The Ibarra Calleja Group at Morgan Stanley

About Me

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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1275645

About Me

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