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The Vick/Cho Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
111 Santa Rosa Avenue
Suite 200, PO Box 1030
Santa Rosa, CA 95404
Suite 200, PO Box 1030
Santa Rosa, CA 95404
tel: 707-571-5778
toll free: 800-752-5340
fax: 707-526-1103
toll free: 800-752-5340
fax: 707-526-1103
Group Details
William M. Vick
Senior Vice President - Wealth Management
Portfolio Manager/Financial Advisor
Portfolio Manager/Financial Advisor
tel: 707-571-5778
toll free: 800-752-5340
fax: 707-526-1103
Professional Details
-
2000 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Portfolio Manager/Financial Advisor
Santa Rosa, CA - 1995 - 2000: Merrill Lynch
Vice President
Financial Advisor
Santa Rosa, CA - 1990 - 1995: Merrill Lynch
Resident Vice President
Colorado & Arizona - 1985 - 1990: Merrill Lynch
Sales Manager
San Francisco, CA - 1980 - 1985: Merrill Lynch
Senior Financial Advisor
Norfolk, VA - B.A. - European History, 1965
University of North Carolina
Chapel Hill, NC - M.S. - Education & Administration, 1974
Old Dominion University
Norfolk, VA - Series 7 License, 1979
Norfolk, VA - Series 65 - Investment Advisory Agent, 1994
San Francisco
William M. Vick is licensed in the following state(s): AZ, CA, FL, MA, NC, NJ, NV, OR, PA, TN, UT, WA
Gregory D. Cho
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 707-571-5745
toll free: 800-752-5340
fax: 707-526-1103
Professional Details
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2004 - present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Santa Rosa, CA - 2002 - 2004: UBS
Financial Advisor
Napa, CA - B.A. - Communications, 2001
Sonoma State University
Rohnert Park, CA - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- GBR Business Group
Founder
Santa Rosa, CA - Santa Rosa United
Coach/Trainer
Santa Rosa, CA - Fountain Grove Golf & Athletic Club
Member
Santa Rosa, CA
Gregory D. Cho is licensed in the following state(s): AZ, CA, FL, GA, HI, NJ, NV, OR
Natalie A. Castello
Client Service Associate
tel: 707-571-5729
fax: 707-526-1103
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.
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