wiseradvisor

Trisha Jeffries
Morgan Stanley

Tel: (925) 930-3865
1333 N California Blvd
Suite 133
Walnut Creek, California  94596
Trisha Jeffries - Morgan Stanley | Financial Advisor in Walnut Creek,California

About Trisha Jeffries - Morgan Stanley

We are a bi-coastal team that assists venture capital and private equity investors with liquidity strategies for their public holdings. Our core services include custody, restricted stock sales and in-kind stock distribution management. All clients receive a high level of institutional coverage, which includes a premier trading & execution platform and access to the entire suite of Morgan Stanley products & services.


General Information

Year Established:   1935
Services:   Wealth Planning, Private Wealth Management, Institutional Investment



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