Senior Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Advisor
Phone:
(760) 931-4609(760) 931-4609
GenBridge Wealth Management Group at Morgan Stanley
Direct:
(760) 931-4600(760) 931-4600
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
INSIGHTS & INFORMATION
Here at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. I am a firm believer of giving my clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Can Technology Help Us Live Longer & Better?
Our Head of Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human aging, and which of them look most investible to the market.
Click HereMeeting the Demand for Anti-Obesity Treatment
With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market could become.
Click HereThe Future of Cars
How software-defined vehicles are changing the auto market and paving the way for the self-driving cars of the future.
Click HereHow to Take the Emotion Out of Investing
While investors have more data at their disposal than ever before, making the right investment decision takes more than just crunching numbers. Investors must also understand the psychology of the market—as well as their own impulses—to help sharpen their rational decision-making process. This is especially during periods of market volatility, when emotions often get in the way.
Click HereOur Clients
We help people just like you, in every stage of life.
Whether you need help taking full advantage of your stock options and retirement plan or navigating a tax efficient strategy that complements your trust and estate planning, we have solutions.
Whether you need help taking full advantage of your stock options and retirement plan or navigating a tax efficient strategy that complements your trust and estate planning, we have solutions.
Our clients include:
- Complex Trust and Estate Planning
- Tax Efficient Planning Solutions
- Corporate Executives
- High-Net-Worth Investors
- Business owners (including family businesses)
- Stock Option Plans
- Mid-Career Professionals and Their Families
- Nonprofit Organizations
- People Getting Close to or Already Retired
- Lending Solutions
- College Savings Plans
Connecting Wealth Across Generations
Managing your family's wealth is so much more than simply reaching a desired return. The GenBridge Wealth Management Group focuses on meeting the complex, unique wealth needs of affluent families. We believe this extends beyond estate planning. To learn more about how we at Morgan Stanley help you leave a legacy that lasts, beyond just the numbers, please view the video above.
Click Through to View Pictures of Our Family
Why We Love What We Do
Families are the foundation of our practice. We decided to focus our efforts on becoming a robust family wealth office capable of meeting even the most complex wealth needs. We chose this path because we because we believe helping families achieve secure their financial future lets them focus on what is important: family.
Location
5796 Armada Drive
Suite 200
Carlsbad, CA 92008
US
Direct:
(760) 931-4600(760) 931-4600
Meet GenBridge Wealth Management Group
Glen Mondero, CFP®, CPWA®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director
Phone:
(760) 931-4625(760) 931-4625
Janet Calcagno
Portfolio Associate
Phone:
(760) 931-4615(760) 931-4615
Katie Bannister
Senior Registered Associate
Phone:
(760) 602-3539(760) 602-3539
Mason Bartlett
Financial Planning Analyst
Phone:
(760) 602-3549(760) 602-3549
About Stephen Whitman
Securities Agent: NJ, NH, MT, MI, VA, TX, SD, MA, AZ, NY, LA, IN, CA, ME, CT, CO, NV, HI, AK, NC, MN, IL, DC, WY, MO, MD, ID, FL, PA, GA, AL, KY, OK, WA, UT, OR, OH, NE, NM, AR, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1272803
CA Insurance License #: 0A63603
NMLS#: 1272803
CA Insurance License #: 0A63603
About Glen Mondero
Securities Agent: FL, WY, NC, LA, SC, AZ, VA, UT, OR, NY, WV, MI, MA, CO, AK, WA, AL, MT, MN, TN, NM, CT, AR, ME, VI, PA, OK, HI, GA, SD, OH, NV, NJ, NE, IN, MO, ID, DE, CA, TX, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1396697
CA Insurance License #: 0C00060
NMLS#: 1396697
CA Insurance License #: 0C00060
About Janet Calcagno
Janet Calcagno is a Registered Client Service Associate with Morgan Stanley in Carlsbad, California. She has been with the firm in her present role since 2011. Janet started in business back in 1977 as a New Accounts Clerk at Merrill Lynch in Riverside, CA. She then accepted a position with Paine Webber as a cashier in the Riverside office in 1979. She transferred to the Palm Desert Paine Webber office a year later and was promoted to Operations Manager. After 15 years in Palm Desert she transferred to the downtown San Diego Paine Webber office where she was promoted to Administrative Manager. She had an integral part in the merging of Kidder Peabody & Paine Webber then later with UBS. She left UBS in 2006 to accept the Operations Manager position at Wachovia Securities. She then decided to step down from management and after a short break she accepted her current position working with the Financial Advisor Team of John Sundstedt & Glen Mondero. She has lived in Carlsbad, California for the last 22 years. She enjoys spending time with her 2 grown children & many friends.
CA Insurance License #: 0E08791
About Katie Bannister
Katie Bannister is a Senior Registered Associate with Morgan Stanley in Carlsbad, California. She is licensed with her Series 7, 63 and IA.
Katie was born and raised in the small town of Holdrege, Nebraska. In 1984, she moved from the Midwest to San Diego, California where her career began in the downtown office of Smith Barney Harris Upham.
Through all the mergers & acquisitions, Katie remained with the same firm having over 39 years of experience in the financial industry.
Most recently, she shortened her commute by relocating from the San Diego Morgan Stanley Complex to the Carlsbad branch office, working with the
GenBridge Wealth Management Group.
Katie is an avid Nebraska Cornhusker fan and lives in La Costa, California with her three exotic Persian cats, Cody, Wink and Wilson.
In her spare time, she enjoys golfing and giving back to her HOA community by maintaining the wildlife habitat she created there.
Katie was born and raised in the small town of Holdrege, Nebraska. In 1984, she moved from the Midwest to San Diego, California where her career began in the downtown office of Smith Barney Harris Upham.
Through all the mergers & acquisitions, Katie remained with the same firm having over 39 years of experience in the financial industry.
Most recently, she shortened her commute by relocating from the San Diego Morgan Stanley Complex to the Carlsbad branch office, working with the
GenBridge Wealth Management Group.
Katie is an avid Nebraska Cornhusker fan and lives in La Costa, California with her three exotic Persian cats, Cody, Wink and Wilson.
In her spare time, she enjoys golfing and giving back to her HOA community by maintaining the wildlife habitat she created there.
About Mason Bartlett
Mason Bartlett is a registered Portfolio Analyst with Morgan Stanley. He grew up in the Chicago suburbs and graduated from Illinois State University, double majoring in accounting and finance. He moved to California shortly after college to get away from winters and start a career in financial planning in Orange County. Not long after that, he began his path with E*TRADE for 6 years before transitioning to Wealth Management with Morgan Stanley. Outside of work he can be found exploring beaches, hikes, and mountains looking for the best views to spin poi to. While travelling, he enjoys camping, snowboarding and scuba diving.
Contact Stephen Whitman
Contact Glen Mondero
Wealth Management
From Our Team
Reserved | Living & Giving
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact GenBridge Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
