Bruce Stuart , Cfp®, Cima®, Cpwa®, Adpa® Email & Phone Number

San Francisco, California, United States

I provide comprehensive financial planning services to high net worth and ultra-high net worth individuals, couples, and families. As an Executive Financial Services Director, I often work with biotech, technology, and entertainment industry executives and retirees regarding their concentrated stock positions and other advanced financial planning needs. Disclosures: ©2022 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 will not accept purchase or sale orders via LinkedIn or its messaging systems. 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.htmlFor important information about any designation(s) listed above, please see:http://fa.morganstanley.com/bruce.stuartMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee.NMLS#: 1576026CA Insurance License #: 0C33868

My primary objective is to assist you in sorting through the complexity of creating, organizing, preserving, growing and transferring wealth. I have the knowledge, experience and credentials to employ a holistic wealth management approach – one that looks at the total fabric of your life. Together, we’ll find ways to help meet your short and long-term goals, while minimizing cost and tax consequences. Although many professionals may call themselves “financial planners,” only those who have fulfilled the requirements of the CFP Board can display the CFP® certification marks. As a CERTIFIED FINANCIAL PLANNER™ I have in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. And, the CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own when delivering financial planning advice.

Assisted high net worth and ultra-high net worth families, business owners, and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Helped clients to create plans that address the financial needs for every stage of their lives.

My clients included high net worth and ultra-high net worth families, business owners, and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. I drew on my unique skills to help clients build plans that addresses the financial needs and products for every stage of someone’s business and personal life cycle.

Doctor Of Law (Jd) (Non-Practicing At Morgan Stanley)

Associate Editor, Albany Law Review; Member, Justinian Honorary Society, Honors graduate Published law review articles at Hastings.

Bachelor Of Science (Bs)

Activities and Societies: Honors graduate, Honors Thesis: Cognition of Looks and Physical Attractiveness. Conducted research with editors.