Espinal Stern Whittington at Morgan Stanley

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Espinal Stern Whittington

OUR MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

About Our Team

René and Jim met in 1998 as relatively new Smith Barney employees working in different offices (René was in West Palm Beach, Jim in Stuart). They formed a strong peer relationship from the beginning and in 2001, they decided to become partners. René moved his family north and started working in Stuart, and his sales assistant Dana made the move to the Stuart office as well.  They began their team with a senior partner, Jim Fuller, and took over the entire practice when he retired. Sue Whittington joined Smith Barney in 2007 and had an opportunity to begin working with René and Jim in 2012, forming Espinal, Stern & Whittington. Shortly after, Dana and her family relocated to St. Louis and Jessica took over just months before her first child was born.

While each of us focuses on certain aspects of our business, we are all licensed and trained to meet the needs of our clients and their families. 

Services Include

  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • 401(k) Rollovers
  • Long Term Care Insurance
  • Annuities
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Fixed Income
  • Life Insurance
  • 529 Plans
  • Planning for Education Funding
  • Qualified Plans
  • Trust Accounts


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

Location

Location

  • 729 S W Federal Hwy Suite 300
  • Stuart, FL 34994


    Events

    Events

    Community Involvement

    Community Involvement

    We volunteer for a number of local organizations, including Tykes & Teens, Place of Hope, SafeSpace, House of Hope, The 4 Cs (Caring Children Clothing Children), and many others. Our office frequently holds events that support these and other charities as well. We believe that we live fortunate lives and it is part of our practice, personally and professionally, to give back to our community and help support those who need assistance, especially children and their families.
    In addition, Sue has been a Rotarian for many years and is the past president of the Stuart-Sunrise Rotary Club.

    Meet Espinal Stern Whittington

    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

    More From Morgan Stanley

    Ready to start a conversation? Contact Espinal Stern Whittington today.

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