OUR MISSION STATEMENT
"Consistent Stewardship in a Changing World"
"Consistent Stewardship in a Changing World"
We hold the highest regard for the stewardship and confidence our clients have placed with us. We set a high value on our client relationships based on mutual understanding, personal accountability and integrity. We look to grow those relationships by consistently working to meet our client’s financial requirements, and continuously striving to exceed expectations. At The Rancho Santa Fe Group, we focus entirely on managing your wealth—so you and your family can spend time on things that matter most to you.”
Jason, Erin, Jon, Steve & Brant of The Rancho Santa Fe Group at Morgan Stanley, bring over 75 years of combined experience to deliver modern advisory, asset management and financial planning services to high net worth clients and their families.
Areas of Focus:
Family Wealth Management: Jon, Jason & Erin have a long history of working to advise, preserve and grow multigenerational family wealth for executives, business owners and medical professionals. With decades of history at the firm they lead the team’s efforts of commitment to long-term relationships. Jason and Jon are the lead portfolio managers for the team and as a CERTIFIED FINANCIAL PLANNER™, Jason heads the various retirement and estate planning efforts for the clients of The Rancho Santa Fe Group. Jason: 858-613-8184; Jon: 858-613-8185; Erin: 858-613-8147
Sports & Entertainment: As part of the Global Sports & Entertainment division at Morgan Stanley, Jason & Steve work collaboratively within the team- combining the unique resources of this specialized unit with our team’s proven history of working with clients in the Sports and Entertainment arena. With an understanding of the complexity of client schedules, they are experienced working as a team with business managers, accountants, attorneys, agents and allied representatives. They offer a consistent thoughtful approach to professionals in the sports and entertainment industries to help them make smart choices about how they save, spend, invest, borrow, protect and give. Jason: 858-613-8184; Steve: 858-613-8167
Women and Finance: Women who find themselves as “Newly Head of Household" are often referred to Erin to champion them through life’s inescapable transitions—from widowhood, a divorce, a new trustee on the family trust, a spouse’s incapacitation, a pending retirement or even an inheritance. She brings an empathic understanding to help navigate chaotic times in a client’s life. Erin: 858-613-8147
Investing with Impact: Disruptive advancements in alternative energy, clean technology, efficiency and natural resource use are constantly evolving. This presents a potential opportunity for our clients to align their investments with their personal values. Jason and Erin lead the team’s efforts to manage custom client portfolios with this goal in mind. Jason: 858-613-8184; Erin: 858-613-8147
Jason has been with Morgan Stanley for over 15 years and implements wealth-management strategies for clients of The Rancho Santa Fe Groupby concentrating on portfolio management and financial planning. As a CertifiedFinancial Planner™ for the team, Jason works closely with clients to help them develop and draft a written comprehensive financial plan to meet their objectives.
As one of the lead portfolio managers for The Rancho Santa Fe Group, Jason is responsible for the behind-the-scenes analytical work for the team’s portfolio management process. He works collaboratively with Jon and Erin on the various income and growth oriented solutions for the Team’s clients.
Jason was raised and currently lives in Rancho Santa Fe,attended local Torrey Pines High School and graduated from the University of California, Santa Barbara with high honors where he earned a Bachelor of Arts as a double major in Economics and Environmental Studies. He also earned his Master’s Degree from Duke University. Jason’s multidisciplinary background and experience enables him to maintain a uniquely qualified perspective when analyzing client portfolios and advising high net worth clients. Jason and his wife, Heather, have been married for 20 years and are raising three daughters. Jason enjoys paddle boarding, tennis and running, is an award-winning wine maker, and volunteers for Children’s Hospital of San Diego.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Erin has been with Morgan Stanley since 2012. As the newest member of the Rancho Santa Fe Group, Erin adds a unique perspective to the team. She brings particular focus and financial planning to family legacy wealth transfers and women who find themselves as newly head of household.
Erin works closely with Jason and Jon co-managing the Rancho Santa Fe Group’s portfolios. She structures solutions for her clients’ often varied financial, and personal circumstances. Wealth management is a second career for Erin. Her first career was a residential land developer in Utah, where her clients were corporate pension and retirement plans, along with private investors.
Erin was raised in, and returned to, Rancho Santa Fe from Park City UT. She attended Torrey Pines High School and Brigham Young University. During the early decades of her career, she navigated running a business, supporting her household and then becoming head of household herself while raising three children – two with special medical needs. Erin is passionate about facilitating financial literacy conversations with women’s groups, large and small. Erin is a type one diabetes thought leader, an avid skier and enjoys both paddle and boogie boarding.
Securities Agent: AK, AZ, CA, CO, DC, DE, FL, IL, IN, KY, MA, MD, MO, ND, NJ, NM, NV, NY, OH, PA, SC, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative
Steve’s first career was spent in Major League Baseball where he played 19 seasons for 8 different teams. He has been in the financial services industry since 2010 and joined Morgan Stanley in 2014. Steve is in charge of business development for The Rancho Santa Fe Group at Morgan Stanley with a focus on clients in the sports and entertainment industry.
As a Sports and Entertainment Associate, Steve is dedicated to working with athletes and entertainers seeking to maximize their financial opportunities during their career and think strategically about life after these careers. He understands the complexities and pressures facing high-achieving professionals in the sports and entertainment industries, and helps them make smart choices about how they save, spend, invest, borrow, protect and give. Steve believes that education and guidance is critical to avoiding mistakes and clearing hurdles necessary for high profile professionals to achieve their long term goals.
Steve was born and raised in Tennessee and Kentucky and attended Southern Illinois University at Carbondale where he played baseball and graduated with a degree in physiology. He currently resides in Rancho Santa Fe with his wife, Meaghan and kids. He enjoys golfing, paddle boarding, travel and philanthropy. Steve also remains very active in Major League Baseball where he acts as an instructor, consultant and guest analyst on baseball telecasts.
Securities Agent: AK, AZ, CA, CO, DC, DE, FL, IL, MA, MD, MO, NJ, NM, NV, NY, OH, PA, SC, UT, WA; General Securities Representative; Investment Advisor Representative
Brant began his financial advisory career at Merrill Lynch before joining the Rancho Santa Fe Group at Morgan Stanley in 2017. Brant attended the University of California at Los Angeles on full scholarship where he received a bachelor’s degree in Political Science and International Relations.
Following successful careers as a professional athlete and business owner, Brant has since been advising high-net worth individuals, families and foundations with wealth creation and preservation strategies. As a Financial Planning Specialist for the Rancho Santa Fe Group, he works closely with clients’ tax advisors and estate attorneys
in developing comprehensive, multi-generational financial plans for clients.
In combination with his dynamic life experience, Brant brings extensive industry, product and market knowledge to the wealth management process. Brant focuses on working with business owners, athletes and many high profile clients with asset management, retirement planning, risk management, business succession or exit strategies, cash and debt management, concentrated stock management, and business/corporate retirement plans.
Brant is third generation San Diegan, an ordained minister, and passionate philanthropist for animal conservation in the community. Brant was drafted in the second round of the 2007 Major League Baseball Draft and pitched five years for the New York Mets before an arm injury forced him to retire from baseball. He also founded, managed, and sold a world renowned animal company that specialized in the international commerce of exotic animals and supplies. He enjoys golf, traveling, photography and anything that brings him closer to wildlife. He resides in San Diego, CA with his wife Erica, who is the Giraffe Keeper at the world famous San Diego Zoo.
Securities Agent: AK, AR, AZ, CA, CO, DC, DE, FL, IL, MA, MD, MO, NJ, NM, NV, NY, OH, OR, PA, SC, UT, WA; General Securities Representative; Investment Advisor Representative
With more than four decades at Morgan Stanley, Jon implements strategies concentrating on investment management. Jon is firmly committed to long-term relationships striving to deliver exceptional client service. He listens carefully to his client’s goals and, based on this input, works attentively to help them in achieving their financial objectives.
As one of the lead portfolio managers for The Rancho Santa Fe Group, Jon works closely with Jason and Erin co-managing client portfolios across the spectrum of client needs and objectives - from regular consistent income to long-term growth.
Jon is a graduate of Colgate University and toured in the US Navy where he worked as a diving officer and aide to NASA’s space program. He joined Shearson Hammill, one of the many predecessors of the modern Morgan Stanley, in 1967 where he has remained in the firm’s Rancho Santa Fe office ever since. Jon resides in Del Mar, California with his wife, Judi. They have six grown children and three grandchildren. Jon is an avid golfer, loves to travel and spends time in support of the local Boys and Girls Clubs.
BM/Supervisor; Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative
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