Trisha Jeffries - Morgan Stanley

Services Offered

• Investment Management
• Retirement Planning
• Financial Planning

About

Trisha Jeffries is a financial advisor based in Walnut Creek, California, affiliated with Morgan Stanley. She provides a range of financial planning services, including investment management and retirement planning, tailored to the needs of her clients. Trisha focuses on helping individuals and families navigate their financial journeys with personalized strategies. Her practice is dedicated to serving local clients in achieving their financial goals and securing their financial futures.

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