Morgan Stanley, Office of Ross Monten

Morgan Stanley, Office of Ross Monten

 
 
 
 
 
 
 
 
 
 
 

Morgan Stanley, Office of Ross Monten

700 Main Street, Suite 315
Napa, CA 94559 | View on Google Maps
(707) 254-4445
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As a Morgan Stanley financial advisor, I am able to deliver customized resources from a global firm in a very personal, boutique manner. My goal is to allow you to lead a happier, more productive and fulfilling life. My practice is uniquely designed to provide investment advisory, private wealth services, and extensive planning to individuals, families, businesses and non-profits. Prior to being recruited to Morgan Stanley, I held tenures with Edward Jones Investments, served as an Intelligence Officer with the U.S. Navy, and at a private equity firm. I received my master’s degree from the London School of Economics, and graduated from the University of Minnesota. Currently, I am completing Harvard Business School’s General Management Program, and was fortunate to be in residence in Cambridge, MA earlier this year. I very much enjoy really getting to know our clients, solving problems, and thinking proactively about you and your family’s future. I approach each engagement with empathy,
Member Since: 2017