El Camino Group at Morgan Stanley

Contact Us
El Camino Group

OUR MISSION STATEMENT

We are committed to taking care of your family as our own, with the greater purpose of making a difference and creating a better community.

Our Story and Services

Who We Are

 

AT YOUR SERVICE…

We are a team within Morgan Stanley that delivers sound investment and planning advice to hard-working families and corporations, predominantly in the San Francisco Bay Area.

Our clients rely on us to provide customized, targeted solutions that help solve the challenges they face in their financial lives, and to plan for a stable financial future that provides peace of mind.

EVERY STEP OF THE WAY

We are strong believers that financial planning is the anchor for securing the financial lives of our clients. In collaboration with a team of specialists, we deliver world-class financial solutions to address every aspect of our clients’ needs through the Morgan Stanley platform of services.

We stand shoulder to shoulder with our clients, navigating the milestones of their lives together.

Services Include

  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Planning for Education Funding
  • Wealth Management
  • Corporate Retirement Plans
  • Corporate Cash Management
  • Executive Financial Services


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

Working With You

Working With You

Your Experience.png

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide

tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust

and estate planning and other legal matters.

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.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

CRC 1746032 03/17 CS 9012417 09/17

Location

Location

  • 555 California St, 35th Floor
  • San Francisco, CA 94104


    Strategic Partner

    Strategic Partner

    To optimize the effectiveness of the service we provide, our goal is to select and align the many exceptional capabilities of Morgan Stanley on your behalf. As we work together to provide a broader range of wealth management solutions to achieve your goals, we can draw on the experience, and insights of highly skilled individuals through the strategic partnerships listed here:



    Lars Monroe




    Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms "Partner" or "Strategic Partner" and/or "Partnership" or "Strategic Partnership" are used as terms of art and not used to imply or connote any legal relationship.

    Meet El Camino Group

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Ready to start a conversation? Contact El Camino Group today.

    Dow    -196.10

    24461.7
    4:50PM

    Nasdaq    -68.56

    7712.95
    5:15PM

    S&P 500    -17.56

    2749.76
    4:50PM
    Market Information Delayed 20 Minutes

    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.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    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

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures