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

Associations
  • 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
Services
  • 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
  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth.

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

    “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.

    “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low. 

    “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much. 

    • Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.

  • 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.

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.
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. 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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