OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Wealth Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Why Choose The Ibarra Calleja Group?
* We Put Clients First
* Wealth is What we Do
* Our Advice is Based on Your Unique Needs
Our Investment Philosophy - Action Should be Taken Through Discipline, Not Emotion
Covered Call Option Writing Seminar
Writing covered call options may allow you to potentially generate income on your equity portfolio, while protecting your stocks against a price decline.
You're invited to our free seminar to learn if this investment strategy can help you achieve your goals.
Thursday, March 16th, 2017
Thursday, March 23rd, 2017
Thursday, March 30th, 2017
Thursday, April 6th, 2017
10:00 - 11:00am
The Ibarra Calleja Group
8889 Pelican Bay Blvd N, 1st Floor
Naples, FL 34108
Jorge Calleja, Senior Vice President
Senior Portfolio Manager | Wealth Advisor
Please RSVP to Juan Ocanas at (239) 449-7853
Our Commitment to our Clients is founded on Five Principles:
1. CONFIDENCE - In a business that has navigated nearly 80 years of market cycles
2. ACCESS – to Morgan Stanley's brightest people and best resources
3. FOCUS – An exclusive focus on High Net Worth & Ultra High Net Worth Individuals, Families, and Foundations
4. INSIGHT – Objective solutions for your family's needs that reflect our insight into the complex financial world
5. PERSONAL SERVICE – The highest levels of Personal Service by serving a limited number of clients per Advisor
Our world-class talent and global resources are among the most sophisticated and extensive available. The Ibarra Calleja Group Wealth Advisors use rigorous analytical tools and models to create customized solutions based on the complex needs of each family, endowment or foundation.
Clients include individuals, couples and families located across the country, with a majority concentrated in Florida. We work with current and retired corporate C-suite executives, professional athletes, entrepreneurs and business owners. We have assisted several clients who have started, built and then sold companies, or taken them public. We also work with a number of Nonprofit organizations, Foundations, and Corporate Retirement Plans in helping them achieve their goals.
Drawing on a deep understanding of your financial life, The Ibarra Calleja Group can help you:
* Manage investments with an unwavering focus on your financial strategy and personal goals
* Structure your wealth and customize solutions based solely on an objective view of your needs
* Simplify financial complexity to help you achieve clarity and control
* Align your strategy with the values that have shaped your life and constitute the core of your legacy
Frank Ibarra is an Executive Director with Morgan Stanley. Frank joined Morgan Stanley in 1979 at the age of 21. Prior to joining the firm, he attended the University of Miami School of Business and Florida International University. With over 37 years of experience in financial services, his guidance and focus is on asset allocation strategies, equity selection, alternative and structured investments. An integral part of his practice deals extensively with issues relating to trusts and estate planning. Over the years he has dedicated his practice to serving the financial needs of high net worth individuals, families, foundations, endowments and retirement plans. By concentrating on this segment of the market he and his team can dedicate the requisite resources necessary to properly allocate, invest and service those individuals, institutions and families that rely on his experience and expertise.
Frank is a current member of The Society for Neuroeconomics, an interdisciplinary field that seeks to explain human decision making, the ability to process multiple alternatives and to follow a course of action. He is also on the Board of Trustees of St. Matthews House as well as past President and member of the Board of Directors of Opera Naples. Frank is also a member of Morgan Stanley's elite Chairman's Club. Frank is an incessant reader, often reading two or three books at a time. He enjoys fishing and gardening for relaxation and horseback riding on the family farm where Frank and his family spend weekends.
Frank has been married to his wife Martha since 1992 and has been a permanent resident of Naples since 1995. He is the proud father of two daughters Hanna Li and Francesca Mei.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
Jorge Calleja is a Senior Vice President who joined the firm in 1998 in the Naples office. He is a member of the Morgan Stanley*’s Masters Club and a founding member of the Ibarra Calleja Group.
Mr. Calleja is an accredited Wealth Advisor, and for more than 18 years he has worked to develop high level taxable and tax-advantaged bond strategies.
More and more investors are seeking the presumed safety and predictability of bonds. Yet huge concerns exist, in part, due to the fact that interest rates are at an all-time low, as well as a lack of confidence in the bond rating agencies. Rarely has there been a time like this where true in depth knowledge and expertise in fixed income has been so critical.
He believes there is a time to be strategic (long-term), but there is also a time to be tactically minded.
Although based in Naples, Mr. Calleja travels much of the summer to the Midwest and Northeast meeting with clients and prospective clients. His clientele includes high net worth families, individuals and institutions. He believes that through knowledge, understanding and education, he can empower his clients to make better and more informed decisions.
He is married to his high school sweetheart Gisselle and they have two children. Bonds are subject to interest rate risk. When interest rates rise, bond prices fall; generally the longer a bond's maturity, the more sensitive it is to this risk. Bonds may also be subject to call risk, which is the risk that the issuer will redeem the debt at its option, fully or partially, before the scheduled maturity date. The market value of debt instruments may fluctuate, and proceeds from sales prior to maturity may be more or less than the amount originally invested or the maturity value due to changes in market conditions or changes in the credit quality of the issuer. Bonds are subject to the credit risk of the issuer. This is the risk that the issuer might be unable to make interest and/or principal payments on a timely basis. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Morgan Stanley believes that offering clients the broadest set of choices is the best way to increase their chances of a comfortable retirement.
Navigate the money taboo and get together around what really matters—your family.
Whether you’re a first time homebuyer or refinancing an existing home, Morgan Stanley can provide a flexible approach to mortgage financing.
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