The McKelvy Group at Morgan Stanley

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The McKelvy Group


Comprehensive wealth planning strategies for your life and legacy

Our Story and Services


As the founding member of The McKelvy Group, Dorian McKelvy has dedicated over 34 years to Private Wealth Management clients and industry peers. Whether acting as Managing Director of Private Wealth Management, a Family Wealth Director or as a Member of the Director’s Council at Morgan Stanley, Dorian has set a bar of excellence for serving clients in Silicon Valley as well as for those outside of the peninsula.

The McKelvy Group understands that investment strategies and complex estate plans for high net worth individuals, families and foundations are individually unique. That is why a key pillar of our process is comprehensive financial planning. Whether your goal(s) require; equity research, portfolio management, post-liquidity asset allocation and reinvestment strategy, multi-generational wealth transfer, estate planning, institutional custody and execution, or liability management we guide you through each stage of the process.

We assist you in strategically defining your values, balancing risk, and properly diversifying your investment(s), so you can better achieve your financial goal(s). By diligently monitoring risk we also extend your ability to address market actions and volatility in a timely and strategic manner.

With strong roots in the Menlo Park community that grew from modest means, The McKelvy Group is committed to hard work, building client relationships and providing life-long leadership throughout your financial journey.


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

Working With You

Working With You


*Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.

Client Services Team

Kathy Tabrizi
Associate VP & Director of Business Strategy
With 18 years of experience in financial services, Kathy focuses her professional efforts on diligent oversight of operational and administrative functions for our team. She is also the primary liaison for institutional custody and execution as well as equity, fixed income and derivatives trading for the McKelvy Team.

Tami Lautoa

Wealth Management Associate
After 16 years of financial services experience, Tami has excelled in management of our Private Client accounts: specific to equity, fixed income and derivatives trading.  She also diligently addresses account opening and maintenance, portfolio statements and reporting, as well as daily account balances and activity reporting for the McKelvy Team.

Gemma Varney

Wealth Management Associate
Expanding on her 12 years of financial services experience in equity, fixed income and derivatives trading for our team, Gemma focuses her expertise in customer service; cashiering functions (checks, transfers, wires, etc.)

Erika Mackenzie
Client Service Associate
Through 18 years of financial services experience, Erika has become a specialist in client documentation management; customer service, cashiering functions (checks, transfers, wires, etc.) and Liability Services for the McKelvy Team.

Rebecca Stroth-Pickens
Client Service Associate
With 7 years of financial services experience, Rebecca has set the standard for customer service, with respect to account opening and maintenance and cashiering functions (checks, transfers, wires, etc.) for the McKelvy Team.

Ana Quintanilla
Client Service Associate
As the team’s recent addition, Ana leverages her financial services experience in equity, fixed income and derivatives trading for our team. Focusing on her expertise in customer service; cashiering functions (checks, transfers, wires, etc.) she delivers a first-class client experience.


Our Commitment:

It is important for your financial advisor(s) to acknowledge how your investment concerns and goals are uniquely specific to you, your family or a foundation. This is why The McKlevy Group is proudly comprised of industry recognized experts who deliver first-class leadership.

While highly regarding by its peers, The McKelvy Group also consistently receives awards by industry publications such as; Forbes, Barron’s, Financial Times and San Francisco Business Times, representing the level of commitment that each member of The McKlevy Group delivers to each client.  Welcoming a client to our services is only the beginning – we believe delivering long-term financial leadership is our ultimate service to a client.


Barron's 2018
Top Advisor Rankings: California



Forbes 2018 Best-In-State Wealth Advisor


  • San Francisco Business Times - Top Wealth Advisors Bay Area - March 2011
  • Registered Rep's Top 100 Wirehouse Advisors - 2007 to 2016
  • Financial Times Top 400 - April 2013
  • Financial Times Top 400 - April 2014



  • 2882 Sand Hill Rd Ste 200
  • Menlo Park, CA 94025

    Meet The McKelvy Group


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

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


    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

    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


    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

    Ready to start a conversation? Contact The McKelvy Group today.

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