Jon Neuhaus

Jon Neuhaus is a highly accomplished Managing Director and Private Wealth Advisor at Morgan Stanley with over 20 years of experience in providing private wealth advisory services.

Together with his business partner Frank X. Malone, they lead a 10-person team at Morgan Stanley responsible for delivering comprehensive financial planning solutions to their clients, garnering recognition as one of the Top 100 Advisors nationally by Barron's since 2020.

Jon Neuhaus specializes in asset management, trust & estate planning, lending solutions, and generational wealth planning, catering primarily to clients in the San Francisco Bay Area and Southern California, while also serving clients nationally.

He holds prestigious designations within Morgan Stanley including Senior Portfolio Management Director, Family Wealth Director, and Lending Specialist, underscoring his expertise in wealth management.

Jon Neuhaus has been consistently recognized by Barron's and Forbes as a top advisor, showcasing his commitment to excellence and delivering exceptional financial services.

Apart from his professional endeavors, Jon is actively involved in various boards and coaching roles, demonstrating his commitment to community engagement and giving back.

Jon Neuhaus has a rich educational background, having studied at renowned institutions such as Northwestern University - Kellogg School of Management and the University of California, Berkeley.

His diverse professional experience includes roles at Merrill Lynch, Westchester Consulting Group, Deloitte, and even a White House Internship, showcasing his broad expertise and skill set in the financial industry.