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Financial Advisors
2882 Sand Hill Road
Suite 200
Menlo Park, CA 94025
Suite 200
Menlo Park, CA 94025
tel: 650-234-5122
toll free: 800-456-0914
fax: 650-234-5150
toll free: 800-456-0914
fax: 650-234-5150
Staff
At Morgan Stanley Smith Barney we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Ed Krall, CFP®, CIMA®
Client Relationship Manager
tel: 650-234-5174
fax: 650-234-5150
Professional Details
- Client Relationship Manager and Senior Analyst, Twomey Zell Group
- Branch Operations Manager; Manager, Client Service Team, Regional Service Center; Margin Compliance Auditor; Employee Stock Option & Restricted Stock Lending Supervisor; Margin Clerk – all for major NYSE firm, New York City, Denver, and California over a 15-year period
- CIMA – Certified Investment Management AnalystSM & CERTIFIED FINANCIAL PLANNER™, Certification CFP® Board
- Graduate State University of New York, Stonybrook, Economics Major and Math & Business Minors
- Coach, Daughters’ Sports Teams
Professional Details
- Client Service Associate, Twomey Zell Group
- Registered Client Associate, UBS/Paine Webber, Dallas, TX
- Trading Assistant, Institutional Fixed Income Desk, Comerica/Hibernia National Bank, Dallas, TX
- Margin Clerk, Dain Rauscher/ Rauscher Pierce Refsnes, Dallas, TX
- Board of Directors, Junior League of Dallas; Sustaining Member, Junior League of Los Gatos; Board Member, Home and School Club Board, Alta Vista Elementary, Los Gatos; Centenary College of Louisiana, B.A. in Sociology, Minor in Business
Professional Details
- Client Service Associate and Junior Analyst, Twomey Zell Group
- Morgan Stanley Financial Training Program, Sacramento, CA
- President, Campus MOSAIC student charity organization, UC Davis
- B.S. with Honors - Managerial Economics, Minor in Psychology, University of California at Davis. Member of Golden Key International Honour Society
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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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