Menlo Park, CA, March 5, 2014 –
Morgan Stanley announced today that James Wong, Matthew Barker and Justin
Harris have joined the firm’s Wealth Management office in Menlo Park, CA at
2882 Sand Hill Road as a Senior Vice President, First Vice President and Vice
President respectively. The three join four other members of the Sand Hill
Formerly with Wells Fargo Advisors for a combined 35 years, James Wong is a native of San Francisco, CA, Matthew Barker is a native of Sarasota, FL and Justin Harris is a native of Windsor, UK.
The Sand Hill Group has experience in providing investment consulting to foundations/endowments, 401(k) profit sharing plans, ultra high net worth individuals and corporations. They have surrounded themselves with a seasoned team of specialists to provide comprehensive wealth management and planning for their clients. They help develop and implement a process for managing and preserving wealth through goal based planning and sophisticated investment strategies. Their mission is simple: to craft objective and independent advice that empowers his clients to make informed decisions.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
© 2014 Morgan Stanley Smith Barney LLC, member SIPC.
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