Matt Kirksey
Registered Associate
Phone:
(310) 297-3792(310) 297-3792
Brandon D. Panfil
Financial Advisor
Direct:
(310) 297-3719(310) 297-3719
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Investing In Modern Markets
Many affluent investors are highly motivated by the challenge of making money, but find they do not have the time, inclination or ability to manage it efficiently. Making money is only half of the equation. Managing your wealth requires extensive research, a viable strategy, risk management, careful implementation, diligent monitoring, and fine tuned discipline.
I apply years of capital market experience and management of individualized financial portfolios to leverage a broad range of investment opportunities, diversified asset allocation strategies and dynamic responses to an ever changing economy. My clients include high net worth families, business owners, doctors, lawyers, engineers, athletes, and entertainment professionals.
I design goals based financial plans that match every stage of my clients' life. These plans incorporate comprehensive portfolio management and estate planning strategies.
I value the opportunity to become a trusted advisor for your wealth management needs. Please call my office at 310-297-3719 to set up a comprehensive and confidential consultation.
I apply years of capital market experience and management of individualized financial portfolios to leverage a broad range of investment opportunities, diversified asset allocation strategies and dynamic responses to an ever changing economy. My clients include high net worth families, business owners, doctors, lawyers, engineers, athletes, and entertainment professionals.
I design goals based financial plans that match every stage of my clients' life. These plans incorporate comprehensive portfolio management and estate planning strategies.
I value the opportunity to become a trusted advisor for your wealth management needs. Please call my office at 310-297-3719 to set up a comprehensive and confidential consultation.
Securities Agent: MA, RI, WA, TX, OR, NV, MO, FL, CA, AZ, AL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1891502
CA Insurance License #: 1891502
NMLS#: 1891502
CA Insurance License #: 1891502
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Specializations
We leverage our unique 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 most qualified to help our clients meet their objectives. Your choices will depend on your goals, objectives, and risk tolerance.
Private Credit
Exchange Funds
1031 Exchanges
Private Real Estate
Private Equity
Private Placement Variable Annuities and Life Insurance
Wealth Management
Estate Planning
Professional Portfolio Management
Alternative Investments
Cash Management
Retirement
Our Investment Process
Creating Your Financial Plan
• Schedule Face-to-Face Meeting
• Complete Client Questionnaire
• Review Relevant Documents (Accounts, Estate Plan, etc.)
• Discuss Goals
• Personalize Financial Plan
• Complete Client Questionnaire
• Review Relevant Documents (Accounts, Estate Plan, etc.)
• Discuss Goals
• Personalize Financial Plan
Becoming Our Client
• E-Sign Account Opening Documents and Account Transfer Forms
• Contact Brandon to Enroll In Morgan Stanley Online and Set Up ACH Transfers.
• Discuss cash management and lending solutions
• Contact Brandon to Enroll In Morgan Stanley Online and Set Up ACH Transfers.
• Discuss cash management and lending solutions
Implementing Your Plan
• Final Review of Investment Plan
• Initial Investment of Assets
• Establish Frequency of Portfolio Review Meetings
• Schedule First Meeting to Review Investments and Account Statements
• Initial Investment of Assets
• Establish Frequency of Portfolio Review Meetings
• Schedule First Meeting to Review Investments and Account Statements
Staying Informed
• Review Your Account Statements
• Attend Our Exclusive Seminars
• Visit Our Website for Updates
• Call Us with Questions
• Attend Our Exclusive Seminars
• Visit Our Website for Updates
• Call Us with Questions
In-Person & Virtual Seminars
Volatile times call for smart strategies, and today more than ever you need a full understanding of your investment options. Retreating to the sidelines may not be the prudent strategy it appears to be, and timing market entrances can be hazardous. Join us to learn what you can do to help protect your portfolio and find opportunity amid uncertainty.
More events coming soon
Location
2141 Rosecrans Ave
Ste 3100
El Segundo, CA 90245
US
Direct:
(310) 297-3719(310) 297-3719
Meet My Team
About Matt Kirksey
Matt Kirksey holds an MBA from Pepperdine University and a degree from California State University, Long Beach. A lifelong resident of the South Bay, he has 20 years of experience in corporate finance and holds Series 7 and Series 66 licenses. In addition, Matt is an avid softball player and has been a youth group volunteer for over 10 years.
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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Ready to start a conversation? Contact Brandon D. Panfil today.
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
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)
