Tommy Liu, CFP® CRPS®
Login to view DISC.Tommy Liu is a Managing Director and Certified Financial Planner™ at Morgan Stanley. A graduate of The University of Texas at Austin, he was recently promoted and has been recognized by Forbes as a Best-In-State Wealth Advisor in both 2023 and 2024.
He is passionate about supporting clients through every stage of their lives, from starting careers to managing their legacies. Outside of work, Tommy is an avid fan of the San Francisco 49ers football team.
His professional mission is to be there for his clients through all of lifes milestones and challenges.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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