Welcome

The Fortress Group at Morgan Stanley provides select families and individuals with an exceptional wealth management experience. We believe success in achieving your financial goals begins with a comprehensive strategy built around your lifestyle desires and legacy wishes. Our job as Wealth Managers is to define what is most important to you and then formulate strategies that are best suited to your needs.As designated Morgan Stanley Portfolio Managers we are able to take an active approach in the management of your assets and tailor how we manage money to your particular needs and wishes. Morgan Stanley gives us intelligence to every asset class and access to leading investment research from some of the industry’s most respected analysts. We utilize these resources to make sure our clients are in the best investments available to them. Just as your life changes, we believe your investment strategy should change. Through yearly reviews, we are able to modify your plan to ensure that it is always suited for what you would like to achieve. With over forty years of combined experience, The Fortress Group utilizes the strengths of all of our team members to maximize our ability to provide you with the best services available. We are committed to helping you achieve your goals, and are here to help ensure that you achieve a rewarding lifestyle and lasting legacy.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Retirement Planning3
  • Business Succession Planning4
  • Estate Planning Strategies5
  • Cash Management6
  • Municipal Bonds7
  • Corporate Bonds8
  • Life Insurance9
  • Long Term Care Insurance10
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Portfolio Management

As specially credentialed Morgan Stanley Financial Advisers, we will work with you to understand your financial needs and dedicate the time and resources necessary to help you meet them.

    Financial Planning

    Setting Goals According to Your Needs 

    As your life stage changes, so do your goals - our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands.

      Estate Planning

      We look at all aspects of an individual's estate to help understand the potential income tax and estate planning attributes of the vehicles. 

      -Control of Assets 
      -Basic Gifting
      -Philanthropy 
      -Leveraged gifting 
      -Life Insurance

        Risk Management

        We'll advise you on how to review your current insurance policies to make sure they are revised appropriately so you maintain the coverage you need for yourself and children.

        We can also look into Long Term Care (LTC) Insurance options that could be appropriate for you as a part of your Retirement Strategy.

          Location

          444 South Flower St
          34th Fl
          Los Angeles, CA 90071
          US
          Direct:
          (213) 486-8891(213) 486-8891
          Toll-Free:
          (800) 832-7648(800) 832-7648

          Meet The Fortress Group

          Photo of Susie Carrillo

          Susie Carrillo

          Client Service Associate

          About Me

          Lee got his start in Wealth Management at Shearson Lehman Hutton over 25 years ago. He is a Founding Principal of The Fortress Group as well as a credentialed Morgan Stanley Senior Portfolio Manager. Lee specializes in Fixed Income strategies and takes a conservative approach where he seeks to get his clients as much return as he can, while limiting their exposure to risk.

          He is a strong advocate for helping out his community. Lee is on the Board of The Boy Scouts Greater Los Angeles Area Council, a long-term Rotarian, a command pilot for Angel Flight, and has served as a Chairman and member of the Burbank Water and Power Board for many years.

          True to his Southern California roots, Lee is a passionate fan of his Alma mater, USC. When he is out of the office, he enjoys flying, golfing and spending time with his wife, two sons and their basset hound.
          Securities Agent: TX, CA, WA, VI, VA, OR, OH, NY, NV, NJ, MN, MD, IL, ID, FL, DE, DC, CO, AZ; General Securities Representative; Investment Advisor Representative
          NMLS#: 1393544

          About Me

          As a Founding Principal of The Fortress Group, Danny brings more than 12 years of experience in Wealth Management. As a credentialed Morgan Stanley Senior Portfolio Manager, he focuses on discretionary investment management with a specialty in equity strategies. The strategies he has developed are varied and have the goal of taking advantage of prevailing market conditions.

          Born and raised in Chicago, Danny is an avid Cubs fan who is still celebrating their World Series Title. He enjoys golfing and coaching youth basketball, but above all is a husband and father to his two boys.

          Danny got a B.S. in Mechanical Engineering at the University of Illinois at Urbana-Champaign and went on to get his MBA at Washington University in St. Louis.
          Securities Agent: TX, CA, WA, VI, VA, OR, OH, NY, NV, NJ, MN, MD, IL, ID, FL, DE, DC, AZ; General Securities Representative; Investment Advisor Representative
          NMLS#: 1265087

          About Me

          Chris joined The Fortress Group in 2016, after completing an internship with us the previous summer. He is a Financial Advisor as well as a credentialed Morgan Stanley Financial Planning Specialist. Since joining the team he has updated our digital presence and is working on developing new business opportunities. 

          Prior to The Fortress Group, Chris studied Business Economics at the University of California, Irvine. While at UCI, he was a member of Student Government and an executive member of Sigma Phi Epsilon Fraternity.

          On the weekends you can find Chris golfing, surfing or snowboarding.
          Securities Agent: CA, WA, VI, VA, TX, OR, OH, NY, NV, NJ, MN, MD, IL, ID, FL, DE, DC, CO, AZ; General Securities Representative; Investment Advisor Representative
          NMLS#: 1605685
          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

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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
          Financial Transition: A Guide for Women

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          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
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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
          • Foundations
          • Donor Advised Funds
          • Impact Investing
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          Ready to start a conversation? Contact The Fortress Group today.
          Market Information Delayed 20 Minutes
          1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

          2Morgan 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.

          3Morgan 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.

          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.

          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.

          6Morgan 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

          7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

          8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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

          10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          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.

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          The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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