Thien
Financial Advisor | Family Wealth Director at Morgan Stanley
- Role
- Financial Advisor and Family Wealth Director, Insurance Planning Director, Cdfa at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Thien
Thien Le is a Financial Advisor and Family Wealth Director at Morgan Stanley, focusing on wealth management for affluent individuals and families worldwide. With two decades of experience, she provides strategic guidance on multigenerational wealth planning, tax management investment strategies, and pre-IPO liquidity strategies for founders and entrepreneurs. Her experience has earned her recognition as a Morgan Stanley MAKER and a place on the Forbes Top Women Wealth Advisors Best-in-State list in 2023, 2024, 2025, and 2026.Beyond finance, Thien is deeply committed to philanthropy and community leadership. She has led global sustainability initiatives, served on the board of Vietnam Relief Effort, and founded the Morgan Stanley Sea Warriors Dragon Boat Team, leading them to multiple gold medals while raising funds for charity. She holds a B.A. in Economics from Haverford College, where she serves on the Board of Managers and mentors students. As a Board Trustee at Fulbright University Vietnam, she is dedicated to advancing education and creating opportunities for future generations. Thien resides in Greenwich, Connecticut, with her family.Focus: Alternative investments, insurance planning needs, financial planning2023, 2024, 2025, 2026 Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America\'s Top Women Wealth Advisors)Source: Forbes.com (Awarded 2023, 2024, 2025, and 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Award Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Experience
Financial Advisor and Family Wealth Director, Insurance Planning Director, Cdfa
Oct 2017 — Present
2026 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: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.NMLS#17•••95
Education
Haverford College
Bachelor of Arts, Economics and East Asian Studies
New York University
Certificate in Financial Planning
University of Pennsylvania
Young Scholar Program
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