Innovative thinkers, providing ideas and solutions that benefit the success of our clients and our team
Frank Ibarra and Jorge Calleja joined forces in 1998. They believed in a vision of innovative wealth management that saw the value a team can provide. Frank and Jorge believed that by combining their expertise and experience, they could offer their current and future clients a higher level of service and a more effective approach to the management of their wealth. The Ibarra Calleja Group 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 the full spectrum of investment strategies.
Why Choose The Ibarra Calleja Group?
Our Commitment to our Clients is founded on Five Principles:
Extensive Capabilities
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:
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.
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
NMLS#:
1275645
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 19 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, KY, 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
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.
Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.
Ready to start a conversation? Contact The Ibarra Calleja Group today.
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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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
