OUR MISSION STATEMENT
Helping you achieve financial success is our first priority.
Helping you achieve financial success is our first priority.
The Jackson|Stanco Group at Morgan Stanley is a 5-person team providing comprehensive financial services to clients with complex or unique financial challenges. Their clients include high-net-worth individuals, small family offices, government entities, charitable entities, and ERISA-covered defined benefit plans and defined contribution plans operating with a trustee directed or trustee assisted model. The group only works on a fee basis, intentionally maintains a limited number or clients – about 40 clients per professional staff member – and serves in a fiduciary capacity for every client, acting with discretion over investment decisions. Clients do not work with a “lead” financial advisor as is common industry practice; instead the professional staff member on the team who is best qualified to address a particular problem or issue will do so. Every client will work with every team member over time.
Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
The Jackson | Stanco group has over 48 combined years of experience in the investment consulting industry.
The Jackson | Stanco Group approach is comprised of the following distinguishing elements:
• Solutions Oriented Approach – Our entrepreneurial culture promotes a customized approach. We have long-term relationships with our clients built upon the premise that we establish objectives and see them through over time.
• Global Resources, Local Perspective – We have a global organization, yet our services are provided locally by regional representsatives who leverage resources across the entire firm.
• Global Investment Committee (GIC) – a dedicated team of qualified investment professionals conducting daily analysis of the world’s financial and economic environment.
• Unified Managed Account platform and use of Separately Managed Accounts – access to investment managers
• Continuous Account Maintenance and Oversight - Customized executive summary reporting tailored to your specifications.
Jackson | Stanco team members are passionate advocates and support both Rise Recovery and the Masters Leadership Program of Greater San Antonio.
• Rise Recovery works to identify—and put in practice—effective services to help lower the negative consequences of tsubstance abuse. Working proactively in the community by offering education services, our goal is to help change attitudes among children and adults about using drugs and/or alcohol, thereby empowering individuals to make healthy decisions before an abuse problem develops.
• The Masters Leadership Program (MLP) provides proven leaders with opportunities to learn about the needs of our community and serve as effective board members for local nonprofits and civic commissions. The volunteers share their career knowledge and experience with the organizations and are well prepared to impart an informed, up-to-date perspective on the issues affecting the people of Greater San Antonio area.
I am a First Vice President and Senior Investment Management Consultant at Morgan Stanley. I hold undergraduate degrees in English and economics from The University of Texas at Austin. In 2008, I also earned a master’s in business administration as a Longhorn and was awarded both the Dean’s Award for Academic Excellence and The Kozmetsky Award for Academic Excellence. I maintain a close relationship with The McCombs School of Business and the Evening MBA program by annually judging the finals round of the Evening MBA Capstone and serving as co-president of the San Antonio McCombs Alumni Association. In 2004, I became a Chartered Financial Analyst Charter holder – charter number 75783. I've worked as a financial advisor for 16 years – 7 years at Morgan Stanley and 9 at Merrill Lynch. I hold the following licenses: Series 7, Series 66, Series 31, Life and Health Insurance.
I am an avid reader and served as my High School Newspaper’s Editor and later as the Associate Editor for The Daily Texan while I was an undergraduate in Austin. Growing up in Midland, Texas and raised by an avid outdoorsman, I've developed a passion for the outdoors. My hobbies include fishing, hunting, camping, backpacking, canoeing and fly-tying. My wife, Jessie, and I have two children, Ruby, 7, and Phoebe, 4.
Securities Agent: AK, AL, AZ, CA, CO, DC, FL, GA, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, VI, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
I am a Senior Vice President and Senior Institutional Consultant with Morgan Stanley. I've been a member of the Investment Management Consultants Association, IMCA, since 1990, earning my Certified Investment Management Analyst (CIMA) designation that same year. I later earned IMCA’s Certified Investment Strategy designation in 2002. I previously spent 27 years at Merrill Lynch where I was a First Vice President and Designated Institutional Consultant; I also served as chairman of Merrill Lynch’s Institutional Consulting Group. I am a graduate of the University of Houston’s business school with a degree in Marketing, class of 1974. I hold the following licenses: Series 7, Series 63, Series 65, Series 3, Life and Health Insurance.
Having a passion for philanthropy, I currently serve as the Chairman of the Board of Directors at Rise Recovery. Over the years I've served on the boards of numerous eleemosynary and civic organizations in and around San Antonio. A few of my prior commitments include: Chairman of the San Antonio Water System Rate Advisory Committee, Vice Chairman of Pay it Forward Ministries, Chairman of the Investment Committee for Light House for the Blind, Vice President and Director for the San Antonio Industrial Development Board, Director of the Center for Entrepreneurial Studies at the University of Texas at San Antonio, and Founding Director of the Forum on Entrepreneurship at St. Mary’s University. My wife, Barbara, and I have two grown children, Kathryn and Meredith. In my spare time I enjoy golf, traveling, skiing and scuba diving.
Securities Agent: AL, AZ, CA, CO, DC, FL, GA, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
I am a Senior Registered Associate with The Jackson | Stanco Group with over 25 years of industry experience. I moved to the Client Associate position in 1991, passed the Series 7 examination in 1994 and shortly thereafter joined Carroll. I handle the daily operations and client services such as, processing wires, transferring of funds and open accounts. In addition, I work closely with Third Party Administrators in servicing 401K, 401A, and 457 plans.
I am a native San Antonian and an active member of the community by volunteering my services through Habitat for Humanity and puppy rescues. My husband Marty and I enjoy going to the beach.
I am a Consulting Group Analyst with The Jackson | Stanco Group and I've been with the team since 2007. In 2008, I graduated from The University of Texas at San Antonio with a degree in management with an international business concentration. I earned my certification in the Essentials of Investment Consulting through the Investment Management Consultant’s Association in 2012. I handle preliminary investment advisor research, performance reporting, and analytical tasks for the team. I hold the following licneses: Series 7, 65 and 63.
I am a native of Romania where my family still resides today. I became a United States citizenin 2012 and am fluent in multiple languages: primarily Romanian and English. My husband Jon and I spend our free time with our little boy and girl.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
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