Planning Director

Kevin J. Mirecki

*** ** ****** ****, ****** CA **780

Tel: 949-***-**** Email: *********@*****.***

CAREER PROFILE

Accomplished attorney with 23 years of responsible and diversified management and leadership experience in

competitive professional environments. Successful track record in building domestic and international law practice

specializing in corporate transactional law, estate planning and cross-border transactions. Talented leader and

motivator with highly effective interpersonal skills. Known for creativity, resourcefulness, innovation, and timely

completion of major projects. Articulate communicator and a clear, concise writer with a polished presentation. Able

to organize and prioritize multiple projects with divergent needs with the ability to be self-sufficient. Extensive legal

experience with practical solution oriented scenarios and client facing experiences. Highly motivated, enthusiastic,

and committed to professional excellence.

AREAS OF EXPERTISE

Estate Planning

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Business Entity Formation

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Charitable Planning

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Business Succession Planning

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Asset Protection Planning

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Wealth Transfer Planning

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Income Tax Planning

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PROFESSIONAL EXPERIENCE

MORGAN STANLEY SMITH BARNEY, Newport Beach, California 9/2007-9/2012

Executive Director, Planning Director

Manage the Los Angeles Wealth Planning Center with my base office in Newport Beach. Cover MSSB retail branches

and Private Wealth Management (PWM) branches from San Francisco to San Diego and Las Vegas. Encompasses

travel among 3 regions: Northern California, Los Angeles Metro, and Southern California.

The Planning Director is responsible for working with the Financial Advisors and with allied planning specialists

(including private banking, trust and insurance related clients) and their high net-worth clients and prospects on all

aspects of wealth planning strategies. The Planning Director oversees and coordinates the development of the Wealth

Planning Center into one which provides comprehensive, integrated planning services, including retirement,

educational, estate, charitable, business succession, income tax, risk management and asset protection planning.

LAW OFFICES OF KEVIN J. MIRECKI, Newport Beach, California 1990-2007

Attorney

Transactional legal practice providing advice and counsel to domestic and international clientele in the areas of estate

planning, corporate and international law.

EDUCATION

J.D., WESTERN STATE UNIVERSITY COLLEGE OF LAW, Fullerton, California May, 1989

Juris Doctorate with emphasis in Estate and Income Taxation

B.S., UNIVERSITY OF SOUTHERN CALIFORNIA, Los Angeles, California May, 1982

Bachelor of Science in Finance and Accounting with minor in Marketing

BAR ADMISSIONS, AFFLIATIONS AND MEMBERSHIPS

Admitted to State Bar of California December 1989

U.S. District Court, California December 1989

California Young Lawyers Association, President 1993-1994

Estate Trust & Probate Section, State Bar of California 1990

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Estate Planning, Probate Law Section, Orange County Bar Association 1990

International Tax Planning Association, London, England 1991

International Fiscal Association, New York 1991

International Bar Association, London, England 1991

American Bar Association, Chicago 1991

National Network of Estate Planning Attorneys 1990

American College of Trust & Estate Counsel 1991

TEACHING EXPERIENCE

American College, Bryn Mawr, Pennsylvania (Newport Beach site) 1994

Taught Fundamentals of Estate Planning to Chartered Life Underwriters (CLU) and

Chartered Financial Consultants (ChFC)

PROFESSIONAL LICENSES

FINRA

Series 7

Series 66

Series 24

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