Jonathan Lombardi
First Vice President, Resident Manager, Financial Advisor
Phone:
(239) 393-2901(239) 393-2901
Morgan Stanley
Marco Island Branch Office
You define success, we help you achieve it
928 N Collier Blvd 3rd
Fl
Marco Island, FL 34145
US
Branch:
(239) 393-2900(239) 393-2900
Toll-Free:
(866) 533-0823(866) 533-0823
Branch Manager
Jonathan LombardiPhone:
(239) 393-2901(239) 393-2901
About Morgan Stanley Marco Island Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Marco Island Branch
Leonard Katz
Senior Vice President, Branch Manager
Phone:
(239) 432-5274(239) 432-5274
Nicole Majoras
Branch Administrator
Phone:
(239) 432-1326(239) 432-1326
Brian Francis
Assistant Vice President, Risk Officer
Phone:
(239) 449-7811(239) 449-7811
Jim Gullo
First Vice President, Business Service Officer
Phone:
(239) 449-7818(239) 449-7818
About Leonard Katz
Lenny Katz is a Senior Vice President and Branch Manager for Morgan Stanley. He oversees the Fort Myers. Punta Gorda and Marco Island offices. His responsibilities include helping advisors deliver excellent client service. Lenny is instrumental in helping advisors deliver Morgan Stanley’s the vast resources to their clients while maintaining the intimacy of client advisor relationship. Daily, Lenny collaborates with the various departments that support the business which include Business Development, Recruiting, Service, Risk, Human Resources, and Legal.
Prior to his Branch Manager promotion in 2025, Lenny served as the Associate Market Manager and Business Development Manager for Southwest Florida, overseeing sales and asset growth for 8 branches across the west coast of Florida. Simultaneously, he led the Financial Advisor Associate and Wealth Advisor Associate sourcing, hiring, and development. Throughout his tenure as BDM, Lenny focused on raising the bar on financial acumen throughout the territory by emphasizing the importance of Financial Planning, Teaming, UHNW Solutions (FOR), and Alternative Investments.
Lenny started his career as a Financial Advisor in 1997 by joining Smith Barney. As a Financial Advisor Associate, Lenny achieved Blue Chip Status ranking him as a top tier associate nationally. In 2009, Lenny transitioned to Morgan Stanley from UBS.
When not in the office, Lenny enjoys giving back to his community. He has served on numerous non-profit and civic boards, including 26 years on the Boys and Girl Club of Lee County Board. During that time Lenny served a two year term as President of the Boys and Girls Club, where he was awarded the National Service to Youth Award. Lenny is currently the Chairman of the Aiming for Ability Sporting Clay’s event benefiting LARC of Lee County.
Lenny enjoys life in Cape Coral, Florida and the ability to get away in his new camper with his wife of 26 years, Angela. He also has three adult daughters Ashley, Taylor, Kinsey, and three grandsons Liam, Logan and Ledger. He holds a BS. in Finance from the University of Central Florida.
Prior to his Branch Manager promotion in 2025, Lenny served as the Associate Market Manager and Business Development Manager for Southwest Florida, overseeing sales and asset growth for 8 branches across the west coast of Florida. Simultaneously, he led the Financial Advisor Associate and Wealth Advisor Associate sourcing, hiring, and development. Throughout his tenure as BDM, Lenny focused on raising the bar on financial acumen throughout the territory by emphasizing the importance of Financial Planning, Teaming, UHNW Solutions (FOR), and Alternative Investments.
Lenny started his career as a Financial Advisor in 1997 by joining Smith Barney. As a Financial Advisor Associate, Lenny achieved Blue Chip Status ranking him as a top tier associate nationally. In 2009, Lenny transitioned to Morgan Stanley from UBS.
When not in the office, Lenny enjoys giving back to his community. He has served on numerous non-profit and civic boards, including 26 years on the Boys and Girl Club of Lee County Board. During that time Lenny served a two year term as President of the Boys and Girls Club, where he was awarded the National Service to Youth Award. Lenny is currently the Chairman of the Aiming for Ability Sporting Clay’s event benefiting LARC of Lee County.
Lenny enjoys life in Cape Coral, Florida and the ability to get away in his new camper with his wife of 26 years, Angela. He also has three adult daughters Ashley, Taylor, Kinsey, and three grandsons Liam, Logan and Ledger. He holds a BS. in Finance from the University of Central Florida.
About Brian Francis
Brian is a Risk Officer for the Southwest Florida Market. Brian has been with Morgan Stanley since 2024 and in the financial services industry since 2012. Being a Massachusetts native originally, Brian moved to Florida with his wife in 2020. Prior to moving to Florida, he was also a Risk Officer in the Silicon Valley Market in California.
Brian received his degree in HR Management from the University of Massachusetts-Dartmouth and his MBA from Suffolk University. He holds his Series 7, 9, 10, 24, and 66 Licenses.
Brian lives in Estero, FL with his wife and is a big Boston sports fan, an avid traveler, a team trivia champion, and has been known to sing a karaoke song or two.
Brian received his degree in HR Management from the University of Massachusetts-Dartmouth and his MBA from Suffolk University. He holds his Series 7, 9, 10, 24, and 66 Licenses.
Brian lives in Estero, FL with his wife and is a big Boston sports fan, an avid traveler, a team trivia champion, and has been known to sing a karaoke song or two.
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Branch Address
928 N Collier Blvd 3rd
Fl
Marco Island, FL 34145
US
Branch:
(239) 393-2900(239) 393-2900
Toll-Free:
(866) 533-0823(866) 533-0823
Fax:
(239) 394-6178(239) 394-6178
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)