Morgan Becker

About Morgan Becker

At the Bay Area Wealth Management Group, we understand that wealth isn\'t just about money, it’s also about living the life you want to lead. For the most part, our clients come to us having already achieved a major life goal –– whether it be a career milestone or a company IPO –– and now they need help redefining their mission for the future. Not only for retirement, but for their family and legacy too.With decades of experience and elite designations under my belt, I lead an experienced team that provides a highly select, intensively client-centric, and service-oriented approach attending to every dimension of our clients’ financial lives.In order to be a comprehensive resource, I’ve remained committed to education throughout my career. Most recently, I earned my Certified Private Wealth Advisor (CPWA®) designation from the Yale School of Management. I also hold Certified Investment Management Analyst (CIMA®) and Certified Wealth Strategist (CWS®) designations from the University of Pennsylvania Wharton Executive Education program. In 2015, Morgan Stanley tapped me to serve as a Family Wealth Director –– a title which is awarded to 2% of Financial Advisors at Morgan Stanley. I’m also one of 18 advisors to serve on the Firm’s National Financial Advisor Council.Put simply, I strive for excellence. Because excellence is what my clients deserve. Over the years, that commitment has earned me numerous industry recognitions –– including the prestigious Five Star Wealth Manager award in the San Francisco East Bay every year from 2012 to 2023. In 2021, 2022, and 2023 Forbes named me a Best-in-State Advisor for California, and in 2023, our team was named to Forbes’ inaugural Best-in-State Wealth Management Team list.From major life and business decisions to the smallest everyday concerns. From banking and lending needs to alternative investments and restricted stock planning. I pride myself on being a dedicated resource my clients can turn to for the years ahead. And for generations to come.Outside the office, I live in the Bay Area with my family. My interests include travelling, hiking, and playing music. I’m also currently training to earn my pilot’s license.For a second opinion about your current investments, or to talk about your goals, please call me at (92••••••29, or email M••••••••@morganstanley.com.*See honors sections for awards disclosures/criteria.

Experience

1. Managing Director, Family Wealth Director, Financial Advisor

   Morgan Stanley

   Mar 2000 — Present · Walnut Creek, CA, US

   We say it all the time: when it comes to high net worth, the biggest challenge is not making money, but keeping it. Whether you need help with wealth transfer, tax strategies, trust structures, charitable giving, lending, or wealth education –– we have the tools to help you secure your future. Just as important, we have the experience to help you determine which tools are best suited to your specific goals.©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.NMLS#: 12•••69CA Insurance License #: 0D63600

Education

• Santa Clara University

  BS, Economics

  1994 — 1996