Stephanie Twomey

Stephanie Twomey Email and Phone Number

Director, Senior Portfolio Management Director, Private Wealth Advisor CIMA® at Morgan Stanley Private Wealth Management @
Stephanie Twomey's Location
Menlo Park, California, United States, United States
Stephanie Twomey's Contact Details

Stephanie Twomey work email

Stephanie Twomey personal email

n/a
About Stephanie Twomey

I have been a Financial Advisor for 30 years since taking a MBA from the Stanford Graduate School of Business, and I consider it a privilege to help Ultra High Net Worth clients achieve their financial objectives. With the Twomey Zell Group at Morgan Stanley Private Wealth Management, the client always comes first.In an increasingly complex and interrelated financial world, it takes a team of dedicated and skilled individuals to properly serve clients and their families. The Twomey Zell Group is a team of five highly experienced professionals who helps deliver investment solutions, wealth transfer solutions, tax minimization solutions, and risk management solutions tailored to individual clients' goals and their risk preferences.We are with Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney, LLC., dedicated to Ultra High Net Worth clients, which gives us access to people and resources that benefit our clients.Our team's goal is to deliver superior and unparalleled service to our clients. The markets are forever dynamic, and our commitment to clients is to continually evolve in ways that truly benefit them.

Stephanie Twomey's Current Company Details
Morgan Stanley Private Wealth Management

Morgan Stanley Private Wealth Management

Director, Senior Portfolio Management Director, Private Wealth Advisor CIMA® at Morgan Stanley Private Wealth Management
Stephanie Twomey Work Experience Details
  • Morgan Stanley Private Wealth Management
    Director, Senior Portfolio Management Director, Private Wealth Advisor, Cima®
    Morgan Stanley Private Wealth Management 2005 - Present
    2882 Sand Hill Road, Suite 200, Menlo Park, Ca 94025
    Public Company; MS; Financial Services IndustryMorgan Stanley, with its open architecture and emphasis on client performance, is one of the most significant Wealth Management firms in the Financial Services industry today. We are with Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney, LLC. dedicated to Ultra High Net Worth clients. PWM gives us access to people and resources within the firm which are important to realizing our clients' investment goals and objectives.Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC ("MSSB"), member SIPC (www.sipc.org http://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. Statements and messages for US residents only and subject to the following terms: http://www.ms.com/disclaimers/mssbemail.html Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. For more information on the designation(s) listed above, go to http://www.morganstanleypwa.com/twomeyzellgibbons
  • Merrill Lynch
    First Vice President - Wealth Management Advisor
    Merrill Lynch 1992 - 2005
    Public Company; Bank of America; Financial Services Industry
  • Kidder, Peabody & Co.
    Vice President - Investments
    Kidder, Peabody & Co. 1983 - 1992
    Privately held corporation until 1986. Bought by General Electric, Financial Services Industry

Stephanie Twomey Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Finance

Frequently Asked Questions about Stephanie Twomey

What company does Stephanie Twomey work for?

Stephanie Twomey works for Morgan Stanley Private Wealth Management

What is Stephanie Twomey's role at the current company?

Stephanie Twomey's current role is Director, Senior Portfolio Management Director, Private Wealth Advisor CIMA® at Morgan Stanley Private Wealth Management.

What is Stephanie Twomey's email address?

Stephanie Twomey's email address is st****@****pwm.com

What schools did Stephanie Twomey attend?

Stephanie Twomey attended Stanford University Graduate School Of Business.

What are some of Stephanie Twomey's interests?

Stephanie Twomey has interest in Outdoor Activities, Hiking, Biking.

Not the Stephanie Twomey you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.