The Rockport Group at Morgan Stanley

Contact Us
The Rockport Group

OUR MISSION STATEMENT

Striving to transform our clients’ potential into reality. Committed to coming through time after time, year after year for the clients who place their trust in us

Our Story and Services

Our Story

We treat our clients like family and, with that guiding principle, always act in their best interests. That principle is built on a foundation of character and integrity over several generations of stability, consistency and commitment for always doing the right thing, time after time after time, year after year after year.  Our clients can expect a predictable process and experience to help guide them through the myriad of financial complexities in achieving lifetime goals for themselves and their families.

 

Our team’s deep-rooted family history in our community has instilled in us a unique perspective on the trusted values, perseverance and unwavering commitment to serve our clients. We offer a friendly, welcoming experience and the expertise to adjust their financial strategies to respond to their changing life situations.  Combining our team’s knowledge and experience with the world-class services and resources of Morgan Stanley, we deliver the experience our clients expect and deserve.

Services Include

  • 401(k) Rollovers
  • Endowments and Foundations
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

A Holistic Approach to Your Overall Finances

You’re approaching retirement and wondering what it will look like and whether it will be all you hoped it would be.

You’re already retired and concerned about whether you’ll be able to maintain your current lifestyle for as long as you live.

You’re in the prime of your career but not sure what you should be doing to pursue financial security for yourself and your family.

At The Rockport Group, we realize that clients have financial needs that go far beyond their investment portfolios. That’s why we take a holistic view of your overall finances that encompasses the following process:



Discovery
It is our belief that people who achieve significance do so by fulfilling a fundamental mission that drives them throughout their life. Our initial conversations help us get to know what that mission is for you.

Analysis
We take a total inventory of your finances, including assets, liabilities, trusts and insurance. We attempt to quantify your goals and determine where you are financially in relation to where you want to be someday.

Formulation
We develop an investment plan that considers your unique objectives, timeframe and feelings about risk. We also collaborate with Morgan Stanley specialists to develop strategies for other dimensions of your financial life. 

Implementation
We put your plan into action through our own customized investment strategies that we manage on a discretionary basis. That means we assume responsibility for day-to-day investment decisions you would rather not make on your own. You can also expect us to address issues beyond your portfolio that may involve estate planning strategies, insurance, philanthropy and other disciplines.

Review           
We are committed to keeping you informed about whether you’re progressing as anticipated. You can be certain we will monitor your strategies on an ongoing basis and make adjustments, when necessary, to reflect changes in your life and prevailing market conditions.


An Emphasis on Collaboration

We’re not being nosy when we ask you questions that seemingly have little to do with your current financial situation. We’ve just found over our more than 15 years of experience as a team that sharing information is the best way for us to understand why you wish to pursue certain financial goals and what you believe might be standing in your way.   
 
You can expect us to ask you where you grew up, where you perceive yourself to be financially, whether you’re concerned about your family’s future and how confident you are about retirement, college funding and other financial issues.

 You can also expect us to collaborate with your attorney, accountant and other professionals in your life when developing your holistic plan. When appropriate, we do not hesitate to access the extensive resources of Morgan Stanley and consult with specialists in such disciplines as trusts, private banking and philanthropy.  Clients often look to us as the quarterback of their financial team, coordinating the efforts of other professionals and integrating them into a cohesive plan with the right Xs and Os to help them advance toward their goals with greater confidence.


A Family-Oriented Relationship

The Rockport Group team members span five generation of living and working in Rockport and South Texas. As a result, we often find that we know many of our clients before they actually become our clients. Some are friends of friends. Others are family members of existing clients.

All are treated as if they were family too.

We are acutely aware that people are often entrusting us with their nesteggs – assets they’ve worked their entire lives to accumulate. We take that responsibility to heart and pledge to provide these people with advice and guidance that make a difference in their lives.

Our relationship begins with our initial discussions in which we’ll ask you frank questions about you and your family and really listen to your answers. We want to know who you are as a person, not just an investor, and what you want your wealth to accomplish. Once we formulate your personalized strategy, we’ll communicate with you often because we want you to understand:

  • How your assets are being managed
  • What we are doing to move you closer to your financial goals
  • When we believe that tactical changes to your strategy might be advisable in light of changing economic or market conditions.
  • Why we do what we do and what’s the reasoning behind our decisions


Our client relationships are marked by their depth and longevity. Many have extended from generation to generation. Often we are asked by clients to meet with their children or grandchildren to educate them on financial basics or to help them understand the complexities that may accompany the wealth they’ll inherit someday. As you can imagine, all our clients are important to us. That’s why we go the extra mile to make certain they understand what we’re doing for them and why we are doing it.


Our Commitment to Community

We are driven by our mission to help clients fulfill their own personal financial vision. At the same time, we have a vision of who we want to be and what we hope to accomplish for our clients and our community. Our involvement in the following organizations and initiatives is reflective of our commitment:

The Rockport-Fulton Chamber of Commerce
Our entire team has played an active role in supporting this worthy organization. John Jackson has served as its President and was responsible for leading a successful revitalization effort to revamp its finances and strengthen its overall capabilities

The Aransas County ISD Education Foundation
The team also supports this organization, which John founded. It is dedicated to advancing and celebrating the educational excellence of the students and teachers across our school district.

The Boy Scouts of America
Scouting is very important to The Rockport Group. John and Bill Wilson are both Eagle Scouts and currently serve on the Executive Board of the South Texas Council, while John is a former Council President.

 

In addition, members of The Rockport Group have served on boards and support:

  • Rockport Rotary Club
  • Odyssey Afterschool Enrichment Program
  • Rockport Art Association
  • Driscoll Children’s Hospital
  • Laguna Little League-
  • Odyssey Afterschool Enrichment Program
  • Young Life of Rockport
  • The Christus Spohn Hospital Foundation
  • Aransas County Historical Society
  • Texas A&M Kingsville Foundation
  • The Javelina Alumni Association of Texas A&M-Kingsville
  •  The College of Business Dean’s Leadership Board.
  • 100 Club of Aransas County
  • Association of Professional Investment Consultants
  • The Margaret Sue Rust Foundation
  • Texas A&M Corpus Christi Alumni Association
  • Del Mar College- Corpus Christi


Location

Location

  • 2902 Traylor Blvd.
  • Suite 100
  • Rockport, TX 78382


    Meet The Rockport Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Rockport Group today.

    Dow    181.18

    26031.81
    4:48PM

    Nasdaq    67.83

    7527.54
    5:15PM

    S&P 500    17.79

    2792.67
    4:48PM
    Market Information Delayed 20 Minutes

    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

    Awards Disclosures