Melroy S. Atkins
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Melroy S. Atkins
Extensive knowledge and experience helping founders, C-suite and early employees with: Stock option planning Trust and estate planning strategies associated with start-up wealth Diversification and tax management strategies unique to start-up equity Financial planning and ESG Investment management Languages spoken: Hindi & Konkani Industry focus: Autonomous Vehicles, Artificial Intelligence, Biotechnology, Robotics, SaaS, Machine Learning.
Experience
Financial Advisor
Apr 2019 — Present · San Francisco, CA, US
Melroy serves a select clientele of highly accomplished technology entrepreneurs & executives as well as their families & foundations. Most of his clients are still actively involved in their careers, and many spend a significant amount of time focused on family & community involvements. ©2022 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…
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