The Rockport Group at Morgan Stanley

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The Rockport Group


We deliver a predictable process to guide clients through financial complexities to help them achieve their life goals.

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.



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



    Established in 1992, The Rockport Group is a team committed to helping people achieve their life goals and aspirations.   We combine our team’s knowledge and experience with the world-class services and resources of Morgan Stanley, and we understand how the capital markets work. By understanding current market trends and the economic climate, we deliver the experience our clients expect and deserve.  Our advisors hold various distinguished designations, including Certified Investment Management Analyst (CIMA®), Chartered Mutual Fund Counselor (CMFC®), Certified Wealth Strategist (CWS), Senior Portfolio Management Director and Portfolio Manager.  They are members of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC), giving them ongoing continuing educational and networking opportunities among other financial industry leaders and professionals.  Additionally, by understanding the depth of the firm’s vast resources we deliver exceptional client service and responsiveness – always with a friendly, personal touch.

    About CIMA®

    Certified Investment Management Analyst® (CIMA®)

    The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; pass an online Qualification Examination; complete an in-person or online executive education program at The Wharton School of Business - University of Pennsylvania; pass an online Certification Examination; and have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and have three years of financial services experience at the time of certification.

    Find out more about the CIMA® designation.

    Working With You

    Working With You

    Our mission is to be an essential partner for our clients as they seek to accumulate, preserve, and transfer their wealth.  We accomplish this through a predictable process that guides clients through the financial complexities to achieve goals for themselves and their families. Our approach is personal and includes: a holistic suite of services, a focus on collaboration, and is family-oriented.  We incorporate a comprehensive discovery process that helps us understand what truly matters to our clients; and from there, we develop an interactive wealth management process that provides a clear path to goal achievement.  Our experience, teamwork, attention to detail and goals-based approach results in strategies that are customized and allow for better decision-making.  Finally, our practice is strategically designed to work with a select number of clients while ensuring personal accessibility and responsiveness. We actively listen and take a genuine interest in our clients’ lives, while offering ongoing communication based on timely, relevant information to keep our clients informed.

    Our Clients


    We work with a select group of individuals, families, foundations and organizations, while serving each as their trusted advocates to help them achieve their life goals.  Our consulting based, holistic process results in always acting in our clients’ best interest, which is at the core of our team’s value and relationship with our clients.

    Meet The Rockport Group


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

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


    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


    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


    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.

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