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

  • President of the Rotary Club of Auburn Daybreak 2012-2013
  • Eagle Scout Committee Chair for Golden Empire Council
  • Placer Arts Chair
  • 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 November On the Markets from the Global Investment Committee featuring

    • "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.

    • "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.

    • "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.

Steven Lease holds the following registrations:
Securities Agent: CA, IL, OH, 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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