

The Lewis / Westendorf Group at Morgan Stanley

Our Mission Statement
OUR STORY AND SERVICES
Life delivers surprises. It's inevitable. And whether stemming from your personal life or global events, these surprises can have a "ripple effect" on your wealth. Put simply, your financial life is a puzzle where the pieces are always changing. Often, the more wealth you have, the more "pieces" you'll have to jigsaw.
At The Lewis / Westendorf Group, we help you fit all the pieces of your financial life together – and help keep them together – so that you never lose sight of the big picture: long-term financial confidence for you and your family.
The Foundations of Our Top-Tier Wealth Management Service
- Deep, Diverse Experience –– With 153+ years of combined experience in everything from financial planning and retirement income planning, to alternative Investments, lending, and charitable giving strategies, we're able to help clients navigate every step of their financial journey.
- Elite Designations –– Our Certified Financial Planner® (Grant Lewis), Certified Exit Planning Advisor® (Nicholas Westendorf) & Portfolio Managers (Grant Lewis & Nicholas Westendorf) designations help give you access to leading industry insights and resources to help you reach your goals.
- Comprehensive & Streamlined Approach –– By combining our skillsets and areas of knowledge, our team helps you take a truly holistic and efficient approach to your financial future.
When You Call, We Answer
Trust is at the heart of all our client relationships. Each and every day, we work diligently to earn that trust through actions big and small. Especially when our clients are going through difficult moments – health concerns, divorce, the passing of a loved one, etc. – we pride ourselves on providing a "continuity of care." We are here to be your steady guide.
For a second opinion about your current investments, or to talk about your goals, please call us at:
- Grant Lewis - Senior Vice President, Financial Advisor, Portfolio Manager, Lending Specialist, Certified Financial Planner®, and Workplace Advisor – Equity Compensation (619) 238-6272
- Nicholas Westendorf - Senior Vice President, Financial Advisor, Portfolio Manager, Lending Specialist, and Alternative Investments Director and Certified Exit Planning Advisor® (619) 544-6554
- Jane Fitzpatrick - Vice President, Financial Advisor and Workplace Advisor – Equity Compensation (619) 238-6219
- Amethyst Lewis - Financial Advisor, QPFC, Financial Planning Specialist, and Workplace Advisor – Equity Compensation (619) 238-6222
Nicholas Westendorf has 10+ years of experience. Grant Lewis has 18+ years of experience. Jane Fitzpatrick has 43+ years of experience. Amethyst Lewis has 5+ years of experience. Andrea Wright has 28+ years of experience. Patricia Smith has 36+ years of experience. Jorge Gonzalez has 13+ years of experience.
- Financial PlanningFootnote1
- Business PlanningFootnote2
- Business Succession PlanningFootnote3
- Asset Management
- Retirement PlanningFootnote4
- Planning for Education FundingFootnote5
- Estate Planning StrategiesFootnote6
- Cash Management and Lending ProductsFootnote7
- Alternative InvestmentsFootnote8
- 401(k) Rollovers
- Wealth ManagementFootnote9
- Wealth PlanningFootnote10
- Structured ProductsFootnote11
- Sustainable InvestingFootnote12
- Qualified Retirement PlansFootnote13
- Municipal BondsFootnote14
- Long Term Care InsuranceFootnote15
- Life InsuranceFootnote16
Location
Meet The Lewis / Westendorf Group
About Grant Lewis
A graduate of the University of Idaho, Grant first entered the financial industry in 2005 with Wells Fargo, where he focused on banking, lending, and investing. A year into his tenure at the firm, he became an Associate Financial Consultant. Throughout his career, he has always sought to offer his clients the best resources and knowledge available. It’s why he came on board with Morgan Stanley as a Financial Advisor in 2009; it’s why he worked to earn the rigorous Certified Financial Planner® designation in 2013; and it's with that same drive that he co-founded The Lewis / Westendorf Group in 2022.
Within the team, Grant focuses on financial planning, portfolio management, and helping clients address their insurance needs. Having worked through various ups and downs in the market during his time in wealth management –– he knows firsthand the importance of having a clearly articulated strategy in place to help protect yourself and your family from whatever uncertainties the future may hold. For every client, he takes great pride in building a deep financial and personal relationship. It’s why so many of his clients have been with him for over a decade; not only do they value his elite wealth management service, but also his exceptional personal care.
Outside the office, Grant enjoys his free time backpacking, scuba diving, skiing, or any other outdoor activity he can find. Grant was also a former competitive gymnast, and still maintains a passion for the sport and enjoys staying active in his free time.
CA Insurance License #0G48784
NMLS #1278966
NMLS#: 1278966
CA Insurance License #: 0G48784
AR Insurance License #: 13022448
About Nicholas Westendorf
NMLS#: 1290684
About Jane Fitzpatrick
After receiving her Bachelor of Business Administration degree from the University of San Diego, Jane began her career in finance in 1980 as a Sales Assistant with Dean Witter (a firm which eventually merged with Morgan Stanley). She has served in varied capacities throughout her career including Operations Manager, Branch Administrative Manager and Risk Officer for the Complex. In 2016, looking to connect in a more meaningful way with clients, Jane was asked to join the Dyer/White Group which is now the Lewis/Westendorf Group.
With the Lewis/Westendorf Group, Jane uses her breadth of experience to help clients address their financial needs and goals––from retirement planning and tax mitigation to estate planning strategies and other multigenerational concerns. When working with families, Jane places a special emphasis on educating her clients, empowering them to build their financial legacy generation after generation. For all her clients, Jane is an ever-present resource and guide they can turn to for financial matters.
Outside the office, Jane enjoys an active outdoor lifestyle in San Diego.
CA Insurance License #0F40982
NMLS #1498386
NMLS#: 1498386
About Amethyst Lewis
Ame is a graduate of San Diego State University, where she earned a Bachelor’s Degree in Business Administration and Management. Before transitioning to wealth management in 2020, she owned and managed a local adult residential facility, and served on the executive committee of the Pacific Arts Movement, among other jobs in management, marketing, and consulting.
As a former small business owner herself, she brings a unique firsthand perspective to the financial planning process. Not only does she understand what her clients––whether business owners, entrepreneurs, retirees, or otherwise––are up against in the present; she also knows how important it is to have a specific plan in place to help protect against future risks and unexpected life events. She believes that for a financial plan to be effective, it has to be tailored to a person’s specific goals and challenges. That’s why she takes the time to ask clients questions, listen to their answers, and incorporate all their objectives and concerns into a customized and comprehensive financial plan. For Ame, clients are more than clients; they’re family. Every day, she works diligently to provide the empathy, care, and commitment on which lifelong relationships are founded.
Outside the office, Ame lives in San Diego with her two young children. In her free time, she enjoys exploring the great outdoors with her kids, travelling, reading, and cooking. A former competitive gymnast, she has stayed involved with the sport over the years in various capacities.
CA Insurance License #0H95789
NMLS #2049894
NMLS#: 2049894
About Andrea Wright
Andrea began her career in finance in 1997 with Dean Witter, which would go on to merge with Morgan Stanley. Throughout her career with the firm, she has worked in various facets of wealth management as an Operations Manager and Transition Specialist. This has equipped her with a deep understanding of clients’ needs and obstacles. She holds the Series 7 and Series 66 licenses.
With The Lewis / Westendorf Group, Andrea helps ensure that all clients––current and prospective––receive the highest level of professional and personal service. A consummate problem-solver, she approaches each day with diligence, attention to detail, and friendliness. By going above and beyond to help the team’s clients, she aims to help cultivate long-lasting relationships that carry into the next generation.
Outside the office, Andrea lives in San Diego. In her free time, she enjoys travelling, spending time with family and friends, and seeing as much live music as she can. Deeply committed to the local arts scene, she volunteers for various San Diego music and festival events.
About Jorge Gonzalez
Throughout his career, Jorge has focused his skillset on growing and maintaining client relationships, working closely with multiple teams of Financial Advisors.
Jorge attended San Diego State University where he earned a BA in Public Administration, which allowed him to gain financial knowledge that he incorporates into his work daily. He is Series 7 and Series 66 licensed. His credentials are an invaluable asset to the team, adding to its ability to service client needs immediately and personally - all while providing a superior level of service.
Outside of work Jorge enjoys spending time with family and friends. He enjoys traveling to new places and also golfing with friends on the weekends.
About Patricia Smith
In her free time, Pat enjoys photography and gardening. As a San Diego native, she loves the ocean and getting out on the water whale watching as often as she can. Pat earned a 2nd degree black belt in karate and maintains an interest in the discipline.

Contact Grant Lewis

Contact Nicholas Westendorf

Contact Jane Fitzpatrick

Contact Amethyst Lewis
The Power of Partnerships
About Michael Mackowiak
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Michael began his career in financial services in 2008, and joined Morgan Stanley in 2019 as a Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.
He lives in Chula Vista, California with his family. Outside of the office, Michael enjoys watching soccer and baseball, traveling, and spending time with his family.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4When 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC 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
8Alternative 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.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
10Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
12The 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.
13When 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.
14Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
15Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
16Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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