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Twomey Zell Group
Twomey Zell Group
at Morgan Stanley Smith Barney
Financial Advisors
2882 Sand Hill Road
Suite 200
Menlo Park, CA 94025
tel: 650-234-5122
toll free: 800-456-0914
fax: 650-234-5150
Email Us
Welcome Meet Our Group Services
Welcome

We are financial professionals who believe that you--as one of our most important clients--is entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably never encountered at any other financial firm. We bring the scope and influence of two of the world’s strongest financial institutions to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.

This combination of personal attention and financial possibilities creates unexpected -- and welcome -- opportunities. Your financial life requires the broadest possible scope of expertise, and we are uncompromisingly committed to helping you have an experience that is easier and more rewarding.
Services
  • Education Planning
  • Insurance Services
  • Wealth Management
  • Asset Management
  • Estate Planning
  • Endowments and Foundations
  • Private Banking
  • Art Advisory
  • Alternative Investments
  • Financial Planning
  • Foreign Exchange
  • Lending Services
  • Philanthropic Services
  • Retirement Planning
  • Stock Option Plans
  • Executive Financial Services
  • Municipal Bonds
  • Professional Portfolio Management
  • Investment Policy Statements
  • Annuities
Bulletin Board
  • In their October 2008 issue, Worth Magazine ranked Stephanie Twomey among an elite group of industry peers as one of the Top 250 Wealth Advisors in America. See In The Press for the award criteria and methodology.
  • Stephanie Twomey, was recognized in weekly financial magazine, Barron’s as one of the “Top 100 Women Financial Advisors” within the wealth management industry. The article appeared in the June 9, 2008 issue and is based on financial writer and independent researcher RJ Shook’s Winner’s Circle methodology and criteria. See In The Press for details
  • Silicon Valley/San Jose Business Journal recognizes Stephanie as one of the Top 25 Wealth Advisors in Silicon Valley, and San Francisco Business Times ranks her as one of the Top 25 Women Wealth Advisors in the Bay Area. For award criteria and methodology, see In The Press.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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