Grant Lee, Private Wealth Advisor at Morgan Stanley PWM

02/16/2023

The Opus Group at Morgan Stanley is looking for a talented, highly motivated individual to join our team. Registered Client Service Associates (CSAs) assist with the development and growth of our wealth management practice, while utilizing the modern capabilities of Morgan Stanley's tools. If you are interested in building a career in financial services, this is an opportunity to join an established wealth management team in San Francisco.

Click here to apply:

Click the link provided to see the complete job description.

01/23/2023

Don't forget to join our team for a 2023 Market Update and Planning discussion tomorrow, January 24th, at 12 p.m. PT. In part one, Nicholas Matayoshi and I will analyze market volatility in 2022 and share our investment outlook for 2023. In part two, Alisa Sharp will host special guest Nick Zura, CFP®, to provide an update on new IRA and RMD rules that could affect financial plans.

Please RSVP by emailing us at [email protected].

01/19/2023

Our team, the Opus Group at Morgan Stanley, is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]

01/18/2023

Join our team for a 2023 Market Update and Planning discussion via Zoom on Tuesday, January 24th at 12 p.m. PT to start the new year. In part one, Nicholas Matayoshi and I will analyze market volatility in 2022 and share our investment outlook for 2023. In part two, Alisa Sharp will host special guest Nick Zura, CFP®, to provide an update on new IRA and RMD rules that could affect financial plans.

Please RSVP by emailing us at [email protected].

12/21/2022

As we roll towards the new year, our team wishes all of you a happy holiday season. May your year be filled with perfect 10’s, and maybe the occasional turkey.

11/24/2022

Happy Thanksgiving everyone! There is so much to be thankful for this season. I’m beyond lucky that I have the chance to gather with so many loved ones during this time of the year doing one of my favorite things—cooking. I hope that however you are cooking your bird this year, you are sharing it with good company.

11/11/2022

Don't forget to RSVP to our Post-Election Recap Zoom event with David Kemps on Tuesday, November 15th at 12:00 p.m. PT. Mr. Kemps will be joining us from Washington to break down the results of Tuesday's election and share his perspectives on the market's reaction.

RSVP by emailing us at [email protected].

11/09/2022

Back by popular demand, David Kemps joins us from Washington to discuss the results of the Midterm Election. Please join live via Zoom Webinar on Tuesday, November 15th at 12:00 p.m. PT, where we'll explore how changes on Capitol Hill could impact portfolios heading into 2023.

Please RSVP by emailing [email protected]. We hope to see you there.

11/07/2022

Our new 3.50% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients: https://mgstn.ly/3A4ejM3

11/04/2022

On Monday, 11/7, Morgan Stanley will be hosting a special virtual event on the eve of Election Day. Titled "Midterms & the Markets: A Conversation With Lawrence H. Summers and Niall Ferguson," these renowned thought leaders will be sharing their perspectives on the dynamics influencing the midterms and how election results may impact domestic and global markets. Register here: https://mgstn.ly/3fRysxf

10/25/2022

Don't forget to RSVP to our Midterm Update webinar event tomorrow, where I'll be hosting David Kemps, Morgan Stanley's Executive Director in Washington D.C. and an expert in government policy. David will be sharing his thoughts on the upcoming elections while evaluating potential market implications of various outcomes.

RSVP by emailing [email protected]'t forget to RSVP to our Midterm Update webinar event tomorrow, with Grant Lee and David Kemps - Morgan Stanley's Executive Director in Washington D.C. and an expert in government policy. David will be sharing his thoughts on the upcoming elections while evaluating potential market implications of various outcomes.

RSVP by emailing [email protected]