Jonathan Legg
Managing Director, Private Wealth Management, Alternative Investments Director, Founders Specialist
Phone:
(202) 292-5420(202) 292-5420
The Legg Wealth Management Group at Morgan Stanley
Jonathan LeggJeffrey Brill, CAIA, CIMA®, CFP®Trevor Nelson, CFP®Maggie Meagher, CFP®, CPWA®Jasmine IsrealEvan Coyne, MBA, CFP®Kaitlin BrancaccioDeclan O'Brien, CFP®Leigh LongEdmund ZimmermanSophia Levy
Direct:
(202) 292-5420(202) 292-5420
Industry Award WinnerOur Mission Statement
Deep experience, intellectual capital and dedicated personal service enable us to act as a trusted steward of multi-generational family wealth and help you meet your life goals - financial and otherwise.
Our Story
The Legg Wealth Management Group helps highly successful individuals, families, and institutions invest and manage their finances. The team consists of nine highly experienced financial professionals dedicated to helping preserve and enhance the financial condition of an exceptional group of valued clients.
The core of our practice focuses on customized investment management, but we recognize that clients need a partner who transcends investing and can also deliver a truly holistic range of financial and non-financial solutions. So we strive to deliver all the benefits of a relationship with a best-in-class institution alongside the detailed-oriented, personalized service that family offices provide.
Our team's 179 years of financial experience enables us to address the complex, multifaceted challenges of managing significant wealth. This experience, combined with the vast resources of Morgan Stanley – the global leader in private wealth management - is what empowers our team to provide you, your family, and your business with the exceptional and comprehensive service you deserve.
The success of The Legg Wealth Management Group has been documented by a number of financial publications. Our most recent 2026 recognitions include:
- Barron's Top 100 Financial Advisors Barron's
- Top 250 Private Wealth Management Teams Barron's
- Top 1,500 Financial Advisors: State-by-State
2026 Barron's Top 100 Financial Advisors Source: Barrons.com (Awarded 2026).
Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2026 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Services Include
- Alternative InvestmentsFootnote1
- Cash Management and Lending ProductsFootnote2
- Endowments and FoundationsFootnote3
- Estate Planning StrategiesFootnote4
- Executive Benefit ServicesFootnote5
- Life InsuranceFootnote6
- Philanthropic ManagementFootnote7
- Stock Plan ServicesFootnote8
- Sustainable InvestingFootnote9
- SyndicateFootnote10
- Trust ServicesFootnote11
- Wealth ManagementFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Private Wealth Management
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
• Manage investments with an unwavering focus on your financial strategy and personal goals
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
• Simplify financial complexity to help you achieve clarity and control
• Manage investments with an unwavering focus on your financial strategy and personal goals
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
• Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $547 billion in AUM
- Comprising 34% of the Barron’s Top 100 Financial Advisors list for 2021
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Alternative Investment Solutions
We leverage our position and our affiliates to source innovative strategies from among the most knowledgeable investment minds in the business. Employing rigorous due diligence to identify, evaluate and select each alternative investment product on our platform, we work to identify the managers that we believe are highly qualified to help our clients meet their objectives. Your choices will depend on your goals, objectives and risk tolerance.
Alternative Investment Capabilities
This piece introduces Morgan Stanley's Alternative Investments platform and covers a variety of topics, including overall offerings, our rigorous investment manager and fund selection due diligence process, and strategies in development.
Private Credit
Learn more about Morgan Stanley's Private Credit offerings and other important information about the asset class.
Private Markets
This piece introduces Morgan Stanley's Private Markets platform, highlights the features of private investing, the historical performance of Private Markets, and the industry landscape. Additionally, it outlines Morgan Stanley's global network and provides examples of sample past deals.
Private Real Estate
Explore the broad range of Private Real Estate Investments and capabilities available through Morgan Stanley's comprehensive platform.
Single Manager Hedge Funds
This piece provides an introduction to single manager hedge funds, and covers topics such as common characteristics, hedged strategies, and platform offerings.
INSIGHT & RESOURCES
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
GIC Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.
Location
1747 Pennsylvania Ave NW
Ste 700
Washington, DC 20006
US
Direct:
(202) 292-5420(202) 292-5420
Meet The Legg Wealth Management Group
Jeffrey Brill, CAIA, CIMA®, CFP®
Executive Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(202) 292-5421(202) 292-5421
Managing Director, Wealth Management, Stock Plan Director, Financial Wellness Director, Financial Advisor
Phone:
(202) 292-5404(202) 292-5404
Maggie Meagher, CFP®, CPWA®
Private Wealth Advisor, Alternative Investments Director
Phone:
(202) 292-5413(202) 292-5413
Jasmine Isreal
Group Director
Phone:
(202) 292-5414(202) 292-5414
Evan Coyne, MBA, CFP®
Assistant Vice President, Director of Business Strategy
Phone:
(202) 292-5498(202) 292-5498
Declan O'Brien, CFP®
Assistant Vice President, Private Wealth Management Associate
Phone:
(202) 292-5417(202) 292-5417
Kaitlin Brancaccio
Senior, Registered Client Associate
Phone:
(202) 292-5424(202) 292-5424
Leigh Long
Senior Registered Client Associate
Phone:
(202) 292-5439(202) 292-5439
Edmund Zimmerman
Client Service Associate
Phone:
(202) 292-5383(202) 292-5383
Sophia Levy
PWM Client Service Associate
Phone:
(202) 292-5477(202) 292-5477
About Jonathan Legg
Jonathan Legg is a Managing Director and Private Wealth Advisor of The Legg Wealth Management Group at Morgan Stanley Private Wealth Management. He has built a team designed to provide financial solutions for a select number of highly successful families, individuals, and institutions. In addition, to being the Principal and main relationship manager for the team, he focuses on alternative investments, structured products, and syndicate offerings.
Jonathan began his career in the financial services industry over thirty years ago at Legg Mason Wood Walker, Inc. While there he served as Vice President, Investments, and was the youngest broker to join the Chairman’s Council, the President’s Council, and the Advisory Board, which represents the top 1% of the firm’s financial advisors. A ten year member of the Tiger 21 club, a group for high-net worth individuals to discuss wealth and legacy preservation, Jonathan strives to remain an innovator in the wealth management space. Further demonstrating his commitment to growth, Jonathan founded the Private Client Group at Friedman, Billings & Ramsey (FBR) and served as Managing Director.
Jonathan played football at, and graduated from, The Woodberry Forest School and The College of William & Mary. He has been active in both The Woodberry Forest and The College of William & Mary alumni community.
Jonathan began his career in the financial services industry over thirty years ago at Legg Mason Wood Walker, Inc. While there he served as Vice President, Investments, and was the youngest broker to join the Chairman’s Council, the President’s Council, and the Advisory Board, which represents the top 1% of the firm’s financial advisors. A ten year member of the Tiger 21 club, a group for high-net worth individuals to discuss wealth and legacy preservation, Jonathan strives to remain an innovator in the wealth management space. Further demonstrating his commitment to growth, Jonathan founded the Private Client Group at Friedman, Billings & Ramsey (FBR) and served as Managing Director.
Jonathan played football at, and graduated from, The Woodberry Forest School and The College of William & Mary. He has been active in both The Woodberry Forest and The College of William & Mary alumni community.
Securities Agent: DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, DE, AL, AR, AZ, CA, CO, CT; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274453
NMLS#: 1274453
About Jeffrey Brill
Jeff is a Senior Vice President with Morgan Stanley’s Private Wealth Management division. After beginning his career at the firm in 2004, he joined the Legg Wealth Management Group in 2010. Drawing upon his 18 years of experience, Jeff provides comprehensive wealth management advice to ultra-high net worth families, foundations and endowments with a focus on portfolio analysis and construction, risk management, and wealth transfer planning.
Jeff graduated cum laude from Susquehanna University where he received his B.A. in Financial Economics and Political Science. He is an avid golfer and currently resides in Oakton, Virginia with his wife, Chrissy, and two children, Kiera and Hudson.
Jeff graduated cum laude from Susquehanna University where he received his B.A. in Financial Economics and Political Science. He is an avid golfer and currently resides in Oakton, Virginia with his wife, Chrissy, and two children, Kiera and Hudson.
Securities Agent: KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, ID, IL, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2109161
NMLS#: 2109161
About Trevor Nelson
Trevor Nelson, CFP®, is a Managing Director, Wealth Management, Stock Plan Director, Financial Wellness Director, and Financial Advisor at Morgan Stanley. He started his career within the financial industry in 1993 at Merrill Lynch and joined Morgan Stanley in 2021.
Trevor has built his career through providing knowledge, insights, and white glove service on navigating a variety of complex financial situations, including financial offerings and workplace benefits. He can provide insights on how to navigate these complex situations in relation to his clients' personal financial goals. He is passionate on simplifying and providing resources to help his clients comprehend and fully understand financial situations and best paths and strategies to have the desired result.
Trevor received his Bachelor of Science in Economics from Southern Methodist University (SMU) in Dallas Texas. He holds the Certified Financial Planner™ - CFP®, certification and Series 7 and 66 licenses.
Trevor resides in Vienna, VA with his incredible wife of over 20 years who has led various divisions in some of the largest tech companies in the world, his two daughters, and their dog Sawyer. Outside of work, Trevor enjoys golf, wine, and travel, especially to Hawaii. He also is passionate about giving back to his local community through being a volunteer recreational lacrosse coach and being a supporter for the Wolf Trap National Center for the Performing Arts.
Contact Information:
Trevor Nelson, CFP®
Managing Director, Wealth Management,
Stock Plan Director, Financial Wellness Director,
Financial Advisor
Trevor.Nelson@morganstanley.com
Tel: 202-292-5404
NMLS#: 643857
https://advisor.morganstanley.com/trevor.nelson
Trevor has built his career through providing knowledge, insights, and white glove service on navigating a variety of complex financial situations, including financial offerings and workplace benefits. He can provide insights on how to navigate these complex situations in relation to his clients' personal financial goals. He is passionate on simplifying and providing resources to help his clients comprehend and fully understand financial situations and best paths and strategies to have the desired result.
Trevor received his Bachelor of Science in Economics from Southern Methodist University (SMU) in Dallas Texas. He holds the Certified Financial Planner™ - CFP®, certification and Series 7 and 66 licenses.
Trevor resides in Vienna, VA with his incredible wife of over 20 years who has led various divisions in some of the largest tech companies in the world, his two daughters, and their dog Sawyer. Outside of work, Trevor enjoys golf, wine, and travel, especially to Hawaii. He also is passionate about giving back to his local community through being a volunteer recreational lacrosse coach and being a supporter for the Wolf Trap National Center for the Performing Arts.
Contact Information:
Trevor Nelson, CFP®
Managing Director, Wealth Management,
Stock Plan Director, Financial Wellness Director,
Financial Advisor
Trevor.Nelson@morganstanley.com
Tel: 202-292-5404
NMLS#: 643857
https://advisor.morganstanley.com/trevor.nelson
Securities Agent: ME, MI, MN, MO, MS, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 643857
NMLS#: 643857
About Maggie Meagher
Maggie Meagher, CFP®, CPWA® is a Private Wealth Advisor with The Legg Wealth Management Group at Morgan Stanley, where she advises entrepreneurs, executives, and multi-generational families on the complexities of significant wealth.
With more than a decade of experience, Maggie helps clients navigate pivotal financial decisions with clarity and discipline. Her work integrates sophisticated portfolio construction with liquidity planning, business transition strategies, concentrated stock management, estate and wealth transfer planning, lending, philanthropy, and family governance. She believes that exceptional wealth management begins with aligning financial strategy with each client’s long-term objectives and values.
Maggie works closely with clients through periods of meaningful transition, from the sale of a business or executive liquidity event to generational wealth transfers and the evolving needs of growing families. She collaborates with clients’ trusted advisors to deliver coordinated, highly customized strategies designed to preserve and grow wealth across generations.
Before joining Morgan Stanley Private Wealth Management, Maggie was a Financial Advisor at UBS Private Wealth Management, where she developed extensive experience serving affluent families and complex client relationships.
Maggie attended the University of St Andrews, Scotland and completed executive education at both the University of Chicago Booth School of Business and Wake Forest University. She serves as a Trustee of the University of St Andrews American Foundation.
Outside of her practice, Maggie is an accomplished wine enthusiast who has competed in blind tasting competitions internationally. She lives in Washington, DC with her partner and their two dogs.
With more than a decade of experience, Maggie helps clients navigate pivotal financial decisions with clarity and discipline. Her work integrates sophisticated portfolio construction with liquidity planning, business transition strategies, concentrated stock management, estate and wealth transfer planning, lending, philanthropy, and family governance. She believes that exceptional wealth management begins with aligning financial strategy with each client’s long-term objectives and values.
Maggie works closely with clients through periods of meaningful transition, from the sale of a business or executive liquidity event to generational wealth transfers and the evolving needs of growing families. She collaborates with clients’ trusted advisors to deliver coordinated, highly customized strategies designed to preserve and grow wealth across generations.
Before joining Morgan Stanley Private Wealth Management, Maggie was a Financial Advisor at UBS Private Wealth Management, where she developed extensive experience serving affluent families and complex client relationships.
Maggie attended the University of St Andrews, Scotland and completed executive education at both the University of Chicago Booth School of Business and Wake Forest University. She serves as a Trustee of the University of St Andrews American Foundation.
Outside of her practice, Maggie is an accomplished wine enthusiast who has competed in blind tasting competitions internationally. She lives in Washington, DC with her partner and their two dogs.
Securities Agent: MI, AR, VI, NE, NC, MT, MN, ME, KY, WA, UT, NH, ND, KS, GA, FL, TN, SC, NM, IL, CT, CO, SD, RI, DE, AK, LA, IA, CA, OR, OK, MO, WV, WI, VT, VA, MS, DC, AZ, AL, PA, OH, NY, HI, WY, TX, NV, MA, PR, NJ, MD, IN, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 2554453
NMLS#: 2554453
About Jasmine Isreal
Jasmine is a seasoned professional with a decade of experience in the financial services industry. Jasmine began her career at Steben & Company, a leading alternative asset manager, and later joined TD Ameritrade as an Investment Consultant. Immediately prior to joining Morgan Stanley PWM, Jasmine was serving high-net-worth clients as a Wealth Management Associate in the UBS PWM flagship DC office. Before joining The Legg Wealth Management Group, she worked as a Wealth Management Associate in Morgan Stanley's DC office. With a keen eye for process efficiency and a dedication to exceptional service, Jasmine brings a wealth of expertise to her new role.
Jasmine resides in Silver Spring, MD, alongside her spouse and their son. During her free time, she finds joy in traveling and actively engages as a team mom for her son’s soccer team.
Jasmine resides in Silver Spring, MD, alongside her spouse and their son. During her free time, she finds joy in traveling and actively engages as a team mom for her son’s soccer team.
About Evan Coyne
Evan began her career with Morgan Stanley in January, 2021 as a member of the Virtual Engagement Associate Team where she advised over forty financial advisors on digital marketing strategies.
Prior to her career at Morgan Stanley, she consulted for twelve luxury hotels on survey analysis and continuous improvement projects for Marriott International’s Luxury Quality Division. She started her career with The Ritz-Carlton Hotel Company as a professional meeting planner.
Evan holds her Bachelors of Science in Hospitality and Tourism Management from Rochester Institute of Technology and her MBA from Georgetown University McDonough School of Business.
*Disclaimer: This role cannot solicit or provide investment advice
Prior to her career at Morgan Stanley, she consulted for twelve luxury hotels on survey analysis and continuous improvement projects for Marriott International’s Luxury Quality Division. She started her career with The Ritz-Carlton Hotel Company as a professional meeting planner.
Evan holds her Bachelors of Science in Hospitality and Tourism Management from Rochester Institute of Technology and her MBA from Georgetown University McDonough School of Business.
*Disclaimer: This role cannot solicit or provide investment advice
About Declan O'Brien
Declan joined the Legg Group in the spring of 2022. Prior to joining the team, he worked for a large retail team in Vermont since 2019, where he assisted with options strategy on a 700M core options portfolio. Declan graduated with a B.S. of economics from The University of Vermont where he was a competitive skier and spent his winters traveling around the country for events.
*Disclaimer: This role cannot solicit or provide investment advice
*Disclaimer: This role cannot solicit or provide investment advice
About Kaitlin Brancaccio
Kaitlin Duff Brancaccio joined The Legg Wealth Management Group as a Registered Client Associate. Prior to joining Morgan Stanley, Kaitlin has over eight years of experience in Wealth Management. She has previously worked at Goldman Sachs in Washington, D.C., and Merrill Lynch in New York City. Kaitlin graduated from the University of Virginia in Charlottesville where she played on the Women’s Lacrosse Team. She is originally from the Bethesda, Maryland area and currently lives with her husband and two children Kifton and Cannon.
About Leigh Long
Leigh serves as a Senior Registered Client Service Associate with Morgan Stanley Wealth Management working with the Wealth Advisors of the The Legg Wealth Management Group. She brings 35 years of experience to the team and clients. Her primary responsibility is to handle the day-to-day operational, administrative and financial planning responsibilities. She is committed to providing outstanding customer service, and does so through her attention to detail. She holds the Series 7, 63 and 65 licenses.
Prior to joining Morgan Stanley, Leigh worked at Merrill Lynch for 28 years. Leigh is a graduate from the University of Mississippi.
Outside of the office, Leigh lives in Alexandria, VA with her husband and puppy, Crosby. In her free time, she enjoys traveling, cooking, reading books, and spending time with her friends and family.
Prior to joining Morgan Stanley, Leigh worked at Merrill Lynch for 28 years. Leigh is a graduate from the University of Mississippi.
Outside of the office, Leigh lives in Alexandria, VA with her husband and puppy, Crosby. In her free time, she enjoys traveling, cooking, reading books, and spending time with her friends and family.
About Edmund Zimmerman
Edmund joined Morgan Stanley as a Private Wealth Management Client Service Associate with experience in both banking and investments. Initially beginning his career at TD Ameritrade as a broker before moving into the banking world at JPMorgan Chase Bank as a licensed banker. There he worked with multiple financial advisors delivering dedicated service and solutions while also managing his own book of clients.
Edmund received his Bachelor’s degree in economics from the University at Buffalo and is an avid guitar player in his free time.
Edmund received his Bachelor’s degree in economics from the University at Buffalo and is an avid guitar player in his free time.
About Sophia Levy
Sophia Levy is a Client Service Associate with The Legg Wealth Management Group at Morgan Stanley in Washington, D.C. She supports the team in delivering a high-touch client experience, helping ensure day-to-day service needs are handled efficiently, accurately, and thoughtfully. Before joining the group full time, Sophia interned with the team, gaining hands-on experience in client service support and operational coordination.
Sophia graduated from American University’s School of Public Affairs, where she completed an interdisciplinary program in Communications, Legal Institutions, Economics, and Government.
Outside the office, Sophia enjoys reading, spending time at the beach, and traveling.
Sophia graduated from American University’s School of Public Affairs, where she completed an interdisciplinary program in Communications, Legal Institutions, Economics, and Government.
Outside the office, Sophia enjoys reading, spending time at the beach, and traveling.
Contact Jonathan Legg
Contact Jeffrey Brill
Contact Trevor Nelson
Contact Maggie Meagher
Awards and Recognition
Barron's Top 100 Financial Advisors
2025-2026 Barron's Top 100 Financial Advisors Source: Barrons.com (Awarded 2025-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams
2025-2026 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2025-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2023-2026 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2023-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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Wealth Management
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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
A 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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
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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
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.
Ready to start a conversation? Contact The Legg Wealth Management Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan 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 (“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.
5When 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
8Morgan 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.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
10Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
11Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
12Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan 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 (“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.
5When 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
8Morgan 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.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
10Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
11Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
12Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
