Mason Pendleton
Financial Advisor Associate
Phone:
(805) 278-3680(805) 278-3680
Trent J Greco
Senior Vice President,
Financial Advisor
Direct:
(805) 278-3683(805) 278-3683
Toll-Free:
(800) 221-6351(800) 221-6351
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
If you’re like many of our clients (LAPD / LAFD), you seek greater balance in your life. When you hire us, you are hiring us to focus on managing your day-to-day finances so that you can enjoy more time on your family, career, and passions.
Trent and Mason advise over 150 law enforcement families and institutions, with most being retired from the LAPD. We understand the challenges you face, and as your financial partner, we intend to provide personalized, high-quality financial advice that simplifies your life. We want to add meaningful value to you and your family as it is our priority to not only be your financial advisor, but to also help you navigate the distractions of challenging markets and complexity of financial planning.
Getting started is easy. It begins with a conversation. We look forward to getting to know you and sharing details on how we can make a real difference in the quality of your life and the lives of those you care most about.
Before scheduling a meeting, please complete your profile questionnaire in the Our Process tab and email it back to us at Trent.J.Greco@morganstanley.com or Mason.Pendleton@morganstanley.com
We look forward to your financial challenge.
Trent and Mason advise over 150 law enforcement families and institutions, with most being retired from the LAPD. We understand the challenges you face, and as your financial partner, we intend to provide personalized, high-quality financial advice that simplifies your life. We want to add meaningful value to you and your family as it is our priority to not only be your financial advisor, but to also help you navigate the distractions of challenging markets and complexity of financial planning.
Getting started is easy. It begins with a conversation. We look forward to getting to know you and sharing details on how we can make a real difference in the quality of your life and the lives of those you care most about.
Before scheduling a meeting, please complete your profile questionnaire in the Our Process tab and email it back to us at Trent.J.Greco@morganstanley.com or Mason.Pendleton@morganstanley.com
We look forward to your financial challenge.
Securities Agent: TN, OR, MA, UT, NY, MO, MD, IN, FL, CA, AR, WY, WA, VA, PA, NV, NM, KS, MT, HI, AL, ID, GA, CT, TX, NC, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1395581
CA Insurance License #: #0B16034
NMLS#: 1395581
CA Insurance License #: #0B16034
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Disciplined and Focused Process
Our personalized solution approach emphasizes investor education, ongoing communication and premium service. If your circumstances change – whether by chance or choice – we will be with you every step of the way.
Discovery Process
We begin with a conversation to get to know you – your needs, your lifestyle and your goals. We begin by looking at every asset, every liability, expense and income to see how you could simplify your monthly expenses. Then, we pursue your goals using our financial recommendations to improve and simplify your life.
Learn More
Building Your Personalized Strategy
Here, we utilize proprietary financial planning tools developed by Morgan Stanley to develop a personalized and detailed plan with recommendations to help with:
Debt consolidation, Life insurance needs, family planning for college or even helping a child with their first home and finally, investment management.
Debt consolidation, Life insurance needs, family planning for college or even helping a child with their first home and finally, investment management.
Implementation Process
We utilize Morgan’s Stanley portfolio management tools to build a portfolio that offers the highest odds of success for your personal goals. We provide portfolio reviews quarterly and offer alternative portfolio manager when appropriate
Ongoing Service
Through reviews, we help you measure where you stand relative to your goals, making adjustments as needed.
o Financial plan monitoring
o Quarterly Client Conference Calls
o Annual Individual Meetings
o Complimentarily online access for ongoing view of plan and assets…
o Financial plan monitoring
o Quarterly Client Conference Calls
o Annual Individual Meetings
o Complimentarily online access for ongoing view of plan and assets…
Devoted Opportunities to Learn and Grow
We believe ongoing financial education leads to a better understanding of how to manage your assets and preserve your wealth. To that end, throughout the year we host a number of programs that focus on all aspects of your financial life including Quarterly Client Conference Calls, guest speaker events, and in-person client events at various locations. To name a few, we have hosted numerous events in the past such as our March Airfield Base, The Getty Museum, Dodger Stadium, and Ronald Reagan Library where we hosted over 110 clients for lunch under Air Force One on Nancy Reagans China. That was a fun day!
In addition to in-person programs, we offer webinars and conference calls for our clients and their guests. We create these opportunities so we – and our featured speakers – can share insights and new perspectives on topics that may impact your financial plan and investment portfolio.
We hope you’ll reach out to us for information about upcoming events and look forward to seeing you soon.
In addition to in-person programs, we offer webinars and conference calls for our clients and their guests. We create these opportunities so we – and our featured speakers – can share insights and new perspectives on topics that may impact your financial plan and investment portfolio.
We hope you’ll reach out to us for information about upcoming events and look forward to seeing you soon.
Upcoming Events
To learn more about upcoming events, please contact Mason at Mason.Pendleton@morganstanley.com
“Q4 2022 Quarterly Client Conference Call”
Please join us for our “Q4 2022 Quarterly Client Conference Call” featuring Brian Levitt – Global Market Strategist – Invesco.
Date: Wednesday, January 25, 2023 – 11:00AM PST
Date: Wednesday, January 25, 2023 – 11:00AM PST
Past Events
Conference calls have been provided every quarter since January 2015
"March Airfield Base"
2019 - We hosted over 100 clients including a lunch and walking tour
"Ronald Reagan Library"
2017 - Hosted over 110 clients and family members
"Getty Museum Tour"
2015 - Hosted 50 clients, including a walking tour provided by a local docent of famous works of art
"Los Angeles Dodgers Stadium Tour"
2014 - Hosted 70 clients with lunch and a walking tour of the stadium
Helping Families Secure Their Goals
Our practice dedicates itself on protecting the financial wealth of those who protect our community's health. We pride ourselves in managing the financial assets of 200+ families of the LAPD, LAFD & LASD and many Los Angeles Law Enforcement and Fire Protection non-profit organizations.
We also support our clients with:
• DROP/Deferred Compensation
• Minimize taxes
• Optimize investment performance
• Manage risk and provide family protection
• Pass wealth to the next generation effectively
• Minimize taxes
• Optimize investment performance
• Manage risk and provide family protection
• Pass wealth to the next generation effectively
So if you are a...
•Law Enforcement Officer
•Non-Profit Organization
•Fire Protection Officer
•Retired Officer
Please do not hesitate to reach out. We would be more than happy to provide the solutions to your problems. While each of our clients carry different sets of problems, each one looks to simplify their financial lives with an integrated strategy that preserves and grows their wealth.
•Non-Profit Organization
•Fire Protection Officer
•Retired Officer
Please do not hesitate to reach out. We would be more than happy to provide the solutions to your problems. While each of our clients carry different sets of problems, each one looks to simplify their financial lives with an integrated strategy that preserves and grows their wealth.
Digital Resources
Here is our comprehensive suite of digital resources designed to enhance aspects of your financial life. Morgan Stanley strives to ensure clients are served information and technology that is safe, efficient, smart, fast, and flexible.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
Goal Based Planning
A holistic Goals Planning System approach can tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies. Once goals are assessed, various investment proposals are considered to help clients get on track in accordance to their risk tolerance. The new tools will link to the latest asset allocation models, research, and ideas and facilitate us in providing advice where it's needed.
Learn more about Goal Based Planning
Morgan Stanley Online
Morgan Stanley Online and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Learn more about MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Security Center
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love in the event of a catastrophe or serious illness, disability, or death. Your Family Records Organizer can immediately provide vital and timely information to both your family and professional advisors. The Digital Vault can be accessed both via Morgan Stanley Online and the Morgan Stanley Mobile App, allowing you to construct a central, shared document library where all documents can be stored using encryption.
Access your Digital Vault
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Learn more about the Portfolio Risk PlatformLocation
300 E. Esplanade Dr, 10th
Floor
Oxnard, CA 93036
US
Direct:
(805) 278-3683(805) 278-3683
Toll-Free:
(800) 221-6351(800) 221-6351
Fax:
(805) 278-0226(805) 278-0226
Meet My Team
Jo Trujeque
Senior Registered Client Service Associate
About Mason Pendleton
Phone: (805) -278-3680
Email: mason.pendleton@morganstanley.com
Mason Pendleton is a Financial Advisor Associate with Morgan Stanley.
Mason began his career as a Financial Analyst for Corrigan & Company, an executive benefits and compensation consulting Firm based in Santa Barbara, CA. In 2021, Mason joined Morgan Stanley and Trent Greco as a client Service Associate and obtained his security licenses in 2022. In 2023, Mason transitioned from a Registered Service Associate to a Financial Advisor Associate, teaming with Trent Greco. Mason received his BSBA in Finance from Northern Arizona University and resides in Ojai, CA with his wife, Kate. Outside of the office, Mason enjoys Lakers basketball, action sports and spending time with friends and family.
Email: mason.pendleton@morganstanley.com
Mason Pendleton is a Financial Advisor Associate with Morgan Stanley.
Mason began his career as a Financial Analyst for Corrigan & Company, an executive benefits and compensation consulting Firm based in Santa Barbara, CA. In 2021, Mason joined Morgan Stanley and Trent Greco as a client Service Associate and obtained his security licenses in 2022. In 2023, Mason transitioned from a Registered Service Associate to a Financial Advisor Associate, teaming with Trent Greco. Mason received his BSBA in Finance from Northern Arizona University and resides in Ojai, CA with his wife, Kate. Outside of the office, Mason enjoys Lakers basketball, action sports and spending time with friends and family.
Securities Agent: AR, DE, OK, ME, LA, NJ, IL, AK, DC, MS, NE, VT, ND, PR, CA, RI, VI, CO, WA, WY, WI, OR, AZ, NM, AL, ID, SC, IA, CT, OH, NC, MT, PA, SD, HI, NH, WV, MN, MI, TN, TX, VA, MO, IN, UT, MD, KS, MA, KY, NY, GA, FL, NV; General Securities Representative; Investment Advisor Representative
About Jo Trujeque
Jo Trujeque is a first generation born, proud daughter of immigrant parents. Jo began her career as a Service Associate at Smith Barney in the Westlake Village, CA office in 2005. After obtaining her security licenses in 2012, Jo transitioned to fulfill the Branch Administrator role where she assisted four different offices and was responsible for overseeing expense related matters, branch culture and engaging employees in meetings/activities. Jo is now continuing her growth as a Senior Registered Client Service Associate alongside Financial Advisors Trent J. Greco and Mason Pendleton. Outside of the office, Jo enjoys family adventures with her husband and two children.
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
A Simple Six-Step Retirement Checkup
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Ready to start a conversation? Contact Trent J Greco today.
1Morgan 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
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
