Elise Mincey, CFA, CFP®
Login to view DISC.Elise is a Senior Vice President and Financial Advisor with Morgan Stanleys Oak Knoll Group. A Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) from Cal Poly, she specializes in comprehensive financial planning. She was recognized by Forbes as a 2025 Top Next-Gen Best-In-State Wealth Advisor.
Elise lives in San Francisco with her husband. Her education includes a summer study abroad program at Imperial College London, suggesting an interest in international travel and global perspectives. She is also an active member of the CFA Society of San Francisco, engaging with her professional community.
Unique fact: Elise was named to the firm’s Pacesetter’s Club for six consecutive years, a global recognition for the fastest-growing advisors.
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