Janet Calcagno
Portfolio Associate
Phone:
(760) 931-4615(760) 931-4615
John Sundstedt
Senior Vice President, Wealth Management,
Financial Advisor,
Family Wealth Director,
Senior Portfolio Management Director
Direct:
(760) 931-4664(760) 931-4664
Toll-Free:
(800) 676-0460(800) 676-0460
My Mission Statement
Helping you with wealth planning strategies for your life and legacy
My Story
Morgan Stanley serves many of the world's most sophisticated investors, and our firm is one of the nation's leading firms to help clients with their personal wealth. As a Family Wealth Director, John Sundstedt has received specialized training to help address the unique challenges, styles and strategies that distinguish wealthy investors. He will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Named to the 2024 Forbes Best-In-State Wealth Advisors ranking Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
Named to the 2023 Forbes Best-In-State Wealth Advisors ranking Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21-6/30/22.
Securities Agent: OH, IL, VA, FL, CO, WV, TX, NC, GA, CA, NM, NE, OK, NJ, MI, ME, DE, AZ, OR, NY, MT, TN, PA, SD, WA, NV, VI; General Securities Representative; Investment Advisor Representative
NMLS#: 1272784
CA Insurance License #: 0C00762
NMLS#: 1272784
CA Insurance License #: 0C00762
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
John Sundstedt is a Family Wealth Director, Senior Portfolio Management Director and Senior Vice President with Morgan Stanley in Carlsbad, California. John graduated from San Jose State University in 1993 with a BS in Finance. After graduating in 1993, John obtained his California Real Estate Broker's license and operated John Paul Mortgage and Realty in Santa Clara, CA facilitating clients with their financing and real estate transactions. In 1996 John made a decision to build a career in the financial markets. He joined Olde Discount Stockbrokers in 1996 and in 1997 accepted a position with PaineWebber as a financial advisor. In January of 2000 John was promoted to Sales Manager of PaineWebber in San Diego, who was subsequently purchased by UBS in late 2000. John worked in the dual role of Sales Manager and First Vice President for the next seven years, helping UBS manage the downtown San Diego office while servicing his growing clientele. In 2007 John moved his practice to Morgan Stanley where he currently serves his clientele. His responsibilities include asset allocation, portfolio management and long term planning. His clientele include high net worth families, endowments and nonprofit corporations. John is also the former Investment Committee Chair of Senior Community Centers, a nonprofit that serves seniors in San Diego. He lives with his wife of 27 years and his three children in Encinitas, California
Location
5796 Armada Drive
Suite 200
Carlsbad, CA 92008
US
Direct:
(760) 931-4664(760) 931-4664
Toll-Free:
(800) 676-0460(800) 676-0460
Meet My Team
Kathryn Bannister
Senior Registered Associate
Phone:
(760) 602-3539(760) 602-3539
About Janet Calcagno
Janet Calcagno is a Senior Registered Associate with Morgan Stanley in Carlsbad, California. She is licensed with her Series 7, 63 and California insurance license. She has been with the firm in her present role since 2011. Janet started in the business back in 1977 as a New Accounts Clerk at Merrill Lynch in Riverside, CA. In 1979 Janet accepted a cashier position with PaineWebber in what would be the start of a 27 year journey with the investment firm. She ended her tenure with UBS in 2006 (PaineWebber was acquired by UBS in 2001) after serving as Administrative Manager for 11 years, and accepted a position as Operations Manager at Wachovia Securities. She then decided to step down from management and after a short break she accepted her current position working with Financial Advisors John Sundstedt and Glen Mondero in the Carlsbad, CA office. She has lived in Carlsbad for the last 22 years and enjoys spending time with her 2 grown children & many friends.
Direct; 760-931-4615
Office: 760-931-4600
Mobile Text: 760-654-6025
E-Fax: 760-994-4639
Fax: 760-931-4647
Direct; 760-931-4615
Office: 760-931-4600
Mobile Text: 760-654-6025
E-Fax: 760-994-4639
Fax: 760-931-4647
About Kathryn 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. Throughout the decades of 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 Financial Advisor Team of John Sundstedt. 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.
Direct; 760-602-3539
Office: 760-931-4600
Mobile Text: 760-585-5784
E-Fax: 760-994-4639
Fax: 760-931-4647
Direct; 760-602-3539
Office: 760-931-4600
Mobile Text: 760-585-5784
E-Fax: 760-994-4639
Fax: 760-931-4647
Wealth Management
Global Investment Office
Portfolio Insights
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
Ready to start a conversation? Contact John Sundstedt today.
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
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)
