Jyoti Sharma, Financial Advisor at Morgan Stanley in Pleasanton, CA

Jyoti Sharma, Financial Advisor at Morgan Stanley in Pleasanton, CA Financial Advisor at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

Since 2006, I have helped a great number of people build financial plans that reflect their current situation and plan for their future. I aim to provide clear, personalized advice that is both strategic and tactical so you can make confident, educated decisions about your investments, your wealth and your life. Many of my clients are executives or key employees in tech companies who appreciate my

specific, analytical answers to their direct questions. I also work with a large number of women clients, many of whom have found themselves in new financial situations due to divorce or the death of a partner. I consider the needs and goals of your entire family, whether it’s helping children, assisting parents, funding education or navigating life transitions. Above all, I respect and honor the values and beliefs of each and every client, seeking solutions and investment opportunities that fit your particular needs, your goals and your values.

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

NMLS #: 2119647
CA Insurance License #: 0F48494

01/12/2024

January is Financial Wellness Month. Celebrate by making sure your finances are prepared to help you achieve the future you want. Learn how by visiting our Planning for the Future page. https://mgstn.ly/420ZbeT

Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfoli...
01/10/2024

Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach.

Establishing a tax management strategy for your investments can help you keep more of your returns.

01/04/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/06/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.
12/04/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on tami...
11/30/2023

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved...
11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercializatio...
10/24/2023

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces.

Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morg...
10/16/2023

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/3M7VwVV

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your...
10/10/2023

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further.

If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.

Address

4309 Hacienda Drive, Suite 200
Pleasanton, CA
94588

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