Top Content Curve
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
Group Details
Stephanie C. Twomey, CIMA®
Director - Wealth Management
Advisor, Citi Family Office
Senior Portfolio Manager
Advisor, Citi Family Office
Senior Portfolio Manager
tel: 650-234-5122
toll free: 800-456-0914
fax: 650-234-5150
Professional Details
- 2005 - Present: Cit Family Office
Director - Wealth Management
Advisor, Citi Family Office
Senior Portfolio Manager - 1992 - 2005: Merrill Lynch
First Vice President - Wealth Management Advisor - 1983 - 1992: Kidder, Peabody & Co.
Vice President - Investments - MBA, 1983
Stanford University Graduate School of Business - CIMA - Certified Financial Management Analyst
- Worth Magazine's Top 250 Financial Advisors in America
- Barron's Top 100 Women Financial Advisors in America
- Silicon Valley's Top 25 Wealth Advisors, Silicon Valley/San Jose Business Journal
- Bay Area Top 25 Women Wealth Advisors, SF Business Times
Stephanie C. Twomey, CIMA® is licensed in the following state(s): AK, AZ, CA, DC, DE, FL, GA, ID, IL, MI, NY, OR, UT, WA, WI
Gerard J. Zell, CFP®
Senior Vice President - Wealth Management
Advisor, Citi Family Office
Advisor, Citi Family Office
tel: 650-234-5123
toll free: 800-456-0914
fax: 650-234-5150
Professional Details
- 2005 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Advisor, Citi Family Office
Menlo Park, CA - 2001 - 2005: Merrill Lynch
Vice President
Financial Advisor
Menlo Park, CA - 1998 - 2001: Merrill Lynch
Vice President
Concentrated Stock Liquidity and
Hedging Specialist
Northwestern United States - 1993 - 1998: Bank of America/Barnett Bank
Assistant Vice President
Commercial Loan Officer
Miami, FL - M.B.A., 1998
Florida International University
Miami, FL - B.S. - Business Administration, 1993
Florida State University
Tallahassee, FL - CERTIFIED FINANCIAL PLANNER™
Gerard J. Zell, CFP® is licensed in the following state(s): AK, AZ, CA, CT, DC, FL, GA, ID, IL, MI, NY, OR, UT, WA, WI
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.
Bottom Content Curve