Nicole Merchain, Financial Advisor at Morgan Stanley

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United States
Pleasanton, CA
Nicole Merchain, Financial Advisor at Morgan Stanley

Senior Vice President, Financial Advisor, Investing with Impact Director at Morgan Stanley
CA Lic #: 0H08739
NMLS #: 1395599

Since joining Morgan Stanley in 2011, I have built a practice focused on helping individuals and families reach their full financial potential so they can live the life of their choosing. I believe effective wealth management starts with listening intently, understanding what matters most to you, and creating a strategy that adapts as your life evolves. As a CERTIFIED FINANCIAL PLANNER™ Practition

er and Certified Investment Management Analyst® professional, I bring a disciplined, comprehensive approach to financial planning and investment management. My guidance is tailored to each client with an emphasis on thoughtful risk management, tax awareness, and cost efficiency all while helping clients stay focused on their long-term objectives through changing markets. As an Investing with Impact Director, I help clients align their portfolios with their values. Environmental, social, and governance considerations can be incorporated broadly or tailored to support specific causes without compromising investment discipline or analytical rigor. Raised in Silicon Valley, the combination of my parents’ careers in residential real estate and mortgage lending and being surrounded by major tech companies and startups sparked an early interest in finance and investing. That foundation drove me to earn a degree in Economics from Occidental College and inspired my career helping clients navigate financial planning and investing with clarity and confidence. Growing up competing as a Three-Day Eventing equestrian taught me discipline, grit, and resilience—lessons that continue to guide me today. Outside of the office, I love spending time outdoors. You will often find me at the barn with my horse, hiking and camping with my Weimaraners, fly fishing, beekeeping, caring for my goats and chickens, or working in my organic permaculture garden. Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.

03/24/2026

The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of the Iran war. This reemergence of macro concerns has important investment implications.

brightcove.net

03/03/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

02/19/2026

Register now for this exclusive virtual event on February 19: https://morganstanley.webcasts.com/starthere.jsp?ei=1750694&tp_key=733ef8d336&sti=fa_social_event_reg&gv6=bb924720-240d-451e-af3a-66f4856530d8

Looking forward to hearing from four-star U.S. Navy Admiral William McRaven as he joins Morgan Stanley Wealth Management to share his insights into recent geopolitical developments and his storied career.

webcasts.com

02/12/2026

Register now for this exclusive virtual event on February 19: https://livesocial.seismic.com/aYnF4W

Looking forward to hearing from four-star U.S. Navy Admiral William McRaven as he joins Morgan Stanley Wealth Management to share his insights into recent geopolitical developments and his storied career.

02/04/2026

I'm excited to share that I have been named to the 2026 Forbes ranking of America's Top Women Wealth Advisors. It's an honor to be recognized among this exceptional group of women. A special thank you goes out to my amazing clients who continue to inspire me—your trust and confidence are key factors in this recognition.

[Source: Forbes (Awarded Feb 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/aGCdlm ]

01/23/2026

As I approach my 15 year anniversary at Morgan Stanley, I am thrilled to announce my promotion to Senior Vice President. It is an honor to contribute to the firm's esteemed legacy and to continue to serve my incredible clients. Thank you for your support on this journey.

01/15/2026

Congratulations to Shonte Andrews on her well-deserved promotion to Portfolio Associate! Her pursuit of excellence and dedication to Morgan Stanley's core values make her an invaluable member of my practice. Please join me in congratulating her on her achievement.

01/13/2026

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://livesocial.seismic.com/aON3mX

11/19/2025

Monica Guerra, Head of US Policy for Morgan Stanley Wealth Management discusses the recent resolution of the longest government shutdown in U.S. history and its implications for the market and economy.

brightcove.net

06/10/2025

Each June, we unite to celebrate the remarkable accomplishments of the LGBTQ+ community and honor those who champion rights for all.

04/23/2025

pontiacdailyleader.com

Address

4309 Hacienda Drive, Suite 200
Pleasanton, CA
94588

Telephone

+19253600498

Website

https://advisor.morganstanley.com/nicole.merchain

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