Senior Vice President, Financial Advisor, Global Sports and Entertainment Director, Portfolio Management Director
Envision Legacy Group at Morgan Stanley
Direct:
(310) 205-4939(310) 205-4939
Toll-Free:
(800) 458-9838(800) 458-9838
Our Mission Statement
We strengthen your family’s financial security through tailored advice and customized solutions, empowering you to preserve and enjoy the wealth you’ve worked so hard to achieve and leave the legacy you envision.
Financial Strategies for Your Life & Legacy
At The Envision Legacy Group, we focus on what is most important to you, your family and your future. We provide the personalized service, problem-solving skills and world-class resources needed to help you make more informed and confident decisions about your wealth.
Above all, we commit to making a meaningful difference in your life through the delivery of five core values that have become the hallmark of our practice:
• Deep and caring relationships that span generations
• Competence through extensive experience
• Proven processes that drive results
• A focus on education for ourselves and our clients
• A pledge to ongoing, proactive service
With or passion and perseverance, we deliver a standard of care that puts you in the center of every decision. We are dedicated to earning your trust every day through a powerful combination of wisdom, knowledge and experience. Above all, we strive to ensure every client feels like our only client.
Getting started is easy. It begins with a conversation. As our name implies, we look forward to discussing how we can support and enhance the lifestyle and legacy you envision for you, your children and your grandchildren now and for years to come.
We look forward to hearing from you soon.
Above all, we commit to making a meaningful difference in your life through the delivery of five core values that have become the hallmark of our practice:
• Deep and caring relationships that span generations
• Competence through extensive experience
• Proven processes that drive results
• A focus on education for ourselves and our clients
• A pledge to ongoing, proactive service
With or passion and perseverance, we deliver a standard of care that puts you in the center of every decision. We are dedicated to earning your trust every day through a powerful combination of wisdom, knowledge and experience. Above all, we strive to ensure every client feels like our only client.
Getting started is easy. It begins with a conversation. As our name implies, we look forward to discussing how we can support and enhance the lifestyle and legacy you envision for you, your children and your grandchildren now and for years to come.
We look forward to hearing from you soon.
Services Include
- Retirement PlanningFootnote1
- Wealth ManagementFootnote2
- Alternative InvestmentsFootnote3
- 401(k) Rollovers
- Cash Management and Lending ProductsFootnote4
- Estate Planning StrategiesFootnote5
- Planning for Education FundingFootnote6
- Endowments and FoundationsFootnote7
- Sustainable InvestingFootnote8
- Business Succession PlanningFootnote9
- Life InsuranceFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Goals-Based Process
Our financial planning process begins and ends with listening. We ask questions about what is important to you, your family and your legacy.... and then we listen. Through each step, we provide objective advice and investment insights to construct a wealth management plan that is uniquely yours.
1: Introduction
We begin with an informal discussion to understand your financial concerns and determine how we can add value. If we all agree to move forward, then we will schedule our next meeting and request important financial information that will help us create a plan unique to you.
2: Discovery
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you’ve prepared and define your priorities.
3: Asset Transfer
With your approval, we begin to transfer your assets to Morgan Stanley. Once transferred, we begin our goals-based financial planning process.
4: Analysis & Plan Development
Utilizing proprietary tools and insights from Morgan Stanley, we develop a personalized financial plan that integrates all of your available assets into one integrated plan.
5: Plan Presentation & Implementation
In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we will initiate the investment recommendations and begin to implement the additional strategies we’ve discussed. These often encompass risk management, as well as estate and legacy planning strategies.
6: Ongoing Service
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we will set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
Customized Solutions
As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to achieve your particular priorities and goals.
Retirement Planning
One of our key areas of strength is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
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Wealth Management
Wealth management brings all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career, and your legacy goals to develop an integrated strategy that is uniquely yours.
Alternative Investments
Morgan Stanley’s global network affords us the ability to offer suitable clients a wide array of alternative investments to consider – from private equities and exchange funds to hedge funds and real estate investments. Our recommendations are based on your own goals and your tolerance for investment risk
401(k) Rollovers
If you have a 401(k) from a previous job, we make it easy to consolidate your assets into one account so you can monitor your progress and investment results all in one place. This helps simplify your financial life, keeps you organized and helps make your money work harder for you.
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Lending Products
We believe it’s important to consider all aspects of your finances when building your plan for the future. We offer a broad array of lending solutions that work together to complement your existing investment strategy – from flexible lines of credit and home mortgages to state-of-the-art cash management systems.
Estate Planning Strategies
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.
Planning for Education Funding
Helping meet the educational costs of children and grandchildren may be one of the most personal fulfilling investments you can make. We are here to help you develop strategies and investment recommendations that can help ensure the people in your life get the education they need to succeed.
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Endowments & Foundations
Committees and administrators are faced with the complex task of developing appropriate investment policy statements, understanding how to assess performance and finding superior fund managers. I help you and your investment committee reduce risk and increase returns, so you can preserve principal and generate income to be used for your philanthropic endeavors
LGBT Planning Services
At The Envision Legacy Group, we have developed a strong and collaborative practice that focuses on serving the unique goals and challenges of our country’s Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) community and allies. Our strength lies in our ability to not only understand you but to respond to your specific financial needs as they evolve over time.
Socially Responsible Investing
Many investors are seeking meaningful ways to create positive economic, social and environmental impact through the investments they make in their portfolio. Socially Responsible Investing focuses on aligning financial goals – which are driven by economic fundamentals – with impact goals – which are driven by personal values and mission. We can help you integrate these themes into your investment strategy.
Business Succession Planning
Owning a business represent years, if not decades, of hard work and entrepreneurial savvy. Yet, even the most astute business owners are often unfamiliar with the complexities that go into a successful succession strategy. We understand your succession in the context of your overall financial picture. We also work closely with your other advisors to help ensure your priorities are reflected in your succession strategy.
Life Insurance
Life’s risks can manifest themselves in many ways – from loss of life to loss of health – and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number or ways, ranging from insurance reviews to liquidity strategies.
Financial Planning Process
Financial Planning is a joint effort with you and the Envision Legacy Group executing the strategies needed to achieve your financial success. Your plan will be a road map to achieve your goals including a successful retirement. Envision Legacy Group implements a six-step process in formulating your financial road map.
As in any journey, you will encounter detours along your route which need to be rerouted through and around. The Envision Legacy Group’s goal is to keep the focus on your financial success as you have defined it and make changes as needed. Over time and with constant communication, we will work towards achieving your goals.
As in any journey, you will encounter detours along your route which need to be rerouted through and around. The Envision Legacy Group’s goal is to keep the focus on your financial success as you have defined it and make changes as needed. Over time and with constant communication, we will work towards achieving your goals.
Step 1: Take a Picture
This is the discovery process for the Envision Legacy Group to learn where you are now. This includes reviewing debts, real estate investments, insurance, trusts, business entities, retirement plans, investment accounts, and much more.
Step 2. Paint the Picture
A conversation about where you want to be in 5,10 or 20+ years. We want to know what you want your life to look like – How do you spend your time? Who is important to you? What are the dreams for yourself and those you love?
Step 3: Develop and Present the Road Map
This is the process of the Envision Legacy Group developing a financial plan to help you achieve financial success. We will use all the information you have shared and put it into a comprehensive plan.
Step 4: Next steps
An itemized list of our recommendations of your weaknesses to address to help ensure your financial success. The list will be prioritized to make sure that the most important gaps are dealt with first.
Step 5: Implementation
After choosing the order of priorities, we will begin to implement various strategies of the plan one by one. As needed, other advisors will be invited to help with the strategies of the plan that need additional resources. These can include changing your assets allocation, debt restructuring, protection strategies and tax implications.
Step 6: Monitoring the progress
The Envision Legacy Group constantly monitors your progress towards your goals. We will be in constant communication to make sure we understand what is currently happening in your life so that changes can be adjusted for in real time with the focus always on your goals for financial success.
Managing Your Money in a Digitial World
We offer a comprehensive suite of tools to manage your wealth more effectively in today’s busy world. We are happy to assist you in signing up for any of these services. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future.
2025 Tax Tables
This table shows the 2025 contribution limits for Retirement Plans, Traditional and ROTH IRA Contribution Limits, Health Savings Accounts, and more.
2025 Tax Tables
Goals Planning System (GPS)
GPS is our financial planning software. It helps define what you want out of life, so we can create a financial framework to bring these goals to fruition.
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Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money
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Your Guide to Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan as you prepare for this year's filing.
Learn More
Your Guide to Life & Money
How much of your savings should you be investing? Do you need a prenup? How do you know when you're ready to buy a home, or start a business?
Learn More
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
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Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Zoom Calls
Given today’s complexities, we make it easy to do face-to-face meetings from the comfort of your own home, utilizing the Zoom platform.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Location
9665 Wilshire Boulevard
Suite 600
Beverly Hills, CA 90212
US
Direct:
(310) 205-4939(310) 205-4939
Toll-Free:
(800) 458-9838(800) 458-9838
Fax:
(310) 878-9254(310) 878-9254
Meet Envision Legacy Group
Michael Monatlik
Senior Vice President, Financial Advisor
Phone:
(310) 205-4934(310) 205-4934
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor
Sean Dhila
Assistant Vice President, Business Development Associate
Phone:
(310) 205-4915(310) 205-4915
Brendon Terry
Wealth Management Associate
Phone:
(310) 551-9463(310) 551-9463
About Leor Tzour
Leor is a Senior Vice President, Portfolio Manager and founding partner of The Envision Legacy Group, a highly skilled advisory team located in Beverly Hills. Since 1999, he has enjoyed working with individuals and families with a higher level of wealth, providing personalized advice through a disciplined approach. His in-depth knowledge of tax and business planning helps clients navigate the ever-changing financial landscape. Leor’s comprehensive approach includes a thorough planning process, a diversified investment portfolio, and a commitment to outstanding service.
Born in Israel and emigrating to the U.S. in 1980, Leor and his family settled in Northridge, California. Ever since he can remember, he has always enjoyed helping others. If he could help someone solve a problem, he received great satisfaction. Leor was also drawn to the world of finance, which led him to study Economics at California State University. Upon graduation, Leor’s uncle (Michael Monatlik) invited him to join his practice and they have been partners ever since.
Today, more than 20 years later, Leor has built a successful career that allows him to not only solve complex problems for others, but help them manage their total financial picture more effectively and efficiently. It is extremely rewarding for Leor to see the impact a comprehensive strategy can have on his clients’ lives. Helping them develop and implement a financial plan and reap the rewards of a customized portfolio gives him great satisfaction that he is making their lives better and easier.
Leor’s desire to help others is equaled only by his dedication to his family and his community. He is an active member of Temple Aliyah in Woodland Hills. Leor and his wife, Leah, currently live in Calabasas with their son, Gavin, and twin daughters, Ellie and Ava. Leor loves coaching his kid’s soccer team. Other favorite activities include tennis, skiing, grilling and rooting on the Los Angeles sports teams.
Born in Israel and emigrating to the U.S. in 1980, Leor and his family settled in Northridge, California. Ever since he can remember, he has always enjoyed helping others. If he could help someone solve a problem, he received great satisfaction. Leor was also drawn to the world of finance, which led him to study Economics at California State University. Upon graduation, Leor’s uncle (Michael Monatlik) invited him to join his practice and they have been partners ever since.
Today, more than 20 years later, Leor has built a successful career that allows him to not only solve complex problems for others, but help them manage their total financial picture more effectively and efficiently. It is extremely rewarding for Leor to see the impact a comprehensive strategy can have on his clients’ lives. Helping them develop and implement a financial plan and reap the rewards of a customized portfolio gives him great satisfaction that he is making their lives better and easier.
Leor’s desire to help others is equaled only by his dedication to his family and his community. He is an active member of Temple Aliyah in Woodland Hills. Leor and his wife, Leah, currently live in Calabasas with their son, Gavin, and twin daughters, Ellie and Ava. Leor loves coaching his kid’s soccer team. Other favorite activities include tennis, skiing, grilling and rooting on the Los Angeles sports teams.
Securities Agent: PR, NJ, IL, CT, WI, NM, MN, IN, DE, CO, TN, MD, FL, SD, NV, HI, OR, PA, KS, AZ, WY, OK, OH, NY, NE, MA, VA, UT, TX, MT, KY, ID, DC, WA, VI, NC, MI, LA, IA, GA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1935364
CA Insurance License #: 0C79689
NMLS#: 1935364
CA Insurance License #: 0C79689
About Michael Monatlik
Michael is a Senior Vice President, Senior Financial Advisor and founding partner of The Envision Legacy Group. For more than 40 years, he has enjoyed helping successful individuals, generational families and business owners build and preserve their wealth. He couples his extensive background in fixed income and municipal bonds with his deep experience in the stock market to help clients better position their portfolios for today’s complexities and market opportunities. For Michael, professional success is measured in terms of client well-being and goal achievement.
Michael was born in Israel and moved to New York at the age of 10. Always intrigued by the world of finance, he attended Hofstra University to earn his degree in Economics. Upon graduation, he began his career as an economist at the Department of Labor. This led to new opportunities as he joined Smith Barney.
Over the years, Michael has worked at large financial firms, including Prudential, Merrill Lynch and UBS. In 1999, he joined forces with his nephew, Leor Tzour, and they have been partners ever since. Michael’s favorite part of being a Financial Advisor is educating his clients on how to leverage the markets to positively impact their overall investment plans.
Michael believes balance is vital to a happy life. He now lives in Encino with Rose, his wife of 47 years. They have two grown children and four grandchildren. An avid bird watcher, Michael enjoys studying nature and spending time with his family. He also loves to read, with a focus on historical books.
Michael was born in Israel and moved to New York at the age of 10. Always intrigued by the world of finance, he attended Hofstra University to earn his degree in Economics. Upon graduation, he began his career as an economist at the Department of Labor. This led to new opportunities as he joined Smith Barney.
Over the years, Michael has worked at large financial firms, including Prudential, Merrill Lynch and UBS. In 1999, he joined forces with his nephew, Leor Tzour, and they have been partners ever since. Michael’s favorite part of being a Financial Advisor is educating his clients on how to leverage the markets to positively impact their overall investment plans.
Michael believes balance is vital to a happy life. He now lives in Encino with Rose, his wife of 47 years. They have two grown children and four grandchildren. An avid bird watcher, Michael enjoys studying nature and spending time with his family. He also loves to read, with a focus on historical books.
Securities Agent: NM, GA, WA, NY, LA, FL, DC, CO, PA, WI, OK, NV, ID, IA, CT, VI, OH, PR, NE, MD, KY, HI, VA, TN, SD, OR, NJ, MN, CA, AZ, MT, MA, UT, TX, NC, MI, IN, IL, DE, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1954250
CA Insurance License #: 0I40059
NMLS#: 1954250
CA Insurance License #: 0I40059
About Kit Mac Nee
The Envision Legacy Group focuses on what is most important to you, your family, and your future. We provide personal problem-solving skills and world-class resources needed to help you make more informed and confident decisions about your wealth. With our passion and perseverance, we deliver a service model that puts you in the center of every decision. The Envision Legacy Group has a combined over 100 years of experience with six members of our team, Leor Tzour, Michael Monatlik, Kit Mac Nee, Sean Dhila, Brendon Terry, and Matthew Ameling. Together we manage over $750 million in assets (as of 8/2024).
Kit’s clients trust her for two main reasons: They know she cares. And they value her experience. Kit joined Morgan Stanley as a Financial Advisor in 2013 and the Envision Legacy Group in 2023. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for nearly 12 years.
On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit family, including trips to Detroit, my original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as the 2024 President for the National Association of Estate Planners and Councils, Inland Empire Planned Giving Seminar, Empowering Ugandans, and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® in 2013, and in 2023 became a Qualified Plan Financial Consultant.
Kit’s clients trust her for two main reasons: They know she cares. And they value her experience. Kit joined Morgan Stanley as a Financial Advisor in 2013 and the Envision Legacy Group in 2023. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for nearly 12 years.
On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit family, including trips to Detroit, my original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as the 2024 President for the National Association of Estate Planners and Councils, Inland Empire Planned Giving Seminar, Empowering Ugandans, and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® in 2013, and in 2023 became a Qualified Plan Financial Consultant.
Securities Agent: HI, DC, PA, NM, NE, MT, VI, UT, CA, OR, NV, ID, PR, MI, MD, LA, CT, CO, NJ, NC, KY, IL, SD, WA, VA, TN, NY, MN, DE, OH, MA, FL, KS, TX, OK, IN, IA, AZ, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 633395
CA Insurance License #: Insurance Lic. CA 0E87426
NMLS#: 633395
CA Insurance License #: Insurance Lic. CA 0E87426
About Sean Dhila
An experienced Business Development Associate, Sean is dedicated to the continued growth and success of The Envision Legacy Group. With energy and optimism, Sean is responsible for managing client relationships, organizing client events, and organizing various marketing initiatives for current and future growth. He also assists with important investment activities, including alternative investments and commercial real estate lending services.
Growing up in Olney, Maryland, Sean has always loved numbers. His favorite school subject was math, so it was no surprise that he earned his B.A. degree in Finance, with a minor in Economics, from the University of Maryland. In 2014, Sean began his career at Merrill Lynch. Upon graduation, he joined the firm full-time as a Client Associate and two years later, became a Financial Advisor and Senior Portfolio Advisor.
This experience deepened Sean’s passion to help others make more confident decisions about their wealth. In 2020, he moved to California and joined The Legacy Envision Group for the opportunity to be part of an integrated team approach to wealth management. Sean maintains his Series 7 and 66 FINRA licenses.
Outside of the office, Sean enjoys all things outside. He loves to travel to new places locally and around the world. He also enjoys paddle boarding, being on the water, and playing such sports as hiking and volleyball. Sean currently lives in Culver City.
Growing up in Olney, Maryland, Sean has always loved numbers. His favorite school subject was math, so it was no surprise that he earned his B.A. degree in Finance, with a minor in Economics, from the University of Maryland. In 2014, Sean began his career at Merrill Lynch. Upon graduation, he joined the firm full-time as a Client Associate and two years later, became a Financial Advisor and Senior Portfolio Advisor.
This experience deepened Sean’s passion to help others make more confident decisions about their wealth. In 2020, he moved to California and joined The Legacy Envision Group for the opportunity to be part of an integrated team approach to wealth management. Sean maintains his Series 7 and 66 FINRA licenses.
Outside of the office, Sean enjoys all things outside. He loves to travel to new places locally and around the world. He also enjoys paddle boarding, being on the water, and playing such sports as hiking and volleyball. Sean currently lives in Culver City.
About Brendon Terry
Drawing on nearly 10 years of industry experience, Brendon is often the first line of contact on a broad array of client services. A consummate professional, he is committed to providing every client with the highest level of personal service. Brendon joined Morgan Stanley in 2011 and is an important member of The Envision Legacy Group.
From the largest task to the smaller request, Brendon works diligently to exceed client expectations. He serves as the administrative arm of the team, handing many of the day-to-day responsibilities of the team. He interfaces with various departments across the firm to help ensure issues are resolved quickly and efficiently. Brendon also holds his Series 7 and 66 FINRA licenses and insurance licenses so is available to assist with any trading activity if needed.
Prior to his financial services career, Brendon served in the U.S. Marine Corps for four years. Upon returning home, he joined Morgan Stanley as an Operations Associate. This position has led to new opportunities and responsibilities over the years, including Financial Planning Specialist, Financial Advisor, and Group Director. Brendon enjoys his current role as a Wealth Management Associate, often assisting with options trading and financial planning activities.
Originally from Missouri, Brendon now calls Simi Valley his home, where he lives with his wife, Samantha, and their children, Bryce, Jacob and Rilyn. He is an avid outdoorsman with interests that are wide and vast – from being a competitive archer who shot qualifiers for the U.S. Olympic team to being a regular guest on TV’s Fox Sports West to coaching youth football and basketball. Brendon also loves gardening, with an affinity for growing super-hot peppers, building furniture, and giving back. He is a member of Morgan Stanley’s Veterans Employee Network, and every other summer, he and his wife travel to Guatemala to build schools and homes for local orphanages there.
From the largest task to the smaller request, Brendon works diligently to exceed client expectations. He serves as the administrative arm of the team, handing many of the day-to-day responsibilities of the team. He interfaces with various departments across the firm to help ensure issues are resolved quickly and efficiently. Brendon also holds his Series 7 and 66 FINRA licenses and insurance licenses so is available to assist with any trading activity if needed.
Prior to his financial services career, Brendon served in the U.S. Marine Corps for four years. Upon returning home, he joined Morgan Stanley as an Operations Associate. This position has led to new opportunities and responsibilities over the years, including Financial Planning Specialist, Financial Advisor, and Group Director. Brendon enjoys his current role as a Wealth Management Associate, often assisting with options trading and financial planning activities.
Originally from Missouri, Brendon now calls Simi Valley his home, where he lives with his wife, Samantha, and their children, Bryce, Jacob and Rilyn. He is an avid outdoorsman with interests that are wide and vast – from being a competitive archer who shot qualifiers for the U.S. Olympic team to being a regular guest on TV’s Fox Sports West to coaching youth football and basketball. Brendon also loves gardening, with an affinity for growing super-hot peppers, building furniture, and giving back. He is a member of Morgan Stanley’s Veterans Employee Network, and every other summer, he and his wife travel to Guatemala to build schools and homes for local orphanages there.
Contact Leor Tzour
Contact Michael Monatlik
Contact Kit Mac Nee
Wealth Management
Global Investment Office
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
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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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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 Envision Legacy 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.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Alternative 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.
4Morgan 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
5Morgan 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.
6When 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.
7Morgan 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.
8The 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Alternative 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.
4Morgan 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
5Morgan 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.
6When 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.
7Morgan 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.
8The 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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
