Finance & Investing Announces Financial Advisors of San Francisco for 2022

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Finance and Investing is pleased to announce our Financial Advisors of San Francisco for 2022

Finance and Investing is pleased to announce our Financial Advisors of San Francisco for 2022. These men and women represent some of the most prominent financial institutions operating in the San Francisco area, including JPMorgan Chase, Wells Fargo, Morgan Stanley and Goldman Sachs. Each of these advisors has proven themselves as stewards of private wealth. Their success is built on a breadth of experience as well as strong personal relationships with their clients. Moreover, the organizations that they represent provide them with resources for creating unique investment strategies for each particular financial situation.

Included in this year’s list is Amy Diehl, an Executive Director and Private Wealth Advisor at Morgan Stanley. Diehl works with c-suite executives, entrepreneurs, and venture capitalists across several sectors, crafting advice that allows all her clients to meet their financial goals. Also included is Patrick Benson, a Senior Financial Advisor at Merrill Lynch Wealth Management, who focuses on getting to know each one of his clients, as well as their family, in order to create a customized financial approach. Meanwhile, Daniel Furhman, a Vice President and Wealth Advisor at William Blair, specializes in clients facing a liquidity event ranging from the sale of a business to retirement, to participation in their company’s IPO.

Please join us in celebrating the accomplishments of our Financial Advisors of San Francisco for 2022.

Jonathan Shane (Morgan Stanley), Vernon Ng (Citi), Doug Robbins (UBS Financial Services), Alex Kim (Goldman Sachs), David Hines (Charles Schwab), Brandon Au (MassMutual Northern California), Ashley Pak (Fidelity Investments), Thomas Kendrick (Merrill Lynch), Amy Diehl (Morgan Stanley), Sarah Rossi (JPMorgan Chase), Chris Hall (Wells Fargo Advisors), Patrick Benson (Merrill Lynch Wealth Management), Jeff Leong (Citi Personal Wealth Management), Michelle Raczek (Charles Schwab), Trang Ta (Bank of America Merrill Lynch), Oliver Choy (Ameriprise Financial Services), Jeff Frankos (Raymond James), Carrie Zhou (Bank of the West), Dan Holligan (Stifel Financial), Daniel Furhman (William Blair), Dave Fernandez (CAPTRUST), Michael Cox (First Republic Private Wealth Management), Jason Nossiter (Bernstein Private Wealth Management), Chris Gallo (Hilltop Securities) and Suzette Barnes (Morgan Stanley).

To view the full list, visit

About Finance & Investing
Finance & Investing is a comprehensive source for research and information, business news, and corporate actions related to investment banking, wealth management and the public and private markets. The firm is run by a seasoned team of editors, writers and media professionals highly knowledgeable on finance and investing and the various firms and executives that make up the sector. Finance & Investing and its affiliates circulate its content to over 38,000 individuals and businesses.

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