Sign In
Get Clay Free →

Suggestions

    Sean Corcoran

    First Vice President, Private Banker

    Sean Corcoran is a Financial Advisor and Financial Planning Specialist at Morgan Stanley Wealth Management in the San Francisco Bay Area.1 He began his career in financial services in 2004 and joined Morgan Stanley in 2011.1 Corcoran has over 20 years of experience as a Private Banker, specializing in serving clients with complex financial needs, particularly entrepreneurs and leaders in the technology industry.2

    Career Highlights

    • Current Role: Financial Advisor and Financial Planning Specialist at Morgan Stanley Wealth Management (since September 2023)1
    • Previous Role: First Vice President - Lead Private Banker at Morgan Stanley (April 2011 - September 2023)1
    • Earlier Experience: Regional Banking Consultant at Wells Fargo Advisors (February 2010 - April 2011)1

    Areas of Expertise

    Corcoran focuses on various aspects of wealth management, including:

    • Stock Plan Services
    • Concentrated Stock Management
    • Financial Planning
    • Estate Planning Strategies
    • Investment Management
    • Alternative Investments
    • Lending (including home loans, commercial real estate, securities-based lending, and custom credit)12

    Education and Personal

    • Bachelor's degree in Political Science from Montclair State University (1999-2004)1
    • Completed Financial Planning and Services program at the University of California, Irvine (2012)1
    • Resides in San Francisco with his partner Maggie and their dog Gio2
    • Enjoys running, cycling, skiing, and snowboarding2
    • Avid reader with a goal of reading 40 books per year on subjects like history, technology, economics, geopolitics, and biographies2
    • Has completed 3 marathons2

    Sean Corcoran is committed to delivering exceptional client experiences rooted in trust and communication, leveraging Morgan Stanley's global insights and resources.2

    Highlights

    Sean P Corcoran | Morgan Stanley Wealth Management
    Sean P Corcoran | Morgan Stanley Wealth Management
    Jul 11 · businesswire.com
    Joseph Gunnar Announces Appointment of Sean Corcoran as Head ...

    Related Questions

    What specific services does Sean Corcoran offer to his clients?
    How has Sean Corcoran's career evolved over the years?
    What are some notable achievements of Sean Corcoran at Morgan Stanley?
    How does Sean Corcoran tailor his financial planning strategies for tech industry leaders?
    What makes Sean Corcoran's approach to wealth management unique?
    Sean Corcoran
    Sean Corcoran, photo 1
    Sean Corcoran, photo 2
    Add to my network

    Location

    San Francisco Bay Area