George J Strnad, CIMA®
Managing Director, Wealth Management, Wealth Advisor, Family Wealth Director
Phone:
(949) 955-7876(949) 955-7876
Laguna Pacific Wealth Management Group at Morgan Stanley
George J Strnad, CIMA®Jeff Main, CFP®Stacey T Chung, CFP®Trevor Plant, CFP®Gregory ManiaciKatie KelleyMorgan StrnadWendy CrockettKristen LeeSogol Behrouz
Direct:
(949) 955-7584(949) 955-7584
Toll-Free:
(800) 575-7706(800) 575-7706
Industry Award WinnerOur Mission Statement
Guide our clients through important life decisions with confidence so they can focus on what matters most.
Our Commitment
In today's rapidly changing world, careful planning and personalized advice have become even more important as you and your family pursue your financial goals.
At The Laguna Pacific Wealth Management Group, our goals-based approach focuses on your full financial picture. We carefully consider each goal -- from putting your children through college and preparing for retirement to caring for aging parents and leaving a lasting legacy.
In a world of "one-size–fits-all Portfolios," we have found that many affluent investors are treated generically, in portfolios that may or may not meet their objectives. In contrast, Laguna Pacific Wealth Management Group works with a limited number of affluent families and individuals utilizing the same principles we use when creating customized plans for our largest institutional clients. We combine the world-class resources of a global financial firm with the intimate relationship you expect from a specialty investment boutique.
As an experienced team of caring advisors, we are dedicated to helping you navigate the distractions of challenging markets, while strengthening your family's financial security. You have worked hard to create wealth for you and your family. We believe now is the time to put that wealth to work. We look forward to creating a comprehensive plan aimed at maintaining the lifestyle you deserve and the future you envision.
We look forward to speaking with you soon.
Designations
- Certified Financial Planner™(CFP®)
- Certified Investment Management Analyst™ (CIMA®)
- Family Wealth Director
- Family Wealth Advisor
- Financial Planning Specialist
- Corporate Retirement Director
Services Include
- Financial PlanningFootnote1
- Asset Management
- Alternative InvestmentsFootnote2
- Retirement PlanningFootnote3
- Executive Financial ServicesFootnote4
- Equity Compensation
- Life InsuranceFootnote5
- Long-term Care InsuranceFootnote6
- Estate Planning StrategiesFootnote7
- Business Succession PlanningFootnote8
- Endowments and FoundationsFootnote9
- Cash Management and Lending ProductsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process: Focused on YOU
Our comprehensive and consultative process focuses on you and your family – where you are today and where you want to go. Working together, we develop the strategies to get you there, providing objective advice and investment insights to construct a wealth management plan that is uniquely yours.
Additionally, Laguna Pacific Wealth Management's Managing Director and Family Wealth Director, George Strnad, leverages the versatile resources of Morgan Stanley and professionals to help our clients and their families maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
- Listen careully to understand what is important to you and your family
- Introduce you to our practice and the services we provide
- Schedule our next discussion if there is common ground among us
- Gather important financial documents
- Identify any challenges or circumstances unique to your situation
- Clarify and prioritize your goals
- Develop a tailored financial and investment plan, utilizing a breadth of world-class asset management, risk management and financial planning tools
- Collaborate with team members to identify custom scenarios for your consideration
- Incorporate planning strategies developed by your tax and legal advisors
- "Stress Test" your plan to identify areas requiring more discussion
- Present our recomendations along with key action steps
- Revise your plan accordingly, prioritizing activities and establishing timelines
- Finalize and implement investment recommendations with our portfolio managers
- Introduce you to our concierge service team to set up tools to make your life easier
- Provide ongoing updates and implement "course correction" strategies as needed
Step 1: Understand Your Needs
Step 2: Analyze & Assess
Step 3: Build & Present Your Plan
Step 4: Finalize & Implement
Our Team's Family Wealth Capabilities
A Family Wealth Director (FWD) is a rare distinction, earned by less than 4% of Morgan Stanley's Financial Advisors as of February 2021. The designation is given to advisors who have undergone distinctive training to complement their extensive experience working with ultra-high net worth families. To learn more about our family wealth capabilities, click the link below.
Family Governance and Wealth Education
The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by addressing sensitive family issues, facilitate communication and manage your family dynamic in an effort to achieve a shared sense of common direction in coordination with your outside advisors.
Legacy & Estate Planning strategies
We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process- at your request we will coordinate with your legal tax advisors as well.
Philanthropy Management
We provide our clients with a smart way to give to causes and charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
Managing Assets & Liabilities
While the strategies and solutions we provide can be broad in scope, our approach is tailored to specific needs. We deliver the personalized attention you expect, as we utilize Morgan Stanley's investment tools and platforms to help achieve your financial and legacy goals.
Investment Management
At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide.
Learn More
Tax Management Services
Reducing the current tax liabilities on your investments can help enhance your overall returns. Implementing our Tax Management Services in a taxable managed investment portfolio, known as a Unified Managed Account (UMA), seeks to offer you professional and tax efficient portfolio management to help meet your unique financial goals.
Learn MoreAlternative Investments
For qualified investors, Alternative investments can provide a measure of diversification, but they also typically come with a different risk profile an less liquidity.
Learn More
Direct Indexing
Direct Indexing may benefit many types of investors based on their investment objectives. Direct indexing is an investment strategy in which an investor directly owns the individual stocks composing an index, rather than investing in mutual funds or ETFs.
Learn More
Cash Management and Lending Solutions
At Morgan Stanley, we recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
Learn MoreA financial plan made for you
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Complete Questionnaire Here
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – A risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More HerePortfolio Risk Platform – A risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley’s Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Start Using the Tool TodayValuable Tools and Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
How to Stay Safe
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Register for MSO Today
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Track Your Spending
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Link Your AccountsFamily Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
Explore the Capabilities
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as her and her colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Access the Latest EpisodeGIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report2025 Federal Tax Tables
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2025 Federal Tax Rates2026 Federal Tax Tables
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2026 Federal Tax RatesLocation
28202 Cabot Rd
Ste 500
Laguna Niguel, CA 926771271
US
Direct:
(949) 955-7584(949) 955-7584
Toll-Free:
(800) 575-7706(800) 575-7706
1901 Main St
Ste 700
Irvine, CA 92614
US
Direct:
(949) 365-5335(949) 365-5335
Meet Laguna Pacific Wealth Management Group
Jeff Main, CFP®
Executive Director, Financial Advisor, Family Wealth Advisor
Phone:
(949) 365-5335(949) 365-5335
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Family Wealth Advisor
Phone:
(949) 955-7877(949) 955-7877
Trevor Plant, CFP®
First Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(949) 365-5337(949) 365-5337
Executive Director, Wealth Management, Financial Advisor, Corporate Retirement Director
Phone:
(949) 365-5319(949) 365-5319
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Financial Planning Specialist
Phone:
(949) 365-5327(949) 365-5327
Morgan Strnad
Financial Advisor, Financial Planning Specialist
Phone:
(949) 809-1220(949) 809-1220
Wendy Crockett
Senior Registered Client Service Associate
Phone:
(949) 955-7584(949) 955-7584
Sogol Behrouz
Portfolio Associate
Phone:
(949) 365-5311(949) 365-5311
Kristen Lee
Registered Client Service Associate
Phone:
(949) 365-5338(949) 365-5338
About George J Strnad
George has advised prominent families, entrepreneurs, and institutions on the stewardship of significant wealth for nearly four decades. Since beginning his career with Morgan Stanley (formerly Dean Witter) in 1987, he has focused on helping Ultra High Net Worth families navigate the complexities of investment management, estate planning, and multigenerational wealth strategy. As Managing Director of Laguna Pacific Wealth Management Group, George oversees client portfolios and leads the team’s Investment Committee. His work centers on designing highly customized investment and planning strategies that help preserve capital, enhance tax efficiency, and support long-term legacy objectives.
George earned his undergraduate degree from California State University, Fullerton, completing his final year at Somerville College, Oxford. He is a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania and completed the Master of Wealth Management Program at the NYU Stern School of Business. He holds the Certified Investment Management Analyst (CIMA) designation. During his career at Morgan Stanley, George earned the titles of Senior Portfolio Management Director and Family Wealth Director, a distinction held by approximately 5% of financial advisors as of December 2025 . George with his wife of 37 years reside in Las Flores, CA with their dog Enzo. In his spare time he enjoys cooking, traveling, hunting and competitive target shooting.
2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.
NMLS#1288360 CA INS LIC 0A58420
George earned his undergraduate degree from California State University, Fullerton, completing his final year at Somerville College, Oxford. He is a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania and completed the Master of Wealth Management Program at the NYU Stern School of Business. He holds the Certified Investment Management Analyst (CIMA) designation. During his career at Morgan Stanley, George earned the titles of Senior Portfolio Management Director and Family Wealth Director, a distinction held by approximately 5% of financial advisors as of December 2025 . George with his wife of 37 years reside in Las Flores, CA with their dog Enzo. In his spare time he enjoys cooking, traveling, hunting and competitive target shooting.
2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.
NMLS#1288360 CA INS LIC 0A58420
Securities Agent: AK, MA, NM, MT, MN, MI, KY, CO, IL, WA, OR, FL, PA, AZ, WY, NY, ID, HI, AR, SC, CA, VA, TN, GA, OK, NV, NJ, IN, UT, NC, MS, MD, DE, WI, TX, MO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288360
CA Insurance License #: 0A58420
NMLS#: 1288360
CA Insurance License #: 0A58420
About Jeff Main
Jeff joined Morgan Stanley in 2000 and co-founded The MacArthur Group in 2005. In 2025, to better address the increasingly complex needs of successful families, the team merged with the Laguna Pacific Wealth Management Group. Jeff became the team’s Chief Operating Officer, overseeing managed advisory accounts, alternative investments, custom client reporting, and team operations.
Jeff is an Executive Director at the firm and has achieved designations such as: Family Wealth Advisor, and Certified Financial Planner (CFP®) designations. He holds a B.S. in Biological Sciences from the University of California, Irvine, and also studied at the University of Melbourne, Australia. Jeff is active in the community and supports organizations such as the Boys & Girls Club and the Orange County Sheriff’s Advisory Council, where he has served on the board of each.
Outside of work, Jeff enjoys playing the piano and spending time outdoors, including camping, hiking, mountain biking, and skiing. He recently relocated to Bozeman, Montana, with his wife, Kalea.
Jeff is an Executive Director at the firm and has achieved designations such as: Family Wealth Advisor, and Certified Financial Planner (CFP®) designations. He holds a B.S. in Biological Sciences from the University of California, Irvine, and also studied at the University of Melbourne, Australia. Jeff is active in the community and supports organizations such as the Boys & Girls Club and the Orange County Sheriff’s Advisory Council, where he has served on the board of each.
Outside of work, Jeff enjoys playing the piano and spending time outdoors, including camping, hiking, mountain biking, and skiing. He recently relocated to Bozeman, Montana, with his wife, Kalea.
Securities Agent: GA, AK, TN, MT, CT, VA, TX, OH, AR, MD, ID, CO, NV, NJ, NC, HI, NY, NE, IN, IL, DE, UT, NM, IA, DC, WY, WI, MO, FL, SC, OR, MI, MA, AZ, WA, PA, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1398725
CA Insurance License #: 0D14681
NMLS#: 1398725
CA Insurance License #: 0D14681
About Stacey T Chung
Stacey began her financial services career at Morgan Stanley in 2000 and works with successful individuals and their families to deliver comprehensive wealth management. Her approach integrates financial planning, risk management, investment strategy design, tax-aware planning, and legacy planning. She focuses on equity compensation, including employee stock option analysis, helping clients align equity-related decisions with broader goals such as liquidity needs, tax considerations, and long-term legacy objectives.
Stacey is also a Family Wealth Advisor and a Certified Financial Planner™. In recognition of her work, Stacey was named to the Forbes Top Women in Wealth list for 2025. She earned a B.S. in Business Management from California State University, Fullerton.
Outside of the office, Stacey enjoys traveling and spending time outdoors—camping, hiking, and fishing—with her husband, David, and their two children.
CA insurance Lic. # 0K65888 NMLS ID 1460472
Stacey is also a Family Wealth Advisor and a Certified Financial Planner™. In recognition of her work, Stacey was named to the Forbes Top Women in Wealth list for 2025. She earned a B.S. in Business Management from California State University, Fullerton.
Outside of the office, Stacey enjoys traveling and spending time outdoors—camping, hiking, and fishing—with her husband, David, and their two children.
CA insurance Lic. # 0K65888 NMLS ID 1460472
Securities Agent: ID, PA, TX, NV, NJ, MT, SC, OR, NY, NC, FL, MA, CO, AK, VA, MO, MD, IN, CA, UT, TN, NM, GA, DE, MI, OK, AR, WA, KY, IL, AZ, WI, HI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1460472
CA Insurance License #: 0K65888
NMLS#: 1460472
CA Insurance License #: 0K65888
About Trevor Plant
Trevor joined Morgan Stanley in 2019. He focuses on helping executives and directors understand their compensation plans to maximize their equity awards. Trevor is one of the team’s specialists in planning around concentrated stock positions, tax efficient investment strategies, and alternative investments. He is a CERTIFIED FINANCIAL PLANNER™ and member of the team’s Financial Planning Committee helping develop complex financial plans for clients.
Trevor received a Bachelor of Arts (B.A.) in Business Administration with a concentration in Finance from Cal State Fullerton. Outside the office, he enjoys traveling, golf, and watching sports. He and his wife, Elizabeth, reside in Rancho Mission Viejo, CA with their daughter, Olivia and their cat, Harrison.
Trevor received a Bachelor of Arts (B.A.) in Business Administration with a concentration in Finance from Cal State Fullerton. Outside the office, he enjoys traveling, golf, and watching sports. He and his wife, Elizabeth, reside in Rancho Mission Viejo, CA with their daughter, Olivia and their cat, Harrison.
Securities Agent: VA, FL, AR, SC, AZ, AK, WI, OR, NM, IA, NY, MD, MA, WA, CA, PA, OH, NV, NE, NC, MO, ID, GA, CT, WY, UT, TX, NJ, IL, HI, DC, MT, DE, CO, TN, MI, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1841089
CA Insurance License #: 0M85831
NMLS#: 1841089
CA Insurance License #: 0M85831
About Gregory Maniaci
For over 40 years, Greg has helped institutions and families navigate complex financial decisions with thoughtful guidance. He works closely with plan sponsors of ERISA-qualified retirement plans, helping them fulfill their fiduciary responsibilities and design strategies that support successful retirement outcomes for plan participants. As a designated Corporate Retirement Director at Morgan Stanley, Greg provides 3(21) and 3(38) services within the qualified plan marketplace.
Greg earned his undergraduate degree in Economics from San Diego State University and holds a Master of Business Administration from the University of Southern California.
Outside of work, Greg enjoys golfing, playing pickleball, taking walks, and spending time with his wife Debbie, their three children, and five grandchildren.
Greg earned his undergraduate degree in Economics from San Diego State University and holds a Master of Business Administration from the University of Southern California.
Outside of work, Greg enjoys golfing, playing pickleball, taking walks, and spending time with his wife Debbie, their three children, and five grandchildren.
Securities Agent: NV, IL, MT, MA, CA, WA, MS, HI, GA, TN, OR, OK, CO, AZ, NJ, NE, FL, WY, WI, UT, MI, MO, VA, TX, SC, NC, PA, NY, NM, NH, MD, IN, AK, ID, DC, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1431029
CA Insurance License #: 0A37963
NMLS#: 1431029
CA Insurance License #: 0A37963
About Katie Kelley
Katie began her career in the financial services industry in 2011 and joined Morgan Stanley in 2013. She advises multi-generational families, entrepreneurs, and corporate executives, helping them navigate complex financial decisions through a comprehensive and highly personalized approach to wealth management. Katie integrates financial planning, customized investment strategies, tax-aware planning, and legacy planning to help clients build, preserve, and transfer wealth with intention. As her team’s lending specialist, she also works with clients to evaluate strategic lending solutions and incorporate them thoughtfully into their broader financial plan.
Katie earned her B.A. in Finance and Business Management from Concordia University Irvine, where she was a member of the women’s golf team. Outside of the office, she enjoys spending time with her husband and their three children. She also loves cooking, working out, and cheering on her kids at their sporting events.
Katie earned her B.A. in Finance and Business Management from Concordia University Irvine, where she was a member of the women’s golf team. Outside of the office, she enjoys spending time with her husband and their three children. She also loves cooking, working out, and cheering on her kids at their sporting events.
Securities Agent: MD, WA, NE, AK, TX, NM, NJ, KY, GA, VA, SC, HI, AR, TN, OK, NC, MA, NY, MI, CO, WY, OR, FL, PA, ND, MT, MO, IN, IL, ID, CA, AZ, WI, UT, NV, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1370986
CA Insurance License #: 0K16024
NMLS#: 1370986
CA Insurance License #: 0K16024
About Morgan Strnad
Morgan joined Morgan Stanley in 2023 as a Branch Analyst, where she spent two years gaining experience across several sectors of Wealth Management, including financial planning, business development, and banking & lending. Following this role, she became a Financial Advisor Associate on the team. She currently leads the team’s financial planning committee and focuses on working with individuals with concentrated stock positions. Additionally, Morgan sits on the team’s investment committee where she evaluates the current economic conditions to help guide the team’s investment outlook and portfolio allocation strategies.
Morgan received a Bachelor of Business Administration (BBA) in Finance from Texas Christian University. She resides in Newport Beach, California where she enjoys spending her free time on walks with her dog, Enzo, discovering new restaurants, and reading on the beach.
NMLS ID: 2768008
Morgan received a Bachelor of Business Administration (BBA) in Finance from Texas Christian University. She resides in Newport Beach, California where she enjoys spending her free time on walks with her dog, Enzo, discovering new restaurants, and reading on the beach.
NMLS ID: 2768008
Securities Agent: RI, MS, WV, OK, NY, NM, MA, IN, IA, OH, NV, ND, IL, ID, CO, CA, WA, MD, GA, CT, VA, TN, PR, OR, MO, LA, KY, DE, NE, MT, HI, VI, SC, MI, DC, VT, PA, AR, TX, NC, ME, WY, UT, NJ, MN, KS, FL, AZ, AL, AK, WI, SD, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 2768008
CA Insurance License #: 4435339
NMLS#: 2768008
CA Insurance License #: 4435339
About Wendy Crockett
Wendy began her career at Morgan Stanley in Newport Beach, California October 1996 and has remained with the firm ever since. She has held several service-focused positions, including supporting branches with product-specific training and assisting service professionals with day-to-day operations. Her client service experience and attention to detail are highlighted as factors that have made her a strong asset to the firm and her team.
She maintains California registration and holds FINRA Series 7 and 63 licenses. Outside of work, she stays busy spending time with her family, including her three grandchildren, ages 12, 6, and 3 months.
She maintains California registration and holds FINRA Series 7 and 63 licenses. Outside of work, she stays busy spending time with her family, including her three grandchildren, ages 12, 6, and 3 months.
About Sogol Behrouz
Sogol has 17+ years of industry experience. She joined Morgan Stanley in 2016 and became part of the team in 2021. Often the first line of contact, she supports a broad range of client services. A consummate professional, she is committed to providing each client with the highest level of personal service—supporting day-to-day operations while cultivating long-term client relationships.
Prior to Morgan Stanley, she spent seven years as a Financial Advisor at Waddell & Reed. She earned a Sociology degree from San Francisco State University and holds her FINRA Series 7, 63, and 65 licenses, as well as life and health insurance licenses. Raised in the Bay Area, Sogol was inspired by her father’s experience as an immigrant who built significant success but, in her words, lacked the knowledge to protect his assets from life’s “what ifs.” That experience motivated her to help others—better understand and manage their finances.
Sogol resides in Laguna Niguel with her husband, Behnam, their daughter, Golsa, and their son, Sina, near her parents and extended family. Outside of the office, she enjoys visiting art museums and exhibitions, as well as designing flower arrangements for family and friends. She also has an eye for fashion and enjoys providing personal styling advice.
Prior to Morgan Stanley, she spent seven years as a Financial Advisor at Waddell & Reed. She earned a Sociology degree from San Francisco State University and holds her FINRA Series 7, 63, and 65 licenses, as well as life and health insurance licenses. Raised in the Bay Area, Sogol was inspired by her father’s experience as an immigrant who built significant success but, in her words, lacked the knowledge to protect his assets from life’s “what ifs.” That experience motivated her to help others—better understand and manage their finances.
Sogol resides in Laguna Niguel with her husband, Behnam, their daughter, Golsa, and their son, Sina, near her parents and extended family. Outside of the office, she enjoys visiting art museums and exhibitions, as well as designing flower arrangements for family and friends. She also has an eye for fashion and enjoys providing personal styling advice.
About Kristen Lee
Kristen began her career at Merrill Lynch in 2017 and joined Morgan Stanley in 2025. Her focus is to provide exceptional service and support to wealth management clients through strong operational execution and proactive communication.
Kristen earned a Bachelor’s degree in Public Health Sciences from the University of California, Irvine, and holds a Master’s in Theology from Vanguard University. She maintains her California and FINRA Series 7, 63, and 65 licenses. An Orange County native, Kristen enjoys running, visiting Disneyland, and attending Broadway shows in her spare time.
Kristen earned a Bachelor’s degree in Public Health Sciences from the University of California, Irvine, and holds a Master’s in Theology from Vanguard University. She maintains her California and FINRA Series 7, 63, and 65 licenses. An Orange County native, Kristen enjoys running, visiting Disneyland, and attending Broadway shows in her spare time.
CA Insurance License #: 4473823
Contact George J Strnad
Contact Jeff Main
Contact Stacey T Chung
Contact Trevor Plant
Contact Gregory Maniaci
Contact Katie Kelley
Contact Morgan Strnad
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2025-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Top Women Wealth Advisors Best-In-State
Forbes Top Women Wealth Advisors Best-In- State Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC for the period 6/30/24 - 6/30/25.
3
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Megan Cornille
Private Banker
About Megan Cornille
Megan Cornille is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs,
leveraging our comprehensive suite of cash management and lending solutions.
Megan began her career in financial services in 2010, and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm,
she was a Private Client Banker at JP Morgan Chase. She also served as a Personal Banker at U.S. Bank.
Megan is a graduate of the University of California - Irvine, where she received a Bachelor of Science in Molecular Biology. She lives in Torrance,
California with her family. Outside of the office, Megan enjoys running,
traveling with her family and volunteering at her son’s school.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs,
leveraging our comprehensive suite of cash management and lending solutions.
Megan began her career in financial services in 2010, and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm,
she was a Private Client Banker at JP Morgan Chase. She also served as a Personal Banker at U.S. Bank.
Megan is a graduate of the University of California - Irvine, where she received a Bachelor of Science in Molecular Biology. She lives in Torrance,
California with her family. Outside of the office, Megan enjoys running,
traveling with her family and volunteering at her son’s school.
NMLS#: 606638
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
From Our Team
The Morgan Stanley Minute "Legacies that Last"
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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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Retirement for Plan Sponsors
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We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
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Small Business Retirement Plans
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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 Laguna Pacific Wealth Management Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
