, according to studies by Morgan Stanley & Co. analysts.

    • Plus, look for more on equities, fixed income and a Q&A with John Bellows of Western Asset Management and former assistant US Treasury secretary. 

  • Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? To learn more about developing a strategy to help you achieve the retirement you envision, call or email.

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

Steven Lease holds the following registrations:
Securities Agent: CA, IL, NV, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1364486

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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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.
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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
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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

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