The Vick/Cho Group - Morgan Stanley Smith Barney Team - Santa Rosa, CA
Morgan Stanley Smith Barney
The Vick/Cho Group
at Morgan Stanley Smith Barney
3562 Round Barn Circle
1st Floor
Santa Rosa, CA 95403
tel: (707) 571-5745
toll-free: (800) 752-5340
fax: (707) 524-1099
William M. Vick
Senior Vice President
Financial Advisor
Portfolio Manager
tel: (707) 571-5778
toll free: (800) 752-5340
fax: (707) 526-1103
Professional Details
  • 2000 - present: Morgan Stanley Smith Barney
    Senior Vice President
    Portfolio Manager/Financial Advisor
    Santa Rosa, CA
  • 1995 - 2000: Merrill Lynch
    Vice President
    Financial Advisor
    Santa Rosa, CA
  • 1990 - 1995: Merrill Lynch
    Resident Vice President
    Colorado & Arizona
  • 1985 - 1990: Merrill Lynch
    Sales Manager
    San Francisco, CA
  • 1980 - 1985: Merrill Lynch
    Senior Financial Advisor
    Norfolk, VA
  • B.A. - European History, 1965
    University of North Carolina
    Chapel Hill, NC
    M.S. - Education & Administration, 1974
    Old Dominion University
    Norfolk, VA
  • Series 7 License, 1979
    Norfolk, VA
    Series 65 - Investment Advisory Agent, 1994
    San Francisco
  • ProVisor SF2
    Member
    San Francisco, CA
  • ProVisor SF5
    Member - Group Leader
    San Francisco, CA
  • ACE Business Group
    Founder
    Santa Rosa, CA
  • Sonoma Mountain Business Cluster
    Board of Mentors
    Rohnert Park, CA
  • North Bay Angels
    Member
    Santa Rosa, CA
  • Sonoma County Alliance
    Member
    Santa Rosa, CA
William M. Vick is licensed in the following state(s): AZ, CA, FL, MA, NC, NJ, NV, OR, PA, TN, UT, WA
Gregory D. Cho
Financial Advisor
Financial Planning Specialist
tel: (707) 571-5745
toll free: (800) 752-5340
fax: (707) 526-1103
Professional Details
  • 2004 - present: Morgan Stanley Smith Barney
    Financial Advisor
    Financial Planning Specialist
    Santa Rosa, CA
  • 2002 - 2004: UBS
    Financial Advisor
    Napa, CA
  • B.A. - Communications, 2001
    Sonoma State University
    Rohnert Park, CA
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • GBR Business Group
    Founder
    Santa Rosa, CA
  • Sonoma CASA Board Member
  • Rotary Club of Rancho Cotati
    Treasurer
    Cotati, CA
  • Sonoma County Alliance
    Member
    Santa Rosa, CA
  • North Bay Angels
    Member of Screening Committee
    Santa Rosa, CA
  • Community Investment Committee (CIC)
    Member
    Santa Rosa, CA
  • 2011 North Bay Business Journal Forty Under 40 Award
  • North Bay Investor Summit
    Planning Committee
Gregory D. Cho is licensed in the following state(s): AZ, CA, FL, GA, HI, NJ, NV, OR
Amanda J. Vaughn
Senior Registered Associate
tel: 707.571.5782
fax: 707.524.1099
Professional Details
  • 2003 - present: Morgan Stanley Smith Barney
    Senior Registered Associate
    Santa Rosa, CA
  • 2002 - 2003: Morgan Stanley
    Executive Administrative Assistant
    San Francisco, CA
  • B.A. - Business Economics/Accounting 2002
    University of California, Santa Barbara
    Santa Barbara, CA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law Exam

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