Behavioral Finance
The Envision Legacy Group of Morgan Stanley 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.
Event Venues:
Central Arkansas: Simmons Bank 17901 Chenal Parkway, Little Rock, AR 72223
Northwest Arkansas: TBD
