The Fisher Merchain Group at Morgan Stanley

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The Fisher Merchain Group

OUR MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

Our Story and Services

Our Story

We educate, advise, and invest for our clients with their best interest in mind. Our recommendations are designed to achieve our clients’ objectives with a prudent, risk-conscious, tax-efficient, and cost-effective approach. Our ultimate goal is to make a positive difference in the lives of our clients as well as their future generations.

Services Include

  • Sustainable Investing
  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Philanthropic Services
  • Lending Products
  • Annuities
  • Long Term Care Insurance
  • Life Insurance


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

Working With You

Working With You

We believe that managing wealth effectively involves far more than just a savvy investment portfolio – it also requires a diligent financial plan unique to each family or individual that I am advising.

We pair a disciplined investment philosophy with a flexible plan that can adapt to evolving markets as well as the changing circumstances that life inevitably throws our way.

With a focus on financial education, we will gladly spend the extra time needed to make sure that clients understand the pros and cons of different strategies and the reasons why we're recommending certain solutions.

Experience

Experience

Jennifer H. Fisher
Vice President
Financial Advisor | Portfolio Manager
Morgan Stanley Wealth Management
May 1992 - Present

* FINRA Series 3, Series 9, Series 10, Series 65, Series 63, Series 7
* California Department of Insurance, License #0B18891
* Nationwide Mortgage Licensing System, NMLS #1285393

Education
Mills College, Bachelor of Arts in Liberal Studies



Nicole L. Merchain, CFP
Investing with Impact Director
Financial Advisor | Portfolio Manager
Morgan Stanley Wealth Management
April 2011 - Present

* CERTIFIED FINANCIAL PLANNER™ practitioner, License #187579
* FINRA Series 7, Series 65, Series 6, Series 63 licenses
* California Department of Insurance, License #0H08739
* Nationwide Mortgage Licensing System, NMLS #1395599

Education
Occidental College, Bachelor of Arts in Economics
University of California, Berkeley, Certificate in Personal Financial Planning

Meet The Fisher Merchain Group

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

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

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

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

Ready to start a conversation? Contact The Fisher Merchain Group today.

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