Jane Mudgett

Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist

Contact Me
Jane Mudgett

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

My Story

I’m delighted to be a part of The Carson Roberds Group at Morgan Stanley.  It was formed to combine our distinctive and complementary capabilities to help our clients achieve their financial goals, preserve their assets and grow their wealth.

We take to heart our important role of helping our clients manage their personal and family financial well-being.  Our goals are focused on:  Earning our clients’ trust and increasing their confidence in making financial decisions; Forging long-lasting, multi-generational financial relationships with our clients and their families.

We pursue achieving these financial goals by providing comprehensive wealth management focusing on three core services:

  • Comprehensive Planning – We seek to understand your goals for yourself, your business and your family, your feelings about where you are and where you’re headed.

  • Portfolio Management – We formulate tailored investment plans and implement each client’s unique plan with consistency and discipline over time, constantly monitoring the portfolio.

  • Excellent Service – We provide personal advice and work with our clients’ tax and legal advisors.

We communicate often and respond promptly.  These core services expand, evolve and adapt to the life changes and stages each of our clients’ experience – from risk-managed growth during pre-retirement to tax efficient growth and income during retirement, to wealth transfer later in life.

We have the capabilities and resources to deliver a complete spectrum of financial services to our clients, including financial planning, personal retirement planning, legacy planning, education planning, portfolio management, income strategies and wealth protection.

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Securities Agent: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures


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

Experience

Experience

Business Experience
2005 - Present: Morgan Stanley*
Financial Advisor
Vice President
Guided Portfolio Manager
Tulsa, OK

2003 - 2005: Capital Homes Residential Group

1997 - 2003: Williams
Asset Manager
Energy Marketing and Trading
Tulsa, OK

1988 - 1997: Thrifty, Dollar and Snappy Car Rental
Director of Training
Vice President
San Francisco, Dallas and Tulsa, OK

1984 - 1987: The Mudgett Group
Owner, Accounting and Business Consulting
Daytona Beach, FL

1980 - 1984, Chrysler Corporation
Customer Service Manager, Service and Parts Division
District Manager, Service and Parts Division
Orlando, FL

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 Jane Mudgett today.

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