She also served as a Preferred Banking Office Manager at First Republic Bank and a Banking Center Manager at Bank of America. Prior to joining the firm, she was a Banking Advisor at Merrill Lynch.

Lina began her career in financial services in 2005, and joined Morgan Stanley in 2016 as an Associate Private Banker. Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions. Lina Li is a Private Banker serving Morgan Stanley Wealth Management offices in California. When not wearing the financial advisor hat, she is a proud mom, amateur pianist, self-proclaimed yogi and foodie.

She is a member of the CFA Society of San Francisco and American Institute of Certified Public Accountants. Sofya holds an MBA degree from the University of Michigan and a BBA degree from National Taiwan University. Leveraging the full suite of Morgan Stanley resources, her team brings a comprehensive approach to wealth management, with a specialty in equity compensation planning and tax minimization strategies. Her passion lies in helping clients achieve life aspirations with holistic financial plans and customized investment solutions. She strongly believes that financial freedom can be attained if planning ahead with discipline. She is a CFP professional, a licensed CPA and a CFA charterholder.Īs a first-generation immigrant to pursue the American Dream, Sofya knows deeply the power of wealth accumulation and the value of financial literacy. Prior to joining Morgan Stanley, Sofya had experiences as a financial advisor at a full-service brokerage, a tax accountant at a public accounting firm, and a research analyst at a mutual fund company. Sofya is a Financial Advisor, Certified Financial Planner, and a Chartered Financial Analyst for the 225 Group at Morgan Stanley.

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