Sandra Wang

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#107

Forbes Best-In-State Wealth Advisors (2024)

California - Northern CA (High Net Worth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

#58

Forbes Best-In-State Women Advisors (2024)

California - Northern CA

Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

#651

America's Top Women Advisors (2021)

Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

About Sandra Wang

Sandra Wang, CFP®, ChFC®, CDFA® is a Senior Vice President, Financial Advisor and Senior Portfolio Management Director at Morgan Stanley who develops tailored retirement, philanthropic, tax and estate planning strategies for clients in wealth accumulation. Sandra helps clients navigate key life transitions with confidence - whether executives with concentrated stock wealth and liquidity/tax planning needs, or families facing divorce, death or special needs. Sandra has been featured in national media for her multidisciplinary work around money conversations including The New York Times, MSN Mone... Read More

Sandra Wang's Awards

2021

Working Mother Magazine's Top Wealth Advisor Moms

2023

Master's Club Morgan Stanley

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Awards Disclosures

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Awards Disclosures

Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
Awards Disclosures

Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
Awards Disclosures

The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.

Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 6173027 12/23