The Wedeen Karwick Group - Morgan Stanley Smith Barney Team - Santa Cruz, CA
Morgan Stanley Smith Barney
The Wedeen Karwick Group
at Morgan Stanley Smith Barney
6004 La Madrona Drive
Santa Cruz, CA 95060
tel: (831) 440-5200
toll-free: (800) 488-3436
fax: (831) 440-5201
Rachel Wedeen
Senior Vice President
Financial Advisor
tel: (831) 440-5269
Professional Details
  • 1978 - Present: Morgan Stanley Smith Barney
    and it's predecessors (started with Shearson Hayden Stone)
  • BA - Journalism
    Northwestern University
  • CFP designation, 1986
  • Series 7, 63, 3 & 65 Licensed
  • Insurance Licensed
  • Life & Variable Annuities Insurance Licensed
  • Cabrillo College Foundation
    Board of Directors
  • Community Foundation
    of Santa Cruz County
    Board of Directors
Rachel Wedeen is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, KY, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OR, PA, TX, VA, WA
Tiffany D. Karwick
Second Vice President
Financial Advisor
tel: (831) 440-5266
Professional Details
  • 2005 - Present: Morgan Stanley Smith Barney
  • BA - Economics
    University of California at Santa Cruz
  • CFP designation, 2008
  • Series 7 & 66 Licensed
  • Insurance Licensed
  • Life & Variable Annuities Insurance Licensed
  • Capitola Soquel Chamber of Commerce
    Executive Board of Directors &
    Past Chairperson
  • Santa Cruz Host Lions Club
    Board of Directors
Tiffany D. Karwick is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, KY, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OR, PA, TX, VA, WA
Angie McClellan
Client Service Associate
tel: 831-440-5278
fax: 831-440-5201

Kevin Newhouse
Registered Associate
tel: 831-440-5276
fax: 831-440-5201

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