Phone:
(805) 278-3683(805) 278-3683
The Greco Group at Morgan Stanley
Direct:
(805) 278-3680(805) 278-3680
Our Mission Statement
Helping you with wealth planning strategies for your life and legacy
Our Story and Services
The Greco Group helps clients navigate the distractions of challenging markets and complexities of financial planning. Trent Greco and Mason Pendleton's approach to wealth management is built on a foundation of process, patience and clear communication. When it comes to building and ultimately preserving wealth, a patient and processed driven strategy is key to long-term sustained success.
We focus on providing clients with personalized, high-quality financial advice that simplifies their financial life. Through a relationship with our team and firm, clients are given access to an extensive network of financial resources and experienced professionals.
Trent and Mason work with clients from varying backgrounds including law enforcement (active/retired LAPD), firefighters (active/retired LAFD), business owners and regular working people. Our clients believe, as we do, in the importance of building a long-term relationship with their investment advisor.
At the Greco Group, we are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations.
Getting started is easy. It begins with a conversation. Our office is located in Oxnard, California. We work with clients both locally and nationwide and host meetings in-person, via phone call and zoom.
Schedule a complimentary call below
We focus on providing clients with personalized, high-quality financial advice that simplifies their financial life. Through a relationship with our team and firm, clients are given access to an extensive network of financial resources and experienced professionals.
Trent and Mason work with clients from varying backgrounds including law enforcement (active/retired LAPD), firefighters (active/retired LAFD), business owners and regular working people. Our clients believe, as we do, in the importance of building a long-term relationship with their investment advisor.
At the Greco Group, we are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations.
Getting started is easy. It begins with a conversation. Our office is located in Oxnard, California. We work with clients both locally and nationwide and host meetings in-person, via phone call and zoom.
Schedule a complimentary call below
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Advice for City of Los Angeles Police & Fire since 1993
We pride ourselves in managing the financial assets of 150+ families of the LAPD, LAFD and various Los Angeles Law Enforcement and Fire Protection Non-Profit Organizations.
IF YOU ARE:
•Active or Retired Law Enforcement Officer
•Active or Retired Fire Protection Officer
WE CAN HELP WITH:
• Understanding your Deferred Retirement Option Plan (DROP) / Deferred Compensation 457 Plan
• Defining your ideal retirement lifestyle and creating a comprehensive wealth strategy
• Creating an investment portfolio based on your specific investment objectives, risk tolerance and time horizon
• Ongoing management and review of your financial plan and investment portfolio
While each of our clients carry different sets of problems, each one looks to simplify their financial lives with an integrated strategy that preserves and grows their wealth. Please reach out to schedule a complimentary meeting to review your current financial position and discuss potential strategies for your financial needs.
Location
300 E. Esplanade Dr, 10th
Floor
Oxnard, CA 93036
US
Direct:
(805) 278-3680(805) 278-3680
Meet The Greco Group
Mason Pendleton
Financial Advisor
Phone:
(805) 278-3680(805) 278-3680
Jo Trujeque
Senior Registered Client Service Associate
Phone:
(805) 278-3618(805) 278-3618
About Trent J Greco
Securities Agent: AZ, HI, MT, MA, FL, UT, OR, NM, WA, WY, KS, NY, VA, TN, PA, AR, ID, GA, MO, CT, MD, IN, CA, NV, TX, NC, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1395581
CA Insurance License #: #0B16034
NMLS#: 1395581
CA Insurance License #: #0B16034
About Mason Pendleton
Mason Pendleton is a Financial Advisor with The Greco Group at Morgan Stanley. He is graduate of Northern Arizona University, where he earned a BSBA in Finance. Mason began his career as a financial analyst for an executive benefits and consulting firm where he built financial models and performed analytics on deferred compensation plans and illustration designs.
Mason’s approach to wealth management is built on the foundation of process, patience and clear communication. When it comes to building and ultimately preserving wealth, a patient and processed driven strategy is key to long-term sustained success.
Outside of the office, Mason enjoys hiking, basketball and action sports. Mason lives in beautiful Ventura with his wife Kate.
2025 Pacesetter's Club
Mason’s approach to wealth management is built on the foundation of process, patience and clear communication. When it comes to building and ultimately preserving wealth, a patient and processed driven strategy is key to long-term sustained success.
Outside of the office, Mason enjoys hiking, basketball and action sports. Mason lives in beautiful Ventura with his wife Kate.
2025 Pacesetter's Club
Securities Agent: AR, DE, OK, ME, LA, NJ, IL, AK, DC, MS, NE, VT, ND, PR, CA, RI, VI, CO, WA, WY, WI, OR, AZ, NM, AL, ID, SC, IA, CT, OH, NC, MT, PA, SD, HI, NH, WV, MN, MI, TN, TX, VA, MO, IN, UT, MD, KS, MA, KY, NY, GA, FL, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2528115
NMLS#: 2528115
About Jo Trujeque
Phone: (805) -278-3618
Email: jo.trujeque@morganstanley.com
Jo Trujeque is a first generation born, proud daughter of immigrant parents. Jo began her career as a Service Associate at Smith Barney in the Westlake Village, CA office in 2005. After obtaining her security licenses in 2012, Jo transitioned to fulfill the Branch Administrator role where she assisted four different offices and was responsible for overseeing expense related matters, branch culture and engaging employees in meetings/activities. Jo is now continuing her growth as a Senior Registered Client Service Associate alongside Financial Advisors Trent J. Greco and Mason Pendleton. Outside of the office, Jo enjoys family adventures with her husband and two children.
Email: jo.trujeque@morganstanley.com
Jo Trujeque is a first generation born, proud daughter of immigrant parents. Jo began her career as a Service Associate at Smith Barney in the Westlake Village, CA office in 2005. After obtaining her security licenses in 2012, Jo transitioned to fulfill the Branch Administrator role where she assisted four different offices and was responsible for overseeing expense related matters, branch culture and engaging employees in meetings/activities. Jo is now continuing her growth as a Senior Registered Client Service Associate alongside Financial Advisors Trent J. Greco and Mason Pendleton. Outside of the office, Jo enjoys family adventures with her husband and two children.
Contact Trent J Greco
Contact Mason Pendleton
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
Jesse Mazza
Private Banker
About Jesse Mazza
Jesse Mazza 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.
Jesse began his career in financial services in 2011 and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Jesse is a graduate of the University of La Verne, where he received a Bachelor of Science in Business Administration. He lives in Thousand Oaks, California with his wife and 2 children. Outside of the office, Jesse enjoys spending time with his family, hiking, traveling, and cooking.
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.
Jesse began his career in financial services in 2011 and joined Morgan Stanley in 2016 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Jesse is a graduate of the University of La Verne, where he received a Bachelor of Science in Business Administration. He lives in Thousand Oaks, California with his wife and 2 children. Outside of the office, Jesse enjoys spending time with his family, hiking, traveling, and cooking.
NMLS#: 667403
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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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
Financial Planning for Life After Selling a Business
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Greco Group today.
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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
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. 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.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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.
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.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
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. 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.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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.
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.
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)
