Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

101 W Broadway
Ste 1800
San Diego, CA 92101
US
Direct:
(619) 544-6540(619) 544-6540
Toll-Free:
(800) 473-1331(800) 473-1331

Meet The Anchor Group

Photo of Terry A McNellis

Terry A McNellis

Senior Vice President, International Client Advisor, Portfolio Manager
Phone:
(619) 544-6540(619) 544-6540
Photo of Eva M. Murdock

Eva M. Murdock

Vice President, Wealth Management Associate
Phone:
(619) 544-6548(619) 544-6548
Photo of Gail Phillips

Gail Phillips

Senior Registered Associate
Phone:
(619) 544-6568(619) 544-6568

About Terry A McNellis

Professional Details

• 1982 - present: Morgan Stanley*
   Senior Vice President
   Financial Advisor
   Senior Investment Management Consultant
   San Diego, CA
• 1979 - 1981: Paine Webber
   Financial Advisor
   San Diego, CA
• 1975 - 1979: Merrill Lynch
   Financial Advisor
   San Diego, CA
• Master of Science, 1967
   University of Arizona
   Tucson, AZ
• Bachelor of Science, 1966
   University of Arizona
   Tucson, AZ
• Series 7 - NYSE/NASD General Securities
   Series 8 - General Securities Sales Supervisor
   Series 3 - Commodities Exam
   Series 5 - Interest Rate (Debt Options)
   Series 63 - Uniform State Exam
   Series 65 - Investment Advisor Exam
   Life/Health/Variable Annuity Insurance License
   Guided Portfolio Management Program
• Associations
   San Diego Stock & Bond Association
   Rancho Santa Fe Garden Club
   Lemhi Cattlemen's Association
   Angus Breeder's Association
   Rancho Santa Fe Country Club
   Lomas Santa Fe Country Club
Securities Agent: PA, NM, NJ, CA, UT, MT, KY, MA, AZ, AR, CO, ID, HI, OK, NV, MN, TX, OR, AL, SC, IA, VA, OH, GA, WY, TN, NY, NC, FL, WA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1275341
CA Insurance License #: 0A27500

About Amanda McNellis Leptich

Professional Details

• 1996 - present: Morgan Stanley*
   Financial Advisor
   San Diego, CA
• Bachelor of Administration, 1992
   Pepperdine University
   Malibu, CA
• Series 7 - NYSE/NASD General Securities License
   Series 63 - Uniform State Exam
   Series 65 - Investment Advisor Exam
   Life/Health/Variable Annuity Insurance License
   Long Term Care Insurance License
   Guided Portfolio Management Program
• Associations
   San Diego Stock & Bond Association
   San Diego Food Bank
   Pepperdine Alumni Association
Securities Agent: ID, SC, WA, OR, FL, TX, TN, OK, IA, GA, AZ, RI, NC, MT, MN, MA, KY, HI, DC, CA, PA, AR, AL, OH, NV, NM, NJ, IN, IL, WY, NY, VA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1272853
CA Insurance License #: 0C90139

About Jeramy A Larson

Professional Details

• Morgan Stanley*
   Financial Planning
   Financial Advisor
   Certified Financial Planner™
   San Diego, CA
• Express Jet & Mesa Airlines
   Commercial Airline Pilot
   Houston, TX
• B.S. Cell Biology and Biochemistry, 1999
   La Jolla, CA
• AA - Aviation Technology, 2003
   San Juan College
   Farmington, NM
• Series 7 - General Securities Representative
   Series 63 - Uniform State Exam
   Series 65 - Investment Advisory Agent
   Life Insurance License
• Associations
   San Diego Downtown Breakfast Rotary Club
   Member
   San Diego, CA
Securities Agent: AZ, FL, WY, VA, NJ, OR, MA, CO, OK, NY, IA, AR, WA, TX, MT, IN, IL, ID, TN, AL, SC, PA, NM, NC, KY, HI, DC, CA, NV, MN, GA, WI, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1275876
CA Insurance License #: 0F30268

About Eva M. Murdock

Eva began her career with one of Morgan Stanley's predecessors in 1985.  Although the name on the door has changed many times, her commitment to providing superior client service has never wavered. Her daily focus is on developing and building client relationships and helping to manage The Anchor Group.  In her role, Eva is responsible for the teams marketing efforts along with the online client experience. She utilizes the latest tools and technology to research, evaluate and monitor the quality and timeliness of client service.  Eva applies critical thinking and problem-solving skills to identify and resolve issues.  She stays informed of our industry's changing rules and regulations and assists with analyzing investment opportunities. A talented administrator, she is a valuable partner in developing an optimum client relationship and provides invaluable administrative, operational and trade support to the team.  She takes great pride in her organizational skills and looks forward to putting her experience, dedication and enthusiasm to work for you.

Away from the firm, she volunteers for many charities and is a member of Women in Film.  In her spare time, she also works in the film and tv industry.

About Gail Phillips

Gail has worked in the financial services industry in various capacities since 1980 and joined The Anchor Group in September 2014.  As one of the first points of contact for clients, Gail is entrusted with addressing questions or concerns regarding their accounts. She enjoys working with clients and is happy to provide assistance with administrative and operational issues. In addition, she provides invaluable industry knowledge and support to the team.

Gail is originally from Chicago, but moved to San Diego for the weather in 1975.  She met her husband a year later and decided to settle in La Mesa. They have three sons and four grandchildren and enjoy taking road trips whenever they get a chance.

She is Series 7, Series 63, Series 65 and Series 8 licensed.

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
Photo of Michael Mackowiak

Michael Mackowiak

Private Banker
Photo of Jen Neeley

Jen Neeley, CFP®

Financial Planning Director, Vice President

About Michael Mackowiak

Michael Mackowiak 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.

Michael began his career in financial services in 2008, and joined Morgan Stanley in 2019 as a Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.

He lives in Chula Vista, California with his family. Outside of the office, Michael enjoys watching soccer and baseball, traveling, and spending time with his family.
NMLS#: 1069297

About Jen Neeley

Jen Neeley CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in San Diego, CA. She is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.

Jen began her career in financial services in 2013, and joined Morgan Stanley in 2023. Prior to her current position, she was a Wealth Planning Associate with UBS, where she analyzed client portfolios, worked closely with financial advisors and interfaced with prospective and existing investors. Prior to UBS, Jen worked for Lincoln Financial Advisors, where she obtained her CFP® certification.

Jen graduated from Salisbury University and holds her Bachelor of Science degree in Corporate Finance. Jen lives in San Diego, CA. Having grown up and gone to school in the Baltimore area, she is a fan of the city’s professional baseball (Orioles) and football (Ravens) teams. While she enjoys living in southern California, she tries to return to the East Coast periodically to visit her close-knit family.

In her free time, Jen likes hiking in the mountains, watching movies, listening to all types of music and spending time with friends.
CA Insurance License #: 4054708
Wealth Management
Global Investment Office

Portfolio Insights

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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
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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
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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
Learn More about Family
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
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Retirement for Plan Sponsors

End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
  • Plan Evaluation
  • Investment Management
  • Plan Management Support
  • Plan Participant Education
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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.
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The Business Case for a Financially Resilient Workforce

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Ready to start a conversation? Contact The Anchor Group today.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1Alternative 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.

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2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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3Morgan 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

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4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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5Morgan 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.

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6Morgan 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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7Morgan 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.

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8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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10When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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11Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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12When 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.

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13Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)