Morgan Stanley Financial Advisors

Let's just say that the scotts valley branch is mot the same since Gary Pezzi left. Andrew was helpful as I removed all my investments. I may be a small fish at the moment with a lot of words. But I brought other clients and my portfolio over achieved Nasdaq.

Tristan Kass at Morgan Stanley Financial Advisors, Santa Cruz CA has been a great asset to help us get clear on our goals, understand our options, and make informed decisions. He is very good at taking complex financial services and explain them, compare them and make informed decisions. (Have you ever tried to understand life insurance??) We highly recommend Tristan Kass.