My Story

Lisa Blonkvist, CIMA® has more than 30 years’ experience in wealth management creating rewarding relationships, providing sound advice and delivering exceptional service.

As the founding member of The Blonkvist Group at Morgan Stanley, she advises wealthy families, business owners and institutions.

Lisa manages all client relationships, uniting her personal understanding of clients’ unique needs and the team’s broad capabilities to create comprehensive financial strategies that are value-centric and results-oriented.


Are You Meeting Your Potential?
You are more than money. Yet your money is core to your life’s journey. Our experience helps guide you to unlock your financial potential—enabling you to make smart decisions and granting you the freedom to pursue your passions. To spend time with the people you love most, in the places you love most and to live your life, as you were meant to live it.

Our mission is to help you do just that. Working with a select group of wealthy families and institutions, we consider your entire picture and steep ourselves in the details of your life. With this information, we customize solutions for you, your family and your business, and execute a financial strategy that reflects your needs and values.

For those entrusted with leadership for institutions, we work with you to help manage fiduciary responsibility and tailor solutions based on a thorough understanding of your needs and goals.

Together, we’ll unlock your financial potential, one step at a time.


In Your Service
To unlock your financial potential, you need to continually make smart decisions and look ahead, rather than in the rearview mirror.

At The Blonkvist Group at Morgan Stanley, we keep our eyes firmly on the road before you. We research every option and choose only the ones we believe best suit your needs.

We make every decision with care because we aren’t merely building your portfolio—we’re helping you shape your future.
Services Include
  • Wealth Management1
  • Asset Management2
  • Financial Planning3
  • Planning for Education Funding4
  • Retirement Planning5
  • 401(k) Rollovers
  • Long Term Care Insurance6
  • Estate Planning Strategies7
  • Corporate Pension Funds
  • Corporate Retirement Plans8
  • Qualified Retirement Plans9
  • Business Succession Planning10
  • Endowments and Foundations11
  • Sustainable Investing12
  • Philanthropic Services
  • Alternative Investments13
  • Municipal Bonds14
  • Lending Products
  • Art Advisory15
Securities Agent: CA, CO, DC, FL, IL, KS, MD, MI, MT, NC, NJ, NV, NY, OK, OR, SC, TN, TX, VA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1407663
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Our Core Values

If you don’t know your financial advisor’s core values, how will you know if she shares yours? As our client, this is what you can expect from us:
  • In Your Service
    We are committed to you, your business and your family. Whenever you need us, we’ll be here.
  • Details Matter
    We see the forest and the trees. We turn the details of your financial life into a coherent plan for your future.
  • Addressing The Important Issues
    We’ll have the real conversations. So you’ll be ready for whatever life has in store for you.
  • We Ask For Help
    We partner with estate attorneys, tax planners and other specialized financial professionals who can help bring you even closer to your goals.
  • Focused On You
    Your plan and portfolio will always be tailored to your unique needs.
  • Our Door Is Always Open
    We are more than your advisor—we’re your partner. If you have questions, we listen and find answers.
  • We Take The Lead
    We’ll look at your entire financial landscape, so nothing falls through the cracks.
  • We’re Grateful
    It’s our honor to work with you and those you care about on your financial journey.
  • Our Approach To Wealth Management
    The Blonkvist Group at Morgan Stanley is the primary advisor to a select group of wealthy individuals, families and institutions. Our focus is to help clients make excellent choices that transform their lives as well as the lives of those they care about. Our wealth management process is built on three core tenets:
  • Approach
    An interactive process helps you identify long-term goals for your company, yourself and your family.
    Active listening leads to a more comprehensive understanding of your needs, helping us develop sound recommendations.
    A seasoned perspective can help you clarify details and simplify complex issues.
  • Innovation
    We build risk-aware portfolios that differ from those based on a more traditional approach to asset allocation.
    We have access to industry resources that can keep your strategy on the cutting edge of financial thinking.
    Our group’s ongoing commitment to education and self-improvement keeps us knowledgeable about important industry trends that we can use to enhance your plan.
  • Attention
    Through personal service and a consistent approach, we build your confidence that we always have your interests at heart.
    A high level of responsiveness is core to our mission.
    By regularly staying in touch, we can help distinguish what information matters the most to you.

Working with Institutions

Our tailored solutions help a variety of institutional clients, including foundations, endowments, corporations and other non-profit organizations. We help our clients manage their fiduciary responsibilities in many areas, including investment management of corporate assets, defined contribution plans, defined benefit plans and executive compensation.
  • Investment Management
    We help endowments and institutions manage their investments, from comprehensive portfolio management, to thoughtful advice on investment strategy, to assisting with presentations to the board, whose investment knowledge can vary widely. We take a proactive approach to guiding timely investment decisions, driven by our clients’ unique needs.

    Depth of Process: Our process-driven services include plan review, asset allocation, manager selection, custody, operations and reporting.
    Independence and Objectivity: Our extensive platform offers independent and non-proprietary products. Unbiased external manager research includes a rigorous investment committee process to determine appropriate investment managers and products for our clients.
    Transparent Pricing: Our scale gives us competitive access and favorable asset manager pricing. We are committed to full disclosure and transparency of pricing.
  • Retirement Plans
    The Blonkvist Group at Morgan Stanley helps busy managers take on today’s more complex challenges by providing consultation and advice on:

    Managing fiduciary responsibility
    Managing an RFP process
    Incorporating Asset/Liability strategies
    Selecting the most appropriate vendor
    Improving participation rates
    Increasing deferral rates
    Creating an effective employee education program
    Benchmarking and measurement
  • Employee Compensation
    We frequently work with management to provide executive compensation plans to attract and retain the best executives. Further, we work with executives to develop a wealth management plan.
  • Biography
    Lisa Blonkvist, CIMA® believes everyone should have the future they envision for themselves, their business and their family. She provides her clients with financial strategies and resources to bring them closer to their goals. Analytical, inquisitive and detail-oriented, she is exhaustive in her research and critical in her analysis as she constructs a framework to create solutions for her clients’ needs.

    As a Family Wealth Director, a designation held by 1% of Morgan Stanley’s financial advisors, Lisa employs an integrated approach to address the complete family situation, including financial structures, business situations and investments on both sides of the balance sheet. Lisa and her group help families achieve philanthropic wishes and guide them through the estate planning strategies, tailored to specific family dynamics and priorities. She understands the responsibilities that wealth brings, and the care needed to oversee these details.

    In her time at Morgan Stanley and its predecessor firms, Lisa has been a member of the Master’s, Chairman’s, Director’s and President’s Council. She has also served on the firm’s Managed Futures Advisory Council and Business Owner Executive Council. She completed her Certified Investment Management Analyst® (CIMA®) designation in 1998 at the Wharton School of the University of Pennsylvania, earned by only 2.4% of Financial Advisors in the industry, according to IMCA and Cerulli Associates. This designation signifies objectivity, and proven experience in the evaluation of investment managers and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.

    Lisa has often appeared in the media—including weekly appearances on local television and radio stations, as well as in such financial publications as Barron’s—to discuss financial topics.



    Active in professional associations and her local community, Lisa has served the Friends of Hospice, Texas Biomedical Forum, the Association of Professional Investment Consultants (APIC), San Antonio Museum of Art, American Heart Association and on the Alumni Advisory Board for the McCombs School of Business at the University of Texas at Austin. Lisa is also an acting member of the Investment Management Consultants Association (IMCA), San Antonio Sports, TeamSA Endowment Treasurer and involved in several other nonprofits, ministries and community groups.

    Lisa received a business degree from the McCombs School of Business at the University of Texas at Austin, where she also received a bachelor’s degree in journalism. She and her husband, Tim, live in San Antonio. They enjoy traveling and spending time with their three adult children.
  • Experience
    1986 - Present: Morgan Stanley
    Senior Vice President
    Senior Investment Management Consultant
    Family Wealth Director

    1991 - Present: Published in various financial publications including Barron's

    1989 - 1993: KMOL-TV/NBC Affiliate
    Featured weekly on Channel 4 morning news on financial topics

    1986 - 1988: KBUC Radio
    Two Daily Financial Market Commentaries

    1982 - 1986: SSC&B: Lintas
    Account Supervisor
  • Education
    BBA, Bachelor of Business Administration, 1979
    University of Texas
    Austin, TX

    BJ, Bachelor of Journalism, 1980
    University of Texas
    Austin, TX

    Certified Investment Management Analyst® (CIMA®) 1998
    Wharton School of Business

    Accredited Investment Fiduciary (AIF®)

    Series 3 - National Commodity Futures

    Series 7 - General Securities Representative

    Series 63 - Uniform State Exam

    Series 65 - Investment Advisory Agent

    Life, Health, Annuity, Variable Annuity and Long Term Care Insurance Licensed
  • Awards
    Five Star Wealth Manager Award - 2018, 2017, 2016, 2015, 2014, 2013, 2012
    Tom Gorman Award, Association of Professional Investment Consultants - 2012
    Morgan Stanley Master's Club - 2011, 2010, 2009
    Morgan Stanley Century Club - 2018, 2019
    Business Owner's Executive Council, Reserved for top 2% of Financial Advisors focused on business owners - 2010
    Sandee Smith Leadership Award, Association of Professional Investment Consultants (APIC) - 2010
    Smith Barney Chairman's Council - 2008, 2007, 2006, 2005, 2004, 2002, 2001, 1996
    U.S. President's Volunteer Service Award - 2008, 2007, 2006, 2005
    Smith Barney President's Council - 2003, 2000, 1995, 1994
    Smith Barney Director's Council - 1999, 1998, 1997
    Managed Futures Advisory Council - 1999
    Consulting Group Coordinator of the Year, Southern Division, Southwest Region - 1996
  • Associations
    Christ Episcopal Church Vestry 2019-2021
    TeamSA Endowment Treasurer - 2017-Present
    TeamSA Endowment President - 1999-2017
    San Antonio Sports Foundation, Board of Directors - 1993-Present
    Association of Professional Investment Consultants (APIC) Conference Co-Chair - 2008, 2016
    APIC Board of Directors, Secretary, Treasurer - 2008-2015
    The University of Texas, McCombs BBA/MPA Alumni Advisory Board - 2009-2015
    Friends of Hospice, Board of Directors - 2002-2006, 2010-2014
    San Antonio Museum of Art, Gala Chair - 2013
    Texas Biomedical Forum, Advisor - 2009-2010
    Texas Biomedical Forum, Board of Trustees - 1996-2004
    Texas Biomedical Forum, President - 2002-2003
    Investment Management Consultants Association (IMCA)
    The Council for Excellence in Women's Health, The University of Texas Health Science Center at San Antonio
    World Affairs Council of San Antonio, Board of Trustees - 2019-2021

Client Service Team

  • Marty Brown
    Senior Registered Associate

    With more than 30 years of experience in financial services, Marty Brown is core to The Blonkvist Group at Morgan Stanley and its clients. She began her career in 1985 with Thomson McKinnon Securities in North Carolina. She moved to San Antonio area in 2002. Marty, who has both her Series 7 and 63 licenses, helps clients with trading requests and operations. She also steadfastly ensures clients’ needs are addressed swiftly and completely.

    Focused and energetic, Marty enjoys the time she spends with clients and the close connections she builds with each family.

    She is an avid reader, especially of mysteries, and also enjoys rehabbing antique wood pieces. Marty lives in Helotes, Texas, with her daughter, her 15-year-old granddaughter and various rescue pets, including two cats, a Dachshund and a Chihuahua , the boss of the group.
  • Jason Meyer
    Phone: (210) 271–6193
    Email me

    Jason Meyer’s career in financial services has been devoted to helping clients of The Blonkvist Group at Morgan Stanley reach their goals and build wealth over the last 19 years. His primary responsibilities include preparing performance reports, gathering research, producing financial plans and monitoring portfolios.

    Jason began his career with Salomon Smith Barney (a predecessor of Morgan Stanley) in 1999 after completing his B.A degree in economics and the Texas Business Foundations Program from the University of Texas at Austin. He earned his Series 7 and 66 licenses and, in 2006, was named the firm’s Southern Division Analyst of the Year.

    Analytical and resourceful, Jason is currently a member of the Association of Investment Professionals (APIC), where he has served on committees for high-net-worth investors and best practices for analysts. In 2017, Jason was awarded the Pat Nicholson award from APIC, in recognition of his outstanding contributions as an analyst to APIC, the firm and his peers.

    Raised in a military family, Jason is well-travelled and has lived in Germany and Taiwan. Jason has been a resident of San Antonio for the past 20 years, where he volunteers for various organizations. He also enjoys golfing, action movies and reading.

Location

112 E Pecan Street
Suite 1500
San Antonio, TX 78205
US
Direct:
(210) 271-6191(210) 271-6191
Toll Free:
(800) 323-0456(800) 323-0456
Fax:
(210) 757-4327(210) 757-4327
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Ready to start a conversation? Contact Lisa Blonkvist today.
Market Information Delayed 20 Minutes
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9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

10Morgan 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.

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