Riley Krook

Associate Vice President, Financial Advisor at Morgan Stanley

Role: Associate Vice President, Financial Advisor at Morgan Stanley
Location: Menlo Park, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Riley Krook

Riley grew up in the San Francisco Bay Area before attending and graduating from the University of Oregon. Returning to the Silicon Valley, he joined Morgan Stanley as a financial planner to help clients create comprehensive financial plans for their families. In addition to family planning, Riley is part of a group of advisors at Morgan Stanley dedicated to working closely with clients with concentrated stock positions to advise on tax and estate planning strategies and efficient diversification.Riley was named to Morgan Stanley’s prestigious Pacesetter’s Club in 2024, 2025, & 2026. Pacesetter’s Club is a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.(Disclosure: https://mgstn.ly/48yHOEI)Riley is a CERTIFIED FINANCIAL PLANNER™, Series 7 and 66 licensed and CA Life, Health, and Annuity licensed. He has a passion for giving clients a financial education throughout their financial lives.Core Focuses Include:Cash Flow & Retirement PlanningEquity Compensation StrategyRisk Management

Experience

Associate Vice President, Financial Advisor
Morgan Stanley
Jan 2026 — Present · Menlo Park, CA, US

Education

University of Oregon
Bachelor of Science - BS, Finance
2015 — 2019

Contact information

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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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