Zachary Taylor is a partner of the The Napa Harvest Group at Morgan Stanley, a financial advisor team in the Napa, California branch of Morgan Stanley. As a CERTIFIED FINANCIAL PLANNER, I focus on wealth management for both individuals and businesses. My area of focus is working with executives to help them maximize their company's benefit and executive compensation plans. Areas of knowledge include solutions for managing executive compensation such as concentrated stock positions, stock options, and 10b5-1plans. Concentration areas: Wealth management, retirement planning (accumulation and distribution phases), estate planning strategies, fixed income, education planning, alternative investments and lending solutions. Visit The Napa Harvest Group website for more details. NMLS 1641575 