OUR MISSION STATEMENT
Strategy & Support Through Life’s Transitions
Strategy & Support Through Life’s Transitions
We are a team of investors and entrepreneurs who have navigated large life transitions ourselves. We are excited to offer world-class service and be the best at what we do.
We focus on building relationships—we are deeply connected to our clients, to each other, and to our community.
Commitment to Excellence
We work hard to deliver the highest caliber of service to our clients. We are caring, thoughtful citizens, and we get results.
Lisa Zengel joined Morgan Stanley in 2013. She has been in the financial services industry for over ten years, mostly within private equity and investment management. She is a financial planning specialist and assists her clients with asset allocation, risk management, retirement planning, education planning, cash management and lending solutions, and stock option analyses. Lisa has an MBA in finance from the University of Southern California and a BA in economics from Boston College. Lisa lives in Oakland with her husband, Scott, and two sons, Braden and Kyle. Outside of the office, Lisa enjoys travelling, volunteering, and spending time outdoors.
B.A.: Economics, 2004 Boston College
M.B.A: Finance, 2009 University of Southern California
Licenses Held: Series 7, 66, Long Term Care & Life Insurance Licensed
Awards: Morgan Stanley Pacesetter’s Club 2016 & 2017
Financial Services Industry Experience Since 2004
John is a Certified Financial Planner™ active in the industry since 2000. Prior to joining Morgan Stanley, he worked in his family’s real estate sales business. John has been recognized as a top Morgan Stanley financial advisor as a Masters Club member (2015, 2016 and 2017). Born in Taiwan, John is conversational in Taiwanese and Mandarin and enjoys exploring the San Francisco food scene, reading history, and staying up on the markets. He holds a BA in International Business with a minor in Business Law from Cal Poly.
Securities Agent: AZ, CA, CO, FL, GA, HI, IL, IN, MA, MD, MI, MN, NE, NJ, NV, NY, OH, OR, PA, SD, TX, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Julie has deep experience in working with women going through large financial transitions. She earned the Certified Investment Management AnalystSM Designation (CIMA®) from the Wharton School of Business and the Certified Divorce Financial Analyst™ (CDFA™) designation. A long-time champion for women, Julie has been a leader in a variety of women’s organizations, including Girl’s Inc., Women of Impact, and the Women’s Leadership Council of the United Way of the Bay Area. She was honored as one of the Bay Area’s Most Influential Women in Business, and named Forever Influential by the San Francisco Business Times. She is an active member of the National Association of Women Business Owners, The Institute for Divorce Financial Analysts, and Investment Management Consultants Association.
Securities Agent: AZ, CA, CO, FL, GA, HI, IL, IN, MA, MI, MN, NE, NJ, NV, NY, OR, PA, SD, TX, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Keaton oversees operations and all aspects of client service. He worked in financial services for some of the largest banks in New York prior to moving to San Francisco and joining the Cypress Group. Keaton began singing opera at age 18 and received a talent-based scholarship to the University of Denver. He holds a masters degree in music and an advanced degree in vocal pedagogy from New York University.
Michael has broad range of investment, analytical and operational experience in financial services industry. Michael is responsible for the group’s portfolio investment activities including research and due diligence, portfolio planning as well as trading, risk and model management. Born in Poland, Michael started his career working for a private equity consulting firm during the historical transition period to market economy in Eastern Europe of the 1990s. After moving to the US, he worked for large international banks such as Citigroup, Barclays and Deutsche Bank among others. He performed wide array of portfolio analytical, risk management and operation tasks across various asset classes.
Michael holds MBA in Finance from San Francisco State as well as MA in English Philology from University of Warsaw. Michael is fluent in Polish, Italian and conversational in French. He enjoys outdoors: hiking, camping and road biking.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
You've decided to give back, now learn how to make sure your dollars count.
Now you view your accounts from other financial institutions on Morgan Stanley Online and the Morgan Stanley Mobile App.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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 .
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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.
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