Team Brendza at Morgan Stanley

Contact Us
Team Brendza


Providing experience, intellectual capital, and dedicated personal service to help you meet your life goals

Our Story and Services


Today’s financial landscape seems to be changing at an ever-increasing clip – whether it is a new administration revamping regulatory frameworks, large corporations merging and acquiring others, or new investment opportunities emerging from previously unknown areas.  In times like these, it is vital to have a financial advisor that has experience navigating complex financial markets, as well as one who will work closely with you to tailor their wealth management strategies to your life goals.

Team Brendza brings over 50 years of combined experience in the financial services industry to the table to suit your varied financial and personal needs.  We recognize that each of our clients has differing goals, investment aims, and risk preferences, and we enact a highly personalized approach to deliver on each of these unique needs.  Using a suite of tools that includes goal-specific analysis, we put the emphasis on you as we cater our financial consulting approach to your objectives.

From goal discernment to retirement planning, education savings to estate planning strategies, or anywhere in between, we provide a holistic approach to money management combined with a personal connection.  As a closely-knit team ourselves, we enjoy working directly with clients to provide them guidance. Financial direction and perspective are best delivered with a personal touch, one we aim to contribute on a daily basis.

Our experience, as well as a dedication to increasing knowledge of current and projected future market trends, will allow you to move through the complexities of today’s financial markets.  In an uncertain world, we recognize the importance of being secure in your financial future, and are dedicated to making that a reality for all our clients.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

Financial Consulting Philosophy

•Customization of your entire portfolio to your risk/return profile: Conservative – Moderate - Aggressive.

•Employ aspects of strategic and tactical asset allocation.

•Incorporates the quantitative and qualitative investing utilizing equities and fixed income.

•Provides value above and beyond strategic, while taking advantage of the best opportunities.

•Utilize investments in an economical manner to obtain efficiencies.

•Provide ongoing review of portfolio progress, financial goal/objectives, and investment strategies.

•Corporate Service Business includes: Foundations, Retirement Plans for Small Business’, Stock Option Plans.

Meet Team Brendza


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Team Brendza today.

Dow    238.51


Nasdaq    114.94


S&P 500    27.54

Market Information Delayed 20 Minutes

This 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: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures