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
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
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.
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:
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.
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.
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.
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.
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.
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.
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:
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.
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:
Co-founder of The Rockport Group, John began his financial career in 1992 after working in his family’s seafood business for the previous two decades. He considers it his mission to help clients understand why they are pursuing the goals they claim to be important and how to go about achieving those goals with greater efficiency.
Throughout his career, John has earned such designations as Certified Wealth Strategist and Accredited Investment Fiduciary. As a Morgan Stanley-credentialed Senior Portfolio Management Director, he has the credentials to manage client assets on a discretionary basis. As a Family Wealth Advisor, he goes beyond investments to provide clients with guidance on estate planning strategies and other complex disciplines.
John is as committed to his community as he is to his clients. He served as President of The Rockport-Fulton Chamber of Commerce and founded The Aransas County ISD Education Foundation. An Eagle Scout, John has served as President of the South Texas Council for the Boy Scouts of America. In addition, he is a board member of the Christus Spohn Hospital Foundation, a past president of the Rockport Art Association and a member of the First Presbyterian Church of Rockport. Other organizations that are important to him are listed in the Community section of our website.
A graduate of Texas A&I (now Texas A&M-Kingsville) where he earned a BBA and MBA, John was an Academic All-American and a brother of Sigma Chi fraternity. A past president of the university’s Alumni Association, he was named a distinguished alumnus in 2007 and inducted into the University’s Football Hall of Fame.
John’s personal narrative “Taking The Tide,” was published in 2011 and details the history of his family’s seafood business and its ties to Rockport. He and his wife Debbie continue to reside there and look forward to many more years of family gatherings with their two children Collin and Sarah (Kyle) and their two grandchildren Jackson and Ainsley.
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, LA, MD, MI, NM, NV, NY, SC, SD, TN, TX, VA, WA, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
A co-founder of The Rockport Group, Mike has a passion for helping clients meet their most important life goals.
He began his financial services career in 2000 after graduating from Texas A&M, Corpus Christi with a BBA in Business with an emphasis on Finance. Over the years, he has earned a number of prestigious industry and Morgan Stanley designations that affirm his commitment to providing clients with meaningful and sometimes life-changing advice. As a Senior Investment Management Consultant and Morgan Stanley-credentialed Senior Portfolio Manager, Mike manages assets on a discretionary basis for clients who would rather not make day-to-day investment decisions on their own. As a Certified Investment Management Analyst and Chartered Mutual Fund Counsellor, he researches third party managers, mutual funds, ETFs and individual securities in an effort to identify those worthy of consideration for client portfolios. Mike played a key role in developing the team’s unique core and satellite investment strategy that can be customized to meet the needs of clients seeking growth, income and/or preservation of capital.
Outside the office, Mike spends much of his spare time giving back to his South Texas community. He is an avid supporter of The Boy Scouts of America, Rockport-Fulton Chamber of Commerce, The Aransas County ISD Education Foundation and the Texas A&M-Corpus Christi Alumni Association. He has also coached youth sports for years and remains active in multiple leagues. In fact, Mike is especially proud that many of his former players, who have now entered adulthood, still refer to him as “Coach Mike.”
An active member of St. Paul’s Catholic Church, Mike enjoys fishing, hunting, camping and spending time with his wife Analisa and the third generation of Farahs to reside in South Texas - his four children, Michael, Christopher, Paige and Matthew.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, FL, GA, LA, MD, MI, NM, NV, NY, SC, SD, TN, TX, VA, WA, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Pat had just moved to Rockport with her husband in 1995 when she happened to see a construction crew mounting a Dean Witter sign on a strip center office. Already an experienced senior registered associate with Robinson Humphrey, Pat took the initiative and introduced herself to John Jackson. The rest is fortuitous history.
Pat is the first person clients talk to when calling The Rockport Group. She helps them open accounts, transfer assets, arrange for distributions and gain access to Morgan Stanley’s online client capabilities. In short, Pat does whatever is necessary to help clients simplify their financial lives. In addition, she serves as the team’s direct interface with Morgan Stanley’s local, regional and national client service, operations, training, compliance and administrative departments.
Like her Rockport Group colleagues, Pat is active in her community, supporting the Rockport Art Association and Rockport-Fulton Chamber of Commerce, among other worthy organizations. She and her husband Van have a grown son, Michael and look forward to spending time with him and the numerous friends that they have made since moving here from Charleston, SC almost 25 years ago.
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