Lori Whitney
Managing Director, Family Wealth Director, Financial Advisor at Morgan Stanley
- Role
- Managing Director, Family Wealth Director, Financial Advisor at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lori Whitney
The San Francisco Elements Group at Morgan Stanley is led by a husband and wife team that…
Experience
Managing Director, Family Wealth Director, Financial Advisor
Feb 1996 — Present · San Francisco, CA, US
Lori leads The San Francisco Elements Team with over three decades of experience in wealth management, working at Paine Webber prior to Morgan Stanley. Professionally advising affluent families and executives, Lori devises the most comprehensive strategy to serve every family need. Her wealth of experience working with clients synergizes exceptionally well with David’s quantitative and statistical skills, establishing a stalwart husband-wife team that can tackle any investment challenge. ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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