Scott Caston, Cpwa®, Cfp® Email & Phone Number

Scott is an Executive Director and Financial Advisor within Morgan Stanley’s Wealth Management division.Scott joined Morgan Stanley in 2005 and has dedicated his entire career to serving the sophisticated financial planning and investment management needs of corporate executives and business owners in the Bay Area and Southern California. He and his team have garnered recognition from Forbes as a best-in-state wealth management practice in California. Recent accolades include:• Forbes Best-In-State Wealth Management Team (2023-2024)• Forbes Best-In-State Wealth Advisors (2021-2024)• Forbes America's Top Next-Gen Wealth Advisors (2017-2020)Scott attained the prestigious Certified Private Wealth Advisor® (CPWA®) designation from Yale School of Management and Investments & Wealth Institute™, and is a Family Wealth Director, an advanced designation achieved by a select group of advisors at Morgan Stanley. Scott is also a Certified Financial Planner™ (CFP®) and holds a B.A. in Finance from California State University, Fullerton - College of Business and Economics. To learn more about Scott's practice, please visit his website: https://advisor.morganstanley.com/thecypressgroup.* 2023-2024 Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. *2017-2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2017-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. *2021-2024 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.*Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

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  Executive Director | Family Wealth Director | Financial Advisor

  Morgan Stanley

  2005 - Present - New York, Ny, Us

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