Steven Eggers, Cfp®
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Steven Eggers, Cfp® Email & Phone Number

Senior Vice President, Portfolio Management Director, Financial Advisor at Morgan Stanley
Location: San Francisco Bay Area, United States 3 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email s****@morganstanley.com
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Current company
Morgan Stanley
Role
Senior Vice President, Portfolio Management Director, Financial Advisor
Location
San Francisco Bay Area, United States
Company size
94640 employees

Who is Steven Eggers, Cfp®? Overview

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Quick answer

Steven Eggers, Cfp® is listed as Senior Vice President, Portfolio Management Director, Financial Advisor at Morgan Stanley, a with 94640 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Steven Eggers, Cfp®.

Steven Eggers, Cfp® previously worked as First Vice President - Financial Advisor at Morgan Stanley and Financial Advisor at Wells Fargo. Steven Eggers, Cfp® holds Bachelor Of Science, Business from San Jose State University.

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Email format at Morgan Stanley

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*@morganstanley.com
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Profile bio

About Steven Eggers, Cfp®

Mission statement Helping executives maximize their compensation packages, with integrated financial plans that help them retire with confidence.Our story and services Many high-performing senior executives, particularly in Fortune 500 companies, have earned substantial wealth, both in salary and in assets accumulated in their overall compensation packages. However, these assets can be complex and highly detailed, and many have not integrated them into an overall wealth management strategy. Many are just too busy. Others may not have fully analyzed all the subtleties and nuances of their total compensation package. I work extensively with senior executives with complex compensation packages, creating financial plans that reflect your total compensation. My clients benefit from advice regarding stock compensation, deferred compensation, pension planning and many other topics.As an executive, you know the importance of an intelligent, strategic plan to help reach specific goals and targets. I provide the same thinking to your personal finances, helping you make wise choices and assist in achieving the success you’ve worked hard for. Services Executive Financial PlanningWealth ManagementProfessional Portfolio ManagementFixed IncomeEducational PlanningRetirement Planning401(k) RolloversSustainable InvestingPhilanthropic ServicesTrust and Estate Planning Strategies

Current workplace

Steven Eggers, Cfp®'s current company

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Morgan Stanley
Morgan Stanley
Senior Vice President, Portfolio Management Director, Financial Advisor
California, United States
Website
morganstanley.com
Employees
94640
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Company profile
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3 roles

Steven Eggers, Cfp® work experience

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Senior Vice President, Portfolio Management Director, Financial Advisor

Morgan Stanley

California, United States

First Vice President - Financial Advisor

Morgan Stanley

© 2023 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 more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/steven.eggersDiversification does not guarantee a profit or protect against a loss.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.

Financial Advisor

Wells Fargo

San Francisco, California, Us

May 2008 - Feb 2011
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

HG Hannah Garriga, Cfa Hannah Garriga, Cfa Colleague at Morgan StanleyUnited States View → RF Richard Fischer Richard Fischer Colleague at Morgan StanleySea Girt, New Jersey, United States View → ML Megan Luca Megan Luca Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → SG Sarkodie Gershun Sarkodie Gershun Colleague at Morgan StanleyAccra, Greater Accra Region, Ghana View → PJ Pratik Jain Pratik Jain Colleague at Morgan StanleyBengaluru, Karnataka, India View → CS Chantal Simon Chantal Simon Colleague at Morgan StanleyNew York, United States View → MK Matthew Kibbe Matthew Kibbe Colleague at Morgan StanleyPortland, Oregon Metropolitan Area, United States View → JM Janak Manek Janak Manek Colleague at Morgan StanleyGreater Montreal Metropolitan Area, Canada View → SC Sean Conley Sean Conley Colleague at Morgan StanleyMorristown, New Jersey, United States View → JP Jesse Penton Jesse Penton Colleague at Morgan StanleyDallas-Fort Worth Metroplex, United States View →
1 education record

Steven Eggers, Cfp® education

  • San Jose State University
    San Jose State University
    Business
FAQ

Frequently asked questions about Steven Eggers, Cfp®

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

What company does Steven Eggers, Cfp® work for?

Steven Eggers, Cfp® works for Morgan Stanley.

What is Steven Eggers, Cfp®'s role at Morgan Stanley?

Steven Eggers, Cfp® is listed as Senior Vice President, Portfolio Management Director, Financial Advisor at Morgan Stanley.

What is Steven Eggers, Cfp®'s email address?

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

Where is Steven Eggers, Cfp® based?

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

What companies has Steven Eggers, Cfp® worked for?

Steven Eggers, Cfp® has worked for Morgan Stanley and Wells Fargo.

Who are Steven Eggers, Cfp®'s colleagues at Morgan Stanley?

Steven Eggers, Cfp®'s colleagues at Morgan Stanley include Hannah Garriga, Cfa, Richard Fischer, Megan Luca, Sarkodie Gershun, and Pratik Jain.

How can I contact Steven Eggers, Cfp®?

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

What schools did Steven Eggers, Cfp® attend?

Steven Eggers, Cfp® holds Bachelor Of Science, Business from San Jose State University.

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