Kevin Wolfe

Senior Vice President | Wealth Advisor | Senior Portfolio Management Director at Morgan Stanley

Role
Senior Vice President Wealth Advisor Senior Portfolio Management Director at Morgan Stanley
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Vice President Wealth Advisor Senior Portfolio Management Director

    Morgan Stanley

    Jan 2002 — Present

    Our team’s approach is to provide you with comprehensive wealth management services that attend to the details of your life with insight, analysis and dedicated service. Our clients include high net-worth individuals, multi-generational families, corporate executives and entrepreneurs and business owners.©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC 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-crystal-springs-group. The information or content is for US residents only and subject to the following disclosures:

Education

  • Connecticut College

    B.A.

    1984 — 1988

  • Boston University

    M. Ed.

    1989 — 1991

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Kevin Wolfe — Senior Vice President Wealth Advisor Senior Portfolio Management Director at Morgan Stanley in San Francisco, CA, US | Unifers