Jonathan Legg
Managing Director, Private Wealth Management, Alternative Investments Director
Phone:
(202) 292-5420(202) 292-5420
The Legg Wealth Management Group at Morgan Stanley
Our 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, including Barron's and Forbes. Our most recent, 2024 recognitions include:
• Forbes America's Top 250 Wealth Advisors, Jonathan Legg
• Barron's Top Wealth Advisors State-By-State, Jonathan Legg
• Forbes Best-In-State Wealth Advisors, Jonathan Legg
• Forbes Best-In-State Wealth Management Teams
Disclosures
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
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, including Barron's and Forbes. Our most recent, 2024 recognitions include:
• Forbes America's Top 250 Wealth Advisors, Jonathan Legg
• Barron's Top Wealth Advisors State-By-State, Jonathan Legg
• Forbes Best-In-State Wealth Advisors, Jonathan Legg
• Forbes Best-In-State Wealth Management Teams
Disclosures
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
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
Family Office Resources Capabilities
We deliver the full range of expertise to help address different aspects of your financial life: strategies to invest assets, but also to mitigate taxes, transfer wealth, enhance philanthropic impact, reduce family conflict and manage the affluent lifestyle.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities and knowledge.
Learn More Here
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Learn More Here
Trust and Estate Planning and Business Succession
The key to determining which trust, tax, and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
Necessary Considerations and Documents of Estate Planning
Lifestyle Services
The enjoyment of wealth means the most powerful benefits of a family office is the potential to help family members simplify their personal lives. We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Signature Access
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit
organizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Learn More Hereorganizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Trust Services
Our trustee platform is “open architecture,” meaning that we provide you with access and ability to select an
appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Learn More Hereappropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Opportunities in Alternative Investments
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across hedge funds, private equity, private credit, real estate, infrastructure, and custom multi-asset solutions.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Private Equity
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.
Learn More
Private Credit
Private Credit investing is an essential component of Morgan Stanley Investment Management’s alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
Learn More
Real Estate
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
Learn More
Infrastructure
Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry’s leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.
Learn More
Custom Multi-Asset Solutions
We specialize in managing custom alternative investment solutions that enable us to address the unique risk, return and liquidity objectives of our clients.
Learn More
Alternative Investments Brochure
Explore investments beyond traditional portfolios. With unmatched experience, scale and reach across our global network, Morgan Stanley is an industry leader in alternative investments.
View Brochure HereCorporate Solutions through Morgan Stanley at Work
Our team is committed to providing workplace solutions through Morgan Stanley at Work to help employees thrive across three verticals: equity solutions, financial wellness, and retirement plans. We bring in corporate solutions to empower companies in their management of these programs and, ultimately, to support their employees through their financial journeys.
Our mission is to assist your company in elevating your workplace financial solutions to the next level and support your employees on their financial journeys, understanding their individual life stages and addressing their timely needs, no matter where they are in their life or career. Discover our workplace financial solutions deliver powerful tools, guidance, and education to help your company and your employees thrive.
- Equity Administration
- Liquidity
- 409A Valuations
- When launching a new equity plan for employees (e.g. ESPP launch, new equity type issued)
- When going global and expanding their equity plan into new jurisdictions/countries
- If dissatisfied with their current provider/platform
- When there's plan-impacting action happening (e.g. merger/acquisition, going from public to private)
- When looking for additional participant offerings to enhance their current benefits program (e.g. financial wellness, retirement planning)
- Defined Contribution Consulting
- Solutions-Oriented Plans
- Fiduciary Investment Oversight
- Recordkeeping and Plan Design
- Portfolio Construction
- Wealth Management Services
- Education
- Financial Guidance
- Perks
- Student Loan Repayment
- College Savings
- Student Loan Refinancing
- Equity Compensation Services
- Equity Award Analysis
- Specialized Solutions
Equity Solutions for Private Companies
Morgan Stanley at Work's comprehensive suite of financial solutions for the private markets is designed to help companies create a culture of ownership. From the early days of a startup to preparing to go public, Morgan Stanley at Work provides the technology and services needed to manage cap tables and equity plans, generate audit-ready 409A valuations, run liquidity programs and support secondary transactions. These equity management solutions, delivered through the Shareworks platform, are complemented by a suite of workplace financial solutions to help build employee financial confidence, foster loyalty and help companies attract and retain talent. These include:
Equity Solutions for Public Companies
We help corporate clients and prospects get the most from their equity compensation benefits with cutting-edge technology that's customizable and scalable. Whether they're newly public, expanding globally or looking to evolve their equity compensation management offering, we're able to help with their end-to-end equity compensation solutions.
Situations when public market clients may be looking for equity compensation management help include:
Retirement Solutions
Retirement Services maintains relationships with service providers to offer an array of product solutions for retirement plans of all sizes. We also have relationships with investment-only providers who offer value-added tools and resources. Some of our services include:
Deferred Compensation
With Morgan Stanley at Work, we have access to a range of Nonqualified Deferred Compensation plan services and will help guide your company in picking the ones that best fit the needs of your company and employees.
We can help review and evaluate available plan designs and informal funding strategies through a needs-based assessment, provide manager selection support and investment-related insights to help informally fund a non-qualified deferred compensation plan, and provide participants with plan education through a Morgan Stanley Financial Advisor.
Financial Wellness
The more knowledgeable employees are in their finances, the more confident they can be in work and life. That's why we include Financial Wellness with every service we provide. Through a powerful combination of education, digital tools and financial guidance from our professionals, Financial Wellness is designed to address the unique needs of employees and empower their financial journey at every stage, giving employees the confidence to take charge of their finances. These services include:
Saving and Giving
Saving and Giving benefits can make a real difference in employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Companies can show that they are committed to employees' priorities with leading-edge solutions that help them chart a path toward financial well-being. These services include:
Executive Services
While business leaders are busy driving change for a company, our Executive Services team provides specialized expertise in equity compensation so they can keep taking the company to new heights. At Morgan Stanley, we can provide a dedicated team provides concierge-level support for executives' equity compensation, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, helping them navigate their complex financial needs with greater confidence and certainty. Some of our services include:
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
Maggie Meagher, CFP®
Private Wealth Advisor
Phone:
(202) 292-5413(202) 292-5413
Evan Coyne, MBA
Director of Business Strategy
Phone:
(202) 292-5498(202) 292-5498
Declan O'Brien, CFP®
Private Wealth Management Associate
Phone:
(202) 292-5417(202) 292-5417
Kaitlin Brancaccio
Registered Client Associate
Phone:
(202) 292-5424(202) 292-5424
Leigh Long
Senior Registered Client Associate
Phone:
(202) 292-5439(202) 292-5439
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. Mr. Legg is an avid golfer and tennis player and resides in Alexandria, Virginia with his wife and three children.
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. Mr. Legg is an avid golfer and tennis player and resides in Alexandria, Virginia with his wife and three children.
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.
Trevor is honored to be featured on America's Top 1,200 Advisors by Barron's Magazine from 2012-2018. The prestigious honor is selectively awarded to financial advisors who've met Barron's high standards for assets under management, revenue generated, quality of practice and overall client satisfaction.
Awards Disclosures:
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 2012-2018). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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.
Trevor is honored to be featured on America's Top 1,200 Advisors by Barron's Magazine from 2012-2018. The prestigious honor is selectively awarded to financial advisors who've met Barron's high standards for assets under management, revenue generated, quality of practice and overall client satisfaction.
Awards Disclosures:
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 2012-2018). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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 brings eight years of industry experience and has a focus in working with ultra-high net worth families, foundations, and endowments. With a background as a CERTIFIED FINANCIAL PLANNER™, Maggie focuses on comprehensive wealth planning and investment management. Prior to joining Morgan Stanley, she was a Financial Advisor with UBS Private Wealth Management.
Maggie graduated from the University of St Andrews, Scotland, where she received her MA in International Relations and Social Anthropology. She is an active member of her community and serves on the Investment Committee for Together We Bake, a women’s workforce training program, and volunteers at the Meridian International Center and N Street Village. Maggie is a wine enthusiast and has competed in numerous blind wine tasting competitions throughout the world. She lives in Northwest DC with her partner and two dogs.
Maggie graduated from the University of St Andrews, Scotland, where she received her MA in International Relations and Social Anthropology. She is an active member of her community and serves on the Investment Committee for Together We Bake, a women’s workforce training program, and volunteers at the Meridian International Center and N Street Village. Maggie is a wine enthusiast and has competed in numerous blind wine tasting competitions throughout the world. She lives in Northwest DC with her partner and 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 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.
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.
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.
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.
Contact Jonathan Legg
Contact Jeffrey Brill
Contact Trevor Nelson
Contact Maggie Meagher
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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.
Ready to start a conversation? Contact The Legg Wealth Management Group today.
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.
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.
9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
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
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.
9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
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)
