Christina Yuni | Source | Executive Director at Morgan Stanley Wealth Management

Christina Yuni, a pioneer in wealth management who built a $500 million practice advising an exclusive client base, has joined Morgan Stanley, located in the Silicon Valley Complex in Palo Alto. She and her four-women team will guide "quietly-wealthy" families with a net worth over $10 million, many of them in the technology and biotechnology sectors.

Ranked on the Forbes 2021 list of Best-in-State Wealth Advisors and the Forbes list of “Top Women Wealth Advisors,” Yuni’s approach to wealth management starts with full-service wealth planning, dynamic asset allocation, and balance sheet due diligence, and is delivered with exceptional service to make a complex financial life easy to understand.

After spending nearly 20 years at Merrill Lynch, Christina joined Morgan Stanley to collaborate with clients in customizing financial roadmaps, which include retirement planning, education analysis, and wealth transfer strategies. She is a Certified Financial Planner™ by the Certified Financial Planner Board of Standards, Inc. Christina’s expertise includes concentrated stock planning and assisting clients with liquidity events, such as 10b5-1 selling plans and hedging vehicles. She holds a B.S. in Finance from the University of San Francisco and currently lives in Hillsborough, California, with her husband and two sons.