J. Dorian Mc Kelvy
About J. Dorian Mc Kelvy
With nearly 38 years in the industry, Dorian has built one of the largest private client practices at Morgan Stanley Private Wealth Management. His team’s primary focus is investment strategies and complex estate plans for high net worth individuals, families and foundations. They focus on fixed income strategies, globally diversified equities, and alternative investments. Dorian’s dedication and distinction in financial services has been recognized by several industry publications. Dorian is a graduate of California Polytechnic State University, San Luis Obispo. In March 2010, Dorian participated in the Executive Education program at Stanford Graduate School of Business. Dorian is Series 7, 8, 63, 65, 31 and Life and Variable Annuity Insurance Licensed. He enjoys spending time with his wife and two children, volunteering for the Juvenile Diabetes Research Foundation and racing sailboats in the San Francisco Bay. Dorian and his family make their home in Portola Valley, California. Areas of focus: Municipal Bonds, Lending Solutions, Asset Management, Institutional Services, Endowments & Foundations, High Net Worth Individuals, Estate Planning Strategies