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Chase Henley, Cfp® Email & Phone Number

Associate Vice President | Senior Portfolio Manager | Financial Planning Specialist | Financial Advisor at Morgan Stanley at Morgan Stanley
Location: San Francisco Bay Area, United States 7 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email c****@morganstanley.com
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Current company
Role
Associate Vice President | Senior Portfolio Manager | Financial Planning Specialist | Financial Advisor at Morgan Stanley
Location
San Francisco Bay Area, United States
Company size

Who is Chase Henley, Cfp®? Overview

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Quick answer

Chase Henley, Cfp® is listed as Associate Vice President | Senior Portfolio Manager | Financial Planning Specialist | Financial Advisor at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Chase Henley, Cfp®.

Chase Henley, Cfp® previously worked as Associate Vice President | Sr Portfolio Manager | Financial Planning Specialist | Financial Advisor at Morgan Stanley and Associate at Morgan Stanley. Chase Henley, Cfp® holds Bachelor Of Arts, Statistics from Amherst College.

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Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Chase Henley, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Chase Henley, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Financial Advisor for the The Tri-Valley Group at Morgan Stanley. I work with four other experienced Financial Advisors and two Client Service Associates. Our clients primarily consist of high net worth individuals/families who would like to seek to preserve and grow their wealth. We provide professional portfolio management, and our areas of focus include retirement planning, 401(k) rollovers, estate planning strategies, educational planning strategies, and trust services.

Listed skills include Microsoft Office, Microsoft Excel, Teamwork, Leadership, and 1 others.

Current workplace

Chase Henley, Cfp®'s current company

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Morgan Stanley
Morgan Stanley
Associate Vice President | Senior Portfolio Manager | Financial Planning Specialist | Financial Advisor at Morgan Stanley
new york, new york, united states
Employees
78669
AeroLeads page
7 roles

Chase Henley, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Vice President | Sr Portfolio Manager | Financial Planning Specialist | Financial Advisor

Current

© 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-tri-valley-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.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.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#: 1915550CA Insurance License #: 4024332

Nov 2019 - Present

Wealth Management Intern

Pleasanton, Ca

May 2018 - Aug 2018

Wealth Management Intern

San Francisco Bay Area

Jun 2017 - Aug 2017

Wealth Management Intern

San Francisco Bay Area

Jun 2016 - Aug 2016

Wealth Management Intern

San Francisco Bay Area

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

1 education record

Chase Henley, Cfp® education

FAQ

Frequently asked questions about Chase Henley, Cfp®

Quick answers generated from the profile data available on this page.

What company does Chase Henley, Cfp® work for?

Chase Henley, Cfp® works for Morgan Stanley.

What is Chase Henley, Cfp®'s role at Morgan Stanley?

Chase Henley, Cfp® is listed as Associate Vice President | Senior Portfolio Manager | Financial Planning Specialist | Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Chase Henley, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Chase Henley, Cfp® at Morgan Stanley.

Where is Chase Henley, Cfp® based?

Chase Henley, Cfp® is based in San Francisco Bay Area, United States while working with Morgan Stanley.

What companies has Chase Henley, Cfp® worked for?

Chase Henley, Cfp® has worked for Morgan Stanley and Amherst College.

Who are Chase Henley, Cfp®'s colleagues at Morgan Stanley?

Chase Henley, Cfp®'s colleagues at Morgan Stanley include Jennifer Dai, Andrew Hill, Anthony J. Leo, Avinash Makhija, and John Badibanga, Mba.

How can I contact Chase Henley, Cfp®?

You can use AeroLeads to view verified contact signals for Chase Henley, Cfp® at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Chase Henley, Cfp® attend?

Chase Henley, Cfp® holds Bachelor Of Arts, Statistics from Amherst College.

What skills is Chase Henley, Cfp® known for?

Chase Henley, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Teamwork, Leadership, and Data Analysis.

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