![]() Jason has experience working with Corporate Executives and uses his wealth management process to help maximize the benefits of their executive compensation strategies. Finally, Jason helps protect key financial goals by developing appropriate insurance coverage strategies. Jason helps monitor a client’s performance and as circumstances change, suggests appropriate modifications to keep them moving towards their goals. As a Senior Investment Management Consultant, Jason designs tailored investment solutions to implement a client’s financial strategy. ![]() Jason’s personalized wealth management process is designed to provide a roadmap to a client’s financial future. Jason began his career with Morgan Stanley and its predecessor firms in 1997 and is a CERTIFIED FINANCIAL PLANNER practitioner. Source: (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. Each of our 11 team members has the experience and knowledge to make a meaningful contribution to your financial future.įorbes Best-In-State Wealth Management Teams Further, The Patuxent Group has 6 administrative staff dedicated to enhancing the client experience through digital engagement, cash management, coordination with estate and tax professionals, and portfolio analytics. Our team brings depth and experience to our investment and financial planning processes with a Certified Financial Planner (CFP ®), a Chartered Financial Analyst (CFA ®), two Morgan Stanley Corporate Retirement Directors, a Morgan Stanley Portfolio Management Director, four MBAs and two Morgan Stanley Alternative Investments Directors. We offer clients a high level of personalized advice and utilize Morgan Stanley’s extensive Investment Advisory, Capital Markets and Cash Management capabilities to help fulfill our clients’ goals. The Patuxent Group at Morgan Stanley is a multigenerational practice of Financial Advisors, supported by highly seasoned client service professionals. ![]() As Financial Advisors, we work with our clients to develop Goals Based Financial Plans and individualized investment strategies that reflect those intentions. ![]() Every family, company or organization has unique values and ambitions. A sound financial strategy enables dreams to become reality and provides our clients the opportunity to enjoy more purposeful lives. ![]()
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