The Dearborn Group - Morgan Stanley Team - Palo Alto, CA
Morgan Stanley
The Dearborn Group
at Morgan Stanley
1400 Page Mill Road
Palo Alto, CA 94304
tel: (650) 496-4230
toll-free: (800) 764-2727 

The Dearborn Group at Morgan Stanley* includes highly credentialed financial professionals who can provide counseling, planning, execution and monitoring of financial plans for senior executives.  We offer a comprehensive array of investment services as well as wealth management capabilities to help our clients reach their financial goals.

One way we deliver these services is through our unique Financial Planning Program. Executives who participate in this program will receive a comprehensive financial plan, prepared and executed exclusively by members of The Dearborn Group.

Our Financial Planning Program has been designed specifically to help you better understand and maximize your company pay and benefit programs, and to assist you with the management of your own specific financial situation. 

The Program also includes:
• Executive benefits and compensation analysis
• Stock plan award strategies
• Investment and estate planning
• Risk management needs analysis
• Net Unrealized Appreciation analysis
• One-on-one personalized consultations

As your company’s Stock Plan Provider we can provide a unique perspective on your financial condition by taking into consideration your total benefits package.

Important information about your relationship with your Financial Advisor and Morgan Stanley* when using a Financial Planning tool.   When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Relationship With Morgan Stanley* brochure available at

You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley* or at another firm. If you engage or have engaged Morgan Stanley*, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.

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  • The Dearborn Group at Morgan Stanley provides comprehensive financial planning services that examine and support every aspect of your financial life. Services include but are not limited to preparing for retirement, helping you make your employee benefit elections, developing stock plan exercise strategies, reviewing your beneficiary elections, assisting you in planning for your family’s education needs, and addressing tax implications.

    Among the issues of concern to senior executives that The Dearborn Group can help you address: Am I on track to meet my financial retirement goals? Am I getting the most of my employee pay and benefits? Can I take care of my family? Am I properly protected for any life emergency? Can I afford to accomplish my goals (second home, children and grandchildren education, retirement dreams, etc.)? Do I need life insurance or long term care coverage? What about my legacy?

    Please call or email us to schedule a one-on-one consultation with one of our trained financial professionals.

    Phone number: 650-856-4530
    Toll Free: 855-218-5523
    Email address:

    Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.

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

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
Not all products and services are available to clients outside of the United States.
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