The Magnolia Group at Morgan Stanley

As a Senior Vice President and Portfolio Manager with Morgan Stanley, Jonathan has steadily developed a resume of advising some of the region's most affluent families and businesses for nearly twenty years. As an Alumnus of both Boston University and California State University San Bernardino, Jonathan holds a bachelor’s degree in business administration with a concentration in finance. Jonathan is a Southern California native and is an avid sea explorer, nomadic traveler and enjoys collecting rare wine and books. Jonathan prioritizes strengthening his community and has served on such boards as The Loma Linda Children's Hospital, The Riverside Community Health Foundation, The Riverside Area Rape Crises Center as well as serving as past president for his local Rotary Chapter. Jonathan lives in Newport Beach with his fourteen-year-old son.

Vic has been associated with the financial services industry for his entire life. Born and raised in Riverside, Vic grew up siting across the dinner table from one of Riverside’s most successful financial advisors, his father, who practiced from 1960 to 1997. After graduating from UCLA in 1983 with a degree in Business Economics, Vic joined his father at Paine Webber. Over the past 37 years he has worked with some of the most long-standing and prominent families, businesses, and foundations in the region. Vic has always prided himself on helping clients with every aspect of their financial lives. Whether it be investing for retirement, life insurance, mortgage lending or estate planning, Vic provides a personal touch that’s rarely found in today’s busy world. Vic currently lives in Riverside with his wife Carol who is also an active member of the community. They have two adult daughters who are both proud alumni of California Baptist University.

Cole joins the Magnolia Wealth Management Group from New York Life, where he provided complex tailored insurance solutions for business owners and high net worth families. In his 6 years with our team, Cole has established himself one of the most dynamic and ambitious financial advisors in the region. Cole is a native resident of the Inland Empire and has a bachelors degree in finance from California State University San Bernardino. Additionally, Cole holds an MBA in Finance from the University of Redlands. Cole is married to his lovely wife Stephanie with whom they have three young children. Cole and his family enjoy outdoors activities like fishing, playing baseball and participating in boy scout events. Cole is an active member in his community and serves as a board member on the Inland Leaders Charter Foundation. Additionally, he is an ambassador with the local Chamber of Commerce and a fellow Rotarian.