I am on the Henley Furlong Group at Morgan Stanley with two other experienced Advisors and a client service associate.* Our clients primarily consist of high net worth individuals/families who would like to preserve and grow their wealth. We provide professional portfolio management, and our areas of focus include retirement planning, 401(k) rollovers, legacy planning, educational planning, and tr
ust accounts. I am also an active member of the Pleasanton North Rotary Club. I would love to find out if I can add value to your situation. Feel free to give me a call or send me an email:
Office: (925) 730-3859
[email protected]
*Don't forget to check out our website for details about our members, their functional titles, and more! https://advisor.morganstanley.com/the-henley-furlong-group
Chase Henley, Pacesetter's Club, 2021
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