Steven Lease - Morgan Stanley Financial Advisor - Roseville, CA
Morgan Stanley
Steven Lease
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

Associations
  • President of the Rotary Club of Auburn Daybreak 2012-2013
  • Eagle Scout Committee Chair for Golden Empire Council
  • Placer Arts Chair
Services
  • Business Succession Planning
  • 401(k) Rollovers
  • Estate Planning
  • 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
  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth.

  • Do you want to support a particular passion, transfer a family business, or help your children learn about investing & social responsibility? Whatever matters most to you, together, we can meet with one of our Wealth Planning Center specialists to help. To find out more, call or email.

  • See December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

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

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

CA Insurance Lic. 0G87635
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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